Chief Compliance Officer

0001437749-24-012656.txt : 20240422 0001437749-24-012656.hdr.sgml : 20240422 20240422114743 ACCESSION NUMBER: 0001437749-24-012656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MBL Wealth, LLC CENTRAL INDEX KEY: 0001845785 ORGANIZATION NAME: 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: 24860109 BUSINESS ADDRESS: STREET 1: 301 S. MCDOWELL STREET STREET 2: SUITE 1100 CITY: CHARLOTTE STATE: NC ZIP: 28204 BUSINESS PHONE: 704-333-8461 MAIL ADDRESS: STREET 1: 301 S. MCDOWELL STREET STREET 2: SUITE 1100 CITY: CHARLOTTE STATE: NC ZIP: 28204 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001845785 XXXXXXXX 028-20875 03-31-2024 03-31-2024 MBL Wealth, LLC

301 S. MCDOWELL STREET SUITE 1100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Chief Compliance Officer 7043354531 /s/ Steve Marciniak Charlotte NC 04-22-2024 4 234 881516726 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 F13InfoTable_67055.xml ABBOTT LABS COM 002824100 294380 2590 SH SOLE 0 1545 0 1045 ABBVIE INC COM 00287Y109 448149 2461 SH SOLE 0 1029 0 1432 ABBVIE INC COM 00287Y109 307567 1689 SH DFND 2,4 1689 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 869505 43981 SH SOLE 0 30384 0 13597 ADOBE INC COM 00724F101 209409 415 SH DFND 2,4 415 0 0 ADVANCED MICRO DEVICES INC COM 007903107 266404 1476 SH DFND 2,4 1476 0 0 AEVA TECHNOLOGIES INC COM NEW 00835Q202 39300 10000 SH SOLE 0 10000 0 0 ALLY FINL INC COM 02005N100 276946 6823 SH SOLE 0 6663 0 160 ALPHABET INC CAP STK CL A 02079K305 2704968 17922 SH SOLE 0 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VANGUARD INDEX FDS MID CAP ETF 922908629 5500169 22013 SH SOLE 0 12373 0 9640 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2616107 30251 SH SOLE 0 24202 0 6049 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1252705 2606 SH SOLE 0 1085 0 1521 VANGUARD INDEX FDS SMALL CP ETF 922908751 605764 2650 SH SOLE 0 2000 0 650 VANGUARD INDEX FDS TOTAL STK MKT 922908769 233910 900 SH SOLE 0 750 0 150 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1929231 46187 SH SOLE 0 41095 0 5092 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 210514 4196 SH SOLE 0 2125 0 2071 VANGUARD WORLD FD INF TECH ETF 92204A702 1618067 3086 SH SOLE 0 2301 0 785 VERIZON COMMUNICATIONS INC COM 92343V104 320071 7628 SH SOLE 0 5602 0 2026 VERIZON COMMUNICATIONS INC COM 92343V104 264768 6310 SH DFND 1,2,4 6310 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 371193 888 SH SOLE 0 3 0 885 VISA INC COM CL A 92826C839 710538 2546 SH SOLE 0 627 0 1919 VISA INC COM CL A 92826C839 943849 3382 SH DFND 1,2,4 3382 0 0 WALMART INC 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