MBE Wealth Management, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$209.0M
Holdings
121
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (121 positions)
| Stock | Value |
|---|---|
NDQINVESCO QQQ TR | $23.3M |
VBVANGUARD INDEX FDS | $21.4M |
SPYVSPDR SER TR | $21.0M |
ACIOETF SER SOLUTIONS | $12.1M |
IVVISHARES TR | $10.3M |
DRSKETF SER SOLUTIONS | $8.5M |
IDUBETF SER SOLUTIONS | $8.0M |
SCHPSCHWAB STRATEGIC TR | $7.6M |
OSCVETF SER SOLUTIONS | $5.6M |
DUBSETF SER SOLUTIONS | $5.5M |
SCHDSCHWAB STRATEGIC TR | $5.0M |
ADMEETF SER SOLUTIONS | $4.6M |
VCITVANGUARD SCOTTSDALE FDS | $3.8M |
JUCYETF SER SOLUTIONS | $3.5M |
DGROISHARES TR | $3.1M |
UCONFIRST TR EXCHNG TRADED FD VI | $2.9M |
SCHFSCHWAB STRATEGIC TR | $2.6M |
SCHESCHWAB STRATEGIC TR | $2.6M |
HTRBHARTFORD FDS EXCHANGE TRADED | $2.6M |
RLYSSGA ACTIVE ETF TR | $2.5M |
VCSHVANGUARD SCOTTSDALE FDS | $1.9M |
SCHOSCHWAB STRATEGIC TR | $1.8M |
UPSDETF SER SOLUTIONS | $1.7M |
NVDANVIDIA CORPORATION | $1.6M |
FVDFIRST TR VALUE LINE DIVID IN | $1.4M |
VGSHVANGUARD SCOTTSDALE FDS | $1.4M |
QUALISHARES TR | $1.3M |
AAPLAPPLE INC | $1.2M |
MSFTMICROSOFT CORP | $1.2M |
ABBVABBVIE INC | $1.1M |
PEPPEPSICO INC | $1.1M |
ASTSAST SPACEMOBILE INC | $1.0M |
SPYMSPDR SER TR | $965K |
VEAVANGUARD TAX-MANAGED FDS | $956K |
JPMJPMORGAN CHASE & CO. | $862K |
WMTWALMART INC | $827K |
ECLECOLAB INC | $803K |
MG1MGE ENERGY INC | $798K |
USMVISHARES TR | $766K |
SPTMSPDR SER TR | $741K |
AMZNAMAZON COM INC | $721K |
USRTISHARES TR | $716K |
XOMEXXON MOBIL CORP | $706K |
MTUMISHARES TR | $688K |
GQ9SPDR GOLD TR | $684K |
LLYELI LILLY & CO | $681K |
PHYLPGIM ETF TR | $680K |
ABTABBOTT LABS | $584K |
MCDMCDONALDS CORP | $571K |
USXFISHARES TR | $555K |
LCTUBLACKROCK ETF TRUST | $539K |
MAMASTERCARD INCORPORATED | $534K |
SUSCISHARES TR | $526K |
SCHGSCHWAB STRATEGIC TR | $518K |
VIGVANGUARD SPECIALIZED FUNDS | $512K |
ESGUISHARES TR | $504K |
VYMVANGUARD WHITEHALL FDS | $477K |
XSOEWISDOMTREE TR | $460K |
VVISA INC | $451K |
VTVANGUARD INTL EQUITY INDEX F | $448K |
EAGGISHARES TR | $443K |
VUGVANGUARD INDEX FDS | $436K |
PGRPROGRESSIVE CORP | $434K |
DSIISHARES TR | $428K |
COSTCOSTCO WHSL CORP NEW | $416K |
SCHRSCHWAB STRATEGIC TR | $411K |
SCHXSCHWAB STRATEGIC TR | $409K |
MOALTRIA GROUP INC | $400K |
SCHMSCHWAB STRATEGIC TR | $395K |
CATHGLOBAL X FDS | $386K |
HDHOME DEPOT INC | $367K |
DFASDIMENSIONAL ETF TRUST | $364K |
ROPROPER TECHNOLOGIES INC | $362K |
AMTAMERICAN TOWER CORP NEW | $360K |
CPRTCOPART INC | $357K |
BRBROADRIDGE FINL SOLUTIONS IN | $357K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $356K |
LNTALLIANT ENERGY CORP | $351K |
UNHUNITEDHEALTH GROUP INC | $350K |
DMXFISHARES TR | $337K |
BACVERIZON COMMUNICATIONS INC | $334K |
CHECHEMED CORP NEW | $334K |
VGTVANGUARD WORLD FD | $312K |
MRKMERCK & CO INC | $311K |
RSPINVESCO EXCHANGE TRADED FD T | $310K |
GOOGLALPHABET INC | $302K |
FANGDIAMONDBACK ENERGY INC | $299K |
TAT&T INC | $298K |
WECWEC ENERGY GROUP INC | $294K |
SLVISHARES SILVER TR | $291K |
DFUSDIMENSIONAL ETF TRUST | $289K |
ASBASSOCIATED BANC CORP | $274K |
RDVYFIRST TR EXCHANGE TRADED FD | $272K |
JNJJOHNSON & JOHNSON | $272K |
SPSMSPDR SER TR | $264K |
DEDEERE & CO | $262K |
CVXCHEVRON CORP NEW | $260K |
SOSOUTHERN CO | $260K |
CATCATERPILLAR INC | $260K |
RTXRTX CORPORATION | $259K |
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