MBE Wealth Management, LLC
Top Portfolio Positions
66 positions ·
$65,149,838 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
49,015 | $28,290,477 | 43.42% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
49,057 | $4,065,353 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
11,682 | $2,037,340 | 3.13% | |
| AAPL |
Apple Inc.
Technology
|
6,171 | $1,566,138 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,779 | $1,405,790 | 2.16% | |
| MSFT |
Microsoft Corp
Technology
|
3,380 | $1,251,174 | 1.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,465 | $1,188,582 | 1.82% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
7,427 | $1,153,338 | 1.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,269 | $1,151,951 | 1.77% | |
| GLD |
Spdr Gold Trust
|
2,576 | $1,108,427 | 1.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DSX
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,940 | 20,776 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $34,347 | 20,691 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $34,562 | 20,573 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $29,877 | 20,464 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $31,727 | 20,338 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $39,635 | 20,222 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $51,700 | 20,117 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $55,878 | 19,538 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $54,999 | 19,031 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $55,173 | 18,577 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $61,710 | 17,784 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $63,047 | 17,086 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $40,212 | 10,311 | Shares | Sole | 2023-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||