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CIK: 0001762068
Total reported value
$518.6M
$518.6M
105 檔
27.1%
As reported in its official Q1 2024 Form 13F filing, Mbm Wealth Consultants, LLC's tracked investment portfolio stood at $518.6M with 105 total positions.
During Q1 2024, Mbm Wealth Consultants, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.75% | +0.23% | -0.13% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.82% | -1.23% | +0.48% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.42% | -0.44% | +0.02% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.88% | -0.41% | +0.75% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.48% | +0.05% | +1.01% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.34% | -0.28% | +3.07% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.19% | -0.12% | +3.84% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.01% | -0.35% | +1.71% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.14% | — | EXIT | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.97% | — | EXIT | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.70% | -0.19% | +4.16% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.53% | — | +3.19% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.01% | — | +9.63% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.03% | -0.04% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.07% | +3.95% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | -0.05% | +2.80% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.08% | +3.84% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.57% | +4.53% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | -0.60% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.01% | +0.02% | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 0.61% | -0.12% | -0.56% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.03% | -2.25% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.01% | -22.19% | |
| 24 | URI | United Rentals Inc | Stock-Industrials | 0.51% | +0.17% | -1.51% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.03% | +1.37% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.02% | -1.65% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | +2.44% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | +0.02% | +1.90% | |
| 29 | ARCC | Ares Capital CORP | Stock-Financials | 0.47% | -0.31% | +2.90% | |
| 30 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.45% | — | -5.77% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.05% | +1.62% | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.44% | -0.11% | +10.64% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.43% | -0.68% | +40.00% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | -0.09% | +8.32% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.09% | +5.25% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.42% | -0.01% | — | |
| 37 | CNC | Centene CORP | Stock-Healthcare | 0.41% | +0.02% | +4.25% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.41% | -0.09% | +1.29% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.41% | -0.03% | -6.90% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.40% | -0.01% | +13.98% | |
| 41 | JEF | Jefferies Financial Group In | Stock-Financials | 0.40% | -0.26% | +3.56% | |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.40% | +0.01% | -4.73% | |
| 43 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.39% | +0.05% | -7.97% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.02% | -2.79% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | +4.45% | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.36% | +0.03% | +3.46% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.36% | -0.07% | +3.65% | |
| 48 | EPAM | Epam Systems Inc | Stock-Tech | 0.35% | — | +9.70% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.08% | +4.71% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | +3.05% | -1.96% |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 105 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VOO) accounted for 27.1% of total reported equity market value during Q1 2024.
During Q1 2024, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (13.8%)、VYM (12.8%)、VOO (12.4%). The largest single position, VUG, represented 13.8% of total portfolio value.
In Q1 2024, Mbm Wealth Consultants, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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