Co-Chief Compliance Officer

0001437749-23-000942.txt : 20230112 0001437749-23-000942.hdr.sgml : 20230112 20230112150233 ACCESSION NUMBER: 0001437749-23-000942 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20230112 DATE AS OF CHANGE: 20230112 EFFECTIVENESS DATE: 20230112 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: 23525776 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 X0202 13F-HR LIVE false false false 0001845785 XXXXXXXX 06-30-2022 06-30-2022 MBL Wealth, LLC

1017 E. MOREHEAD STREET SUITE 100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Co-Chief Compliance Officer 7043354531 /s/ Steve Marciniak Charlotte NC 10-18-2022 4 172 401036 false 1 0001566728 028-15439 Capital Wealth Planning, LLC 2 0001233991 028-10477 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 3 0001648711 028-16981 Baird Financial Group, Inc. 4 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC INFORMATION TABLE 2 infotable_mblw_q222.xml ABBOTT LABS COM 002824100 209 1922 SH SOLE 0 1922 0 0 ABBVIE INC COM 00287Y109 217 1414 SH SOLE 0 1364 0 50 ABBVIE INC COM 00287Y109 266 1736 SH DFND 2,4 1736 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 2343 86253 SH SOLE 0 86253 0 0 ALLY FINL INC COM 02005N100 223 6663 SH SOLE 0 6663 0 0 ALPHABET INC CAP STK CL A 02079K305 1615 741 SH SOLE 0 711 0 30 ALPHABET INC CAP STK CL A 02079K305 700 321 SH DFND 2,4 321 0 0 ALPHABET INC CAP STK CL C 02079K107 392 179 SH SOLE 0 149 0 30 ALPHABET INC CAP STK CL C 02079K107 628 287 SH DFND 2,4 287 0 0 AMAZON COM INC COM 023135106 831 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