Mbm Wealth Consultants, LLC Portfolio Holdings

Mbm Wealth Consultants, LLC

  • $322 Million
  • Q4 2024

Mbm Wealth Consultants, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $46.3M, Vanguard Whitehall Fds (Vangua with a value of $40.6M, Vanguard Index Fds S&P 500 ETF with a value of $40.2M, Vanguard Small Cap ETF with a value of $18.5M, and Pgim ETF Tr with a value of $15.4M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $307M to 322M.

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 $322 Million
ETFs: $259 Million
Financial Services: $14.7 Million
Technology: $14.4 Million
Healthcare: $8.05 Million
Industrials: $7.96 Million
Consumer Cyclical: $6.22 Million
Communication Services: $4.41 Million
Energy: $3.06 Million
Other: $4.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.62 Million 0.5% of portfolio
74,185
Q4 2024 Added 4.28%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $322 Million
  • Prior Value $307 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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