Mbm Wealth Consultants, LLC Incresed Positions 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
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
MSFT
Microsoft Corp

Technology
294
+ 5.78%
$354.56 - $497.45 $104K - $146K
5.38K $2.68M
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
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
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
HD
Home Depot, Inc.

Consumer Cyclical
183
+ 4.05%
$335.24 - $380.78 $61.3K - $69.7K
4.71K $1.73M
CSCO
Cisco Systems, Inc.

Technology
298
+ 4.97%
$53.19 - $69.38 $15.9K - $20.7K
6.29K $436K
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
FHI
Federated Hermes, Inc.

Financial Services
568
+ 6.6%
$35.85 - $44.32 $20.4K - $25.2K
9.17K $406K
CTRE
Care Trust Reit, Inc.

Real Estate
733
+ 5.19%
$26.65 - $30.69 $19.5K - $22.5K
14.9K $454K
UPS
United Parcel Service Inc

Industrials
593
+ 30.65%
$91.92 - $110.2 $54.5K - $65.3K
2.53K $255K
MMM
3 M CO

Industrials
130
+ 4.96%
$126.09 - $154.15 $16.4K - $20K
2.75K $418K
PFE
Pfizer Inc

Healthcare
1.75K
+ 15.15%
$21.59 - $24.84 $37.7K - $43.4K
13.3K $321K
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
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