Chief Compliance Officer

0001437749-23-000944.txt : 20230112 0001437749-23-000944.hdr.sgml : 20230112 20230112150619 ACCESSION NUMBER: 0001437749-23-000944 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 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: 23525792 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 12-31-2022 12-31-2022 MBL Wealth, LLC

1017 E. MOREHEAD STREET SUITE 100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Chief Compliance Officer 7043354531 /s/ Steve Marciniak Charlotte NC 01-11-2023 4 191 522873 false 1 028-15439 Capital Wealth Planning, LLC 2 028-10477 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 3 028-16981 Baird Financial Group, Inc. 4 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC INFORMATION TABLE 2 infotable_mblq422.xml ABBOTT LABS COM 002824100 205 1866 SH SOLE 0 1866 0 0 ABBOTT LABS COM 002824100 224 2039 SH DFND 2,4 2039 0 0 ABBVIE INC COM 00287Y109 226 1400 SH SOLE 0 1400 0 0 ABBVIE INC COM 00287Y109 331 2046 SH DFND 2,4 2046 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 985 44646 SH SOLE 0 44485 0 161 AEVA TECHNOLOGIES INC COM 00835Q103 34 25000 SH SOLE 0 25000 0 0 ALPHABET INC CAP STK CL A 02079K305 1349 15290 SH SOLE 0 15290 0 0 ALPHABET INC CAP STK CL A 02079K305 635 7201 SH DFND 2,4 7201 0 0 ALPHABET INC CAP STK CL C 02079K107 291 3279 SH SOLE 0 3059 0 220 ALPHABET INC CAP STK CL C 02079K107 543 6116 SH DFND 2,4 6116 0 0 AMAZON 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