Mbm Wealth Consultants, LLC Closed Holding Positions

Mbm Wealth Consultants, LLC

  • $307 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q1 2023 Filed on May 31, 2023
167
$43.77 - $62.16 $7.31K - $10.4K
BOTZ
Global X Fds

ETFs
Q2 2022 Filed on Aug 15, 2022
100
$20.32 - $29.37 $2.03K - $2.94K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
129,783
$75.21 - $77.95 $9.76M - $10.1M
DE
Deere & CO

Industrials
Q2 2022 Filed on Aug 15, 2022
15
$297.51 - $438.45 $4.46K - $6.58K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2022 Filed on Aug 15, 2022
91,740
N/A
NOK
Nokia Corp

Technology
Q2 2022 Filed on Aug 15, 2022
1
$4.57 - $5.59 $4.57 - $5.59
OOMA
Ooma Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
135
$11.03 - $15.99 $1.49K - $2.16K
SAFE
Safehold Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
115
$34.06 - $56.26 $3.92K - $6.47K
QNST
Quinstreet, Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
152
$8.55 - $12.25 $1.3K - $1.86K
LXP
Lxp Industrial Trust

Real Estate
Q2 2022 Filed on Aug 15, 2022
1
$10.04 - $15.99 $10 - $16
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2022 Filed on Aug 15, 2022
75
$54.1 - $72.84 $4.06K - $5.46K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 15, 2022
15
$315.97 - $423.43 $4.74K - $6.35K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Aug 15, 2022
202,797
$46.78 - $48.31 $9.49M - $9.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
2,434
$46.23 - $49.83 $113K - $121K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
64
$194.2 - $261.13 $12.4K - $16.7K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2022 Filed on Aug 15, 2022
14,346
$22.01 - $23.84 $316K - $342K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 15, 2022
17
$134.63 - $189.39 $2.29K - $3.22K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2022 Filed on Aug 15, 2022
9,912
$32.03 - $34.08 $317K - $338K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2022 Filed on Aug 15, 2022
157
$61.71 - $80.05 $9.69K - $12.6K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Aug 15, 2022
375
$22.45 - $28.45 $8.42K - $10.7K
Y
Alleghany Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
12
$829.85 - $854.82 $9.96K - $10.3K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
10
$56.81 - $112.28 $568 - $1.12K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
500
$173.2 - $205.85 $86.6K - $103K
LSXMA
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 15, 2022
1,000
$34.9 - $46.07 $34.9K - $46.1K
NDLS
Noodles & CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
5,000
$4.65 - $6.6 $23.3K - $33K
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2022 Filed on Aug 15, 2022
300
$13.24 - $18.0 $3.97K - $5.4K
Spdr Ser Tr
Q2 2022 Filed on Aug 15, 2022
19,229
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
70
$10.38 - $22.19 $727 - $1.55K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2022 Filed on Aug 15, 2022
300
$91.94 - $158.84 $27.6K - $47.7K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
60
$28.97 - $44.73 $1.74K - $2.68K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
72,845
$51.24 - $57.32 $3.73M - $4.18M
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
112,400
$44.55 - $47.22 $5.01M - $5.31M
HLMN
Hillman Solutions Corp.

Industrials
Q2 2022 Filed on Aug 15, 2022
5,000
$8.62 - $12.37 $43.1K - $61.8K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2022 Filed on May 16, 2022
100
$93.76 - $145.95 $9.38K - $14.6K
FUL
Fuller H B CO

Basic Materials
Q1 2022 Filed on May 16, 2022
11
$61.99 - $78.61 $682 - $865
ET
Energy Transfer LP

Energy
Q1 2022 Filed on May 16, 2022
2,196
$8.71 - $11.53 $19.1K - $25.3K
SOXL
Direxion Daily Semiconductor B

ETFs
Q1 2022 Filed on May 16, 2022
695
$27.91 - $72.1 $19.4K - $50.1K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
398
$5.6 - $13.37 $2.23K - $5.32K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 16, 2022
63
$378.09 - $648.05 $23.8K - $40.8K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
75
$38.36 - $53.11 $2.88K - $3.98K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
100
$33.54 - $51.05 $3.35K - $5.11K
SDC
Smile Direct Club, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
60
$1.95 - $2.93 $117 - $176
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
4
$45.44 - $59.79 $182 - $239
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on May 16, 2022
36
$484.42 - $630.14 $17.4K - $22.7K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
130
$53.13 - $64.61 $6.91K - $8.4K
PDI
Pimco Dynamic Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
6,461
$24.75 - $27.21 $160K - $176K
AVK
Advent Convertible & Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
980
$17.37 - $19.39 $17K - $19K
MCY
Mercury General Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
514
$50.82 - $56.86 $26.1K - $29.2K
America First Multifamily In
Q4 2021 Filed on Feb 15, 2022
3,640
N/A
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