Chief Compliance Officer

0001437749-23-010040.txt : 20230412 0001437749-23-010040.hdr.sgml : 20230412 20230411191956 ACCESSION NUMBER: 0001437749-23-010040 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230412 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230412 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: 23814404 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 false false false 0001845785 XXXXXXXX 03-31-2023 03-31-2023 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 04-06-2023 4 192 639569438 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_mblq123.xml ABBOTT LABS COM 002824100 218418 2157 SH SOLE 0 1866 0 291 ABBVIE INC COM 00287Y109 261208 1639 SH SOLE 0 1316 0 323 ABBVIE INC COM 00287Y109 330215 2072 SH DFND 2,4 2072 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 601874 28978 SH SOLE 0 27601 0 1377 AEVA TECHNOLOGIES INC COM 00835Q103 29750 25000 SH SOLE 0 25000 0 0 ALPHABET INC CAP STK CL A 02079K305 1561656 15055 SH SOLE 0 14865 0 190 ALPHABET INC CAP STK CL A 02079K305 713767 6881 SH DFND 2,4 6881 0 0 ALPHABET INC CAP STK CL C 02079K107 422932 4067 SH SOLE 0 2844 0 1223 ALPHABET INC CAP STK CL C 02079K107 612352 5888 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