Chief Compliance Officer

0001437749-25-000682.txt : 20250108 0001437749-25-000682.hdr.sgml : 20250108 20250108102929 ACCESSION NUMBER: 0001437749-25-000682 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20250108 DATE AS OF CHANGE: 20250108 EFFECTIVENESS DATE: 20250108 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: 25516997 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 09-30-2024 09-30-2024 MBL Wealth, LLC

301 S. MCDOWELL STREET SUITE 1100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Chief Compliance Officer 704-335-4531 /s/ Steve Marciniak Charlotte NC 10-03-2024 4 241 930008330 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_70362.xml ABBVIE INC COM 00287Y109 486394 2463 SH SOLE 0 1069 0 1394 ABBVIE INC COM 00287Y109 330977 1676 SH DFND 2,4 1676 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 660029 32291 SH SOLE 0 21895 0 10396 ADOBE INC COM 00724F101 202452 391 SH DFND 2,4 391 0 0 ADVANCED MICRO DEVICES INC COM 007903107 489287 2982 SH SOLE 0 2206 0 776 ADVANCED MICRO DEVICES INC COM 007903107 232994 1420 SH DFND 2,4 1420 0 0 AEVA TECHNOLOGIES INC COM NEW 00835Q202 65800 20000 SH SOLE 0 20000 0 0 ALPHABET INC CAP STK CL A 02079K305 3050289 18392 SH SOLE 0 13574 0 4818 ALPHABET INC CAP STK CL A 02079K305 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515150 1969 SH DFND 2,4 1969 0 0 TEXAS INSTRS INC COM 882508104 269368 1304 SH SOLE 0 1125 0 179 THERMO FISHER SCIENTIFIC INC COM 883556102 413205 668 SH SOLE 0 332 0 336 THERMO FISHER SCIENTIFIC INC COM 883556102 221449 358 SH DFND 2,4 358 0 0 TJX COS INC NEW COM 872540109 281391 2394 SH DFND 1,2,4 2394 0 0 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 555690 8525 SH SOLE 0 8525 0 0 TRUIST FINL CORP COM 89832Q109 310382 7257 SH SOLE 0 3382 0 3875 UBER TECHNOLOGIES INC COM 90353T100 443670 5903 SH SOLE 0 4527 0 1376 UBS AG LONDON BRANCH ETRACS ALER MLP 90274D382 1407806 57857 SH SOLE 0 54992 0 2865 UNITEDHEALTH GROUP INC COM 91324P102 485870 831 SH SOLE 0 353 0 478 UNITEDHEALTH GROUP INC COM 91324P102 898069 1536 SH DFND 1,2,4 1536 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 986380 12535 SH SOLE 0 9910 0 2625 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 261731 1075 SH SOLE 0 1075 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 5963240 22603 SH SOLE 0 12698 0 9905 VANGUARD INDEX FDS REAL 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