Mbm Wealth Consultants, LLC Purchases and Sells in Q3 2024

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	6.56K + 2.15%	$117.9 - $128.2 $773K - $841K	312K $40M
SCHO	51.4K + 33.93%	$47.93 - $49.06 $2.46M - $2.52M	203K $9.94M
VOO	452 + 0.61%	$475.2 - $527.7 $215K - $239K	74.2K $39.1M
VB	1.69K + 2.28%	$214.77 - $237.72 $363K - $402K	75.9K $18M
VUG	1.1K + 0.98%	$341.08 - $391.94 $375K - $431K	113K $43.5M
PULS	30K + 13.4%	$49.47 - $49.8 $1.49M - $1.5M	254K $12.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	175K New	$50.09 - $51.31 $8.79M - $9M	175K $8.99M
IEI	51.4K New	$114.73 - $120.23 $5.9M - $6.18M	51.4K $6.15M
LUV	14.7K New	$23.7 - $29.93 $348K - $439K	14.7K $434K
DHR	793 New	$239.25 - $280.76 $190K - $223K	793 $220K
CVS	3.47K New	$55.81 - $63.18 $194K - $219K	3.47K $217K
MNST	3.86K New	$45.01 - $52.47 $174K - $203K	3.86K $201K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMR	-92 - 3.09%	$98.19 - $118.87 $9.03K - $10.9K	2.89K $316K
SMB	-905 - 2.73%	$16.96 - $17.29 $15.3K - $15.6K	32.2K $557K
CSCO	-673 - 11.89%	$44.74 - $53.22 $30.1K - $35.8K	4.99K $265K
SPTM	-197 - 6.41%	$63.28 - $70.06 $12.5K - $13.8K	2.88K $201K
TJX	-62 - 2.87%	$107.93 - $120.23 $6.69K - $7.45K	2.1K $247K
CNA	-2 - 0.04%	$44.75 - $51.95 $89.5 - $104	5.57K $272K

Activity Summary All Purchases 75 New Holdings 7 Increased Positions 68 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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