U.S. markets close in 1 hour 23 minutes
  • S&P 500

    4,040.65
    +16.76 (+0.42%)
     
  • Dow 30

    32,469.74
    +273.08 (+0.85%)
     
  • Nasdaq

    11,786.07
    -18.93 (-0.16%)
     
  • Russell 2000

    1,793.83
    +1.17 (+0.07%)
     
  • Crude Oil

    114.39
    +3.90 (+3.53%)
     
  • Gold

    1,813.80
    +5.60 (+0.31%)
     
  • Silver

    21.55
    +0.54 (+2.59%)
     
  • EUR/USD

    1.0436
    +0.0020 (+0.19%)
     
  • 10-Yr Bond

    2.8910
    -0.0440 (-1.50%)
     
  • GBP/USD

    1.2312
    +0.0050 (+0.41%)
     
  • USD/JPY

    129.3020
    +0.1170 (+0.09%)
     
  • BTC-USD

    29,899.43
    -174.58 (-0.58%)
     
  • CMC Crypto 200

    670.59
    +427.91 (+176.33%)
     
  • FTSE 100

    7,464.80
    +46.65 (+0.63%)
     
  • Nikkei 225

    26,547.05
    +119.40 (+0.45%)
     

MBE Wealth Management, LLC Buys Deere, Union Pacific Corp, Advanced Micro Devices Inc, Sells ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·5 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company MBE Wealth Management, LLC (Current Portfolio) buys Deere, Union Pacific Corp, Advanced Micro Devices Inc, Merck Inc, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun, sells WisdomTree Emerging Markets ex-State-Owned Enterpr, iShares MSCI Intl Multifactor ETF, Vanguard Tax-Exempt Bond ETF, iShares Core U.S. Aggregate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, MBE Wealth Management, LLC. As of 2021Q4, MBE Wealth Management, LLC owns 64 stocks with a total value of $180 million. These are the details of the buys and sells.

  • New Purchases: DE, UNP, AMD, MRK, LTPZ, SLV, XLK, WEC,

  • Added Positions: VB, IVV, DGRO, QQQ, USRT, ACIO, ADME, XOM, PFE, VZ, VSGX, VYM, SPLG, NEE, ARWR, VT, KO, AMZN,

  • Reduced Positions: XSOE, FVD, USMV, QUAL, MTUM, IHI, SPTM, SCHG, IAGG, T, PG, VLUE, ECL, VUG, AAPL, ICSH, FPE, SCHO, SCHM,

  • Sold Out: INTF, VTEB, AGG,


For the details of MBE Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/mbe+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MBE Wealth Management, LLC

  1. iShares Core S&P 500 ETF (IVV) - 106,074 shares, 28.09% of the total portfolio. Shares added by 2.26%

  2. Vanguard Small Cap ETF (VB) - 128,983 shares, 16.18% of the total portfolio. Shares added by 5.63%

  3. iShares Core Dividend Growth ETF (DGRO) - 448,834 shares, 13.85% of the total portfolio. Shares added by 2.95%

  4. PowerShares QQQ Trust Ser 1 (QQQ) - 59,387 shares, 13.12% of the total portfolio. Shares added by 2.46%

  5. iShares Core U.S. REIT ETF (USRT) - 181,246 shares, 6.80% of the total portfolio. Shares added by 1.72%

New Purchase: Deere & Co (DE)

MBE Wealth Management, LLC initiated holding in Deere & Co. The purchase prices were between $329 and $367.86, with an estimated average price of $348.32. The stock is now traded at around $375.900000. The impact to a portfolio due to this purchase was 0.14%. The holding were 726 shares as of 2021-12-31.

New Purchase: Union Pacific Corp (UNP)

MBE Wealth Management, LLC initiated holding in Union Pacific Corp. The purchase prices were between $205.51 and $251.93, with an estimated average price of $237.68. The stock is now traded at around $239.490000. The impact to a portfolio due to this purchase was 0.13%. The holding were 901 shares as of 2021-12-31.

New Purchase: Advanced Micro Devices Inc (AMD)

MBE Wealth Management, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $128.270000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,462 shares as of 2021-12-31.

New Purchase: Merck & Co Inc (MRK)

MBE Wealth Management, LLC initiated holding in Merck & Co Inc. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $81.290000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,799 shares as of 2021-12-31.

New Purchase: PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun (LTPZ)

MBE Wealth Management, LLC initiated holding in PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun. The purchase prices were between $86.35 and $93.1, with an estimated average price of $89.63. The stock is now traded at around $83.460000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,282 shares as of 2021-12-31.

New Purchase: Technology Select Sector SPDR ETF (XLK)

MBE Wealth Management, LLC initiated holding in Technology Select Sector SPDR ETF. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $159.520000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,156 shares as of 2021-12-31.

Added: ETF Series Solutions Aptus Collared Income Opportu (ACIO)

MBE Wealth Management, LLC added to a holding in ETF Series Solutions Aptus Collared Income Opportu by 23.08%. The purchase prices were between $29.84 and $32.86, with an estimated average price of $31.66. The stock is now traded at around $31.440000. The impact to a portfolio due to this purchase was 0.03%. The holding were 9,843 shares as of 2021-12-31.

Sold Out: Vanguard Tax-Exempt Bond ETF (VTEB)

MBE Wealth Management, LLC sold out a holding in Vanguard Tax-Exempt Bond ETF. The sale prices were between $54.29 and $54.97, with an estimated average price of $54.67.

Sold Out: iShares MSCI Intl Multifactor ETF (INTF)

MBE Wealth Management, LLC sold out a holding in iShares MSCI Intl Multifactor ETF. The sale prices were between $27.35 and $29.34, with an estimated average price of $28.55.

Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)

MBE Wealth Management, LLC sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.05, with an estimated average price of $114.13.



Here is the complete portfolio of MBE Wealth Management, LLC. Also check out:

1. MBE Wealth Management, LLC's Undervalued Stocks

2. MBE Wealth Management, LLC's Top Growth Companies, and

3. MBE Wealth Management, LLC's High Yield stocks

4. Stocks that MBE Wealth Management, LLC keeps buyingThis article first appeared on GuruFocus.