Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $290 Million
  • Q2 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$314M
$463,000 0.16% of portfolio
29,136
Q2 2024 Added 55.5%
$800M
$220,000 0.08% of portfolio
11,743
Q2 2024 Added 3.81%
$669M
$245,000 0.08% of portfolio
30,000
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $290 Million
  • Prior Value $284 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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