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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 May 21, 2025 · Accession 0001437749-25-017955

Total Value
$989.6M
Positions
258
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY203,119$113.6M11.48%
2SPDR SER TR78468R6631,118,829$102.6M10.37%
3ISHARES TR464287507773,320$45.1M4.56%
4WORLD GOLD TRGLDW570,860$35.3M3.57%
5AMPLIFY ETF TR032108409861,165$35.1M3.55%
6ISHARES TR46432F859715,959$34.6M3.50%
7DIMENSIONAL ETF TRUST25434V849693,911$33.0M3.34%
8ISHARES INC46434G103606,197$32.7M3.31%
9VICTORY PORTFOLIOS II92647N527586,983$27.6M2.78%
10ISHARES TR464287804244,002$25.5M2.58%
11ISHARES TR464288661208,387$24.6M2.49%
12PIMCO ETF TR72201R866432,535$22.3M2.25%
13ISHARES TR46432F842294,718$22.3M2.25%
14PACER FDS TR69374H105354,257$18.2M1.84%
15ISHARES TR46435G326263,388$18.1M1.83%
16APPLE INCAAPL77,095$17.1M1.73%
17ISHARES TR464287457179,586$14.9M1.50%
18J P MORGAN EXCHANGE TRADED F46654Q203225,089$11.7M1.18%
19INNOVATOR ETFS TRUSTINHD324,103$11.6M1.17%
20GOLDMAN SACHS ETF TRNVGLF105,044$10.5M1.06%
21ANGEL OAK FUNDS TRUST03463K760468,262$9.7M0.98%
22ISHARES TR46428815886,484$9.1M0.92%
23DIREXION SHS ETF TR25460E307284,625$8.4M0.84%
24PACER FDS TR69374H204239,070$8.3M0.84%
25INNOVATOR ETFS TRUSTINHD204,844$7.9M0.80%
26JANUS DETROIT STR TR47103U845145,787$7.4M0.75%
27PACER FDS TR69374H683244,893$7.2M0.73%
28LABCORP HOLDINGS INCLH29,996$7.0M0.71%
29INVESCO EXCH TRADED FD TR IIIVZ351,598$6.3M0.64%
30SCHWAB STRATEGIC TR808524201285,400$6.3M0.64%
31NVIDIA CORPORATIONNVDA58,088$6.3M0.64%
32GLOBAL X FDS37954Y343116,778$6.2M0.63%
33ISHARES TR46436E841276,797$6.2M0.63%
34PACER FDS TR69374H881110,498$6.1M0.61%
35INNOVATOR ETFS TRUSTINHD149,698$6.0M0.61%
36VANGUARD INDEX FDS92290862922,262$5.8M0.58%
37FIRST TR EXCHNG TRADED FD VI33740F862126,335$5.7M0.58%
38STRATEGIC TRUST48817R870176,249$5.7M0.58%
39ISHARES INC46434G76496,390$5.3M0.54%
40VICTORY PORTFOLIOS II92647P126135,594$5.3M0.53%
41BERKSHIRE HATHAWAY INC DELBRK-A9,627$5.1M0.52%
42FIRST TR EXCHNG TRADED FD VI33740U208104,576$5.0M0.50%
43VANGUARD INDEX FDS92290855352,536$4.8M0.48%
44MICROSOFT CORPMSFT12,579$4.7M0.48%
45FIRST TR EXCHNG TRADED FD VI33740F84797,027$4.5M0.46%
46INNOVATOR ETFS TRUSTINHD124,467$4.3M0.44%
47INNOVATOR ETFS TRUSTINHD129,782$3.9M0.40%
48INNOVATOR ETFS TRUSTINHD103,240$3.9M0.39%
49VANGUARD INDEX FDS92290876912,762$3.5M0.35%
50JANUS DETROIT STR TR47103U75371,740$3.5M0.35%
51FIRST TR EXCH TRADED FD III33739P30171,955$3.4M0.35%
52AMAZON COM INCAMZN17,296$3.3M0.33%
53META PLATFORMS INCMETA5,497$3.2M0.32%
54SPDR GOLD TRGLD10,941$3.2M0.32%
55INVESCO EXCHANGE TRADED FD TIVZ86,274$3.0M0.30%
56ALPHABET INCGOOG18,773$2.9M0.29%
57APPLE INCAAPL12,902$2.9M0.29%
58FIRST TR EXCHNG TRADED FD VI33740F59966,520$2.8M0.28%
59VANGUARD INDEX FDS9229083635,396$2.8M0.28%
60SSGA ACTIVE ETF TR78467V84867,663$2.7M0.28%
