Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $324 Million
  • Q1 2025

Mbm Wealth Consultants, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $324 Million distributed in 105 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 Whitehall Fds (Vangua with a value of $41.5M, Vanguard Index Fds S&P 500 ETF with a value of $38.7M, Vanguard Small Cap ETF with a value of $17.4M, and Pgim ETF Tr with a value of $16.5M.

Examining the 13F form we can see an increase of $1.75M in the current position value, from $322M to 324M.

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 $324 Million
ETFs: $258 Million
Financial Services: $15.3 Million
Technology: $13.3 Million
Healthcare: $8.97 Million
Industrials: $8.47 Million
Consumer Cyclical: $6.18 Million
Communication Services: $4.46 Million
Energy: $3.71 Million
Other: $5.37 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.72 Million 0.53% of portfolio
77,699
Q1 2025 Added 4.74%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $324 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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