Chief Compliance Officer

0001437749-24-001595.txt : 20240118 0001437749-24-001595.hdr.sgml : 20240118 20240118121249 ACCESSION NUMBER: 0001437749-24-001595 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 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: 24540818 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 12-31-2023 12-31-2023 MBL Wealth, LLC

301 S. MCDOWELL STREET SUITE 1100 CHARLOTTE NC 28204

13F HOLDINGS REPORT 028-20875 N Steve Marciniak Chief Compliance Officer 7043354531 /s/ Steve Marciniak Charlotte NC 01-18-2024 4 220 799419453 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_64835.xml ABBOTT LABS COM 002824100 275616 2504 SH SOLE 0 1542 0 962 ABBVIE INC COM 00287Y109 368984 2381 SH SOLE 0 1105 0 1276 ABBVIE INC COM 00287Y109 273987 1768 SH DFND 2,4 1768 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 778040 40188 SH SOLE 0 28842 0 11346 ADOBE INC COM 00724F101 272647 457 SH DFND 2,4 457 0 0 ADVANCED MICRO DEVICES INC COM 007903107 243964 1655 SH DFND 2,4 1655 0 0 AEVA TECHNOLOGIES INC COM 00835Q103 37885 50000 SH SOLE 0 50000 0 0 ALLY FINL INC COM 02005N100 232672 6663 SH SOLE 0 6663 0 0 ALPHABET INC CAP STK CL A 02079K305 2475028 17718 SH SOLE 0 13975 0 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