Mbm Wealth Consultants, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $290 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $42M, Vanguard Index Fds S&P 500 ETF with a value of $36.9M, Vanguard Whitehall Fds (Vangua with a value of $36.2M, Vanguard Small Cap ETF with a value of $16.2M, and Jp Morgan Ultra Short Mun Inco with a value of $13.1M.
Examining the 13F form we can see an increase of $5.75M in the current position value, from $284M to 290M.
Mbm Wealth Consultants, LLC is based out at Chesterfield, MO
Below you can find more details about Mbm Wealth Consultants, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $232 Million
Technology: $13.5 Million
Financial Services: $11.3 Million
Healthcare: $8.76 Million
Industrials: $7.21 Million
Consumer Cyclical: $4.97 Million
Energy: $4.02 Million
Communication Services: $3.66 Million
Other: $4.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions