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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MBL Wealth, LLC

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001437749-25-012433

Total Value
$996.5M
Positions
255
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY206,996$121.3M12.17%
2SPDR SER TR78468R6631,187,040$108.5M10.89%
3ISHARES TR464287507756,127$47.1M4.73%
4AMPLIFY ETF TR032108409855,498$34.6M3.48%
5ISHARES TR46432F859712,348$34.0M3.41%
6DIMENSIONAL ETF TRUST25434V849696,946$33.3M3.34%
7WORLD GOLD TRGLDW579,391$30.1M3.02%
8ISHARES INC46434G103569,485$29.7M2.98%
9ISHARES TR464287804243,969$28.1M2.82%
10VICTORY PORTFOLIOS II92647N527555,037$25.5M2.56%
11ISHARES TR464288661204,769$23.7M2.37%
12PIMCO ETF TR72201R866431,710$22.3M2.24%
13ISHARES TR46432F842293,304$20.6M2.07%
14APPLE INCAAPL75,124$18.8M1.89%
15PACER FDS TR69374H105349,721$18.7M1.88%
16ISHARES TR46435G326250,300$16.1M1.62%
17ISHARES TR464287457177,674$14.6M1.46%
18J P MORGAN EXCHANGE TRADED F46654Q203220,844$12.5M1.25%
19INNOVATOR ETFS TRUSTINHD331,088$12.4M1.24%
20ANGEL OAK FUNDS TRUST03463K760453,120$9.3M0.94%
21ISHARES TR46428815887,930$9.3M0.93%
22PACER FDS TR69374H204231,762$8.5M0.86%
23DIREXION SHS ETF TR25460E307298,509$8.5M0.85%
24INNOVATOR ETFS TRUSTINHD213,665$8.4M0.84%
25GOLDMAN SACHS ETF TRNVGLF80,066$8.0M0.80%
26JANUS DETROIT STR TR47103U845143,262$7.3M0.73%
27ISHARES INC46434G764125,752$7.0M0.70%
28NVIDIA CORPORATIONNVDA51,279$6.9M0.69%
29LABCORP HOLDINGS INCLH30,001$6.9M0.69%
30PACER FDS TR69374H881119,943$6.8M0.68%
31SCHWAB STRATEGIC TR808524201285,850$6.6M0.66%
32PACER FDS TR69374H683233,855$6.5M0.65%
33INVESCO EXCH TRADED FD TR IIIVZ352,691$6.4M0.64%
34ISHARES TR46436E841280,946$6.2M0.63%
35INNOVATOR ETFS TRUSTINHD148,279$6.1M0.61%
36FIRST TR EXCHNG TRADED FD VI33740F862130,534$6.1M0.61%
37GLOBAL X FDS37954Y343119,477$5.9M0.59%
38VANGUARD INDEX FDS92290862922,273$5.9M0.59%
39FIRST TR EXCHNG TRADED FD VI33740U208108,809$5.3M0.53%
40INNOVATOR ETFS TRUSTINHD133,775$4.8M0.48%
41FIRST TR EXCHNG TRADED FD VI33740F84798,618$4.7M0.47%
42MICROSOFT CORPMSFT11,060$4.7M0.47%
43VANGUARD INDEX FDS92290855350,634$4.5M0.45%
44BERKSHIRE HATHAWAY INC DELBRK-A9,655$4.4M0.44%
45VANGUARD SCOTTSDALE FDS92206C66446,926$4.2M0.42%
46VANGUARD INDEX FDS92290876913,891$4.0M0.40%
47INNOVATOR ETFS TRUSTINHD135,967$4.0M0.40%
48INNOVATOR ETFS TRUSTINHD100,870$3.9M0.39%
49FIRST TR EXCH TRADED FD III33739P30173,025$3.5M0.35%
50ALPHABET INCGOOG18,284$3.5M0.35%
51FIRST TR EXCHNG TRADED FD VI33740F59978,931$3.4M0.34%
52JANUS DETROIT STR TR47103U75369,436$3.4M0.34%
53INVESCO EXCHANGE TRADED FD TIVZ90,977$3.4M0.34%
54AMAZON COM INCAMZN15,002$3.3M0.33%
55VICTORY PORTFOLIOS II92647P12681,642$3.3M0.33%
56APPLE INCAAPL13,063$3.3M0.33%
57INNOVATOR ETFS TRUSTINHD79,466$3.2M0.32%
58MICROSOFT CORPMSFT7,273$3.1M0.31%
59META PLATFORMS INCMETA5,114$3.0M0.30%
