MBM Wealth Consultants
Latest statistics and disclosures from Mbm Wealth Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, VUG, VOO, PULS, JPST, and represent 43.56% of Mbm Wealth Consultants's stock portfolio.
- Added to shares of these 10 stocks: NEAR, JPLD, SCHO, PULS, IEI, JPST, VUG, VOO, VV, VYM.
- Started 277 new stock positions in SYK, WSO, ETH, EOG, SEV, RIG, ADP, XLI, OSK, INTC.
- Reduced shares in these 10 stocks: EMR, WM, COP, AAPL, JMUB, SUB, JMST, DFAT, PH, LRCX.
- Mbm Wealth Consultants was a net buyer of stock by $23M.
- Mbm Wealth Consultants has $436M in assets under management (AUM), dropping by 3.58%.
- Central Index Key (CIK): 0001762068
Tip: Access up to 7 years of quarterly data
Positions held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mbm Wealth Consultants
Mbm Wealth Consultants holds 387 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 11.3 | $49M | 331k | 148.10 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 10.8 | $47M | +2% | 108k | 436.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.1 | $44M | 74k | 597.55 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 5.7 | $25M | +5% | 504k | 49.50 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.6 | $24M | +4% | 482k | 50.61 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.4 | $23M | +7% | 963k | 24.27 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.0 | $22M | 83k | 261.92 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $19M | 291k | 64.08 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 4.1 | $18M | +11% | 339k | 52.19 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 3.9 | $17M | +14% | 338k | 50.84 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.8 | $12M | 237k | 50.98 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.5 | $11M | +11% | 93k | 118.60 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.9 | $4.0M | +11% | 80k | 50.45 |
|
| Apple (AAPL) | 0.9 | $3.9M | -2% | 15k | 253.78 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $3.8M | 36k | 106.50 |
|
|
| Valero Energy Corporation (VLO) | 0.8 | $3.6M | +4% | 15k | 247.08 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.8 | $3.6M | 37k | 97.91 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.8 | $3.6M | +2% | 47k | 76.54 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.8 | $3.5M | 62k | 56.58 |
|
|
| Lam Research Corp Com New (LRCX) | 0.8 | $3.3M | 16k | 213.66 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $3.0M | 4.5k | 653.21 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.7M | +3% | 15k | 174.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.6M | +2% | 9.0k | 286.86 |
|
| Amazon (AMZN) | 0.6 | $2.6M | +3% | 12k | 208.27 |
|
| Abbvie (ABBV) | 0.6 | $2.5M | +2% | 12k | 217.49 |
|
| FedEx Corporation (FDX) | 0.5 | $2.4M | +3% | 6.7k | 356.15 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $2.1M | +2% | 3.6k | 604.30 |
|
| Cloudflare Cl A Com (NET) | 0.5 | $2.1M | +5% | 10k | 206.33 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.0M | +5% | 2.1k | 996.43 |
|
| Microsoft Corporation (MSFT) | 0.5 | $2.0M | +6% | 5.5k | 370.14 |
|
| Waste Management (WM) | 0.4 | $2.0M | -11% | 8.5k | 229.79 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.9M | +5% | 4.2k | 446.54 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $1.8M | +9% | 102k | 18.02 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.8M | -4% | 36k | 49.99 |
|
| Booking Holdings (BKNG) | 0.4 | $1.8M | +5% | 424.00 | 4210.32 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $1.8M | +6% | 19k | 93.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +6% | 3.6k | 479.20 |
|
| Home Depot (HD) | 0.4 | $1.7M | +7% | 5.1k | 328.89 |
|
| Intercontinental Exchange (ICE) | 0.4 | $1.7M | +7% | 11k | 157.27 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.4 | $1.6M | 34k | 48.32 |
|
|
| United Rentals (URI) | 0.4 | $1.6M | +6% | 2.2k | 728.40 |
|
