MBL Wealth, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Steve Marciniak - Chief Compliance Officer
Location
Charlotte, NC
Holdings as of
March 31, 2024
Value $
$879M
Num holdings
198
Date filed
4/22/2024, 11:47 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, BIL, IJH, DFNM, and ISTB.
Previous filing
Q4 2023 - Jan 18, 2024
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2024 Q1 compared to 2023 Q4 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 Chief Compliance Officer Charlotte, North Carolina 4/22/2024

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