Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $307 Million
  • Q3 2024

Mbm Wealth Consultants, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $307 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.5M, Vanguard Whitehall Fds (Vangua with a value of $40M, Vanguard Index Fds S&P 500 ETF with a value of $39.1M, Vanguard Small Cap ETF with a value of $18M, and Vanguard Ftse Developed Market with a value of $14.2M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $290M to 307M.

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 $307 Million
ETFs: $243 Million
Technology: $14.1 Million
Financial Services: $13.3 Million
Healthcare: $10.3 Million
Industrials: $8.13 Million
Consumer Cyclical: $5.61 Million
Energy: $3.93 Million
Communication Services: $3.81 Million
Other: $4.86 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$645M
$266,000 0.09% of portfolio
11,880
Q3 2024 Added 1.17%
$701M
$241,000 0.08% of portfolio
30,000
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $307 Million
  • Prior Value $290 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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