| Metropcs Communications (TMUS) | 0.4 | $1.6M | +9% | 7.7k | 210.03 |
|
| Cooper Cos (COO) | 0.4 | $1.6M | +6% | 23k | 71.50 |
|
| Cigna Corp (CI) | 0.4 | $1.5M | +7% | 5.8k | 266.75 |
|
| Progressive Corporation (PGR) | 0.3 | $1.5M | +8% | 7.5k | 198.25 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.5M | 21k | 70.91 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.3 | $1.4M | 32k | 45.65 |
|
|
| Jefferies Finl Group (JEF) | 0.3 | $1.3M | +20% | 32k | 41.27 |
|
| UnitedHealth (UNH) | 0.3 | $1.3M | 4.9k | 270.59 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.3M | +20% | 11k | 114.99 |
|
| United Therapeutics Corporation (UTHR) | 0.3 | $1.3M | +3% | 2.1k | 592.98 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | +11% | 5.0k | 243.08 |
|
| Firstcash Holdings (FCFS) | 0.2 | $1.1M | +3% | 5.8k | 187.98 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $1.1M | +3% | 16k | 67.07 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.0M | 21k | 48.46 |
|
|
| Southwest Airlines (LUV) | 0.2 | $909k | +3% | 24k | 37.57 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $834k | +4% | 14k | 60.65 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $777k | 2.7k | 287.18 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $769k | +6% | 54k | 14.37 |
|
| Everpure Cl A (PSTG) | 0.2 | $717k | +6% | 12k | 59.04 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $716k | NEW | 2.4k | 298.85 |
|
| Rocket Cos Com Cl A (RKT) | 0.2 | $715k | +6% | 50k | 14.25 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $682k | +6% | 4.0k | 169.65 |
|
| Boeing Company (BA) | 0.2 | $666k | 3.3k | 199.03 |
|
|
| Oneok (OKE) | 0.1 | $650k | +5% | 7.2k | 90.39 |
|
| International Business Machines (IBM) | 0.1 | $619k | +5% | 2.6k | 242.42 |
|
| At&t (T) | 0.1 | $608k | +6% | 21k | 28.99 |
|
| Federated Hermes CL B (FHI) | 0.1 | $602k | +5% | 11k | 56.71 |
|
| Us Bancorp Com New (USB) | 0.1 | $599k | +5% | 12k | 52.01 |
|
| Caretrust Reit (CTRE) | 0.1 | $588k | +3% | 16k | 36.65 |
|
| Kinder Morgan (KMI) | 0.1 | $584k | +6% | 17k | 33.53 |
|
| Verizon Communications (VZ) | 0.1 | $576k | +6% | 12k | 50.20 |
|
| Travel Leisure Ord (TNL) | 0.1 | $568k | +4% | 8.2k | 69.19 |
|
| Kodiak Gas Svcs (KGS) | 0.1 | $567k | +18% | 9.7k | 58.32 |
|
| Spire (SR) | 0.1 | $566k | +6% | 6.2k | 90.53 |
|
| Ameren Corporation (AEE) | 0.1 | $534k | +4% | 4.9k | 109.92 |
|
| Cisco Systems (CSCO) | 0.1 | $530k | 6.8k | 77.59 |
|
|
| Southern Company (SO) | 0.1 | $526k | +6% | 5.5k | 96.53 |
|
| Old Republic International Corporation (ORI) | 0.1 | $520k | +7% | 13k | 39.90 |
|
| Cme (CME) | 0.1 | $501k | +7% | 1.7k | 295.35 |
|
| Avista Corporation (AVA) | 0.1 | $495k | +9% | 12k | 40.14 |
|
| Realty Income (O) | 0.1 | $460k | +9% | 7.5k | 61.18 |
|
| Merck & Co (MRK) | 0.1 | $455k | 3.8k | 120.28 |
|
|
| Pfizer (PFE) | 0.1 | $452k | +12% | 16k | 28.08 |
|
| Prudential Financial (PRU) | 0.1 | $446k | +12% | 4.6k | 97.69 |
|
| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.1 | $444k | +9% | 23k | 19.15 |
|
| Dominion Resources (D) | 0.1 | $443k | +8% | 7.2k | 61.82 |
|
| Johnson & Johnson (JNJ) | 0.1 | $442k | 1.8k | 244.44 |
|
|
| CNA Financial Corporation (CNA) | 0.1 | $435k | +8% | 9.5k | 45.92 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $431k | 6.1k | 71.13 |
|
|
| Omni (OMC) | 0.1 | $428k | +10% | 5.7k | 75.31 |
|
| Zscaler Incorporated (ZS) | 0.1 | $417k | +14% | 3.0k | 140.29 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $414k | +7% | 4.2k | 98.38 |
|
| Clorox Company (CLX) | 0.1 | $413k | +8% | 4.0k | 103.63 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $409k | -7% | 6.6k | 62.45 |
|
| American Tower Reit (AMT) | 0.1 | $408k | +8% | 2.4k | 172.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $357k | 715.00 | 499.66 |
|
|
| Micron Technology (MU) | 0.1 | $338k | 1.0k | 337.84 |
|
|