60SSGA ACTIVE ETF TR78467V84875,763$3.0M0.30%
61VANGUARD INDEX FDS9229083635,236$2.8M0.28%
62SPDR S&P 500 ETF TRSPY4,800$2.8M0.28%
63STRATEGIC TRUST48817R87084,129$2.8M0.28%
64SPDR GOLD TRGLD11,241$2.7M0.27%
65NVIDIA CORPORATIONNVDA19,580$2.6M0.26%
66VANGUARD INTL EQUITY INDEX F92204285846,720$2.1M0.21%
67VANGUARD WORLD FD92204A7023,229$2.0M0.20%
68J P MORGAN EXCHANGE TRADED F46654Q78127,823$1.9M0.19%
69J P MORGAN EXCHANGE TRADED F46654Q73224,181$1.8M0.18%
70AMAZON COM INCAMZN7,671$1.7M0.17%
71ISHARES TR4642876144,161$1.7M0.17%
72INVESCO EXCHANGE TRADED FD TIVZ21,817$1.7M0.17%
73ISHARES TR46428749918,344$1.6M0.16%
74HARBOR ETF TRUST41151J50573,179$1.6M0.16%
75BROADCOM INCAVGO6,666$1.5M0.16%
76TESLA INCTSLA3,807$1.5M0.15%
77ISHARES INC46434G82222,578$1.5M0.15%
78RBB FD INC74933W45230,303$1.5M0.15%
79ISHARES TR4642876556,824$1.5M0.15%
80CAMBRIA ETF TR13206170646,548$1.5M0.15%
81UBS AG LONDON BRANCHUSML57,527$1.4M0.15%
82ALPHABET INCGOOG7,262$1.4M0.14%
83JPMORGAN CHASE & CO.VYLD5,616$1.3M0.14%
84HOME DEPOT INCHD3,398$1.3M0.13%
85ORACLE CORPORCL-PD7,915$1.3M0.13%
86FIRST CTZNS BANCSHARES INC N31946M103602$1.3M0.13%
87META PLATFORMS INCMETA2,110$1.2M0.12%
88ISHARES TR4642894385,110$1.2M0.12%
89PIMCO ETF TR72201R87423,650$1.2M0.12%
90ISHARES TR4642872001,932$1.1M0.11%
91SPDR SER TR78468R78824,500$1.1M0.11%
92JPMORGAN CHASE & CO.VYLD4,371$1.0M0.11%
93VANGUARD BD INDEX FDS92193782713,435$1.0M0.10%
94PARK NATL CORP7006581075,936$1.0M0.10%
95ALPHABET INCGOOG5,344$1.0M0.10%
96INNOVATOR ETFS TRUSTINHD27,615$985,5800.10%
97ISHARES TR46434V45626,485$983,1240.10%
98SCHWAB STRATEGIC TR80852460737,700$974,9220.10%
99VISA INCV2,969$938,3230.09%
100ALPHABET INCGOOG4,868$927,0620.09%
101ISHARES TR4642871507,127$916,7370.09%
102BROADCOM INCAVGO3,851$892,8160.09%
103COSTCO WHSL CORP NEW22160K105969$887,9460.09%
104TESLA INCTSLA2,066$834,3340.08%
105ISHARES TR46428746510,490$793,1490.08%
106FORTREA HLDGS INCFTRE42,260$788,1490.08%
107VISA INCV2,454$775,5630.08%
108LOWES COS INC5486611073,083$760,8850.08%
109INNOVATOR ETFS TRUSTINHD19,399$755,5920.08%
110BANK AMERICA CORP06050510416,726$735,1170.07%
111DUKE ENERGY CORP NEWDUKB6,645$715,8860.07%
112EVERQUOTE INCEVER35,765$714,9430.07%
113UNITEDHEALTH GROUP INCUNH1,412$714,2750.07%
114HOME DEPOT INCHD1,824$709,5180.07%
115BERKSHIRE HATHAWAY INC DELBRK-A1,522$689,8930.07%
116WALMART INCWMT7,573$684,2520.07%
117ISHARES TR4642872267,001$678,3970.07%
118SELECT SECTOR SPDR TR81369Y8032,884$670,5880.07%
119NORFOLK SOUTHN CORP6558441082,843$667,2530.07%
120GOLDMAN SACHS GROUP INCGSCE1,163$666,0060.07%
121ISHARES TR4642894208,400$663,8520.07%
122ARES CAPITAL CORPARCC30,316$663,6180.07%
123CHEVRON CORP NEWCVX4,518$654,3880.07%
124ISHARES TR46432F3393,620$644,6500.06%
125VANGUARD INDEX FDS9229087512,675$642,7490.06%
126COGENT COMMUNICATIONS HLDGSCCOI8,241$635,1340.06%
