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CIK: 0001762068
Total reported value
$518.6M
$518.6M
106 檔
29.9%
According to the latest 13F quarterly dataset, Mbm Wealth Consultants, LLC managed an equity portfolio of $518.6M at the end of Q3 2024, spanning 106 distinct U.S. exchange-listed positions.
In Q3 2024, Mbm Wealth Consultants, LLC displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.72% | +0.23% | +0.98% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 12.62% | -1.23% | +2.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.34% | -0.44% | +0.61% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.68% | -0.41% | +2.28% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.48% | +0.05% | +3.09% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.27% | -0.35% | +3.04% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.99% | -0.28% | +13.40% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.84% | -0.12% | +11.78% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.13% | -0.19% | +33.93% | |
| 10 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 2.91% | +1.11% | — | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.84% | -3.94% | EXIT | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.94% | -0.02% | — | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.27% | — | +22.07% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.57% | +7.69% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.05% | -2.41% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.07% | +0.02% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | -0.08% | -0.89% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | -0.09% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.83% | -0.68% | +42.27% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | — | -1.17% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.01% | +5.24% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.01% | +5.04% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 0.57% | +0.17% | +5.97% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.03% | +6.21% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.03% | +5.70% | |
| 26 | JEF | Jefferies Financial Group In | Stock-Financials | 0.55% | -0.26% | +4.97% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | +0.02% | +5.99% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.09% | +6.01% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.09% | +4.69% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.02% | +8.39% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.48% | -0.09% | +6.49% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.05% | +6.20% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.47% | -0.03% | +7.11% | |
| 34 | ARCC | Ares Capital CORP | Stock-Financials | 0.47% | -0.31% | +7.32% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +6.99% | |
| 36 | VLO | Valero Energy CORP | Stock-Energy | 0.46% | -0.12% | +7.49% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.02% | +7.91% | |
| 38 | CNC | Centene CORP | Stock-Healthcare | 0.44% | +0.02% | +7.29% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.07% | +7.83% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.08% | +7.04% | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.42% | +0.05% | +7.84% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.41% | -0.01% | — | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.40% | -0.11% | +7.05% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.40% | +0.01% | +8.46% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.38% | -0.02% | +1.04% | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.37% | +0.03% | +6.68% | |
| 47 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.37% | — | +9.19% | |
| 48 | EPAM | Epam Systems Inc | Stock-Tech | 0.35% | — | +8.77% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.35% | -0.01% | +10.40% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | +2.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPLD | Jpmorgan LTD Duration ETF | +2.9% | NEW | New buy |
| 2 | NEAR | Ishares Sh Dba ETF Usd Inc | +2.8% | NEW | New buy |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +1.9% | NEW | New buy |
| 4 | SCHO | Schwab Short-term US Treas | +0.6% | +33.93% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +2.15% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.2% | +2.28% | Add |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +13.40% | Add |
| 8 | SUB | Ishares Short-term National | +0.2% | +42.27% | Add |
| 9 | SHM | Ss Spdr N Ice St Muni ETF | +0.2% | +22.07% | Add |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.2% | +11.78% | Add |
| 11 | LUV | Southwest Airlines Co | +0.1% | NEW | New buy |
| 12 | URI | United Rentals Inc | +0.1% | +5.97% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +6.01% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +6.21% | Add |
| 15 | JEF | Jefferies Financial Group In | +0.1% | +4.97% | Add |
| 16 | PGR | Progressive CORP | +0.1% | +7.11% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +4.69% | Add |
| 18 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 19 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 20 | MNST | Monster Beverage CORP | +0.1% | NEW | New buy |
| 21 | ABBV | Abbvie Inc | +0.1% | -1.17% | Trim |
| 22 | TMUS | T-mobile US Inc | +0.1% | +7.83% | Add |
| 23 | CNC | Centene CORP | +0.1% | +7.29% | Add |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +6.49% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.91% | Add |
| 26 | EPAM | Epam Systems Inc | 0% | +8.77% | Add |
| 27 | CI | THE Cigna Group | 0% | +8.46% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +3.09% | Add |
| 29 | AAPL | Apple Inc | 0% | +7.69% | Add |
| 30 | BKNG | Booking Holdings Inc | 0% | +5.99% | Add |
| 31 | IBKR | Interactive Brokers Gro-cl A | 0% | +8.04% | Add |
| 32 | UTHR | United Therapeutics CORP | 0% | +6.46% | Add |
| 33 | FCFS | Firstcash Holdings Inc | 0% | +8.21% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | -0.81% | Trim |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +1.04% | Add |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +2.99% | Add |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -0.89% | Trim |
| 38 | ARCC | Ares Capital CORP | 0% | +7.32% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +6.20% | Add |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.02% | Add |
| 41 | P | Everpure Inc-a | -0.1% | +9.18% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | +6.99% | Add |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | +9.19% | Add |
| 45 | TITN | Titan Machinery Inc | -0.2% | EXIT | Sold out |
| 46 | JMST | JPM Ultra-short Muni Income | -0.2% | +3.04% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | -0.5% | +0.61% | Add |
| 48 | SGOV | Ishares 0-3 Month Treasury B | -2.1% | EXIT | Sold out |
| 49 | FLOT | Ishares Floating Rate Bond E | -2.8% | EXIT | Sold out |
| 50 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -2.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Mbm Wealth Consultants, LLC reported a total U.S. public equity portfolio value of $518.6M across 106 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, VOO) accounted for 29.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
JPLD
市值: $9.2M
Top Position Liquidated / Trimmed
FLRN
前期市值: $8.6M
During Q3 2024, Mbm Wealth Consultants, LLC's top holdings by market value included VUG (13.7%)、VYM (12.6%)、VOO (12.3%). The largest single position, VUG, represented 13.7% of total portfolio value.
In Q3 2024, Mbm Wealth Consultants, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 3 holdings, and fully liquidating 5 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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