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CIK: 0001762068
Total reported value
$518.6M
$518.6M
104 檔
28.3%
During the Q2 2024 filing period, Mbm Wealth Consultants, LLC (CIK: 0001762068) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $518.6M across 104 reported positions.
During Q2 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 | 14.87% | +0.23% | -1.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.85% | -0.44% | +0.35% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.39% | -1.23% | +1.43% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.47% | -0.41% | +1.36% | |
| 5 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.46% | -0.35% | +15.03% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.46% | +0.05% | +2.66% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.79% | -0.28% | -9.80% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.69% | -0.12% | -9.05% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.93% | — | EXIT | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.81% | — | EXIT | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.49% | -0.19% | -4.72% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.13% | — | -12.87% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.10% | — | +12.43% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.57% | +3.56% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | -0.05% | +7.16% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.07% | +6.48% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.03% | -1.06% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.08% | +10.03% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.01% | +1.40% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.01% | +752.86% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | — | +1.45% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.63% | -0.68% | +50.30% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.03% | +2.73% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -9.31% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.02% | -1.61% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | +0.02% | +2.13% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | -0.12% | -0.91% | |
| 28 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.50% | — | -0.08% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.05% | -5.84% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.03% | +10.01% | |
| 31 | ARCC | Ares Capital CORP | Stock-Financials | 0.48% | -0.31% | +5.02% | |
| 32 | JEF | Jefferies Financial Group In | Stock-Financials | 0.47% | -0.26% | +3.17% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.08% | +26.49% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.09% | +11.68% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.45% | +0.17% | +3.77% | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 0.44% | -0.11% | +2.70% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.43% | +0.05% | +33.09% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.43% | -0.09% | +4.93% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.43% | -0.01% | — | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | -0.09% | +2.90% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | +0.02% | +9.85% | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.39% | +0.03% | -2.82% | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.39% | -0.01% | -2.92% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.39% | -0.03% | -1.54% | |
| 45 | CNC | Centene CORP | Stock-Healthcare | 0.39% | +0.02% | +16.09% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.38% | -0.07% | -0.16% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.37% | +0.01% | +7.52% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.02% | +9.75% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.34% | — | +38.07% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | +9.40% |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 104 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VYM) accounted for 28.3% of total reported equity market value during Q2 2024.
During Q2 2024, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (14.9%)、VOO (12.8%)、VYM (12.4%). The largest single position, VUG, represented 14.9% of total portfolio value.
In Q2 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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