127SELECT SECTOR SPDR TR81369Y5067,400$633,8840.06%
128OCCIDENTAL PETE CORP67459910512,595$622,3190.06%
129RTX CORPORATIONRTX5,275$610,4230.06%
130EXXON MOBIL CORPXOM5,635$606,1740.06%
131ELI LILLY & COLLY753$581,3160.06%
132ISHARES GOLD TRIAU11,700$579,2670.06%
133PROCTER AND GAMBLE CO7427181093,430$575,0400.06%
134FIRST TR EXCHNG TRADED FD VI33740F76311,455$570,1160.06%
135SCHWAB STRATEGIC TR80852480529,670$548,8950.06%
136ZOETIS INCZTS3,335$543,3720.05%
137TRIMTABS ETF TR89628W3028,150$541,7020.05%
138INTERNATIONAL BUSINESS MACHSINTR2,405$528,7700.05%
139AON PLCAON1,472$528,6840.05%
140SSGA ACTIVE TR78470P20011,167$523,2860.05%
141GOLDMAN SACHS GROUP INCGSCE907$519,3670.05%
142J P MORGAN EXCHANGE TRADED F46641Q75312,000$518,4000.05%
143ELI LILLY & COLLY653$504,1160.05%
144BANDWIDTH INCBAND29,112$495,4870.05%
145SPDR SER TR78464A28419,238$492,1090.05%
146HONEYWELL INTL INC4385161062,132$481,5980.05%
147JOHNSON & JOHNSONJNJ3,325$480,8620.05%
148ISHARES TR4642885218,332$477,5070.05%
149CATERPILLAR INCCAT1,313$476,3040.05%
150AMERICAN EXPRESS COAXP1,600$474,8640.05%
151MERCK & CO INCMRK4,766$474,1220.05%
152ABRDN ETFS00326110423,340$460,9650.05%
153SPDR SER TR78464A5088,840$452,0780.05%
154LIBERTY BROADBAND CORPLBRDP6,000$448,5600.05%
155STANDARD LITHIUM LTDSLI306,000$446,7600.04%
156HONEYWELL INTL INC4385161061,976$446,3590.04%
157BLACKROCK INCBLK427$437,7220.04%
158UNITEDHEALTH GROUP INCUNH863$436,5580.04%
159ABBVIE INCABBV2,444$434,2990.04%
160MASTERCARD INCORPORATEDMA800$421,2560.04%
161SALESFORCE INCCRM1,225$409,5550.04%
162NEOS ETF TRUST78433H3038,000$406,5600.04%
163VERIZON COMMUNICATIONS INCVZ10,115$404,4990.04%
164PIMCO ETF TR72201R7754,466$403,8290.04%
165WALMART INCWMT4,434$400,6120.04%
166COSTCO WHSL CORP NEW22160K105421$385,7500.04%
167UBER TECHNOLOGIES INCUBER6,288$379,2930.04%
168NETFLIX INCNFLX424$377,9200.04%
169FIRST TR EXCHNG TRADED FD VI33740F7487,947$376,9270.04%
170GLOBAL X FDS37954Y2936,124$370,8700.04%
171INNOVATOR ETFS TRUSTINHD9,970$365,9370.04%
172CORPAY INCCPAY1,065$360,4180.04%
173MATTERPORT INC57709610075,501$357,8750.04%
174PROCTER AND GAMBLE CO7427181092,111$353,9850.04%
175INNOVATOR ETFS TRUSTINHD8,311$351,1400.04%
176ADVANCED MICRO DEVICES INCAMD2,880$347,8760.03%
177PAYPAL HLDGS INCPYPL4,072$347,5460.03%
178SPROTT PHYSICAL GOLD & SILVESII14,550$345,7080.03%
179J P MORGAN EXCHANGE TRADED F46641Q7616,000$343,6200.03%
180THERMO FISHER SCIENTIFIC INCTMO658$342,3120.03%
181ISHARES TR4642875981,844$341,3800.03%
182INNOVATOR ETFS TRUSTINHD9,699$340,3380.03%
183AMGEN INCAMGN1,302$339,3540.03%
184TRUIST FINL CORP89832Q1097,740$335,7620.03%
185MERCK & CO INCMRK3,348$333,0600.03%
186ISHARES TR4642883236,200$329,9640.03%
187SPDR SER TR78468R6633,604$329,5140.03%
188MCDONALDS CORPMCD1,122$325,2570.03%
189J P MORGAN EXCHANGE TRADED F46641Q3325,580$321,0180.03%