| TJX Companies (TJX) | 0.1 | $336k | 2.1k | 159.70 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $332k | 1.2k | 287.56 |
|
|
| Visa Com Cl A (V) | 0.1 | $315k | 1.0k | 302.24 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $270k | 6.9k | 38.86 |
|
|
| Vital Farms (VITL) | 0.1 | $268k | +4% | 19k | 14.12 |
|
| Monster Beverage Corp (MNST) | 0.1 | $242k | 3.3k | 72.46 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $224k | -8% | 250.00 | 895.24 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $215k | 2.7k | 79.06 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $196k | NEW | 148.00 | 1320.83 |
|
| LSB Industries (LXU) | 0.0 | $194k | 13k | 14.90 |
|
|
| Anthem (ELV) | 0.0 | $167k | 571.00 | 292.75 |
|
|
| Ecolab (ECL) | 0.0 | $163k | NEW | 612.00 | 266.02 |
|
| Blackrock (BLK) | 0.0 | $163k | NEW | 169.00 | 961.71 |
|
| Danaher Corporation (DHR) | 0.0 | $150k | NEW | 791.00 | 189.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $134k | NEW | 624.00 | 215.06 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $122k | NEW | 2.3k | 52.78 |
|
| Centene Corporation (CNC) | 0.0 | $122k | NEW | 3.7k | 32.74 |
|
| Caterpillar (CAT) | 0.0 | $119k | NEW | 168.00 | 708.46 |
|
| Yum! Brands (YUM) | 0.0 | $119k | NEW | 763.00 | 155.48 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $114k | NEW | 1.5k | 78.66 |
|
| ConocoPhillips (COP) | 0.0 | $107k | -64% | 808.00 | 131.93 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.0 | $104k | NEW | 775.00 | 134.61 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $103k | NEW | 896.00 | 115.38 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $101k | NEW | 1.7k | 61.26 |
|
| Bank of America Corporation (BAC) | 0.0 | $100k | NEW | 2.0k | 48.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $95k | NEW | 1.1k | 88.16 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $94k | NEW | 1.6k | 58.78 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $94k | NEW | 1.3k | 71.77 |
|
| Dupont De Nemours (DD) | 0.0 | $89k | NEW | 2.0k | 45.80 |
|
| Meta Platforms Cl A (META) | 0.0 | $88k | NEW | 154.00 | 572.13 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $86k | NEW | 219.00 | 391.76 |
|
| Astrazeneca Ord (AZN) | 0.0 | $83k | NEW | 421.00 | 197.22 |
|
| CSX Corporation (CSX) | 0.0 | $82k | NEW | 2.0k | 41.05 |
|
| Dollar General (DG) | 0.0 | $75k | NEW | 632.00 | 118.73 |
|
| Nextera Energy (NEE) | 0.0 | $74k | NEW | 800.00 | 92.88 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $72k | NEW | 279.00 | 257.35 |
|
| Jacobs Engineering Group (J) | 0.0 | $72k | NEW | 563.00 | 127.28 |
|
| Aquestive Therapeutics (AQST) | 0.0 | $70k | 17k | 4.15 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $70k | NEW | 756.00 | 92.69 |
|
| Emerson Electric (EMR) | 0.0 | $70k | -80% | 533.00 | 131.02 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $64k | NEW | 175.00 | 367.44 |
|
| Nike CL B (NKE) | 0.0 | $64k | NEW | 1.2k | 52.82 |
|
| eBay (EBAY) | 0.0 | $63k | NEW | 688.00 | 91.02 |
|
| Nrg Energy Com New (NRG) | 0.0 | $63k | NEW | 428.00 | 145.99 |
|
| Starbucks Corporation (SBUX) | 0.0 | $62k | NEW | 686.00 | 89.59 |
|
| Hexcel Corporation (HXL) | 0.0 | $61k | NEW | 750.00 | 80.93 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $56k | NEW | 205.00 | 275.18 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $56k | NEW | 728.00 | 77.47 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.0 | $56k | NEW | 532.00 | 105.03 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $54k | NEW | 346.00 | 155.08 |
|
| Leidos Holdings (LDOS) | 0.0 | $53k | NEW | 343.00 | 155.67 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $53k | NEW | 644.00 | 82.87 |
|
| Air Lease Corp Cl A | 0.0 | $52k | NEW | 797.00 | 64.94 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $52k | NEW | 340.00 | 151.41 |
|
| Consolidated Edison (ED) | 0.0 | $50k | NEW | 442.00 | 113.18 |
|
| BP Sponsored Adr (BP) | 0.0 | $50k | NEW | 1.1k | 47.00 |
|
