Mbm Wealth Consultants, LLC Purchases in Q3 2024

Mbm Wealth Consultants, LLC

  • $307 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
175K
New
$50.09 - $51.31 $8.79M - $9M
175K $8.99M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
51.4K
New
$114.73 - $120.23 $5.9M - $6.18M
51.4K $6.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.56K
+ 2.15%
$117.9 - $128.2 $773K - $841K
312K $40M
SCHO
Schwab Short Term Us Treasury

ETFs
51.4K
+ 33.93%
$47.93 - $49.06 $2.46M - $2.52M
203K $9.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
452
+ 0.61%
$475.2 - $527.7 $215K - $239K
74.2K $39.1M
VB
Vanguard Small Cap ETF

ETFs
1.69K
+ 2.28%
$214.77 - $237.72 $363K - $402K
75.9K $18M
VUG
Vanguard Growth ETF

ETFs
1.1K
+ 0.98%
$341.08 - $391.94 $375K - $431K
113K $43.5M
PULS
Pgim ETF Tr

ETFs
30K
+ 13.4%
$49.47 - $49.8 $1.49M - $1.5M
254K $12.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.3K
+ 11.78%
$50.25 - $50.74 $1.27M - $1.28M
240K $12.2M
VEA
Vanguard Ftse Developed Market

ETFs
8.06K
+ 3.09%
$47.6 - $53.31 $384K - $430K
269K $14.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
15.1K
+ 22.07%
$47.01 - $48.2 $709K - $727K
83.4K $4.02M
AAPL
Apple Inc.

Technology
1.06K
+ 7.69%
$207.23 - $234.82 $219K - $248K
14.8K $3.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.86K
+ 3.04%
$50.61 - $50.96 $398K - $400K
266K $13.6M
URI
United Rentals, Inc.

Industrials
125
+ 5.97%
$627.41 - $814.1 $78.4K - $102K
2.22K $1.8M
LUV
Southwest Airlines CO

Industrials
14.7K
New
$23.7 - $29.93 $348K - $439K
14.7K $434K
LMT
Lockheed Martin Corp

Industrials
162
+ 6.01%
$460.3 - $584.56 $74.6K - $94.7K
2.86K $1.67M
JEF
Jefferies Financial Group Inc.

Financial Services
1.33K
+ 4.97%
$49.97 - $62.49 $66.6K - $83.3K
28.2K $1.73M
HD
Home Depot, Inc.

Consumer Cyclical
258
+ 6.21%
$333.64 - $405.2 $86.1K - $105K
4.41K $1.79M
PGR
Progressive Corp

Financial Services
390
+ 7.11%
$209.46 - $259.24 $81.7K - $101K
5.87K $1.49M
ICE
Intercontinental Exchange, Inc.

Financial Services
576
+ 6.49%
$136.93 - $162.81 $78.9K - $93.8K
9.45K $1.52M
TMUS
T Mobile Us, Inc.

Communication Services
484
+ 7.83%
$175.14 - $206.36 $84.8K - $99.9K
6.66K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
126
+ 4.69%
$488.01 - $604.18 $61.5K - $76.1K
2.81K $1.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 7.91%
$405.19 - $478.57 $90.8K - $107K
3.06K $1.41M
CNC
Centene Corp

Healthcare
1.27K
+ 7.29%
$64.89 - $80.23 $82.2K - $102K
18.7K $1.4M
DHR
Danaher Corp

Healthcare
793
New
$239.25 - $280.76 $190K - $223K
793 $220K
CVS
Cvs Health Corp

Healthcare
3.47K
New
$55.81 - $63.18 $194K - $219K
3.47K $217K
MNST
Monster Beverage Corp

Consumer Defensive
3.86K
New
$45.01 - $52.47 $174K - $203K
3.86K $201K
BKNG
Booking Holdings Inc.

Consumer Cyclical
23
+ 5.99%
$3305.62 - $4268.05 $76K - $98.2K
407 $1.71M
CI
Cigna Corp

Healthcare
282
+ 8.46%
$319.12 - $367.1 $90K - $104K
3.62K $1.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.02%
$60.84 - $67.51 $426 - $473
42.2K $2.85M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 6.2%
$801.83 - $917.05 $79.4K - $90.8K
1.7K $1.5M
IBKR
Interactive Brokers Group, Inc.

Financial Services
389
+ 8.04%
$108.65 - $139.41 $42.3K - $54.2K
5.23K $728K
UTHR
United Therapeutics Corp

Healthcare
128
+ 6.46%
$311.04 - $363.55 $39.8K - $46.5K
2.11K $756K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
275
+ 1.04%
$41.02 - $46.01 $11.3K - $12.7K
26.8K $1.22M
ARCC
Ares Capital Corp

Financial Services
4.85K
+ 7.32%
$19.8 - $21.28 $96.1K - $103K
71.1K $1.49M
FCFS
First Cash Holdings, Inc.

Financial Services
413
+ 8.21%
$102.0 - $120.09 $42.1K - $49.6K
5.44K $624K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
785
+ 2.99%
$33.74 - $37.96 $26.5K - $29.8K
27K $1.02M
EPAM
Epam Systems, Inc.

Technology
448
+ 8.77%
$185.58 - $185.58 $83.1K - $83.1K
5.56K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
660
+ 8.39%
$161.02 - $200.0 $106K - $132K
8.53K $1.59M
NET
Cloudflare, Inc.

Technology
1.2K
+ 7.84%
$74.4 - $86.96 $89.4K - $105K
16.5K $1.34M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
159
+ 6.68%
$460.0 - $505.78 $73.1K - $80.4K
2.54K $1.18M
NVDA
Nvidia Corp

Technology
782
+ 5.04%
$98.91 - $134.91 $77.3K - $105K
16.3K $1.98M
WM
Waste Management Inc

Industrials
453
+ 5.7%
$196.96 - $223.45 $89.2K - $101K
8.41K $1.75M
USB
Us Bancorp \De\

Financial Services
64
+ 0.84%
$39.04 - $47.23 $2.5K - $3.02K
7.73K $353K
SPTN
Spartan Nash CO

Consumer Defensive
137
+ 1.17%
$17.99 - $22.55 $2.46K - $3.09K
11.9K $266K
ORI
Old Republic International Corp

Financial Services
24
+ 0.26%
$29.89 - $35.9 $717 - $862
9.36K $331K
OMC
Omnicom Group Inc.

Communication Services
11
+ 0.37%
$87.69 - $103.9 $965 - $1.14K
2.98K $307K
CME
Cme Group Inc.

Financial Services
20
+ 1.82%
$193.43 - $220.62 $3.87K - $4.41K
1.12K $246K
FHI
Federated Hermes, Inc.

Financial Services
83
+ 1.2%
$32.18 - $37.3 $2.67K - $3.1K
7.01K $257K
Activity Summary
Buys All Purchases 75 New Holdings 7 Increased Positions 68 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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