Mbm Wealth Consultants, LLC Reduced Holdings in Q3 2025

Mbm Wealth Consultants, LLC

  • $385 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NET
Cloudflare, Inc.

Technology
-4.03K
- 29.86%
$181.39 - $228.28 $730K - $919K
9.46K $2.03M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.5%
$5364.25 - $5815.92 $10.7K - $11.6K
401 $2.17M
ZS
Zscaler, Inc.

Technology
-381
- 13.03%
$267.68 - $316.5 $102K - $121K
2.54K $762K
AL
Air Lease Corp

Industrials
-2.81K
- 17.82%
$54.35 - $64.28 $152K - $180K
12.9K $823K
AMZN
Amazon Com Inc

Consumer Cyclical
-376
- 3.05%
$211.65 - $238.24 $79.6K - $89.6K
11.9K $2.62M
ELV
Elevance Health, Inc.

Healthcare
-8
- 1.23%
$274.66 - $395.76 $2.2K - $3.17K
641 $207K
NVDA
Nvidia Corp

Technology
-2.8K
- 16.12%
$153.3 - $186.58 $430K - $523K
14.6K $2.72M
V
Visa Inc.

Financial Services
-14
- 1.15%
$332.09 - $358.86 $4.65K - $5.02K
1.2K $409K
PRU
Prudential Financial Inc

Financial Services
-44
- 1.16%
$100.68 - $109.89 $4.43K - $4.84K
3.75K $388K
LUV
Southwest Airlines CO

Industrials
-173
- 0.74%
$29.06 - $37.7 $5.03K - $6.52K
23.3K $743K
Lam Research Corp
-3.85K
- 19.35%
N/A
16K $0
NU
Nu Holdings Ltd.

Financial Services
-8.25K
- 14.25%
$11.92 - $16.3 $98.4K - $135K
49.7K $795K
PFE
Pfizer Inc

Healthcare
-316
- 2.38%
$23.29 - $25.88 $7.36K - $8.18K
13K $330K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-13
- 0.48%
$74.93 - $80.73 $974 - $1.05K
2.72K $219K
DFAT
Dimensional ETF Tr U S Target

ETFs
-130
- 1.71%
$53.36 - $59.69 $6.94K - $7.76K
7.46K $434K
PSTG
Pure Storage, Inc.

Technology
-4.68K
- 29.32%
$54.47 - $88.29 $255K - $414K
11.3K $946K
JEF
Jefferies Financial Group Inc.

Financial Services
-4.7K
- 15.13%
$54.67 - $70.36 $257K - $331K
26.4K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
-41
- 1.4%
$279.83 - $293.74 $11.5K - $12K
2.89K $848K
MSFT
Microsoft Corp

Technology
-129
- 2.4%
$491.09 - $535.64 $63.4K - $69.1K
5.25K $2.72M
TNL
Travel & Leisure Co.

Consumer Cyclical
-73
- 0.97%
$53.72 - $63.45 $3.92K - $4.63K
7.48K $444K
JNJ
Johnson & Johnson

Healthcare
-37
- 1.95%
$155.17 - $185.42 $5.74K - $6.86K
1.86K $344K
FHI
Federated Hermes, Inc.

Financial Services
-168
- 1.83%
$44.78 - $54.1 $7.52K - $9.09K
9K $467K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30
- 0.1%
$39.8 - $42.86 $1.19K - $1.29K
30.4K $1.3M
SCHW
Schwab Charles Corp

Financial Services
-8
- 0.05%
$91.03 - $98.69 $728 - $790
17.5K $1.67M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.95K
- 11.04%
$56.32 - $68.81 $110K - $134K
15.7K $1.08M
FCFS
First Cash Holdings, Inc.

Financial Services
-29
- 0.52%
$120.08 - $158.42 $3.48K - $4.59K
5.54K $877K
URI
United Rentals, Inc.

Industrials
-399
- 15.75%
$774.14 - $975.23 $309K - $389K
2.14K $2.04M
SPYG
Spdr Portfolio

ETFs
-1.67K
- 4.53%
$94.33 - $105.31 $157K - $176K
35.2K $3.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-912
- 2.01%
$72.65 - $78.68 $66.3K - $71.8K
44.4K $3.48M
UTHR
United Therapeutics Corp

Healthcare
-245
- 10.51%
$274.7 - $438.75 $67.3K - $107K
2.09K $874K
VLO
Valero Energy Corp

Energy
-1.17K
- 7.77%
$131.77 - $175.63 $154K - $205K
13.8K $2.36M
GOOG
Alphabet Inc.

Communication Services
-1.2K
- 11.85%
$175.16 - $255.24 $210K - $306K
8.91K $2.17M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.12%
$184.85 - $231.54 $2.59K - $3.24K
11.7K $2.7M
VEA
Vanguard Ftse Developed Market

ETFs
-4.66K
- 1.6%
$56.02 - $60.3 $261K - $281K
287K $17.2M
VUG
Vanguard Growth ETF

ETFs
-7.92K
- 6.91%
$433.97 - $484.08 $3.44M - $3.84M
107K $51.2M
VB
Vanguard Small Cap ETF

ETFs
-987
- 1.2%
$237.58 - $259.17 $234K - $256K
81.2K $20.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.54K
- 4.63%
$567.77 - $614.76 $2.01M - $2.18M
73.1K $44.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.08K
- 0.33%
$132.9 - $142.03 $144K - $154K
327K $46.1M
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
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