Mbm Wealth Consultants, LLC Purchases in Q4 2024

Mbm Wealth Consultants, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
56.9K
+ 22.4%
$49.51 - $49.79 $2.82M - $2.83M
311K $15.4M
SCHO
Schwab Short Term Us Treasury

ETFs
318K
+ 156.66%
$24.06 - $48.88 $7.65M - $15.5M
521K $12.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
52.7K
+ 21.98%
$50.37 - $50.6 $2.66M - $2.67M
293K $14.7M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
50.3K
New
$49.74 - $50.43 $2.5M - $2.54M
50.3K $2.51M
NEAR
Blackrock Short Maturity Bond

ETFs
41K
+ 23.34%
$50.28 - $51.08 $2.06M - $2.09M
216K $10.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
27.6K
New
$50.02 - $51.24 $1.38M - $1.41M
27.6K $1.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.2K
+ 25.72%
$115.08 - $119.55 $1.52M - $1.58M
64.6K $7.47M
SUB
Ishares Short Term National Mu

ETFs
12.5K
+ 50.3%
$104.94 - $106.2 $1.31M - $1.33M
37.4K $3.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
448
+ 0.6%
$521.84 - $558.82 $234K - $250K
74.6K $40.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.04K
+ 1.94%
$126.68 - $134.74 $765K - $814K
318K $40.6M
NU
Nu Holdings Ltd.

Financial Services
45.7K
New
$10.24 - $15.89 $468K - $727K
45.7K $473K
DXCM
Dexcom Inc

Healthcare
5.92K
New
$65.68 - $81.01 $389K - $480K
5.92K $460K
NET
Cloudflare, Inc.

Technology
65
+ 0.39%
$78.11 - $117.56 $5.08K - $7.64K
16.6K $1.79M
ZS
Zscaler, Inc.

Technology
2.04K
New
$166.99 - $211.99 $341K - $432K
2.04K $368K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.49%
$4100.99 - $5300.34 $8.2K - $10.6K
409 $2.03M
AAPL
Apple Inc.

Technology
227
+ 1.53%
$221.69 - $259.02 $50.3K - $58.8K
15K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 0.56%
$180.88 - $232.93 $8.68K - $11.2K
8.58K $1.88M
SPYG
Spdr Portfolio

ETFs
992
+ 2.85%
$81.74 - $91.38 $81.1K - $90.6K
35.8K $3.15M
GOOG
Alphabet Inc.

Communication Services
233
+ 2.62%
$163.08 - $198.16 $38K - $46.2K
9.12K $1.74M
GOOGL
Alphabet Inc.

Communication Services
1.18K
New
$161.86 - $196.66 $191K - $232K
1.18K $223K
SCHW
Schwab Charles Corp

Financial Services
625
+ 3.67%
$63.31 - $82.85 $39.6K - $51.8K
17.7K $1.31M
IBKR
Interactive Brokers Group, Inc.

Financial Services
34
+ 0.65%
$138.3 - $192.95 $4.7K - $6.56K
5.26K $929K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.45K
+ 3.44%
$66.77 - $71.52 $97K - $104K
43.7K $3.01M
PSTG
Pure Storage, Inc.

Technology
425
+ 3.97%
$48.19 - $66.6 $20.5K - $28.3K
11.1K $683K
TMUS
T Mobile Us, Inc.

Communication Services
183
+ 2.75%
$206.1 - $246.94 $37.7K - $45.2K
6.85K $1.51M
ARCC
Ares Capital Corp

Financial Services
3.04K
+ 4.28%
$20.74 - $22.27 $63.1K - $67.7K
74.2K $1.62M
LUV
Southwest Airlines CO

Industrials
1.68K
+ 11.42%
$28.99 - $34.84 $48.6K - $58.4K
16.4K $549K
UNM
Unum Group

Financial Services
209
+ 3.88%
$58.88 - $77.07 $12.3K - $16.1K
5.59K $408K
KMI
Kinder Morgan, Inc.

Energy
594
+ 4.85%
$22.59 - $28.54 $13.4K - $17K
12.8K $351K
FDX
Fedex Corp

Industrials
142
+ 3.04%
$260.5 - $305.15 $37K - $43.3K
4.82K $1.36M
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 1.42%
$873.59 - $994.69 $21K - $23.9K
1.72K $1.58M
AL
Air Lease Corp

Industrials
691
+ 5.25%
$42.79 - $52.16 $29.6K - $36K
13.8K $667K
OKE
Oneok Inc

Energy
193
+ 3.53%
$92.28 - $117.05 $17.8K - $22.6K
5.67K $568K
FHI
Federated Hermes, Inc.

Financial Services
474
+ 6.77%
$36.01 - $43.31 $17.1K - $20.5K
7.48K $307K
CSCO
Cisco Systems, Inc.

Technology
331
+ 6.64%
$52.45 - $60.02 $17.4K - $19.9K
5.32K $314K
LAUR
Laureate Education, Inc.

Consumer Defensive
990
+ 5.95%
$15.29 - $19.71 $15.1K - $19.5K
17.6K $322K
TNL
Travel & Leisure Co.

Consumer Cyclical
390
+ 6.69%
$45.26 - $56.28 $17.7K - $21.9K
6.22K $313K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.23K
+ 4.57%
$44.33 - $49.55 $54.3K - $60.7K
28K $1.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.48K
+ 4.78%
$51.09 - $55.27 $127K - $137K
54.4K $2.78M
USB
Us Bancorp \De\

Financial Services
407
+ 5.27%
$43.98 - $53.66 $17.9K - $21.8K
8.13K $389K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 3.96%
$442.29 - $483.08 $53.5K - $58.5K
3.18K $1.44M
T
At&T Inc.

Communication Services
867
+ 5.61%
$21.22 - $23.88 $18.4K - $20.7K
16.3K $371K
CME
Cme Group Inc.

Financial Services
83
+ 7.42%
$221.17 - $246.02 $18.4K - $20.4K
1.2K $278K
EPAM
Epam Systems, Inc.

Technology
165
+ 2.97%
N/A
5.72K $1.06M
ORI
Old Republic International Corp

Financial Services
562
+ 6.0%
$34.4 - $38.98 $19.3K - $21.9K
9.92K $359K
COP
Conocophillips

Energy
473
+ 12.41%
$95.12 - $114.72 $45K - $54.3K
4.28K $424K
SR
Spire Inc

Utilities
295
+ 7.11%
$62.24 - $73.38 $18.4K - $21.6K
4.44K $301K
CNA
Cna Financial Corp

Financial Services
439
+ 7.88%
$46.76 - $50.95 $20.5K - $22.4K
6.01K $290K
PRU
Prudential Financial Inc

Financial Services
173
+ 5.98%
$114.59 - $129.52 $19.8K - $22.4K
3.07K $363K
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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