Mbm Wealth Consultants, LLC Incresed Positions in Q3 2025

Mbm Wealth Consultants, LLC

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
194K
+ 31.76%
$24.23 - $24.42 $4.71M - $4.75M
807K $19.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
68.5K
+ 20.9%
$50.47 - $50.74 $3.45M - $3.47M
396K $20.1M
PULS
Pgim ETF Tr

ETFs
66.2K
+ 18.91%
$49.58 - $49.83 $3.28M - $3.3M
416K $20.7M
NEAR
Blackrock Short Maturity Bond

ETFs
40.7K
+ 16.98%
$50.8 - $51.32 $2.07M - $2.09M
280K $14.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.69K
+ 10.55%
$117.65 - $120.08 $905K - $924K
80.6K $9.63M
AAPL
Apple Inc.

Technology
158
+ 1.01%
$202.38 - $256.87 $32K - $40.6K
15.9K $4.04M
UNH
Unitedhealth Group Inc

Healthcare
1.23K
+ 40.24%
$237.77 - $353.61 $292K - $434K
4.28K $1.48M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.4K
+ 3.38%
$50.81 - $51.07 $427K - $429K
257K $13.1M
LMT
Lockheed Martin Corp

Industrials
367
+ 11.85%
$410.74 - $499.21 $151K - $183K
3.46K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
432
+ 15.45%
$459.11 - $506.91 $198K - $219K
3.23K $1.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
849
+ 1.47%
$52.12 - $55.33 $44.2K - $47K
58.4K $3.23M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.6K
+ 5.94%
$50.09 - $50.73 $180K - $182K
64.1K $3.24M
TMUS
T Mobile Us, Inc.

Communication Services
801
+ 14.02%
$226.02 - $259.01 $181K - $207K
6.51K $1.56M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.17%
$357.4 - $423.42 $2.86K - $3.39K
4.72K $1.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
775
+ 26.96%
$366.54 - $479.53 $284K - $372K
3.65K $1.43M
PGR
Progressive Corp

Financial Services
962
+ 18.11%
$238.61 - $264.3 $230K - $254K
6.27K $1.55M
WM
Waste Management Inc

Industrials
889
+ 10.59%
$213.88 - $237.1 $190K - $211K
9.29K $2.05M
FDX
Fedex Corp

Industrials
313
+ 5.09%
$217.1 - $243.2 $68K - $76.1K
6.46K $1.52M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
80
+ 0.26%
$42.26 - $47.16 $3.38K - $3.77K
31.4K $1.45M
ADBE
Adobe Inc.

Technology
581
+ 16.24%
$333.65 - $392.1 $194K - $228K
4.16K $1.47M
OMC
Omnicom Group Inc.

Communication Services
340
+ 7.88%
$70.41 - $81.53 $23.9K - $27.7K
4.66K $379K
COST
Costco Wholesale Corp

Consumer Defensive
189
+ 11.43%
$915.95 - $994.57 $173K - $188K
1.84K $1.71M
CTRE
Care Trust Reit, Inc.

Real Estate
18
+ 0.12%
$30.29 - $34.8 $545 - $626
14.9K $515K
SR
Spire Inc

Utilities
140
+ 2.61%
$72.83 - $81.52 $10.2K - $11.4K
5.51K $448K
ORI
Old Republic International Corp

Financial Services
121
+ 1.06%
$35.74 - $42.47 $4.32K - $5.14K
11.6K $492K
CI
Cigna Corp

Healthcare
768
+ 18.48%
$262.23 - $334.39 $201K - $257K
4.92K $1.42M
UPS
United Parcel Service Inc

Industrials
1.04K
+ 41.06%
$82.58 - $105.54 $85.7K - $110K
3.57K $297K
USB
Us Bancorp \De\

Financial Services
173
+ 1.72%
$43.94 - $50.41 $7.6K - $8.72K
10.2K $493K
COP
Conocophillips

Energy
116
+ 2.05%
$91.0 - $98.99 $10.6K - $11.5K
5.77K $546K
O
Realty Income Corp

Real Estate
238
+ 3.96%
$56.13 - $60.79 $13.4K - $14.5K
6.25K $379K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
55
+ 0.15%
$49.09 - $50.58 $2.7K - $2.78K
36.8K $1.86M
XOM
Exxon Mobil Corp

Energy
79
+ 2.33%
$105.83 - $117.22 $8.36K - $9.26K
3.47K $391K
SO
Southern CO

Utilities
85
+ 1.86%
$90.83 - $96.0 $7.72K - $8.16K
4.66K $441K
CNA
Cna Financial Corp

Financial Services
432
+ 5.82%
$43.33 - $49.55 $18.7K - $21.4K
7.86K $365K
VZ
Verizon Communications Inc

Communication Services
305
+ 3.24%
$40.84 - $45.06 $12.5K - $13.7K
9.71K $426K
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.01%
$106.17 - $107.3 $212 - $215
37.6K $4.02M
CSCO
Cisco Systems, Inc.

Technology
230
+ 3.66%
$66.2 - $71.79 $15.2K - $16.5K
6.52K $446K
J P Morgan Exchange Traded F
32.2K
+ 13.39%
N/A
273K $0
Cooper Cos Inc
3.5K
+ 20.96%
N/A
20.2K $0
UNM
Unum Group

Financial Services
237
+ 3.88%
$68.55 - $82.12 $16.2K - $19.5K
6.35K $493K
CME
Cme Group Inc.

Financial Services
24
+ 1.69%
$258.83 - $287.1 $6.21K - $6.89K
1.45K $390K
KMI
Kinder Morgan, Inc.

Energy
524
+ 3.62%
$26.23 - $28.5 $13.7K - $14.9K
15K $424K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
388
+ 2.05%
$18.41 - $20.12 $7.14K - $7.81K
19.3K $355K
T
At&T Inc.

Communication Services
165
+ 0.92%
$26.94 - $29.62 $4.45K - $4.89K
18.2K $513K
OKE
Oneok Inc

Energy
432
+ 7.03%
$71.36 - $83.47 $30.8K - $36.1K
6.58K $480K
AMT
American Tower Corp

Real Estate
140
+ 7.73%
$192.32 - $232.35 $26.9K - $32.5K
1.95K $375K
IBM
International Business Machines Corp

Technology
12
+ 0.48%
$234.77 - $292.47 $2.82K - $3.51K
2.5K $704K
ARCC
Ares Capital Corp

Financial Services
4.11K
+ 4.85%
$20.41 - $23.25 $83.8K - $95.5K
88.8K $1.81M
ICE
Intercontinental Exchange, Inc.

Financial Services
406
+ 4.33%
$167.28 - $188.45 $67.9K - $76.5K
9.79K $1.65M
Activity Summary
Buys All Purchases 56 New Holdings 4 Increased Positions 52 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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