Mbm Wealth Consultants, LLC Purchases and Sells in Q1 2025

Mbm Wealth Consultants, LLC

$324 Million
Q1 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	51.9K + 9.97%	$24.1 - $24.34 $1.25M - $1.26M	573K $13.9M
VEA	7.42K + 2.66%	$47.4 - $52.99 $351K - $393K	286K $14.5M
PULS	20.2K + 6.5%	$49.56 - $49.78 $1M - $1.01M	331K $16.5M
JPST	19.4K + 6.64%	$50.39 - $50.66 $979K - $985K	312K $15.8M
VYM	3.52K + 1.11%	$126.11 - $135.06 $444K - $475K	322K $41.5M
NEAR	15K + 6.95%	$50.4 - $50.89 $758K - $766K	231K $11.8M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	1.73K New	$173.46 - $217.6 $300K - $376K	1.73K $376K
BA	2.04K New	$148.15 - $186.25 $302K - $379K	2.04K $347K
UPS	1.94K New	$109.66 - $136.26 $212K - $264K	1.94K $212K
TRGP	1K New	$178.44 - $217.22 $178K - $217K	1K $200K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEF	-216 - 0.78%	$52.22 - $81.31 $11.3K - $17.6K	27.6K $1.48M
NVDA	-17 - 0.1%	$106.98 - $149.43 $1.82K - $2.54K	16.3K $1.76M
JMST	-8.43K - 3.33%	$50.72 - $50.92 $428K - $429K	245K $12.4M
BKNG	-17 - 4.16%	$4295.4 - $5141.88 $73K - $87.4K	392 $1.81M
SUB	-1.05K - 2.8%	$105.3 - $106.24 $110K - $111K	36.4K $3.84M
IBKR	-44 - 0.84%	$161.03 - $235.53 $7.09K - $10.4K	5.22K $863K

Activity Summary All Purchases 82 New Holdings 4 Increased Positions 78 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.