Mbm Wealth Consultants, LLC Purchases and Sells in Q4 2024

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	56.9K + 22.4%	$49.51 - $49.79 $2.82M - $2.83M	311K $15.4M
SCHO	318K + 156.66%	$24.06 - $48.88 $7.65M - $15.5M	521K $12.5M
JPST	52.7K + 21.98%	$50.37 - $50.6 $2.66M - $2.67M	293K $14.7M
NEAR	41K + 23.34%	$50.28 - $51.08 $2.06M - $2.09M	216K $10.9M
IEI	13.2K + 25.72%	$115.08 - $119.55 $1.52M - $1.58M	64.6K $7.47M
SUB	12.5K + 50.3%	$104.94 - $106.2 $1.31M - $1.33M	37.4K $3.95M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMMU	50.3K New	$49.74 - $50.43 $2.5M - $2.54M	50.3K $2.51M
JMUB	27.6K New	$50.02 - $51.24 $1.38M - $1.41M	27.6K $1.38M
NU	45.7K New	$10.24 - $15.89 $468K - $727K	45.7K $473K
DXCM	5.92K New	$65.68 - $81.01 $389K - $480K	5.92K $460K
ZS	2.04K New	$166.99 - $211.99 $341K - $432K	2.04K $368K
GOOGL	1.18K New	$161.86 - $196.66 $191K - $232K	1.18K $223K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHM	-74.9K - 89.75%	$47.26 - $48.18 $3.54M - $3.61M	8.56K $405K
JMST	-13K - 4.89%	$50.67 - $50.9 $659K - $662K	253K $12.8M
VO	-170 - 5.37%	$261.5 - $284.63 $44.5K - $48.4K	3K $791K
JNJ	-39 - 1.99%	$143.34 - $165.86 $5.59K - $6.47K	1.92K $277K
IVV	-72 - 1.55%	$570.51 - $610.59 $41.1K - $44K	4.57K $2.69M
MA	-14 - 1.89%	$491.3 - $536.15 $6.88K - $7.51K	727 $382K

Activity Summary All Purchases 84 New Holdings 8 Increased Positions 76 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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