61SPDR S&P 500 ETF TRSPY4,800$2.7M0.27%
62INNOVATOR ETFS TRUSTINHD66,595$2.7M0.27%
63HARBOR ETF TRUST41151J505108,939$2.6M0.26%
64MICROSOFT CORPMSFT6,838$2.6M0.26%
65J P MORGAN EXCHANGE TRADED F46654Q78139,000$2.5M0.25%
66VANGUARD INTL EQUITY INDEX F92204285847,575$2.2M0.22%
67NVIDIA CORPORATIONNVDA19,332$2.1M0.21%
68ALPHABET INCGOOG12,597$2.0M0.20%
69J P MORGAN EXCHANGE TRADED F46654Q73228,569$1.9M0.19%
70VANGUARD WORLD FD92204A7023,271$1.8M0.18%
71BROADCOM INCAVGO9,383$1.6M0.16%
72ISHARES TR46428749918,294$1.6M0.16%
73UBS AG LONDON BRANCHUSML55,527$1.5M0.16%
74ISHARES TR4642876144,171$1.5M0.15%
75JPMORGAN CHASE & CO.VYLD6,138$1.5M0.15%
76HOME DEPOT INCHD3,840$1.4M0.14%
77AMAZON COM INCAMZN7,377$1.4M0.14%
78ISHARES TR4642876556,640$1.3M0.13%
79INNOVATOR ETFS TRUSTINHD36,982$1.3M0.13%
80ORACLE CORPORCL-PD8,808$1.2M0.12%
81META PLATFORMS INCMETA2,089$1.2M0.12%
82ISHARES TR4642872002,127$1.2M0.12%
83SPDR SER TR78468R78825,746$1.1M0.12%
84FIRST CTZNS BANCSHARES INC N31946M103602$1.1M0.11%
85DUKE ENERGY CORP NEWDUKB9,101$1.1M0.11%
86PIMCO ETF TR72201R87421,950$1.1M0.11%
87ISHARES TR46434V45627,583$1.1M0.11%
88COSTCO WHSL CORP NEW22160K1051,148$1.1M0.11%
89ISHARES TR4642894385,110$1.1M0.11%
90TESLA INCTSLA4,146$1.1M0.11%
91RBB FD INC74933W45221,027$1.1M0.11%
92INNOVATOR ETFS TRUSTINHD28,000$995,4000.10%
93VANGUARD SCOTTSDALE FDS92206C66412,318$993,4470.10%
94ISHARES TR4642871508,107$989,0860.10%
95JPMORGAN CHASE & CO.VYLD3,996$980,2190.10%
96BANK AMERICA CORP06050510423,342$974,0810.10%
97VANGUARD BD INDEX FDS92193782712,235$957,7560.10%
98VISA INCV2,675$937,4810.09%
99EVERQUOTE INCEVER35,765$936,6860.09%
100PARK NATL CORP7006581075,936$898,7110.09%
101SCHWAB STRATEGIC TR80852460737,700$883,3110.09%
102VISA INCV2,486$871,2440.09%
103ISHARES TR46428746510,490$857,3480.09%
104CHEVRON CORP NEWCVX5,071$848,3280.09%
105WALMART INCWMT9,644$846,6770.09%
106LOWES COS INC5486611073,623$844,9930.09%
107INTERNATIONAL BUSINESS MACHSINTR3,387$842,1310.09%
108BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.08%
109ALPHABET INCGOOG5,111$790,3660.08%
110BERKSHIRE HATHAWAY INC DELBRK-A1,472$783,9580.08%
111INNOVATOR ETFS TRUSTINHD20,535$783,2380.08%
112JOHNSON & JOHNSONJNJ4,700$779,4480.08%
113RTX CORPORATIONRTX5,870$777,5410.08%
114ALPHABET INCGOOG4,743$740,9990.07%
115EXXON MOBIL CORPXOM6,143$730,6160.07%
116ELI LILLY & COLLY874$721,8460.07%
117GOLDMAN SACHS GROUP INCGSCE1,308$714,6420.07%
118CAMBRIA ETF TR13206170622,072$700,7860.07%
119ISHARES GOLD TRIAU11,700$689,8320.07%
120NORFOLK SOUTHN CORP6558441082,864$678,3390.07%
121ISHARES TR4642894208,000$657,4400.07%
122SELECT SECTOR SPDR TR81369Y5066,975$651,8140.07%
123UNITEDHEALTH GROUP INCUNH1,240$649,4500.07%
124BROADCOM INCAVGO3,746$627,1930.06%
125ISHARES TR46432F3393,620$618,6220.06%
126HOME DEPOT INCHD1,658$607,6410.06%
127ISHARES INC46434G8228,810$604,0140.06%
128AON PLCAON1,503$599,8330.06%