| Columbia Banking System (COLB) | 0.0 | $49k | NEW | 1.8k | 27.43 |
|
| Wec Energy Group (WEC) | 0.0 | $49k | NEW | 420.00 | 115.88 |
|
| Qualcomm (QCOM) | 0.0 | $49k | NEW | 377.00 | 128.78 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $48k | NEW | 1.7k | 29.13 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $47k | NEW | 1.9k | 24.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $45k | NEW | 227.00 | 196.20 |
|
| Coca-Cola Company (KO) | 0.0 | $44k | NEW | 582.00 | 76.05 |
|
| Corning Incorporated (GLW) | 0.0 | $42k | NEW | 307.00 | 135.97 |
|
| Applied Materials (AMAT) | 0.0 | $38k | NEW | 112.00 | 341.79 |
|
| Yum China Holdings (YUMC) | 0.0 | $37k | NEW | 763.00 | 48.78 |
|
| Canadian Natl Ry (CNI) | 0.0 | $37k | NEW | 362.00 | 102.77 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $36k | NEW | 336.00 | 107.39 |
|
| Pepsi (PEP) | 0.0 | $35k | NEW | 228.00 | 155.29 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $35k | NEW | 497.00 | 69.75 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $34k | NEW | 235.00 | 145.94 |
|
| Oracle Corporation (ORCL) | 0.0 | $33k | NEW | 224.00 | 147.11 |
|
| Fidelity National Information Services (FIS) | 0.0 | $33k | NEW | 695.00 | 46.91 |
|
| Hawkins (HWKN) | 0.0 | $33k | NEW | 212.00 | 153.60 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $32k | NEW | 1.2k | 25.88 |
|
| Paypal Holdings (PYPL) | 0.0 | $31k | NEW | 688.00 | 45.23 |
|
| Domino's Pizza (DPZ) | 0.0 | $31k | NEW | 86.00 | 358.79 |
|
| 3M Company (MMM) | 0.0 | $31k | NEW | 210.00 | 145.23 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $30k | NEW | 135.00 | 224.59 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $30k | NEW | 1.0k | 30.15 |
|
| Barings Bdc (BBDC) | 0.0 | $30k | NEW | 3.7k | 8.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $29k | NEW | 100.00 | 294.16 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $29k | NEW | 138.00 | 212.90 |
|
| Apollo Global Mgmt (APO) | 0.0 | $29k | NEW | 261.00 | 111.42 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $29k | NEW | 59.00 | 491.53 |
|
| Unum (UNM) | 0.0 | $29k | NEW | 392.00 | 73.11 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $28k | NEW | 939.00 | 30.22 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $28k | NEW | 66.00 | 426.39 |
|
| Principal Financial (PFG) | 0.0 | $28k | NEW | 307.00 | 90.13 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $27k | NEW | 380.00 | 70.18 |
|
| Ennis (EBF) | 0.0 | $27k | NEW | 1.2k | 21.42 |
|
| UMB Financial Corporation (UMBF) | 0.0 | $26k | NEW | 231.00 | 112.79 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $26k | NEW | 244.00 | 106.15 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $25k | NEW | 262.00 | 96.70 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $24k | NEW | 100.00 | 244.18 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.0 | $24k | NEW | 566.00 | 42.23 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $24k | NEW | 175.00 | 135.72 |
|
| Advanced Micro Devices (AMD) | 0.0 | $23k | NEW | 113.00 | 203.43 |
|
| Capital Sr Living Corp (SNDA) | 0.0 | $22k | NEW | 695.00 | 32.25 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $22k | NEW | 327.00 | 67.57 |
|
| Oshkosh Corporation (OSK) | 0.0 | $22k | NEW | 150.00 | 147.21 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $20k | NEW | 373.00 | 54.65 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $20k | NEW | 452.00 | 44.62 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $20k | NEW | 30.00 | 650.33 |
|
| Chevron Corporation (CVX) | 0.0 | $19k | NEW | 94.00 | 206.90 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $19k | NEW | 146.00 | 132.90 |
|
| Caci Intl Cl A (CACI) | 0.0 | $19k | NEW | 35.00 | 543.86 |
|
| Spdr Index Shs Fds State Street Spd (RWX) | 0.0 | $19k | NEW | 707.00 | 26.62 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $19k | NEW | 212.00 | 88.70 |
|
