MBE Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$165M
Signature - Title
Joseph Berry - Chief Compliance Officer
Location
200 W. Warren Street, Tomah, WI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 93 $165M +$7.59M -$4.59M +$3M QQQ, VB, SPYV, USRT, IVV 13F-HR 7/19/2024, 07:59 PM
Q1 2024 92 $162M +$30.1M -$77.1M -$47M VB, QQQ, SPYV, USRT, IVV 13F-HR 4/22/2024, 10:19 AM
Q4 2023 94 $195M +$9.62M -$6.24M +$3.38M IVV, VB, QQQ, DGRO, USRT 13F-HR 1/29/2024, 09:13 AM
Q3 2023 84 $174M +$3.88M -$8.2M -$4.32M IVV, VB, QQQ, DGRO, USRT 13F-HR 10/16/2023, 09:21 AM
Q2 2023 86 $186M +$9.89M -$2.63M +$7.26M IVV, VB, QQQ, DGRO, USRT 13F-HR 7/17/2023, 09:28 AM
Q1 2023 75 $170M +$12.5M -$5.96M +$6.54M IVV, VB, QQQ, DGRO, USRT 13F-HR 4/20/2023, 01:44 PM
Q4 2022 67 $155M +$10.6M -$1.78M +$8.84M IVV, VB, DGRO, QQQ, USRT 13F-HR 1/17/2023, 08:03 PM
Q3 2022 59 $137M +$5.91M -$4.5M +$1.41M IVV, VB, DGRO, QQQ, USRT 13F-HR 10/20/2022, 04:46 PM
Q2 2022 61 $143M +$4.56M -$4.97M -$406K IVV, VB, DGRO, QQQ, USRT 13F-HR 7/19/2022, 02:33 PM
Q1 2022 69 $168M +$9.19M -$25.1M -$15.9M IVV, VB, DGRO, QQQ, USRT 13F-HR 4/20/2022, 03:44 PM
Q4 2021 65 $195M +$6.18M -$22.7M -$16.5M IVV, VB, DGRO, QQQ, DRSK 13F-HR 1/19/2022, 02:38 PM
Q3 2021 60 $196M +$9.38M -$2.94M +$6.44M IVV, VB, DRSK, DGRO, QQQ 13F-HR 10/25/2021, 09:02 AM
Q2 2021 59 $193M +$59.2M -$60.1M -$914K IVV, VB, DRSK, DGRO, QQQ 13F-HR 7/19/2021, 03:12 PM
Q1 2021 61 $184M +$34.9M -$4.77M +$30.1M IVV, DRSK, DGRO, FVD, QUAL 13F-HR 4/26/2021, 08:24 AM
Q4 2020 56 $148M +$19.8M -$11.7M +$8.04M IVV, DGRO, FVD, QUAL, USMV 13F-HR 1/19/2021, 07:19 AM
Q3 2020 47 $118M +$108K $0 +$108K IVV, DGRO, QUAL, USMV, FVD 13F-HR 10/19/2020, 03:15 PM
Q2 2020 47 $119M +$21.5M -$25.7M -$4.19M IVV, DGRO, QUAL, USMV, FVD 13F-HR 8/13/2020, 06:43 PM
Q1 2020 542 $105M +$25.6M -$2M +$23.6M IVV, DGRO, QUAL, USMV, IAGG 13F-HR 5/7/2020, 10:43 AM
Q4 2019 41 $99.9M $0 $0 IVV, DGRO, QUAL, USMV, SPSM 13F-HR 1/30/2020, 01:09 PM