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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42 Million 12.95% of portfolio
113,200
Q1 2025 Added 0.34%
$0
$41.5 Million 12.79% of portfolio
321,618
Q1 2025 Added 1.11%
$0
$38.7 Million 11.93% of portfolio
75,272
Q1 2025 Added 0.9%
$0
$17.4 Million 5.37% of portfolio
78,491
Q1 2025 Added 1.91%
$0
$16.5 Million 5.08% of portfolio
331,190
Q1 2025 Added 6.5%
$0
$15.8 Million 4.88% of portfolio
312,172
Q1 2025 Added 6.64%
$0
$14.5 Million 4.48% of portfolio
286,003
Q1 2025 Added 2.66%
$0
$13.9 Million 4.3% of portfolio
572,719
Q1 2025 Added 9.97%
$0
$12.4 Million 3.84% of portfolio
244,613
Q1 2025 Reduced 3.33%
$0
$11.8 Million 3.63% of portfolio
231,482
Q1 2025 Added 6.95%
$0
$8.15 Million 2.51% of portfolio
68,958
Q1 2025 Added 6.68%
$0
$3.84 Million 1.19% of portfolio
36,385
Q1 2025 Reduced 2.8%
$3.42T
$3.42 Million 1.05% of portfolio
15,381
Q1 2025 Added 2.3%
$0
$2.94 Million 0.91% of portfolio
44,748
Q1 2025 Added 2.47%
$0
$2.94 Million 0.91% of portfolio
36,551
Q1 2025 Added 1.99%
$0
$2.88 Million 0.89% of portfolio
56,370
Q1 2025 Added 3.7%
$0
$2.57 Million 0.79% of portfolio
4,576
Q1 2025 Added 0.09%
$345B
$2.43 Million 0.75% of portfolio
11,592
Q1 2025 Added 2.17%
$1.88T
$2.14 Million 0.66% of portfolio
11,261
Q1 2025 Added 31.28%
$95.8B
$2 Million 0.62% of portfolio
8,650
Q1 2025 Added 0.86%
$2.95T
$1.91 Million 0.59% of portfolio
5,085
Q1 2025 Added 1.48%
$307B
$1.82 Million 0.56% of portfolio
6,826
Q1 2025 Reduced 0.31%
$202B
$1.81 Million 0.56% of portfolio
392
Q1 2025 Reduced 4.16%
$34.2B
$1.8 Million 0.55% of portfolio
15,969
Q1 2025 Reduced 3.79%
$271B
$1.76 Million 0.54% of portfolio
16,255
Q1 2025 Reduced 0.1%
$165B
$1.72 Million 0.53% of portfolio
6,078
Q1 2025 Added 0.28%
$0
$1.72 Million 0.53% of portfolio
77,699
Q1 2025 Added 4.74%
$694B
$1.69 Million 0.52% of portfolio
3,176
Q1 2025 Reduced 0.03%
$93.8B
$1.69 Million 0.52% of portfolio
9,817
Q1 2025 Added 1.52%
$440B
$1.64 Million 0.51% of portfolio
1,732
Q1 2025 Added 0.7%
$369B
$1.66 Million 0.51% of portfolio
4,524
Q1 2025 Added 0.94%
$44.8B
$1.62 Million 0.5% of portfolio
12,244
Q1 2025 Added 5.24%
$0
$1.51 Million 0.47% of portfolio
30,277
Q1 2025 Added 9.78%
$385B
$1.53 Million 0.47% of portfolio
2,926
Q1 2025 Added 1.88%
$10.7B
$1.48 Million 0.46% of portfolio
27,627
Q1 2025 Reduced 0.78%
$43.8B
$1.43 Million 0.44% of portfolio
2,276
Q1 2025 Added 1.65%
$979B
$1.43 Million 0.44% of portfolio
9,175
Q1 2025 Added 0.56%
$148B
$1.4 Million 0.43% of portfolio
17,899
Q1 2025 Added 1.26%
$131B
$1.34 Million 0.41% of portfolio
2,772
Q1 2025 Added 4.05%
$125B
$1.33 Million 0.41% of portfolio
2,988
Q1 2025 Added 2.01%
$104B
$1.31 Million 0.4% of portfolio
3,986
Q1 2025 Added 2.6%
$0
$1.26 Million 0.39% of portfolio
20,831
Q2 2021 New
$54.7B
$1.21 Million 0.37% of portfolio
4,962
Q1 2025 Added 3.01%
$0
$1.2 Million 0.37% of portfolio
29,410
Q1 2025 Added 4.9%
$0
$1.09 Million 0.34% of portfolio
30,037
Q1 2025 Added 4.14%
$10.6B
$1.08 Million 0.33% of portfolio
5,839
Q1 2025 Added 2.08%
$174B
$1.07 Million 0.33% of portfolio
2,787
Q1 2025 Added 3.22%
$15.6B
$863,000 0.27% of portfolio
5,217
Q1 2025 Reduced 0.84%
$0
$880,000 0.27% of portfolio
21,375
Q3 2022 New

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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