190SPDR INDEX SHS FDS78463X8899,350$319,1160.03%
191CISCO SYS INCCSCO5,367$317,7270.03%
192WELLS FARGO CO NEW9497461014,438$311,7420.03%
193TJX COS INC NEW8725401092,554$308,5490.03%
194STRYKER CORPORATIONSYK852$306,7630.03%
195CME GROUP INCCME1,313$304,9180.03%
196BLUE OWL CAPITAL CORPORATIONOWL20,000$302,4000.03%
197SCHWAB STRATEGIC TR80852479711,051$301,9200.03%
198ABBVIE INCABBV1,694$301,0240.03%
199DIMENSIONAL ETF TRUST25434V7247,229$295,8110.03%
200COPART INCCPRT5,107$293,0910.03%
201PALO ALTO NETWORKS INCPANW1,610$292,9560.03%
202ARM HOLDINGS PLC0420682052,374$292,8570.03%
203VISTRA CORPVST2,080$286,7700.03%
204COCA COLA COKO4,583$285,3380.03%
205SPDR S&P MIDCAP 400 ETF TRMDY500$284,7900.03%
206DOVER CORPDOV1,487$278,8860.03%
207ISHARES TR4642886465,360$277,1120.03%
208RIVIAN AUTOMOTIVE INCRIVN20,800$276,6400.03%
209GOLDMAN SACHS ETF TRNVGLF2,400$276,4320.03%
210F N B CORP30252010118,686$276,1800.03%
211VANGUARD INDEX FDS9229085381,075$272,7820.03%
212ENOVIX CORPORATIONENVX25,000$271,7500.03%
213EXXON MOBIL CORPXOM2,490$267,8500.03%
214INTERNATIONAL BUSINESS MACHSINTR1,216$267,3140.03%
215ALTRIA GROUP INCMO5,070$265,1110.03%
216BRISTOL-MYERS SQUIBB COCELG-RI4,674$264,3620.03%
217LOCKHEED MARTIN CORPLMT536$260,4640.03%
218CHEVRON CORP NEWCVX1,791$259,4090.03%
219VERTEX PHARMACEUTICALS INCVRTX625$251,6880.03%
220ISHARES BITCOIN TRUST ETFIBIT4,717$250,2370.03%
221ORACLE CORPORCL-PD1,484$247,2940.02%
222TEXAS INSTRS INC8825081041,311$245,8260.02%
223NETFLIX INCNFLX275$245,1130.02%
224MASTERCARD INCORPORATEDMA464$244,3290.02%
225ISHARES TR464287622757$243,7160.02%
226MARKEL GROUP INCMKL139$239,9460.02%
227INNOVATOR ETFS TRUSTINHD6,057$239,6540.02%
228XPENG INCXPNGF19,884$235,0290.02%
229MORGAN STANLEYMS-PQ1,863$234,2170.02%
230CONOCOPHILLIPSCOP2,331$231,1660.02%
231CHUBB LIMITEDCB835$230,7110.02%
232ISHARES TR4642885132,925$230,0520.02%
233VERIZON COMMUNICATIONS INCVZ5,747$229,8230.02%
234SIRIUSXM HOLDINGS INC8299331009,940$226,6320.02%
235ENTERPRISE PRODS PARTNERS L2937921077,220$226,4200.02%
236SCHWAB STRATEGIC TR8085248886,500$223,1450.02%
237ISHARES TR4642877051,775$221,8040.02%
238RTX CORPORATIONRTX1,915$221,6040.02%
239ISHARES TR46432F8343,311$219,0140.02%
240DEERE & CODE511$216,5110.02%
241INTUITIVE SURGICAL INCISRG410$214,0040.02%
242SALESFORCE INCCRM631$210,9630.02%
243CATERPILLAR INCCAT574$208,2250.02%
244GE AEROSPACE3696043011,233$205,7220.02%
245APPLIED MATLS INC0382221051,260$204,9140.02%
246KLA CORPKLAC321$202,2690.02%
247RBB FD INC74933W4784,035$201,9930.02%
248JOHNSON & JOHNSONJNJ1,388$200,7330.02%
249SOLID POWER INCSLDPW90,000$170,1000.02%
250CLEVELAND-CLIFFS INC NEWCLF17,000$159,8000.02%
251PEAKSTONE REALTY TRUSTPKST10,590$117,2320.01%
252SUNRUN INCRUN12,020$111,1850.01%
253AEVA TECHNOLOGIES INCAEVA20,000$95,0000.01%
254LUCID GROUP INCLCID23,481$70,9130.01%
255FLYEXCLUSIVE INCFLYX-WT19,200$60,4800.01%