The Analysis of MBE Wealth Management, LLC's Holdings
Currently, MBE Wealth Management, LLC holds 138 types of securities in its portfolio with a total value $231.2M. In the most recent quarter, they have increased their positions in DEFR (+17.6K shares, valued at $462.3K), NUE (+2.3K shares, valued at $317.8K), JPM (+990 shares, valued at $312.3K); decreased their positions in ACIO (-43.4K shares, valued at $1.9M), DRSK (-45.6K shares, valued at $1.3M), IDUB (-55.7K shares, valued at $1.3M); initiated new positions in DEFR (+17.6K shares, valued at $462.3K), NUE (+2.3K shares, valued at $317.8K), TMO (+618 shares, valued at $299.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR49.2K shares-3.37%2025-09-302025-10-28
VB VANGUARD INDEX FDS99.1K shares-1.59%2025-09-302025-10-28 SPYV SPDR SERIES TRUST426.7K shares0.69%2025-09-302025-10-28 IVV ISHARES TR17.8K shares-4.79%2025-09-302025-10-28 ACIO ETF SER SOLUTIONS272.0K shares-13.75%2025-09-302025-10-28 SCHP SCHWAB STRATEGIC TR295.1K shares1.70%2025-09-302025-10-28 DRSK ETF SER SOLUTIONS268.7K shares-14.51%2025-09-302025-10-28 IDUB ETF SER SOLUTIONS324.6K shares-14.64%2025-09-302025-10-28 DUBS ETF SER SOLUTIONS144.1K shares-17.88%2025-09-302025-10-28 OSCV ETF SER SOLUTIONS137.7K shares-14.26%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR167.1K shares-9.73%2025-09-302025-10-28 ADME ETF SER SOLUTIONS88.6K shares-15.63%2025-09-302025-10-28 VCIT VANGUARD SCOTTSDALE FDS46.8K shares0.00%2025-09-302025-10-28 DGRO ISHARES TR46.4K shares-6.97%2025-09-302025-10-28 HTRB HARTFORD FDS EXCHANGE TRADED80.9K shares2.56%2025-09-302025-10-28 RLY SSGA ACTIVE ETF TR88.0K shares1.53%2025-09-302025-10-28 JUCY ETF SER SOLUTIONS119.7K shares-22.83%2025-09-302025-10-28 SCHF SCHWAB STRATEGIC TR114.4K shares-14.70%2025-09-302025-10-28 SCHE SCHWAB STRATEGIC TR79.7K shares-17.43%2025-09-302025-10-28 ASTS AST SPACEMOBILE INC47.7K shares1.20%2025-09-302025-10-28 NVDA NVIDIA CORPORATION11.6K shares-25.77%2025-09-302025-10-28 UPSD ETF SER SOLUTIONS77.0K shares-0.98%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS23.8K shares-0.09%2025-09-302025-10-28 SCHO SCHWAB STRATEGIC TR73.4K shares-15.42%2025-09-302025-10-28 MSFT MICROSOFT CORP3.1K shares1.09%2025-09-302025-10-28 AAPL APPLE INC6.0K shares2.92%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.4.6K shares27.21%2025-09-302025-10-28 QUAL ISHARES TR7.4K shares-1.71%2025-09-302025-10-28 FVD FIRST TR EXCHANGE-TRADED FD30.3K shares-5.22%2025-09-302025-10-28 VGSH VANGUARD SCOTTSDALE FDS21.7K shares-7.75%2025-09-302025-10-28 ABBV ABBVIE INC5.4K shares4.33%2025-09-302025-10-28 VEA VANGUARD TAX-MANAGED FDS19.5K shares8.06%2025-09-302025-10-28 UCON FIRST TR EXCHNG TRADED FD VI43.8K shares-0.17%2025-09-302025-10-28 SPYM SPDR SERIES TRUST13.3K shares-2.48%2025-09-302025-10-28 PEP PEPSICO INC7.1K shares0.13%2025-09-302025-10-28 WMT WALMART INC9.3K shares-2.21%2025-09-302025-10-28 GLD SPDR GOLD TR2.4K shares1.63%2025-09-302025-10-28 MTUM ISHARES TR3.3K shares-1.48%2025-09-302025-10-28 ECL