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  Name: MBE Wealth Management LLC
  City: TOMAH
  State: WI
  Zip: 54660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,946,000
  Total Value Change : $-33,418,000
  Securities Held Change : -2
   
All Securities Held : 92
  New Positions : 6
  Closed Positions : 8
  Increased Positions : 35
  Unchanged Positions : 17
  Decreased Positions : 34

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 7 - $79.76 $3,769,000 46,811 2.33% -36,000 0 0.005    Closed - End Fund - Debt
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 38 - $0.00 $695,000 3,707 0.43% 113,000 0 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 51 - $184.06 $471,000 2,582 0.29% 31,000 0 0.001    Closed - End Fund - Debt
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 55 - $350.63 $434,000 1,261 0.27% 42,000 0 0    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 59 - $42.95 $385,000 8,955 0.24% 7,000 0 0.001    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 60 - $62.78 $373,000 6,011 0.23% 34,000 0 0    Closed - End Fund - Debt
   (CATH)1 Year Chart         CATH Global X S&p 500 Catholic V... 63 - $63.97 $318,000 4,995 0.2% 28,000 0 0.053    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 67 - $0.00 $284,000 2,474 0.18% 24,000 0 0    N/A
   (ASBC)1 Year Chart         ASBC Associated Banc-Corp 69 - $22.27 $262,000 12,177 0.16% 2,000 0 0.008    Domestic Regional Banks
   (SHEL)1 Year Chart         SHEL Shell plc 73 - $71.92 $247,000 3,679 0.15% 5,000 0 0    Integrated Oil & Gas
   (XLK)1 Year Chart         XLK SPDR Technology Sector 75 - $211.82 $241,000 1,156 0.15% 18,000 0 0    Closed - End Fund - E...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 77 - $85.50 $219,000 2,662 0.14% -5,000 0 0.001    Multi Utilities
   (LGOV)1 Year Chart         LGOV First Trust Long Duration O... 78 - $20.92 $217,000 10,149 0.13% -8,000 0 0.011    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 79 - $244.97 $216,000 880 0.13% 0 0 0    Railroads
   (DE)1 Year Chart         DE Deere & Co 80 - $397.02 $215,000 524 0.13% 6,000 0 0    Farm & Construction M...
   (ZIM)1 Year Chart         ZIM Zim Integrated Shipping Ser... 87 - $18.73 $101,000 10,001 0.06% 2,000 0 0.009    N/A
   (NHTC)1 Year Chart         NHTC Natural Health Trends Corp 89 - $7.03 $73,000 10,904 0.05% 9,000 0 0.095    Personal Products
      17 Records Found
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Page 1 of 1
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