Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2025) About Mbm Wealth Consultants, LLCInvestment ActivityMbm Wealth Consultants, LLC has $335.91 million in total holdings as of December 31, 2024.Mbm Wealth Consultants, LLC owns shares of 104 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.42% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Mbm Wealth Consultants, LLC has purchased 106 new stocks and bought additional shares in 76 stocks.Mbm Wealth Consultants, LLC sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Growth ETF $46,213,127Vanguard High Dividend Yield ETF $40,570,593Vanguard S&P 500 ETF $40,095,726Vanguard Small-Cap ETF $18,485,881PGIM Ultra Short Bond ETF $15,412,095 Largest New Holdings this Quarter PIMCO Short Term Municipal Bond Exchange-Traded Fund $2,507,401 HoldingJPMorgan Municipal ETF $1,385,620 HoldingLAM RESEARCH CORP $1,112,534 HoldingCOOPER COS INC $1,069,154 HoldingNU $486,089 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 317,893 shares (about $7.67M)PGIM Ultra Short Bond ETF 56,914 shares (about $2.82M)JPMorgan Ultra-Short Income ETF 52,744 shares (about $2.66M)PIMCO Short Term Municipal Bond Exchange-Traded Fund 50,309 shares (about $2.51M)J P MORGAN EXCHANGE TRADED F 40,486 shares (about $2.09M) Largest Sales this Quarter SPDR Nuveen Barclays Short Term Municipal Bond ETF 74,874 shares (about $3.55M)JPMorgan Ultra-Short Municipal ETF 13,001 shares (about $659.41K)Vanguard Growth ETF 503 shares (about $206.05K)Vanguard Mid-Cap ETF 170 shares (about $44.84K)iShares Core S&P 500 ETF 72 shares (about $42.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMbm Wealth Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$46,213,127$206,049 ▼-0.4%112,81413.8%ETFVYMVanguard High Dividend Yield ETF$40,570,593$770,469 ▲1.9%318,10112.1%ETFVOOVanguard S&P 500 ETF$40,095,726$240,780 ▲0.6%74,60311.9%ETFVBVanguard Small-Cap ETF$18,485,881$275,540 ▲1.5%77,0195.5%ETFPULSPGIM Ultra Short Bond ETF$15,412,095$2,820,653 ▲22.4%310,9794.6%ETFJPSTJPMorgan Ultra-Short Income ETF$14,750,888$2,657,765 ▲22.0%292,7354.4%ETFVEAVanguard FTSE Developed Markets ETF$13,294,174$458,158 ▲3.6%278,5884.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$12,834,291$659,411 ▼-4.9%253,0423.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$12,572,381$7,673,924 ▲156.7%520,8123.7%ETFJ P MORGAN EXCHANGE TRADED F$11,184,735$2,085,839 ▲22.9%217,0953.3%JPMORGAM LTD DURNEARiShares Short Duration Bond Active ETF$10,923,626$2,067,403 ▲23.3%216,4383.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,468,391$1,527,670 ▲25.7%64,6392.2%ETFSUBiShares Short-Term National Muni Bond ETF$3,952,177$1,322,707 ▲50.3%37,4331.2%ETFAAPLApple$3,666,200$55,353 ▲1.5%15,0351.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,148,814$87,157 ▲2.8%35,8390.9%ETFSPLGSPDR Portfolio S&P 500 ETF$3,003,062$99,921 ▲3.4%43,6690.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,765,715$126,131 ▲4.8%54,3580.8%ETFIVViShares Core S&P 500 ETF$2,685,822$42,296 ▼-1.6%4,5720.8%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,507,401$2,507,401 ▲New Holding50,3090.7%ETFNVDANVIDIA$2,250,491$4,426 ▼-0.2%16,2720.7%Computer and TechnologyJEFJefferies Financial Group$2,200,111$26,392 ▼-1.2%27,8430.7%FinanceMSFTMicrosoft$2,097,212$19,671 ▲0.9%5,0110.6%Computer and TechnologyABBVAbbVie$2,035,754$14,892 ▲0.7%11,3460.6%MedicalBKNGBooking$2,014,444$9,851 ▲0.5%4090.6%Retail/WholesaleAMZNAmazon.com$1,889,004$10,570 ▲0.6%8,5780.6%Retail/WholesaleNETCloudflare$1,867,911$7,315 ▲0.4%16,5980.6%Computer and TechnologyHDHome Depot$1,741,078$26,804 ▲1.6%4,4820.5%Retail/WholesaleGOOGAlphabet$1,739,204$44,414 ▲2.6%9,1240.5%Computer and TechnologyWMWaste Management$1,719,771$33,890 ▲2.0%8,5760.5%Business ServicesARCCAres Capital$1,647,649$67,563 ▲4.3%74,1850.5%FinanceCOSTCostco Wholesale$1,564,874$21,835 ▲1.4%1,7200.5%Retail/WholesaleURIUnited Rentals$1,544,530$14,486 ▲0.9%2,2390.5%ConstructionTMUST-Mobile US$1,503,100$40,173 ▲2.7%6,8470.4%Computer and TechnologyPGRProgressive$1,458,448$45,238 ▲3.2%6,0610.4%FinanceUNHUnitedHealth