ECOLAB INC3.1K shares-2.37%2025-09-302025-10-28 AMZN AMAZON COM INC3.8K shares-3.12%2025-09-302025-10-28 MGEE MGE ENERGY INC9.9K shares16.57%2025-09-302025-10-28 SPTM SPDR SERIES TRUST9.5K shares-13.59%2025-09-302025-10-28 PHYL PGIM ETF TR21.1K shares2.15%2025-09-302025-10-28 USMV ISHARES TR7.9K shares0.01%2025-09-302025-10-28 SCHG SCHWAB STRATEGIC TR22.1K shares0.92%2025-09-302025-10-28 XOM EXXON MOBIL CORP5.9K shares-1.90%2025-09-302025-10-28 ABT ABBOTT LABS4.9K shares0.02%2025-09-302025-10-28 LLY ELI LILLY & CO863 shares1.89%2025-09-302025-10-28 ESGU ISHARES TR4.2K shares-1.71%2025-09-302025-10-28 CATH GLOBAL X FDS7.6K shares29.75%2025-09-302025-10-28 MCD MCDONALDS CORP2.0K shares11.06%2025-09-302025-10-28 USRT ISHARES TR10.1K shares-0.42%2025-09-302025-10-28 SCHR SCHWAB STRATEGIC TR23.0K shares-2.29%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.04%2025-09-302025-10-28 LCTU BLACKROCK ETF TRUST7.7K shares-13.43%2025-09-302025-10-28 USXF ISHARES TR9.7K shares-17.82%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF8.5K shares55.22%2025-09-302025-10-28 VUG VANGUARD INDEX FDS1.1K shares-1.12%2025-09-302025-10-28 V VISA INC1.6K shares18.07%2025-09-302025-10-28 VT VANGUARD INTL EQUITY INDEX F3.9K shares1.60%2025-09-302025-10-28 MA MASTERCARD INCORPORATED943 shares0.00%2025-09-302025-10-28 GLDM WORLD GOLD TR6.8K shares-14.00%2025-09-302025-10-28 XSOE WISDOMTREE TR13.6K shares0.00%2025-09-302025-10-28 SCHX SCHWAB STRATEGIC TR18.2K shares-1.07%2025-09-302025-10-28 DEFR ETF SER SOLUTIONS17.6K sharesnew addition2025-09-302025-10-28 DSI ISHARES TR3.6K shares-13.22%2025-09-302025-10-28 MO ALTRIA GROUP INC6.9K shares1.90%2025-09-302025-10-28 VYM VANGUARD WHITEHALL FDS3.1K shares-4.26%2025-09-302025-10-28 GOOGL ALPHABET INC1.8K shares-6.28%2025-09-302025-10-28 AVGO BROADCOM INC1.3K shares-0.90%2025-09-302025-10-28 SUSC ISHARES TR18.1K shares-20.91%2025-09-302025-10-28 DFAS DIMENSIONAL ETF TRUST6.1K shares-1.68%2025-09-302025-10-28 VGT VANGUARD WORLD FD557 shares-2.96%2025-09-302025-10-28 EAGG ISHARES TR8.4K shares-14.95%2025-09-302025-10-28 SCHM SCHWAB STRATEGIC TR13.2K shares0.00%2025-09-302025-10-28 TSLA TESLA INC877 shares-14.77%2025-09-302025-10-28 PWR QUANTA SVCS INC936 shares-11.78%2025-09-302025-10-28 SLV ISHARES SILVER TR9.1K shares1.11%2025-09-302025-10-28 LNT ALLIANT ENERGY CORP5.6K shares4.27%2025-09-302025-10-28 CAT CATERPILLAR INC764 shares-1.42%2025-09-302025-10-28 RTX RTX CORPORATION2.2K shares11.05%2025-09-302025-10-28 ORCL ORACLE CORP1.3K shares15.83%2025-09-302025-10-28 PGR PROGRESSIVE CORP1.5K shares-13.18%2025-09-302025-10-28 T AT&T INC12.5K shares11.43%2025-09-302025-10-28 DFUS DIMENSIONAL ETF TRUST4.8K shares0.02%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL677 shares1.35%2025-09-302025-10-28 RDVY FIRST TR EXCHANGE TRADED FD5.0K shares6.37%2025-09-302025-10-28 BR BROADRIDGE FINL SOLUTIONS IN1.4K shares-10.16%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC7.5K shares-0.15%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-28 