Mbm Wealth Consultants, LLC Reduced Holdings in Q3 2024

Mbm Wealth Consultants, LLC

  • $307 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-92
- 3.09%
$98.19 - $118.87 $9.03K - $10.9K
2.89K $316K
SMB
Vaneck Short Muni ETF

ETFs
-905
- 2.73%
$16.96 - $17.29 $15.3K - $15.6K
32.2K $557K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-197
- 6.41%
$63.28 - $70.06 $12.5K - $13.8K
2.88K $201K
CSCO
Cisco Systems, Inc.

Technology
-673
- 11.89%
$44.74 - $53.22 $30.1K - $35.8K
4.99K $265K
TJX
Tjx Companies Inc

Consumer Cyclical
-62
- 2.87%
$107.93 - $120.23 $6.69K - $7.45K
2.1K $247K
CNA
Cna Financial Corp

Financial Services
-2
- 0.04%
$44.75 - $51.95 $89.5 - $104
5.57K $272K
JNJ
Johnson & Johnson

Healthcare
-24
- 1.21%
$145.48 - $167.38 $3.49K - $4.02K
1.96K $317K
SPYG
Spdr Portfolio

ETFs
-859
- 2.41%
$73.38 - $84.1 $63K - $72.2K
34.8K $2.89M
VO
Vanguard Mid Cap ETF

ETFs
-156
- 4.69%
$237.84 - $263.83 $37.1K - $41.2K
3.17K $835K
FIS
Fidelity National Information Services, Inc.

Technology
-20
- 0.48%
$72.8 - $85.04 $1.46K - $1.7K
4.17K $349K
T
At&T Inc.

Communication Services
-20
- 0.13%
$18.21 - $22.28 $364 - $446
15.5K $339K
OKE
Oneok Inc

Energy
-87
- 1.56%
$78.62 - $95.27 $6.84K - $8.29K
5.47K $498K
SO
Southern CO

Utilities
-5
- 0.14%
$77.0 - $90.52 $385 - $453
3.61K $325K
CTRE
Care Trust Reit, Inc.

Real Estate
-181
- 1.52%
$25.14 - $31.2 $4.55K - $5.65K
11.8K $363K
NRG
Nrg Energy, Inc.

Utilities
-85
- 1.5%
$68.89 - $91.22 $5.86K - $7.75K
5.57K $507K
MMM
3 M CO

Industrials
-30
- 1.35%
$99.69 - $139.42 $2.99K - $4.18K
2.19K $299K
IBM
International Business Machines Corp

Technology
-19
- 0.81%
$175.1 - $223.38 $3.33K - $4.24K
2.34K $517K
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.09%
$520.18 - $576.82 $2.08K - $2.31K
4.64K $2.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-467
- 0.89%
$48.51 - $52.86 $22.7K - $24.7K
51.9K $2.74M
ABBV
Abb Vie Inc.

Healthcare
-133
- 1.17%
$163.84 - $199.33 $21.8K - $26.5K
11.3K $2.22M
Activity Summary
Buys All Purchases 75 New Holdings 7 Increased Positions 68 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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