| National Fuel Gas (NFG) | 0.0 | $19k | NEW | 200.00 | 93.96 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $19k | NEW | 210.00 | 88.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $18k | NEW | 267.00 | 67.53 |
|
| Philip Morris International (PM) | 0.0 | $18k | NEW | 109.00 | 165.34 |
|
| Amentum Holdings (AMTM) | 0.0 | $18k | NEW | 678.00 | 26.08 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $18k | NEW | 576.00 | 30.50 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $17k | NEW | 201.00 | 84.84 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $17k | NEW | 136.00 | 124.31 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $17k | NEW | 549.00 | 30.68 |
|
| Gemini Space Sta Cl A Com (GEMI) | 0.0 | $17k | NEW | 3.8k | 4.42 |
|
| MetLife (MET) | 0.0 | $17k | NEW | 238.00 | 70.72 |
|
| Hartford Financial Services (HIG) | 0.0 | $16k | NEW | 121.00 | 135.23 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $15k | NEW | 95.00 | 161.73 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $14k | NEW | 273.00 | 52.76 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $14k | NEW | 130.00 | 110.47 |
|
| Automatic Data Processing (ADP) | 0.0 | $14k | NEW | 69.00 | 203.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $14k | NEW | 139.00 | 99.58 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $14k | NEW | 176.00 | 78.41 |
|
| Icon SHS (ICLR) | 0.0 | $13k | NEW | 120.00 | 110.66 |
|
| Bce Com New (BCE) | 0.0 | $13k | NEW | 524.00 | 25.25 |
|
| Capital One Financial (COF) | 0.0 | $13k | NEW | 70.00 | 182.43 |
|
| American Electric Power Company (AEP) | 0.0 | $13k | NEW | 97.00 | 131.08 |
|
| Aclaris Therapeutics (ACRS) | 0.0 | $12k | NEW | 3.2k | 3.75 |
|
| Dell Technologies CL C (DELL) | 0.0 | $12k | NEW | 73.00 | 164.12 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $12k | NEW | 118.00 | 100.17 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $12k | NEW | 87.00 | 135.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $12k | NEW | 121.00 | 97.23 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $12k | NEW | 197.00 | 59.65 |
|
| Boot Barn Hldgs (BOOT) | 0.0 | $11k | NEW | 77.00 | 146.36 |
|
| Entergy Corporation (ETR) | 0.0 | $11k | NEW | 100.00 | 112.36 |
|
| Wal-Mart Stores (WMT) | 0.0 | $11k | NEW | 90.00 | 124.28 |
|
| Walt Disney Company (DIS) | 0.0 | $11k | NEW | 113.00 | 96.38 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $11k | NEW | 171.00 | 62.64 |
|
| Analog Devices (ADI) | 0.0 | $11k | NEW | 33.00 | 318.15 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $9.7k | NEW | 180.00 | 54.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $9.6k | NEW | 334.00 | 28.71 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $9.6k | NEW | 188.00 | 50.96 |
|
| First Busey Corp Com New (BUSE) | 0.0 | $8.1k | NEW | 319.00 | 25.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $7.8k | NEW | 22.00 | 356.55 |
|
| Kraft Heinz (KHC) | 0.0 | $7.5k | NEW | 333.00 | 22.49 |
|
| Tesla Motors (TSLA) | 0.0 | $7.4k | NEW | 20.00 | 371.75 |
|
| Udr (UDR) | 0.0 | $7.3k | NEW | 216.00 | 33.78 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $6.8k | NEW | 118.00 | 57.64 |
|
| Intel Corporation (INTC) | 0.0 | $6.6k | NEW | 150.00 | 44.13 |
|
| Altria (MO) | 0.0 | $6.6k | NEW | 100.00 | 65.99 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $6.6k | NEW | 85.00 | 77.11 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $6.5k | NEW | 95.00 | 67.96 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $6.4k | NEW | 7.00 | 919.71 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $6.4k | NEW | 19.00 | 337.95 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $6.3k | NEW | 68.00 | 92.68 |
|
| Edwards Lifesciences (EW) | 0.0 | $6.2k | NEW | 78.00 | 80.08 |
|
| Constellation Energy (CEG) | 0.0 | $6.1k | NEW | 22.00 | 279.27 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $5.8k | NEW | 30.00 | 194.13 |
|
| Watsco, Incorporated (WSO) | 0.0 | $5.8k | NEW | 16.00 | 363.81 |
