MBL Wealth, LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Steve Marciniak - Co-Chief Compliance Officer
Location
Charlotte, NC
Holdings as of
31 Mar 2022
Value $
$409M
Num holdings
170
Filing time
02 May 2022, 09:05:19
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, IJH, IEMG, IJR, and IEFA.
Previous filing
Q3 2021 - 25 Oct 2021
Next filing
Q2 2022 - 12 Jan 2023
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q1 compared to 2021 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Steve Marciniak Co-Chief Compliance Officer Charlotte, North Carolina 28 Apr 2022

Other Included Managers (1):

Num Name Location File Number
1 Capital Wealth Planning, LLC Naples, FL 028-15439