129SELECT SECTOR SPDR TR81369Y8032,884$595,4890.06%
130VANGUARD INDEX FDS9229087512,675$593,1820.06%
131SCHWAB STRATEGIC TR80852480529,670$586,8730.06%
132ELI LILLY & COLLY684$564,9230.06%
133PROCTER AND GAMBLE CO7427181093,240$552,1610.06%
134ZOETIS INCZTS3,270$538,4060.05%
135TESLA INCTSLA2,011$521,1710.05%
136ABBVIE INCABBV2,486$520,8670.05%
137PROCTER AND GAMBLE CO7427181093,034$517,0390.05%
138ARES CAPITAL CORPARCC23,316$516,6830.05%
139LIBERTY BROADBAND CORPLBRDP6,000$510,3000.05%
140COGENT COMMUNICATIONS HLDGSCCOI8,241$505,2560.05%
141J P MORGAN EXCHANGE TRADED F46641Q75312,000$497,0400.05%
142BLACKROCK INCBLK521$493,1170.05%
143HONEYWELL INTL INC4385161062,324$492,1070.05%
144CISCO SYS INCCSCO7,920$488,7440.05%
145ISHARES TR4642885218,332$479,9240.05%
146SALESFORCE INCCRM1,778$477,1450.05%
147VERIZON COMMUNICATIONS INCVZ10,465$474,6930.05%
148SPDR SER TR78464A28418,778$473,5820.05%
149ISHARES TR4642872264,761$470,9590.05%
150GOLDMAN SACHS GROUP INCGSCE857$468,1710.05%
151UNITEDHEALTH GROUP INCUNH892$467,1850.05%
152SOUTHERN COSOMN5,061$465,3590.05%
153ABACUS FCF ETF TR89628W3027,250$463,3480.05%
154J P MORGAN EXCHANGE TRADED F46641Q3327,915$452,2640.05%
155SPDR SER TR78464A5088,840$451,4590.05%
156TRUIST FINL CORP89832Q10910,881$447,7540.05%
157AMERICAN EXPRESS COAXP1,634$439,6280.04%
158TIDAL TR II88634T77428,400$436,7920.04%
159WELLS FARGO CO NEW9497461016,006$431,2040.04%
160MASTERCARD INCORPORATEDMA778$426,4380.04%
161CATERPILLAR INCCAT1,257$414,5590.04%
162PIMCO ETF TR72201R7754,467$413,0780.04%
163XPENG INCXPNGF19,884$411,9970.04%
164FIRST TR EXCHNG TRADED FD VI33740F7638,430$411,3000.04%
165SSGA ACTIVE TR78470P2008,675$409,8940.04%
166ABRDN ETFS00326110418,779$402,9980.04%
167SPROTT PHYSICAL GOLD & SILVESII14,050$399,1610.04%
168STRYKER CORPORATIONSYK1,070$398,3080.04%
169ALTRIA GROUP INCMO6,501$390,1910.04%
170GLOBAL X FDS37954Y2936,099$389,1780.04%
171STANDARD LITHIUM LTDSLI306,000$388,6200.04%
172ISHARES BITCOIN TRUST ETFIBIT8,286$387,8680.04%
173CROWDSTRIKE HLDGS INCCRWD1,100$387,8380.04%
174NETFLIX INCNFLX410$382,3380.04%
175BANDWIDTH INCBAND29,112$381,3680.04%
176COSTCO WHSL CORP NEW22160K105403$381,1500.04%
177MCDONALDS CORPMCD1,210$377,9680.04%
178MERCK & CO INCMRK4,164$373,8010.04%
179CORPAY INCCPAY1,066$371,7360.04%
180COCA COLA COKO5,126$367,1250.04%
181BRISTOL-MYERS SQUIBB COCELG-RI5,974$364,3550.04%
182WALMART INCWMT3,954$347,1220.04%
183HONEYWELL INTL INC4385161061,635$346,2120.03%
184ISHARES TR4642875981,834$345,0860.03%
185SPDR INDEX SHS FDS78463X8899,450$344,0750.03%
186GLOBAL X FDS37954Y48320,663$343,6260.03%
187THERMO FISHER SCIENTIFIC INCTMO686$341,3540.03%
188DEERE & CODE722$338,8710.03%
189J P MORGAN EXCHANGE TRADED F46641Q7616,000$338,8200.03%
190ABBVIE INCABBV1,576$330,2040.03%
191PFIZER INCPFE12,670$321,0580.03%
192AMGEN INCAMGN1,025$319,3390.03%
193ABBOTT LABSABLZF2,367$313,9830.03%
