0001437749-21-024215.txt : 20211025 0001437749-21-024215.hdr.sgml : 20211025 20211025141721 ACCESSION NUMBER: 0001437749-21-024215 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211025 DATE AS OF CHANGE: 20211025 EFFECTIVENESS DATE: 20211025 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MBL Wealth, LLC CENTRAL INDEX KEY: 0001845785 IRS NUMBER: 843308036 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20875 FILM NUMBER: 211343440 BUSINESS ADDRESS: STREET 1: 1017 E. MOREHEAD STREET STREET 2: SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28204 BUSINESS PHONE: 704-333-8461 MAIL ADDRESS: STREET 1: 1017 E. MOREHEAD STREET STREET 2: SUITE 100 CITY: CHARLOTTE STATE: NC ZIP: 28204 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001845785 XXXXXXXX 09-30-2021 09-30-2021 MBL Wealth, LLC

1017 E. MOREHEAD STREET SUITE 100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak 7043354531 /s/ Steve Marciniak Charlotte X1 10-22-2021 5 74 289146 false 1 028-16981 Baird Financial Group, Inc. 2 028-15439 Capital Wealth Planning, LLC 3 028-10477 Columbia Management Investment Advisers, LLC 4 028-20875 MBL Advisors 5 028-04558 Parametric Portfolio Associates LLC INFORMATION TABLE 2 infotable_mblq321.xml ALPHABET INC CAP STK CL A 02079K305 2847 1065 SH SOLE 4 695 0 370 AMAZON COM INC COM 023135106 2392 728 SH SOLE 4 571 0 157 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 4105 117547 SH SOLE 4 89062 0 28485 APPLE INC COM 037833100 5156 36441 SH SOLE 4 28585 0 7856 BANDWIDTH INC COM CL A 05988J103 2653 29390 SH SOLE 4 29390 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2703 9905 SH SOLE 4 8743 0 1162 BK OF AMERICA CORP COM 060505104 1008 23747 SH SOLE 4 22122 0 1625 BROADSTONE NET LEASE INC COM 11135E203 285 11500 SH SOLE 4 0 0 11500 CISCO SYS INC COM 17275R102 565 10386 SH SOLE 4 9118 0 1268 COHBAR INC COM 19249J109 83 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