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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

MBE Wealth Management, LLC

Quarter ended Q2 2023 · Filed April 20, 2023 · Accession 0001951757-23-000192

Total Value
$169.8M
Positions
75
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (75)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720090,452$37.2M21.89%
2VANGUARD INDEX FDS922908751140,161$26.6M15.64%
3INVESCO QQQ TRIVZ61,185$19.6M11.56%
4ISHARES TR46434V621385,011$19.2M11.33%
5ISHARES TR464288521218,999$11.0M6.50%
6ISHARES TR46428717661,976$6.8M4.02%
7VANGUARD SCOTTSDALE FDS92206C87046,925$3.8M2.22%
8FIRST TR EXCHNG TRADED FD VI33740F88895,307$2.3M1.36%
9ETF SER SOLUTIONS26922A38884,195$2.2M1.29%
10FIRST TR VALUE LINE DIVID IN33734H10653,746$2.2M1.27%
11THERMO FISHER SCIENTIFIC INCTMO3,619$2.1M1.23%
12SSGA ACTIVE ETF TR78467V10375,154$2.1M1.22%
13ETF SER SOLUTIONS26922A22263,987$1.9M1.14%
14ETF SER SOLUTIONS26922A78449,253$1.7M1.00%
15VANGUARD SCOTTSDALE FDS92206C40921,712$1.7M0.97%
16ETF SER SOLUTIONS26922A44643,027$1.3M0.79%
17ISHARES TR46432F3399,616$1.2M0.70%
18J P MORGAN EXCHANGE TRADED F46641Q76128,684$1.2M0.70%
19ABBVIE INCABBV7,397$1.2M0.69%
20ALLIANT ENERGY CORPLNT21,169$1.1M0.67%
21APPLE INCAAPL6,143$1.0M0.60%
22ISHARES TR46435G52416,503$1.0M0.59%
23SPDR SER TR78464A85417,971$865,3040.51%
24PACER FDS TR69374H88118,427$865,1480.51%
25ABBOTT LABSABLZF8,461$856,7360.50%
26VANGUARD WORLD FD92191072516,321$854,5870.50%
27EXXON MOBIL CORPXOM6,956$762,7640.45%
28ISHARES TR46429B69710,279$747,7180.44%
29ECOLAB INCECL4,407$729,4910.43%
30LISTED FD TR53656F62321,472$662,1960.39%
31SPDR SER TR78464A80511,686$589,3420.35%
32FIRST TR EXCHANGE-TRADED FD33738D40813,534$538,1280.32%
33AGF INVTS TR00110G40825,978$529,9510.31%
34ISHARES TR46432F3963,707$515,4210.30%
35MCDONALDS CORPMCD1,825$510,4000.30%
36ETF SER SOLUTIONS26922B70925,215$499,1360.29%
37MGE ENERGY INCMGEE6,398$496,9420.29%
38ISHARES TR46435G67210,053$492,1040.29%
39WISDOMTREE TRWT16,467$458,4410.27%
40MERCK & CO INCMRK4,145$441,0370.26%
41MICROSOFT CORPMSFT1,517$437,4190.26%
42MASTERCARD INCORPORATEDMA1,179$428,4600.25%
43VANGUARD WHITEHALL FDS9219464064,038$426,0280.25%
44VANGUARD SPECIALIZED FUNDS9219088442,698$415,5190.24%
45SCHWAB STRATEGIC TR8085245086,093$413,4100.24%
46SCHWAB STRATEGIC TR8085248628,381$408,9090.24%
47SCHWAB STRATEGIC TR8085243006,130$399,4670.24%
48INDEXIQ ACTIVE ETF TR45409F82715,602$383,6530.23%
49ETF SER SOLUTIONS26922B64215,291$381,0520.22%
50PEPSICO INCPEP2,043$372,4160.22%
51SPDR SER TR78468R8539,634$363,8760.21%
52VANGUARD TAX-MANAGED FDS9219438587,849$354,5390.21%
53VANGUARD INTL EQUITY INDEX F9220427423,764$346,6270.20%
54SPDR GOLD TRGLD1,835$336,2090.20%
55ISHARES TR4642874323,057$325,1730.19%
56VANGUARD INDEX FDS9229087361,232$307,2280.18%
57NEXTERA ENERGY INCNEE-PW3,857$297,3300.18%
58NVIDIA CORPORATIONNVDA1,055$293,0510.17%
59JOHNSON & JOHNSONJNJ1,866$289,2310.17%
60T ROWE PRICE ETF INC87283Q4048,830$282,1530.17%
61DEERE & CODE624$257,4550.15%
62GLOBAL X FDS37954Y8895,107$256,3710.15%
63WEC ENERGY GROUP INCWEC2,662$252,3310.15%
64COCA COLA COKO3,970$246,2450.14%
65VANGUARD WORLD FDS92204A702585$225,4090.13%
66ISHARES TR46435G4252,474$223,7730.13%
67AT&T INCT-PC11,460$220,6000.13%
68ASSOCIATED BANC CORPASBA12,177$218,9420.13%
69SCHWAB STRATEGIC TR8085242014,405$213,0700.13%
70SHELL PLCRYDAF3,678$211,6320.12%
71FIRST TR EXCH TRADED FD III33739E10810,844$173,0650.10%
72GENIUS SPORTS LIMITEDGENI24,945$124,2260.07%
73NATURAL HEALTH TRENDS CORPNHTC10,138$50,0820.03%
74GOL LINHAS AEREAS INTELIGENT38045R20617,182$45,1890.03%
75DIANA SHIPPING INCDSX-WT10,311$40,2130.02%