ASB ASSOCIATED BANC CORP12.6K shares0.00%2025-09-302025-10-28 NEE NEXTERA ENERGY INC4.3K shares16.83%2025-09-302025-10-28 WEC WEC ENERGY GROUP INC2.8K shares3.52%2025-09-302025-10-28 NUE NUCOR CORP2.3K sharesnew addition2025-09-302025-10-28 JNJ JOHNSON & JOHNSON1.7K shares1.56%2025-09-302025-10-28 SCHQ SCHWAB STRATEGIC TR9.7K shares-1.40%2025-09-302025-10-28 SO SOUTHERN CO3.3K shares15.94%2025-09-302025-10-28 AMT AMERICAN TOWER CORP NEW1.6K shares-8.94%2025-09-302025-10-28 ROP ROPER TECHNOLOGIES INC610 shares-7.85%2025-09-302025-10-28 ICSH ISHARES TR6.0K shares-39.27%2025-09-302025-10-28 AVEM AMERICAN CENTY ETF TR4.0K shares12.89%2025-09-302025-10-28 SPSM SPDR SERIES TRUST6.5K shares1.24%2025-09-302025-10-28 TMO THERMO FISHER SCIENTIFIC INC618 sharesnew addition2025-09-302025-10-28 COST COSTCO WHSL CORP NEW319 shares-17.14%2025-09-302025-10-28 DFSU DIMENSIONAL ETF TRUST7.0K shares0.00%2025-09-302025-10-28 FANG DIAMONDBACK ENERGY INC2.1K shares-10.61%2025-09-302025-10-28 CPRT COPART INC6.4K shares-7.75%2025-09-302025-10-28 HD HOME DEPOT INC709 shares0.00%2025-09-302025-10-28 ESGV VANGUARD WORLD FD2.4K shares0.00%2025-09-302025-10-28 MRK MERCK & CO INC3.4K shares-3.34%2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC1.7K shares-1.32%2025-09-302025-10-28 DMXF ISHARES TR3.6K shares-21.75%2025-09-302025-10-28 MPLX MPLX LP5.3K sharesnew addition2025-09-302025-10-28 SCHA SCHWAB STRATEGIC TR9.2K shares0.00%2025-09-302025-10-28 KLAC KLA CORP233 shares0.00%2025-09-302025-10-28 DE DEERE & CO548 shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW1.6K shares2.00%2025-09-302025-10-28 CHE CHEMED CORP NEW540 shares-8.78%2025-09-302025-10-28 XLV SELECT SECTOR SPDR TR1.7K shares-6.03%2025-09-302025-10-28 MSI MOTOROLA SOLUTIONS INC521 shares0.00%2025-09-302025-10-28 EPD ENTERPRISE PRODS PARTNERS L7.5K sharesnew addition2025-09-302025-10-28 NOW SERVICENOW INC254 sharesnew addition2025-09-302025-10-28 CIBR FIRST TR EXCHANGE TRADED FD3.1K shares5.04%2025-09-302025-10-28 XLE SELECT SECTOR SPDR TR2.6K shares-5.79%2025-09-302025-10-28 FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2025-09-302025-10-28 FNDF SCHWAB STRATEGIC TR5.3K shares-6.11%2025-09-302025-10-28 LGOV FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2025-09-302025-10-28 ZIM ZIM INTEGRATED SHIPPING SERV16.2K shares0.00%2025-09-302025-10-28 ARWR ARROWHEAD PHARMACEUTICALS IN6.4K sharesnew addition2025-09-302025-10-28 UNP UNION PAC CORP919 shares0.22%2025-09-302025-10-28 XLP SELECT SECTOR SPDR TR2.7K shares-27.47%2025-09-302025-10-28 PM PHILIP MORRIS INTL INC1.3K shares-5.64%2025-09-302025-10-28 DUK DUKE ENERGY CORP NEW1.7K sharesnew addition2025-09-302025-10-28 KMB KIMBERLY-CLARK CORP1.6K sharesnew addition2025-09-302025-10-28 F FORD MTR CO10.2K sharesnew addition2025-09-302025-10-28 NHTC NATURAL HEALTH TRENDS CORP10.9K shares0.00%2025-09-302025-10-28 DSX DIANA SHIPPING INC20.6K shares0.53%2025-09-302025-10-28 PSFE.WS PAYSAFE LIMITED14.0K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available