194VANGUARD STAR FDS9219097684,940$306,7740.03%
195SPDR SER TR78468R6633,343$306,6540.03%
196TJX COS INC NEW8725401092,494$303,7700.03%
197SCHWAB STRATEGIC TR80852479710,851$303,4010.03%
198NETFLIX INCNFLX323$301,3260.03%
199ADVANCED MICRO DEVICES INCAMD2,931$301,1310.03%
200DIMENSIONAL ETF TRUST25434V7247,229$297,9080.03%
201INNOVATOR ETFS TRUSTINHD8,345$297,5830.03%
202RTX CORPORATIONRTX2,234$295,9160.03%
203SALESFORCE INCCRM1,102$295,7330.03%
204AT&T INCT-PC10,455$295,6680.03%
205COPART INCCPRT5,203$294,4380.03%
206VISTRA CORPVST2,491$292,5440.03%
207MASTERCARD INCORPORATEDMA533$292,1480.03%
208INTERNATIONAL BUSINESS MACHSINTR1,153$286,7050.03%
209CME GROUP INCCME1,068$283,3300.03%
210INNOVATOR ETFS TRUSTINHD6,760$280,3380.03%
211VANGUARD TAX-MANAGED FDS9219438585,496$279,3620.03%
212CHEVRON CORP NEWCVX1,649$275,8620.03%
213PHILIP MORRIS INTL INC7181721091,710$271,4540.03%
214SPDR S&P MIDCAP 400 ETF TRMDY508$271,0080.03%
215EXXON MOBIL CORPXOM2,258$268,5440.03%
216PALO ALTO NETWORKS INCPANW1,572$268,2470.03%
217VERTEX PHARMACEUTICALS INCVRTX553$268,1060.03%
218GOLDMAN SACHS ETF TRNVGLF2,400$264,1920.03%
219BLUE OWL CAPITAL CORPORATIONOWL18,000$263,8800.03%
220MARKEL GROUP INCMKL141$263,6160.03%
221ISHARES TR4642883235,000$263,2500.03%
222VANGUARD INDEX FDS9229085381,075$262,9880.03%
223ISHARES TR46432F8343,727$260,2070.03%
224RIVIAN AUTOMOTIVE INCRIVN20,800$258,9600.03%
225PAYPAL HLDGS INCPYPL3,965$258,7170.03%
226CHUBB LIMITEDCB856$258,5040.03%
227ISHARES TR4642886464,920$257,6610.03%
228ARM HOLDINGS PLC0420682052,374$253,5200.03%
229TEXAS INSTRS INC8825081041,399$251,4010.03%
230F N B CORP30252010118,686$251,3270.03%
231ISHARES TR464287622819$251,0690.03%
232ENTERPRISE PRODS PARTNERS L2937921077,320$249,9050.03%
233CITIGROUP INCC-PR3,481$247,1170.02%
234GE AEROSPACE3696043011,233$246,7270.02%
235UBER TECHNOLOGIES INCUBER3,360$244,8100.02%
236NEOS ETF TRUST78433H3035,000$239,4500.02%
237FORTREA HLDGS INCFTRE31,700$239,3350.02%
238MICROSTRATEGY INCSTRK827$238,4000.02%
239CATERPILLAR INCCAT722$238,1160.02%
240KLA CORPKLAC350$237,9300.02%
241INNOVATOR ETFS TRUSTINHD6,056$235,2760.02%
242LOCKHEED MARTIN CORPLMT526$234,9700.02%
243ISHARES TR4642885132,975$234,6980.02%
244SCHWAB STRATEGIC TR8085248886,500$233,2200.02%
245UNION PAC CORPUNP974$230,0980.02%
246DISNEY WALT CO2546871062,285$225,5300.02%
247SIRIUSXM HOLDINGS INC8299331009,940$224,0980.02%
248JOHNSON & JOHNSONJNJ1,350$223,8840.02%
249STARBUCKS CORPSBUX2,272$222,8610.02%
250MCDONALDS CORPMCD708$221,1580.02%
251SELECT SECTOR SPDR TR81369Y2091,499$218,8690.02%
252CONOCOPHILLIPSCOP2,072$217,6020.02%
253COSTAR GROUP INCCSGP2,724$215,8230.02%
254FIRST TR EXCHNG TRADED FD VI33740F7484,665$215,4240.02%
255UNITED PARCEL SERVICE INCUPS1,933$212,6010.02%
256ISHARES TR4642877051,775$212,5210.02%
257SYNOPSYS INCSNPS473$202,8470.02%
258ORACLE CORPORCL-PD1,431$200,0690.02%