MBL Wealth, LLC
Top Portfolio Positions
191 positions ·
$410,983,471 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
219,009 | $142,430,313 | 34.66% | |
| GLDM |
World Gold Trust
|
510,875 | $47,353,003 | 11.52% | |
| AAPL |
Apple Inc.
Technology
|
94,269 | $23,924,529 | 5.82% | |
| NVDA |
Nvidia Corp
Technology
|
93,975 | $16,389,240 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
27,460 | $10,164,867 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,124 | $6,937,097 | 1.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,209 | $6,916,438 | 1.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,210 | $6,330,232 | 1.54% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
23,409 | $6,245,755 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
17,540 | $5,428,805 | 1.32% |
Portfolio Trend
20 quarters · across all stocks
Holdings in PRK
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $970,402 | 5,937 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $903,340 | 5,936 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $964,778 | 5,936 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $992,855 | 5,936 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $898,710 | 5,936 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,017,608 | 5,936 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $997,129 | 5,936 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $844,930 | 5,936 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $806,405 | 5,936 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $788,656 | 5,936 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $561,070 | 5,936 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $607,371 | 5,936 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $703,831 | 5,936 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $835,492 | 5,936 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $738,913 | 5,936 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $719,740 | 5,936 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $779,871 | 5,936 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $767,524 | 5,936 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $623,339 | 5,936 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||