|
| Procter & Gamble Company (PG) | 0.0 | $5.5k | NEW | 38.00 | 144.45 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $5.4k | NEW | 56.00 | 96.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $5.4k | NEW | 28.00 | 191.82 |
|
| Spdr Series Trust State Street Spd (FLRN) | 0.0 | $5.3k | NEW | 172.00 | 30.83 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $5.3k | NEW | 37.00 | 142.43 |
|
| Diamondback Energy (FANG) | 0.0 | $5.1k | NEW | 26.00 | 197.81 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $5.0k | NEW | 198.00 | 25.01 |
|
| Service Corporation International (SCI) | 0.0 | $5.0k | NEW | 60.00 | 82.52 |
|
| Owens Corning (OC) | 0.0 | $4.9k | NEW | 45.00 | 108.22 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $4.8k | NEW | 20.00 | 240.00 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $4.7k | NEW | 40.00 | 118.62 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $4.7k | NEW | 118.00 | 40.15 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $4.7k | NEW | 139.00 | 33.67 |
|
| Abbott Laboratories (ABT) | 0.0 | $4.6k | NEW | 45.00 | 102.67 |
|
| Linde SHS (LIN) | 0.0 | $4.5k | NEW | 9.00 | 495.78 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $4.5k | NEW | 95.00 | 46.86 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $4.4k | NEW | 252.00 | 17.30 |
|
| Spdr Index Shs Fds State Street Spd (NANR) | 0.0 | $3.9k | NEW | 47.00 | 84.02 |
|
| First Solar (FSLR) | 0.0 | $3.9k | NEW | 20.00 | 197.25 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $3.9k | NEW | 9.00 | 434.00 |
|
| Target Corporation (TGT) | 0.0 | $3.9k | NEW | 32.00 | 121.19 |
|
| salesforce (CRM) | 0.0 | $3.7k | NEW | 20.00 | 186.65 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $3.5k | NEW | 205.00 | 17.07 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $3.4k | NEW | 55.00 | 62.56 |
|
| McDonald's Corporation (MCD) | 0.0 | $3.4k | NEW | 11.00 | 310.82 |
|
| Ge Aerospace Com New (GE) | 0.0 | $3.4k | NEW | 12.00 | 283.75 |
|
| Dow (DOW) | 0.0 | $3.2k | NEW | 77.00 | 41.65 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $3.0k | NEW | 118.00 | 25.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.0k | NEW | 12.00 | 248.00 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $3.0k | NEW | 29.00 | 102.24 |
|
| Stryker Corporation (SYK) | 0.0 | $3.0k | NEW | 9.00 | 328.56 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $2.9k | NEW | 20.00 | 145.00 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $2.8k | NEW | 189.00 | 14.90 |
|
| Eni Spa Sponsored Adr (E) | 0.0 | $2.7k | NEW | 47.00 | 56.62 |
|
| Totalenergies Se Act (TTE) | 0.0 | $2.6k | NEW | 29.00 | 90.97 |
|
| Barclays Adr (BCS) | 0.0 | $2.6k | NEW | 124.00 | 21.16 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $2.6k | NEW | 37.00 | 69.38 |
|
| Broadcom (AVGO) | 0.0 | $2.5k | NEW | 8.00 | 309.50 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.3k | NEW | 5.00 | 461.00 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.3k | NEW | 13.00 | 174.62 |
|
| Ubs Group SHS (UBS) | 0.0 | $2.2k | NEW | 56.00 | 39.07 |
|
| Aptera Motors Corp Com Cl B (SEV) | 0.0 | $2.1k | NEW | 807.00 | 2.65 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $2.0k | NEW | 24.00 | 84.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.0k | NEW | 22.00 | 90.55 |
|
| Science App Int'l (SAIC) | 0.0 | $1.9k | NEW | 20.00 | 94.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.8k | NEW | 5.00 | 357.60 |
|
| Ge Vernova (GEV) | 0.0 | $1.7k | NEW | 2.00 | 873.00 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $1.7k | NEW | 215.00 | 7.94 |
|
| S&p Global (SPGI) | 0.0 | $1.7k | NEW | 4.00 | 425.25 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $1.7k | NEW | 29.00 | 58.48 |
|
| Deere & Company (DE) | 0.0 | $1.7k | NEW | 3.00 | 563.33 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $1.7k | NEW | 18.00 | 93.33 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $1.6k | NEW | 66.00 | 24.88 |
