MBL Wealth, LLC

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Steve Marciniak - Co-Chief Compliance Officer
Location
Charlotte, NC
Holdings as of
June 30, 2022
Value $
$401M
Num holdings
148
Date filed
1/12/2023, 03:02 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, IJH, IEMG, IJR, and DIVO.
Previous filing
Q1 2022 - May 2, 2022
Filing 2022 Q2 compared to 2022 Q1 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 10/18/2022

Other Included Managers (4):

Num Name Location File Number
1 Capital Wealth Planning, LLC Naples, FL 028-15439
2 Columbia Management Investment Advisers, Llc Boston, MA 028-10477
3 Baird Financial Group, Inc. Milwaukee, WI 028-16981
4 Parametric Portfolio Associates Llc Seattle, WA 028-04558