Mbm Wealth Consultants, LLC Purchases and Sells in Q2 2025

Mbm Wealth Consultants, LLC

$358 Million
Q2 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.46K + 1.29%	$329.49 - $438.4 $482K - $641K	115K $50.3M
VOO	1.35K + 1.79%	$456.74 - $568.03 $616K - $766K	76.6K $43.5M
VYM	6.83K + 2.12%	$114.78 - $133.31 $784K - $911K	328K $43.8M
VEA	5.56K + 1.94%	$45.65 - $57.01 $254K - $317K	292K $16.6M
VB	3.66K + 4.66%	$193.73 - $237.37 $709K - $869K	82.2K $19.5M
SCHO	39.6K + 6.91%	$24.19 - $24.45 $957K - $967K	612K $14.9M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	7.7K New	$120.07 - $151.11 $924K - $1.16M	7.7K $1.15M
O	6.01K New	$52.27 - $58.52 $314K - $352K	6.01K $346K
MNST	3.34K New	$55.01 - $64.24 $183K - $214K	3.34K $208K
SPTM	2.73K New	$60.34 - $74.89 $165K - $204K	2.73K $204K
GOOGL	1.16K New	$144.7 - $178.6 $167K - $206K	1.16K $203K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMUS	-1.11K - 16.32%	$220.99 - $268.54 $246K - $299K	5.71K $1.36M
BRK-B	-380 - 11.96%	$483.48 - $539.8 $184K - $205K	2.8K $1.36M
PGR	-766 - 12.6%	$255.27 - $288.74 $196K - $221K	5.31K $1.42M
LXU	-17K - 56.67%	$4.98 - $8.66 $84.7K - $147K	13K $101K
WM	-253 - 2.92%	$216.47 - $242.1 $54.8K - $61.3K	8.4K $1.92M
MRK	-366 - 8.86%	$73.47 - $87.12 $26.9K - $31.9K	3.77K $298K

Activity Summary All Purchases 80 New Holdings 5 Increased Positions 75 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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