Group$1,448,524$30,262 ▲2.1%2,8720.4%MedicalICEIntercontinental Exchange$1,444,066$32,704 ▲2.3%9,6700.4%FinanceBRK.BBerkshire Hathaway$1,433,055$54,580 ▲4.0%3,1770.4%FinanceVLOValero Energy$1,432,620$93,710 ▲7.0%11,6340.4%EnergyLMTLockheed Martin$1,412,390$35,201 ▲2.6%2,9290.4%AerospaceJMUBJPMorgan Municipal ETF$1,385,620$1,385,620 ▲New Holding27,5800.4%ETFDFUSDimensional U.S. Equity ETF$1,325,6850.0%20,8310.4%ETFFDXFedEx$1,321,029$38,943 ▲3.0%4,8170.4%TransportationEPAMEPAM Systems$1,310,773$37,811 ▲3.0%5,7200.4%Computer and TechnologySCHWCharles Schwab$1,305,207$46,148 ▲3.7%17,6770.4%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,258,529$54,990 ▲4.6%28,0360.4%ETFADBEAdobe$1,190,370$50,260 ▲4.4%2,7000.4%Computer and TechnologyLAM RESEARCH CORP$1,112,534$1,112,534 ▲New Holding15,3580.3%COM NEWVRTXVertex Pharmaceuticals$1,080,823$50,309 ▲4.9%2,6640.3%MedicalCOOPER COS INC$1,069,154$1,069,154 ▲New Holding11,7930.3%COMCIThe Cigna Group$1,066,394$74,112 ▲7.5%3,8850.3%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$982,061$61,426 ▲6.7%28,8420.3%ETFIBKRInteractive Brokers Group$960,023$6,204 ▲0.7%5,2610.3%FinanceDFUVDimensional US Marketwide Value ETF$872,9550.0%21,3750.3%ETFVOVanguard Mid-Cap ETF$790,693$44,836 ▼-5.4%2,9980.2%ETFUTHRUnited Therapeutics$774,690$14,766 ▲1.9%2,1510.2%MedicalPSTGPure Storage$694,864$26,557 ▲4.0%11,1200.2%Computer and TechnologyALAir Lease$664,093$33,140 ▲5.3%13,8470.2%TransportationFCFSFirstCash$581,332$23,184 ▲4.2%5,6670.2%Business ServicesOKEONEOK$576,602$19,641 ▲3.5%5,6660.2%EnergyLUVSouthwest Airlines$545,657$55,927 ▲11.4%16,3520.2%TransportationNRGNRG Energy$532,808$16,415 ▲3.2%5,7450.2%UtilitiesIBMInternational Business Machines$521,104$6,596 ▲1.3%2,3700.2%Computer and TechnologyNUNU$486,089$486,089 ▲New Holding45,7280.1%FinanceDXCMDexCom$464,877$464,877 ▲New Holding5,9220.1%MedicalVVisa$450,850$10,061 ▼-2.2%1,4340.1%Business ServicesDFASDimensional U.S. Small Cap ETF$433,4840.0%6,6700.1%ETFCOPConocoPhillips$428,699$47,333 ▲12.4%4,2840.1%EnergyDFATDimensional U.S. Targeted Value ETF$421,6810.0%7,5910.1%ETFMRKMerck & Co., Inc.$415,1820.0%4,1870.1%MedicalUNMUnum Group$407,929$15,241 ▲3.9%5,5940.1%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$405,764$3,551,277 ▼-89.7%8,5550.1%FinanceUSBU.S. Bancorp$389,247$19,477 ▲5.3%8,1340.1%FinanceMAMastercard$379,785$7,314 ▼-1.9%7270.1%Business ServicesAEEAmeren$377,674$2,047 ▲0.5%4,2440.1%UtilitiesTAT&T$372,580$19,793 ▲5.6%16,3200.1%Computer and TechnologyZSZscaler$370,587$370,587 ▲New Holding2,0400.1%Computer and TechnologyPRUPrudential Financial$362,595$20,460 ▲6.0%3,0660.1%FinanceKMIKinder Morgan$360,736$16,697 ▲4.9%12,8330.1%EnergyORIOld Republic International$357,458$20,247 ▲6.0%9,9220.1%FinanceFISFidelity National Information Services$354,319$20,023 ▲6.0%4,4240.1%Business ServicesEMREmerson Electric$353,1010.0%2,8900.1%IndustrialsCTRECareTrust REIT$332,979$20,977 ▲6.7%12,5560.1%FinanceLAURLaureate Education$319,840$17,969 ▲6.0%17,6220.1%Consumer DiscretionarySOSouthern$316,829$20,925 ▲7.1%3,8610.1%UtilitiesCSCOCisco Systems$314,235$19,562 ▲6.6%5,3170.1%Computer and TechnologyTNLTravel + Leisure$310,341$19,465 ▲6.7%6,2180.1%Consumer DiscretionaryFHIFederated Hermes$305,518$19,363 ▲6.8%7,4790.1%FinanceMMM3M$304,147$20,233 ▲7.1%2,3450.1%Multi-Sector ConglomeratesSRSpire$303,943$20,176 ▲7.1%4,4440.1%UtilitiesVZVerizon Communications$295,465$21,429 ▲7.8%7,3490.1%Computer and TechnologyCNACNA Financial$288,649$21,081 ▲7.9%6,0110.1%FinanceXOMExxon Mobil$285,305$20,172 ▲7.6%2,6590.1%EnergyELVElevance Health$282,0550.0%7710.1%MedicalOMCOmnicom Group$279,607$22,127 ▲8.6%3,2350.1%Business ServicesCMECME Group$279,497$19,316 ▲7.4%1,2010.1%FinanceJNJJohnson & Johnson$276,807$5,617 ▼-2.0%1,9220.1%MedicalTJXTJX Companies$254,6580.0%2,1020.1%Retail/WholesalePFEPfizer$248,715$19,398 ▲8.5%9,3470.1%MedicalBXMTBlackstone Mortgage Trust$244,093$21,465 ▲9.6%13,7370.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$239,8470.0%6,9400.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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