Co-Chief Compliance Officer

0001437749-23-000943.txt : 20230112 0001437749-23-000943.hdr.sgml : 20230112 20230112150437 ACCESSION NUMBER: 0001437749-23-000943 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 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: 23525786 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 09-30-2022 09-30-2022 MBL Wealth, LLC

1017 E. MOREHEAD STREET SUITE 100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Co-Chief Compliance Officer 704-335-4531 /s/ Steve Marciniak Charlotte NC 10-13-2022 4 180 463584 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_mblwq322.xml ABBVIE INC COM 00287Y109 256 1907 SH DFND 2,4 1907 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 1763 68268 SH SOLE 0 68268 0 0 ALPHABET INC CAP STK CL A 02079K305 1415 14790 SH SOLE 0 14220 0 570 ALPHABET INC CAP STK CL A 02079K305 671 7012 SH DFND 2,4 7012 0 0 ALPHABET INC CAP STK CL C 02079K107 360 3744 SH SOLE 0 3174 0 570 ALPHABET INC CAP STK CL C 02079K107 593 6169 SH DFND 2,4 6169 0 0 AMAZON COM INC COM 023135106 878 7773 SH SOLE 0 7353 0 420 AMAZON COM INC COM 023135106 1081 9562 SH DFND 2,4 9562 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 18017 562868 SH SOLE 0 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