Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $322 Million
  • Q4 2024

Mbm Wealth Consultants, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $46.3M, Vanguard Whitehall Fds (Vangua with a value of $40.6M, Vanguard Index Fds S&P 500 ETF with a value of $40.2M, Vanguard Small Cap ETF with a value of $18.5M, and Pgim ETF Tr with a value of $15.4M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $307M to 322M.

Mbm Wealth Consultants, LLC is based out at Chesterfield, MO

Below you can find more details about Mbm Wealth Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $259 Million
Financial Services: $14.7 Million
Technology: $14.4 Million
Healthcare: $8.05 Million
Industrials: $7.96 Million
Consumer Cyclical: $6.22 Million
Communication Services: $4.41 Million
Energy: $3.06 Million
Other: $4.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.3 Million 14.36% of portfolio
112,814
Q4 2024 Reduced 0.44%
$0
$40.6 Million 12.59% of portfolio
318,101
Q4 2024 Added 1.94%
$0
$40.2 Million 12.47% of portfolio
74,603
Q4 2024 Added 0.6%
$0
$18.5 Million 5.74% of portfolio
77,019
Q4 2024 Added 1.51%
$0
$15.4 Million 4.78% of portfolio
310,979
Q4 2024 Added 22.4%
$0
$14.7 Million 4.57% of portfolio
292,735
Q4 2024 Added 21.98%
$0
$13.3 Million 4.13% of portfolio
278,588
Q4 2024 Added 3.57%
$0
$12.8 Million 3.98% of portfolio
253,042
Q4 2024 Reduced 4.89%
$0
$12.5 Million 3.89% of portfolio
520,812
Q4 2024 Added 156.66%
$0
$10.9 Million 3.39% of portfolio
216,438
Q4 2024 Added 23.34%
$0
$7.47 Million 2.32% of portfolio
64,639
Q4 2024 Added 25.72%
$0
$3.95 Million 1.22% of portfolio
37,433
Q4 2024 Added 50.3%
$3.7T
$3.77 Million 1.17% of portfolio
15,035
Q4 2024 Added 1.53%
$0
$3.15 Million 0.98% of portfolio
35,839
Q4 2024 Added 2.85%
$0
$3.01 Million 0.93% of portfolio
43,669
Q4 2024 Added 3.44%
$0
$2.78 Million 0.86% of portfolio
54,358
Q4 2024 Added 4.78%
$0
$2.51 Million 0.78% of portfolio
50,309
Q4 2024 New
$343B
$2.19 Million 0.68% of portfolio
16,272
Q4 2024 Reduced 0.2%
$17.3B
$2.18 Million 0.68% of portfolio
27,843
Q4 2024 Reduced 1.19%
$3.2T
$2.11 Million 0.65% of portfolio
5,011
Q4 2024 Added 0.95%
$196B
$2.03 Million 0.63% of portfolio
409
Q4 2024 Added 0.49%
$303B
$2.02 Million 0.63% of portfolio
11,346
Q4 2024 Added 0.74%
$2.3T
$1.88 Million 0.58% of portfolio
8,578
Q4 2024 Added 0.56%
$33.2B
$1.79 Million 0.55% of portfolio
16,598
Q4 2024 Added 0.39%
$419B
$1.74 Million 0.54% of portfolio
4,482
Q4 2024 Added 1.56%
$86.9B
$1.73 Million 0.54% of portfolio
8,576
Q4 2024 Added 2.01%
$1.2T
$1.74 Million 0.54% of portfolio
9,124
Q4 2024 Added 2.62%
$0
$1.62 Million 0.5% of portfolio
74,185
Q4 2024 Added 4.28%
$53.4B
$1.58 Million 0.49% of portfolio
2,239
Q4 2024 Added 0.95%
$417B
$1.58 Million 0.49% of portfolio
1,720
Q4 2024 Added 1.42%
$272B
$1.51 Million 0.47% of portfolio
6,847
Q4 2024 Added 2.75%
$143B
$1.45 Million 0.45% of portfolio
6,061
Q4 2024 Added 3.2%
$83.3B
$1.44 Million 0.45% of portfolio
9,670
Q4 2024 Added 2.32%
$477B
$1.45 Million 0.45% of portfolio
2,872
Q4 2024 Added 2.13%
$609B
$1.44 Million 0.45% of portfolio
3,177
Q4 2024 Added 3.96%
$54.4B
$1.43 Million 0.44% of portfolio
11,634
Q4 2024 Added 7.0%
$129B
$1.42 Million 0.44% of portfolio
2,929
Q4 2024 Added 2.56%
$0
$1.38 Million 0.43% of portfolio
27,580
Q4 2024 New
$71.6B
$1.36 Million 0.42% of portfolio
4,817
Q4 2024 Added 3.04%
$0
$1.33 Million 0.41% of portfolio
20,831
Q2 2021 New
$139B
$1.31 Million 0.41% of portfolio
17,677
Q4 2024 Added 3.67%
$0
$1.26 Million 0.39% of portfolio
28,036
Q4 2024 Added 4.57%
$200B
$1.2 Million 0.37% of portfolio
2,700
Q4 2024 Added 4.41%
$86.6B
$1.07 Million 0.33% of portfolio
3,885
Q4 2024 Added 7.47%
$10.6B
$1.06 Million 0.33% of portfolio
5,720
Q4 2024 Added 2.97%
$108B
$1.07 Million 0.33% of portfolio
2,664
Q4 2024 Added 4.88%
$0
$984,000 0.31% of portfolio
28,842
Q4 2024 Added 6.67%
$17.3B
$929,000 0.29% of portfolio
5,261
Q4 2024 Added 0.65%
$0
$874,000 0.27% of portfolio
21,375
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $322 Million
  • Prior Value $307 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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