Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $267,052
At 09/30/2023: $230,242

MBM Wealth Consultants LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBM Wealth Consultants LLC 13F filings. Link to 13F filings: SEC filings

MBM Wealth Consultants LLC Top Holdings
As of  12/31/2023, below is a summary of the MBM Wealth Consultants LLC top holdings by largest position size, as per the latest 13f filing made by MBM Wealth Consultants LLC. In the MBM Wealth Consultants LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by MBM Wealth Consultants LLC in that top holding, then the share count change between reporting periods, and finally the MBM Wealth Consultants LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 113,703 -2,113 $37,142
     VUG113,703-2,113$37,142
VANGUARD WHITEHALL FDS (VYM) 299,727 +26,403 $33,965
     VYM299,727+26,403$33,965
VANGUARD INDEX FDS (VOO) 73,432 +2,930 $33,154
     VOO73,432+2,930$33,154
VANGUARD INDEX FDS (VB) 72,642 +3,993 $15,476
     VB72,642+3,993$15,476
VANGUARD TAX MANAGED FDS (VEA) 251,636 +66,346 $12,006
     VEA251,636+66,346$12,006
PGIM ETF TR (PULS) 241,002 +34,703 $11,971
     PULS241,002+34,703$11,971
J P MORGAN EXCHANGE TRADED F (JPST) 227,306 +34,330 $11,470
     JPST227,306+34,330$11,470
J P MORGAN EXCHANGE TRADED F (JMST) 220,667 -9,503 $11,202
     JMST220,667-9,503$11,202
SPDR SER TR (FLRN) 268,919 +48,999 $8,275
     FLRN268,919+48,999$8,275
ISHARES TR (FLOT) 153,573 +25,888 $7,824
     FLOT153,573+25,888$7,824
SCHWAB STRATEGIC TR 152,661 +25,330 $7,409
     SCHO152,661+25,330$7,409
ISHARES TR (SGOV) 69,086 +11,750 $6,956
     SGOV69,086+11,750$6,956
SPDR SER TR (SHM) 55,449 +15,442 $2,639
     SHM55,449+15,442$2,639
APPLE INC 12,703 +234 $2,435
     AAPL12,703+234$2,435
ISHARES TR (IVV) 4,700 -323 $2,320
     IVV4,700-323$2,320
SPDR SER TR (SPYG) 32,411 +1,513 $2,226
     SPYG32,411+1,513$2,226
SPDR SER TR (SPLG) 38,132 +2,491 $2,203
     SPLG38,132+2,491$2,203
SPDR SER TR (SPYV) 45,814 +1,931 $2,156
     SPYV45,814+1,931$2,156
MICROSOFT CORP 4,651 +286 $1,905
     MSFT4,651+286$1,905
ABBVIE INC 11,301 -165 $1,852
     ABBV11,301-165$1,852
WASTE MGMT INC DEL 7,921 +455 $1,468
     WM7,921+455$1,468
VALERO ENERGY CORP 10,265 +573 $1,420
     VLO10,265+573$1,420
ALPHABET INC 8,945 +133 $1,385
     GOOG8,945+133$1,385
HOME DEPOT INC 3,726 +204 $1,325
     HD3,726+204$1,325
AMAZON COM INC 8,133 -16 $1,312
     AMZN8,133-16$1,312
BOOKING HOLDINGS INC 369 +15 $1,311
     BKNG369+15$1,311
BOEING CO 4,833 -31 $1,260
     BA4,833-31$1,260
ARES CAPITAL CORP 61,343 +5,616 $1,259
     ARCC61,343+5,616$1,259
UNITED RENTALS INC 2,048 -168 $1,174
     URI2,048-168$1,174
LAM RESEARCH CORP 1,387 -23 $1,173
     LRCX1,387-23$1,173
COSTCO WHSL CORP NEW 1,669 -26 $1,158
     COST1,669-26$1,158
NVIDIA CORPORATION 2,339 +2 $1,158
     NVDA2,339+2$1,158
UNITEDHEALTH GROUP INC 2,285 +139 $1,153
     UNH2,285+139$1,153
ADOBE INC 1,824 +59 $1,150
     ADBE1,824+59$1,150
DIMENSIONAL ETF TRUST (DFUS) 20,831 UNCH $1,113
     DFUS20,831UNCH$1,113
INTERCONTINENTAL EXCHANGE IN (ICE) 8,350 +503 $1,070
     ICE8,350+503$1,070
CENTENE CORP DEL 14,364 +1,063 $1,064
     CNC14,364+1,063$1,064
CLOUDFLARE INC 12,516 -997 $1,055
     NET12,516-997$1,055
LOCKHEED MARTIN CORP 2,417 +248 $1,034
     LMT2,417+248$1,034
VERTEX PHARMACEUTICALS INC 2,368 +89 $1,032
     VRTX2,368+89$1,032
JEFFERIES FINL GROUP INC 25,124 +2,101 $1,030
     JEF25,124+2,101$1,030
BERKSHIRE HATHAWAY INC DEL      $1,016
     BRK.B2,652+2,652$1,016
T MOBILE US INC 5,972 +5,972 $974
     TMUS5,972+5,972$974
THE CIGNA GROUP 3,254 +3,254 $973
     CI3,254+3,254$973
SPDR SER TR (SPSM) 23,149 +1,525 $967
     SPSM23,149+1,525$967
EPAM SYS INC 3,298 -139 $957
     EPAM3,298-139$957
FEDEX CORP 3,843 +502 $953
     FDX3,843+502$953
PROGRESSIVE CORP 5,982 +4,132 $953
     PGR5,982+4,132$953
SCHWAB CHARLES CORP 13,958 +1,100 $892
     SCHW13,958+1,100$892
ISHARES TR (SUB) 8,319 +2,633 $874
     SUB8,319+2,633$874

See Full List: All Stocks Held By MBM Wealth Consultants LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MBM Wealth Consultants LLC

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