Mbm Wealth Consultants, LLC Incresed Positions in Q1 2025

Mbm Wealth Consultants, LLC

  • $324 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
51.9K
+ 9.97%
$24.1 - $24.34 $1.25M - $1.26M
573K $13.9M
VEA
Vanguard Ftse Developed Market

ETFs
7.42K
+ 2.66%
$47.4 - $52.99 $351K - $393K
286K $14.5M
PULS
Pgim ETF Tr

ETFs
20.2K
+ 6.5%
$49.56 - $49.78 $1M - $1.01M
331K $16.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.4K
+ 6.64%
$50.39 - $50.66 $979K - $985K
312K $15.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.52K
+ 1.11%
$126.11 - $135.06 $444K - $475K
322K $41.5M
NEAR
Blackrock Short Maturity Bond

ETFs
15K
+ 6.95%
$50.4 - $50.89 $758K - $766K
231K $11.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.32K
+ 6.68%
$114.57 - $118.14 $495K - $510K
69K $8.15M
ABBV
Abb Vie Inc.

Healthcare
246
+ 2.17%
$169.2 - $216.66 $41.6K - $53.3K
11.6K $2.43M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.7K
+ 11.34%
$49.75 - $50.27 $284K - $287K
56K $2.8M
WM
Waste Management Inc

Industrials
74
+ 0.86%
$200.54 - $233.78 $14.8K - $17.3K
8.65K $2M
PGR
Progressive Corp

Financial Services
17
+ 0.28%
$235.61 - $291.22 $4.01K - $4.95K
6.08K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
+ 31.28%
$190.26 - $242.06 $510K - $649K
11.3K $2.14M
ICE
Intercontinental Exchange, Inc.

Financial Services
147
+ 1.52%
$142.8 - $176.36 $21K - $25.9K
9.82K $1.69M
CI
Cigna Corp

Healthcare
101
+ 2.6%
$274.49 - $329.0 $27.7K - $33.2K
3.99K $1.31M
VLO
Valero Energy Corp

Energy
610
+ 5.24%
$121.76 - $142.99 $74.3K - $87.2K
12.2K $1.62M
T
At&T Inc.

Communication Services
1.55K
+ 9.47%
$21.56 - $28.28 $33.3K - $43.7K
17.9K $505K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.7K
+ 9.78%
$49.69 - $50.76 $134K - $137K
30.3K $1.51M
COP
Conocophillips

Energy
905
+ 21.13%
$88.6 - $105.85 $80.2K - $95.8K
5.19K $544K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.2K
+ 4.14%
$33.84 - $37.77 $40.4K - $45.1K
30K $1.09M
FCFS
First Cash Holdings, Inc.

Financial Services
90
+ 1.59%
$102.59 - $120.32 $9.23K - $10.8K
5.76K $692K
IBM
International Business Machines Corp

Technology
129
+ 5.44%
$217.4 - $264.74 $28K - $34.2K
2.5K $621K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.01K
+ 3.7%
$49.78 - $53.19 $100K - $107K
56.4K $2.88M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.2K
+ 23.31%
$17.15 - $21.07 $54.9K - $67.5K
16.9K $338K
ARCC
Ares Capital Corp

Financial Services
3.51K
+ 4.74%
$21.28 - $23.81 $74.8K - $83.7K
77.7K $1.72M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 17.42%
$37.81 - $46.49 $48.4K - $59.5K
8.63K $391K
SR
Spire Inc

Utilities
649
+ 14.6%
$65.62 - $78.25 $42.6K - $50.8K
5.09K $398K
SCHW
Schwab Charles Corp

Financial Services
222
+ 1.26%
$71.24 - $83.64 $15.8K - $18.6K
17.9K $1.4M
AEE
Ameren Corp

Utilities
422
+ 9.94%
$86.87 - $103.67 $36.7K - $43.7K
4.67K $468K
CME
Cme Group Inc.

Financial Services
184
+ 15.32%
$225.82 - $266.54 $41.6K - $49K
1.39K $367K
SO
Southern CO

Utilities
525
+ 13.6%
$80.96 - $92.96 $42.5K - $48.8K
4.39K $403K
UNM
Unum Group

Financial Services
470
+ 8.4%
$71.8 - $83.34 $33.7K - $39.2K
6.06K $493K
XOM
Exxon Mobil Corp

Energy
452
+ 17.0%
$105.44 - $118.93 $47.7K - $53.8K
3.11K $369K
MMM
3 M CO

Industrials
275
+ 11.73%
$129.7 - $155.12 $35.7K - $42.7K
2.62K $384K
UNH
Unitedhealth Group Inc

Healthcare
54
+ 1.88%
$461.52 - $548.18 $24.9K - $29.6K
2.93K $1.53M
ZS
Zscaler, Inc.

Technology
208
+ 10.2%
$181.66 - $216.87 $37.8K - $45.1K
2.25K $446K
ORI
Old Republic International Corp

Financial Services
1.11K
+ 11.21%
$33.46 - $39.22 $37.2K - $43.6K
11K $432K
SPTN
Spartan Nash CO

Consumer Defensive
2.31K
+ 17.62%
$17.43 - $20.97 $40.2K - $48.3K
15.4K $311K
NRG
Nrg Energy, Inc.

Utilities
361
+ 6.28%
$84.82 - $113.33 $30.6K - $40.9K
6.11K $582K
CTRE
Care Trust Reit, Inc.

Real Estate
1.57K
+ 12.5%
$24.93 - $29.13 $39.1K - $45.7K
14.1K $403K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.7%
$890.62 - $1076.86 $10.7K - $12.9K
1.73K $1.64M
CNA
Cna Financial Corp

Financial Services
849
+ 14.12%
$45.86 - $51.0 $38.9K - $43.3K
6.86K $348K
CSCO
Cisco Systems, Inc.

Technology
677
+ 12.73%
$58.74 - $64.87 $39.8K - $43.9K
5.99K $369K
KMI
Kinder Morgan, Inc.

Energy
1.24K
+ 9.63%
$26.1 - $31.22 $32.3K - $38.6K
14.1K $401K
PFE
Pfizer Inc

Healthcare
2.18K
+ 23.28%
$25.01 - $27.13 $54.4K - $59K
11.5K $291K
FHI
Federated Hermes, Inc.

Financial Services
1.12K
+ 15.03%
$37.58 - $41.51 $42.2K - $46.7K
8.6K $350K
OMC
Omnicom Group Inc.

Communication Services
555
+ 17.16%
$79.43 - $88.34 $44.1K - $49K
3.79K $314K
LUV
Southwest Airlines CO

Industrials
811
+ 4.96%
$28.18 - $34.84 $22.9K - $28.3K
17.2K $576K
PRU
Prudential Financial Inc

Financial Services
389
+ 12.69%
$105.04 - $122.33 $40.9K - $47.6K
3.46K $385K
NU
Nu Holdings Ltd.

Financial Services
2.7K
+ 5.9%
$10.12 - $13.95 $27.3K - $37.6K
48.4K $495K
Activity Summary
Buys All Purchases 82 New Holdings 4 Increased Positions 78 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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