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The Analysis of Mueller Wealth, LLC's Holdings & P&L

Currently, Mueller Wealth, LLC holds 17 types of securities in its portfolio with a total value $125.4M. In the most recent quarter, they have increased their positions in IDEV (+193.6K shares, valued at $16.2M), QQQM (+28.7K shares, valued at $6.8M), SPAB (+89.7K shares, valued at $2.3M); decreased their positions in SPYM (-162.9K shares, valued at $12.5M), IWY (-26.5K shares, valued at $6.6M), SPTM (-2.8K shares, valued at $221.9K); initiated new positions in QQQM (+28.7K shares, valued at $6.8M), SPHY (+9.0K shares, valued at $210.7K).

1M P&L

+2.7M+2.01%

3M P&L

+6.7M+5.21%

HY P&L

+6.0M+4.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A123.3M

98.3%

2Semiconductors1.6M

1.3%

3Banks - Regional571.5K

0.5%

Top Industries by Stock Count

1N/A15 stocks

88.2%

2Banks - Regional1 stocks

5.9%

3Semiconductors1 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST292.8K shares-35.75%2026-03-312026-05-01

SPAB SPDR SERIES TRUST851.4K shares11.78%2026-03-312026-05-01

IDEV ISHARES TR242.7K shares393.62%2026-03-312026-05-01

SPTM SPDR SERIES TRUST186.8K shares-1.48%2026-03-312026-05-01

USFR WISDOMTREE TR284.8K shares6.35%2026-03-312026-05-01

PYLD PIMCO ETF TR463.3K shares6.06%2026-03-312026-05-01

IWV ISHARES TR20.2K shares3.62%2026-03-312026-05-01

QQQM INVESCO EXCH TRADED FD TR II28.7K sharesnew addition2026-03-312026-05-01

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NVDA NVIDIA CORPORATION9.0K shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS2.7K shares-0.55%2026-03-312026-05-01

IWY ISHARES TR3.0K shares-89.84%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-0.18%2026-03-312026-05-01

BFC BANK FIRST CORP4.2K shares83.08%2026-03-312026-05-01

DNP DNP SELECT INCOME FD INC21.6K shares40.51%2026-03-312026-05-01

SPHY SPDR SERIES TRUST9.0K sharesnew addition2026-03-312026-05-01

BTZ BLACKROCK CR ALLOCATION20.2K shares42.60%2026-03-312026-05-01

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JPC NUVEEN PFD & INCOME OPPORTUN26.7K shares38.93%2026-03-312026-05-01

SPYM

SPDR SERIES TRUST

-35.75%

Shares292.8K

Event2026-03-31

Filed2026-05-01

SPAB

SPDR SERIES TRUST

11.78%

Shares851.4K

Event2026-03-31

Filed2026-05-01

IDEV

ISHARES TR

393.62%

Shares242.7K

Event2026-03-31

Filed2026-05-01

SPTM

SPDR SERIES TRUST

-1.48%

Shares186.8K

Event2026-03-31

Filed2026-05-01

USFR

WISDOMTREE TR

6.35%

Shares284.8K

Event2026-03-31

Filed2026-05-01

PYLD

PIMCO ETF TR

6.06%

Shares463.3K

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

3.62%

Shares20.2K

Event2026-03-31

Filed2026-05-01

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares28.7K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-0.55%

Shares2.7K

Event2026-03-31

Filed2026-05-01

IWY

ISHARES TR

-89.84%

Shares3.0K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-01

BFC

BANK FIRST CORP

83.08%

Shares4.2K

Event2026-03-31

Filed2026-05-01

DNP

DNP SELECT INCOME FD INC

40.51%

Shares21.6K

Event2026-03-31

Filed2026-05-01

SPHY

SPDR SERIES TRUST

New

Shares9.0K

Event2026-03-31

Filed2026-05-01

BTZ

BLACKROCK CR ALLOCATION

42.60%

Shares20.2K

Event2026-03-31

Filed2026-05-01

JPC

NUVEEN PFD & INCOME OPPORTUN

38.93%

Shares26.7K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Mueller Wealth, LLC Institutional Holdings, Portfolio & P&L — TradeFomo