Mbm Wealth Consultants, LLC Purchases in Q2 2025

Mbm Wealth Consultants, LLC

  • $358 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.46K
+ 1.29%
$329.49 - $438.4 $482K - $641K
115K $50.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
+ 1.79%
$456.74 - $568.03 $616K - $766K
76.6K $43.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.83K
+ 2.12%
$114.78 - $133.31 $784K - $911K
328K $43.8M
VEA
Vanguard Ftse Developed Market

ETFs
5.56K
+ 1.94%
$45.65 - $57.01 $254K - $317K
292K $16.6M
VB
Vanguard Small Cap ETF

ETFs
3.66K
+ 4.66%
$193.73 - $237.37 $709K - $869K
82.2K $19.5M
BX
Blackstone Inc.

Financial Services
7.7K
New
$120.07 - $151.11 $924K - $1.16M
7.7K $1.15M
SCHO
Schwab Short Term Us Treasury

ETFs
39.6K
+ 6.91%
$24.19 - $24.45 $957K - $967K
612K $14.9M
NVDA
Nvidia Corp

Technology
1.13K
+ 6.95%
$94.31 - $157.99 $106K - $178K
17.4K $2.75M
PULS
Pgim ETF Tr

ETFs
18.9K
+ 5.72%
$49.39 - $49.76 $936K - $943K
350K $17.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.3K
+ 4.9%
$50.36 - $50.68 $770K - $775K
327K $16.6M
SPYG
Spdr Portfolio

ETFs
290
+ 0.79%
$71.83 - $95.32 $20.8K - $27.6K
36.8K $3.51M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 9.3%
$167.32 - $223.3 $175K - $234K
12.3K $2.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.95K
+ 5.72%
$116.93 - $119.39 $462K - $471K
72.9K $8.68M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 2.81%
$4164.15 - $5789.24 $45.8K - $63.7K
403 $2.33M
URI
United Rentals, Inc.

Industrials
258
+ 11.34%
$551.94 - $753.4 $142K - $194K
2.53K $1.91M
ZS
Zscaler, Inc.

Technology
676
+ 30.07%
$174.67 - $315.32 $118K - $213K
2.92K $917K
NEAR
Blackrock Short Maturity Bond

ETFs
8.03K
+ 3.47%
$50.41 - $51.17 $405K - $411K
240K $12.2M
PSTG
Pure Storage, Inc.

Technology
4.61K
+ 40.5%
$37.18 - $57.58 $171K - $265K
16K $920K
VLO
Valero Energy Corp

Energy
2.77K
+ 22.63%
$104.69 - $141.77 $290K - $393K
15K $2.02M
GOOG
Alphabet Inc.

Communication Services
928
+ 10.11%
$146.58 - $180.01 $136K - $167K
10.1K $1.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
540
+ 1.21%
$58.41 - $72.69 $31.5K - $39.3K
45.3K $3.29M
O
Realty Income Corp

Real Estate
6.01K
New
$52.27 - $58.52 $314K - $352K
6.01K $346K
DXCM
Dexcom Inc

Healthcare
2.54K
+ 40.19%
$59.83 - $87.57 $152K - $223K
8.87K $774K
ADBE
Adobe Inc.

Technology
791
+ 28.38%
$340.0 - $420.68 $269K - $333K
3.58K $1.38M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.43K
+ 21.24%
$48.46 - $50.2 $312K - $323K
36.7K $1.82M
NU
Nu Holdings Ltd.

Financial Services
9.5K
+ 19.62%
$9.6 - $13.72 $91.2K - $130K
57.9K $794K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.17%
$498.8 - $620.9 $3.99K - $4.97K
4.58K $2.85M
AL
Air Lease Corp

Industrials
1.61K
+ 11.42%
$40.46 - $58.71 $65.3K - $94.8K
15.7K $920K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.47K
+ 7.98%
$49.18 - $50.17 $220K - $224K
60.5K $3.03M
JEF
Jefferies Financial Group Inc.

Financial Services
3.47K
+ 12.57%
$41.06 - $56.09 $143K - $195K
31.1K $1.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.83K
+ 1.57%
$50.52 - $50.92 $194K - $195K
248K $12.7M
MNST
Monster Beverage Corp

Consumer Defensive
3.34K
New
$55.01 - $64.24 $183K - $214K
3.34K $208K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.73K
New
$60.34 - $74.89 $165K - $204K
2.73K $204K
GOOGL
Alphabet Inc.

Communication Services
1.16K
New
$144.7 - $178.6 $167K - $206K
1.16K $203K
FDX
Fedex Corp

Industrials
1.19K
+ 23.92%
$198.07 - $245.17 $235K - $291K
6.15K $1.4M
LUV
Southwest Airlines CO

Industrials
6.31K
+ 36.77%
$24.04 - $34.36 $152K - $217K
23.5K $761K
SUB
Ishares Short Term National Mu

ETFs
1.24K
+ 3.4%
$104.77 - $106.34 $129K - $131K
37.6K $4M
ARCC
Ares Capital Corp

Financial Services
7.02K
+ 9.03%
$18.91 - $22.43 $133K - $157K
84.7K $1.86M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
363
+ 1.21%
$32.66 - $40.75 $11.9K - $14.8K
30.4K $1.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.23K
+ 2.17%
$45.11 - $52.34 $55.3K - $64.2K
57.6K $3.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.86K
+ 6.33%
$35.35 - $42.68 $65.8K - $79.4K
31.3K $1.33M
IBKR
Interactive Brokers Group, Inc.

Financial Services
12.4K
+ 238.09%
$50.53 - $212.53 $628K - $2.64M
17.6K $977K
LMT
Lockheed Martin Corp

Industrials
108
+ 3.61%
$430.82 - $486.45 $46.5K - $52.5K
3.1K $1.43M
TNL
Travel & Leisure Co.

Consumer Cyclical
656
+ 9.51%
$38.78 - $51.89 $25.4K - $34K
7.55K $389K
CSCO
Cisco Systems, Inc.

Technology
298
+ 4.97%
$53.19 - $69.38 $15.9K - $20.7K
6.29K $436K
HD
Home Depot, Inc.

Consumer Cyclical
183
+ 4.05%
$335.24 - $380.78 $61.3K - $69.7K
4.71K $1.73M
USB
Us Bancorp \De\

Financial Services
849
+ 9.25%
$36.4 - $45.76 $30.9K - $38.9K
10K $453K
CI
Cigna Corp

Healthcare
169
+ 4.24%
$301.89 - $340.04 $51K - $57.5K
4.16K $1.37M
FIS
Fidelity National Information Services, Inc.

Technology
301
+ 6.07%
$68.14 - $82.13 $20.5K - $24.7K
5.26K $427K
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email