Mbl-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ARM", "ABT", "ABBV", "OBDC", null, "GOOGL", "AXP", "T", "BLK", null, null, "CAT", "AVGO", "LOW", "ARCC", null, null, null, null, "DUK", null, null, "SLI", "BAND", "HON", "HD", null, null, null, "MCD", null, null, null, null, "UNP", null, "EMXC", null, null, null, null, "RIVN", null, null, null, null, null, null, "META", null, null, null, null, null, "PRK", null, "IJH", null, null, null, null, null, null, null, "MA", "MSFT", "EVER", "FCNCA", "GE", null, null, "IJR", "KLAC", "IWD", "ORCL", null, null, "IWF", "PANW", "PYPL", null, "IEMG", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "PFE", "LMT", "PG", null, "MRK", "VZ", null, "AMGN", null, "MSTR", null, "IEFA", null, "SCHX", "RTX", "SPDW", "GLD", null, null, "IBM", "SYK", "SBUX", "SNPS", "TXN", "TMO", "TJX", "TFC", "UBER", "UPS", "VNQ", "VO", "VWO", null, null, null, null, null, null, null, null, null, "VRTX", "AON", "AMD", "CPAY", "IWR", "GSLC", "FTRE", null, null, null, "AMZN", null, "SIRI", null, "FNB", null, "CEF", null, "VGT", "VEA", "VXUS", "VTWO", "VOT", "BSV", "VB", "VOO", "V", null, "VST", "WMT", "WFC", "XPEV", null, "SCHD", "SCHF", "SCHA", "NSC", "LBRDK", "LH", "MKL", "SO", null, "CRM", null, null, "IXUS", null, null, "SPYV", "BAC", "BRK-A", "BRK-B", "BMY", null, "CVX", "CB", "CSCO", "C", "CME", "KO", "CCOI", "COP", "CPRT", "COST", "CSGP", "CRWD", "DE", null, "EWJ", "IJJ", "EFA", "IWB", "IWM", "EPD", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-21
- Total Holdings
- 257
- Total Value
- 986928854
- Accession Number
- 0001437749-25-017955
- Form Type
- 13F-HR
- CIK
- mbl-wealth
- Manager Name
- Mbl-Wealth
Data Enrichment
68% identified174 identified83 unidentified
Holdings
257 positions
Manager:
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Page 10 of 12
45782C508
Shares:6.8K
Value:$280.3K
464288323
Shares:5.0K
Value:$263.3K
464288646
Shares:4.9K
Value:$257.7K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
CME GROUP INC.(CMEcusip12572Q105) | 1.1K | All Managers (Combined) | $283.3K | ||
(cusip45782C508)✕ | 6.8K | All Managers (Combined) | $280.3K | ||
| 5.5K | QoQ NEW(+5.5K) | All Managers (Combined) | $279.4K | QoQ NEW(+$279.4K) | |
| 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $271.5K | QoQ NEW(+$271.5K) YoY NEW(+$271.5K) | |
| 508 | QoQ +1.60% (-8)YoY +1.60% (-8) | All Managers (Combined) | $271.0K | ||
| 1.6K | QoQ -2.36% (-38)YoY NEW(+1.6K) | All Managers (Combined) | $268.2K | YoY NEW(+$268.2K) | |
| 553 | All Managers (Combined) | $268.1K | |||
| 2.4K | All Managers (Combined) | $264.2K | |||
| 18.0K | YoY NEW(+18.0K) | All Managers (Combined) | $263.9K | YoY NEW(+$263.9K) | |
| 141 | QoQ +1.43% (+2)YoY 0.00% (+0) | All Managers (Combined) | $263.6K | ||
(cusip464288323)✕ | 5.0K | All Managers (Combined) | $263.3K | ||
| 1.1K | QoQ 0.00% (-0)YoY -0.92% (-10) | All Managers (Combined) | $263.0K | ||
| 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $260.2K | YoY NEW(+$260.2K) | |
| 20.8K | All Managers (Combined) | $259.0K | |||
| 4.0K | QoQ -2.62% (-107)YoY -3.00% (-123) | All Managers (Combined) | $258.7K | ||
| 856 | QoQ +2.51% (+21)YoY -5.41% (-49) | All Managers (Combined) | $258.5K | ||
(cusip464288646)✕ | 4.9K | All Managers (Combined) | $257.7K | ||
| 2.4K | QoQ 0.00% (-0)YoY NEW(+2.4K) | All Managers (Combined) | $253.5K | YoY NEW(+$253.5K) | |
| 1.4K | QoQ +6.71% (+88)YoY +7.03% (+92) | All Managers (Combined) | $251.4K | ||
FNB CORP/PA/(FNBcusip302520101) | 18.7K | All Managers (Combined) | $251.3K |