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
$775,000 0.24% of portfolio
2,998
Q4 2024 Reduced 5.37%
$13.8B
$668,000 0.21% of portfolio
2,170
Q1 2025 Added 0.88%
$6.27B
$692,000 0.21% of portfolio
5,757
Q1 2025 Added 1.59%
$5.19B
$682,000 0.21% of portfolio
14,131
Q1 2025 Added 2.05%
$217B
$621,000 0.19% of portfolio
2,499
Q1 2025 Added 5.44%
$25.8B
$582,000 0.18% of portfolio
6,106
Q1 2025 Added 6.28%
$36.7B
$583,000 0.18% of portfolio
5,883
Q1 2025 Added 3.83%
$16.6B
$576,000 0.18% of portfolio
17,163
Q1 2025 Added 4.96%
$113B
$544,000 0.17% of portfolio
5,189
Q1 2025 Added 21.13%
$13.6B
$503,000 0.16% of portfolio
11,372
Q1 2025 Added 2.27%
$197B
$505,000 0.16% of portfolio
17,865
Q1 2025 Added 9.47%
$44.3B
$495,000 0.15% of portfolio
48,426
Q1 2025 Added 5.9%
$15.5B
$493,000 0.15% of portfolio
6,064
Q1 2025 Added 8.4%
$32.4B
$446,000 0.14% of portfolio
2,248
Q1 2025 Added 10.2%
$25.6B
$468,000 0.14% of portfolio
4,666
Q1 2025 Added 9.94%
$11.6B
$432,000 0.13% of portfolio
11,034
Q1 2025 Added 11.21%
$565B
$425,000 0.13% of portfolio
1,214
Q1 2025 Reduced 15.34%
$4.02B
$398,000 0.12% of portfolio
5,093
Q1 2025 Added 14.6%
$59.9B
$387,000 0.12% of portfolio
9,181
Q1 2025 Added 12.87%
$0
$388,000 0.12% of portfolio
6,508
Q1 2025 Reduced 2.43%
$105B
$376,000 0.12% of portfolio
1,730
Q1 2025 New
$0
$390,000 0.12% of portfolio
7,591
Q2 2021 New
$100B
$403,000 0.12% of portfolio
4,386
Q1 2025 Added 13.6%
$76.8B
$384,000 0.12% of portfolio
2,620
Q1 2025 Added 11.73%
$59.1B
$401,000 0.12% of portfolio
14,069
Q1 2025 Added 9.63%
$185B
$391,000 0.12% of portfolio
8,629
Q1 2025 Added 17.42%
$523B
$398,000 0.12% of portfolio
727
Q4 2024 Reduced 1.89%
$38.2B
$385,000 0.12% of portfolio
3,455
Q1 2025 Added 12.69%
$2.84B
$403,000 0.12% of portfolio
14,125
Q1 2025 Added 12.5%
$3.62B
$350,000 0.11% of portfolio
8,603
Q1 2025 Added 15.03%
$216B
$370,000 0.11% of portfolio
4,132
Q1 2025 Reduced 1.31%
$109B
$347,000 0.11% of portfolio
2,036
Q1 2025 New
$48B
$370,000 0.11% of portfolio
4,956
Q1 2025 Added 12.03%
$440B
$369,000 0.11% of portfolio
3,111
Q1 2025 Added 17.0%
$237B
$369,000 0.11% of portfolio
5,994
Q1 2025 Added 12.73%
$13B
$348,000 0.11% of portfolio
6,860
Q1 2025 Added 14.12%
$99.6B
$367,000 0.11% of portfolio
1,385
Q1 2025 Added 15.32%
$3.26B
$338,000 0.1% of portfolio
16,939
Q1 2025 Added 23.31%
$15.5B
$314,000 0.1% of portfolio
3,790
Q1 2025 Added 17.16%
$409B
$318,000 0.1% of portfolio
1,920
Q1 2025 Reduced 0.1%
$3.57B
$319,000 0.1% of portfolio
6,897
Q1 2025 Added 10.92%
$708M
$311,000 0.1% of portfolio
15,388
Q1 2025 Added 17.62%
$99.3B
$282,000 0.09% of portfolio
649
Q1 2025 Reduced 15.82%
$62.2B
$294,000 0.09% of portfolio
2,690
Q1 2025 Reduced 6.92%
$137B
$291,000 0.09% of portfolio
11,523
Q1 2025 Added 23.28%
$21.5B
$254,000 0.08% of portfolio
7,278
Q1 2025 Added 21.4%
$149B
$256,000 0.08% of portfolio
2,102
Q3 2024 Reduced 2.87%
$69.5B
$212,000 0.07% of portfolio
1,935
Q1 2025 New
$0
$228,000 0.07% of portfolio
6,940
Q4 2023 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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