Mbm Wealth Consultants, LLC Closed Holding Positions

Mbm Wealth Consultants, LLC

  • $322 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
200
$12.25 - $17.13 $2.45K - $3.43K
Zogenix Inc
Q1 2020 Filed on May 13, 2020
300
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2020 Filed on May 13, 2020
1
$28.01 - $39.37 $28 - $39.4
HES
Hess Corp

Energy
Q1 2020 Filed on May 13, 2020
300
$28.91 - $70.94 $8.67K - $21.3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
200
$176.34 - $230.48 $35.3K - $46.1K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on May 13, 2020
413
$27.64 - $45.48 $11.4K - $18.8K
VALE
Vale S.A.

Basic Materials
Q1 2020 Filed on May 13, 2020
1,000
$6.58 - $13.63 $6.58K - $13.6K
DY
Dycom Industries Inc

Industrials
Q1 2020 Filed on May 13, 2020
6,097
$13.49 - $47.14 $82.2K - $287K
SCU
Sculptor Capital Management, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
50
$11.26 - $28.43 $563 - $1.42K
DBO
Invesco Db Oil Fund

ETFs
Q4 2019 Filed on Feb 11, 2020
112
$9.17 - $10.83 $1.03K - $1.21K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Feb 11, 2020
36
$146.61 - $164.29 $5.28K - $5.91K
IWC
Russell Micro Cap ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
7,130
$85.32 - $100.3 $608K - $715K
Cbs Corp New
Q4 2019 Filed on Feb 11, 2020
156
N/A
Celgene Corp
Q4 2019 Filed on Feb 11, 2020
4,456
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2019 Filed on Feb 11, 2020
6,568
$135.7 - $161.15 $891K - $1.06M
RJF
Raymond James Financial Inc

Financial Services
Q4 2019 Filed on Feb 11, 2020
10,184
$50.96 - $60.88 $519K - $620K
PG
Procter & Gamble CO

Consumer Defensive
Q4 2019 Filed on Feb 11, 2020
86
$116.63 - $126.09 $10K - $10.8K
VT
Vanguard Total World Stk Index

ETFs
Q3 2019 Filed on Oct 30, 2019
50
$74.55 - $76.17 $3.73K - $3.81K
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Oct 30, 2019
169
$8.76 - $10.51 $1.48K - $1.78K
Sk Telecom LTD
Q3 2019 Filed on Oct 30, 2019
1,100
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
5
$155.08 - $157.18 $775 - $786
VDE
Vanguard Energy ETF

ETFs
Q3 2019 Filed on Oct 30, 2019
6
$78.02 - $84.06 $468 - $504
Nxp Semiconductors N V
Q3 2019 Filed on Oct 30, 2019
5
N/A
NTUS
Natus Medical Inc

Healthcare
Q3 2019 Filed on Oct 30, 2019
72
$25.39 - $32.15 $1.83K - $2.31K
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2019 Filed on Oct 30, 2019
33
$65.71 - $74.42 $2.17K - $2.46K
PAYX
Paychex Inc

Industrials
Q3 2019 Filed on Oct 30, 2019
8
$79.72 - $86.58 $638 - $693
ITW
Illinois Tool Works Inc

Industrials
Q3 2019 Filed on Oct 30, 2019
4
$145.0 - $159.85 $580 - $639
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Oct 30, 2019
43
$24.37 - $30.03 $1.05K - $1.29K
CB
Chubb LTD

Financial Services
Q3 2019 Filed on Oct 30, 2019
4
$146.74 - $161.44 $587 - $646
BKI
Black Knight, Inc.

Technology
Q3 2019 Filed on Oct 30, 2019
71
$58.85 - $64.1 $4.18K - $4.55K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q3 2019 Filed on Oct 30, 2019
105
$26.75 - $31.73 $2.81K - $3.33K
MKL
Markel Corp

Financial Services
Q3 2019 Filed on Oct 30, 2019
3
$1080.02 - $1196.23 $3.24K - $3.59K
Allergan PLC
Q3 2019 Filed on Oct 30, 2019
16
N/A
AIG
American International Group, Inc.

Financial Services
Q3 2019 Filed on Oct 30, 2019
52
$52.04 - $57.89 $2.71K - $3.01K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Oct 30, 2019
10
$205.4 - $221.82 $2.05K - $2.22K
Seagate Technology PLC
Q3 2019 Filed on Oct 30, 2019
58
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2019 Filed on Jul 30, 2019
4,709
$202.66 - $230.63 $954K - $1.09M
NL
Nl Industries Inc

Industrials
Q2 2019 Filed on Jul 30, 2019
37
$3.22 - $4.17 $119 - $154
NOC
Northrop Grumman Corp

Industrials
Q2 2019 Filed on Jul 30, 2019
3,185
$266.76 - $323.82 $850K - $1.03M
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
Q2 2019 Filed on Jul 30, 2019
1,000
$13.02 - $14.21 $13K - $14.2K
SNY
Sanofi

Healthcare
Q2 2019 Filed on Jul 30, 2019
300
$40.43 - $44.3 $12.1K - $13.3K
AOK
Ishares Tr Core Conservative A

ETFs
Q2 2019 Filed on Jul 30, 2019
10
$34.32 - $35.42 $343 - $354
Integrated Device Technology
Q2 2019 Filed on Jul 30, 2019
7,385
N/A
REVG
Rev Group, Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
100
$10.93 - $14.41 $1.09K - $1.44K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
Q2 2019 Filed on Jul 30, 2019
3,158
N/A
AVA
Avista Corp

Utilities
Q2 2019 Filed on Jul 30, 2019
56
$40.61 - $44.88 $2.27K - $2.51K
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2019 Filed on Jul 30, 2019
220
$3.04 - $4.27 $669 - $939
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
9,230
N/A
ON
On Semiconductor Corp

Technology
Q1 2019 Filed on Apr 25, 2019
130
$15.65 - $22.97 $2.03K - $2.99K
Track This Portfolio

Track Mbm Wealth Consultants, LLC Portfolio

Follow Mbm Wealth Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email