|
| Chubb (CB) | 0.0 | $1.6k | NEW | 5.00 | 326.00 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $1.6k | NEW | 54.00 | 29.98 |
|
| Cava Group Ord (CAVA) | 0.0 | $1.6k | NEW | 20.00 | 80.90 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $1.6k | NEW | 17.00 | 93.29 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $1.5k | NEW | 30.00 | 51.23 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.5k | NEW | 12.00 | 126.33 |
|
| Ametek (AME) | 0.0 | $1.5k | NEW | 7.00 | 214.43 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.5k | NEW | 1.00 | 1472.00 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.4k | NEW | 9.00 | 152.78 |
|
| Intuit (INTU) | 0.0 | $1.3k | NEW | 3.00 | 432.33 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.3k | NEW | 3.00 | 416.67 |
|
| Haleon Spon Ads (HLN) | 0.0 | $1.2k | NEW | 122.00 | 10.01 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.2k | NEW | 79.00 | 15.03 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $1.2k | NEW | 6.00 | 195.33 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.1k | NEW | 55.00 | 20.71 |
|
| Medtronic SHS (MDT) | 0.0 | $1.1k | NEW | 13.00 | 86.62 |
|
| Servicenow (NOW) | 0.0 | $1.0k | NEW | 10.00 | 104.60 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.0k | NEW | 6.00 | 173.50 |
|
| Marvell Technology (MRVL) | 0.0 | $991.000000 | NEW | 10.00 | 99.10 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $981.000000 | NEW | 3.00 | 327.00 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $948.000200 | NEW | 7.00 | 135.43 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $946.001100 | NEW | 33.00 | 28.67 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $934.000400 | NEW | 34.00 | 27.47 |
|
| Equifax (EFX) | 0.0 | $900.000000 | NEW | 5.00 | 180.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $878.999800 | NEW | 14.00 | 62.79 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $858.000000 | NEW | 10.00 | 85.80 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $854.006400 | NEW | 234.00 | 3.65 |
|
| Goldman Sachs (GS) | 0.0 | $846.000000 | NEW | 1.00 | 846.00 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $824.000000 | NEW | 4.00 | 206.00 |
|
| General Motors Company (GM) | 0.0 | $820.000500 | NEW | 11.00 | 74.55 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $771.000000 | NEW | 16.00 | 48.19 |
|
| Verisk Analytics (VRSK) | 0.0 | $759.000000 | NEW | 4.00 | 189.75 |
|
| Enbridge (ENB) | 0.0 | $758.000600 | NEW | 14.00 | 54.14 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $754.000000 | NEW | 5.00 | 150.80 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $750.999600 | NEW | 13.00 | 57.77 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $736.001400 | NEW | 34.00 | 21.65 |
|
| Ingersoll Rand (IR) | 0.0 | $720.999900 | NEW | 9.00 | 80.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $680.000300 | NEW | 7.00 | 97.14 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $650.000400 | NEW | 21.00 | 30.95 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $648.999000 | NEW | 30.00 | 21.63 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $648.000000 | NEW | 3.00 | 216.00 |
|
| Aon Shs Cl A (AON) | 0.0 | $646.000000 | NEW | 2.00 | 323.00 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $641.000000 | NEW | 2.00 | 320.50 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $606.001400 | NEW | 29.00 | 20.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $589.000000 | NEW | 16.00 | 36.81 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.0 | $560.999600 | NEW | 14.00 | 40.07 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $534.000000 | NEW | 4.00 | 133.50 |
|
| James Hardie Inds Ord Shs (JHX) | 0.0 | $530.000800 | NEW | 28.00 | 18.93 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $494.999400 | NEW | 19.00 | 26.05 |
|
| Cardinal Health (CAH) | 0.0 | $494.000000 | NEW | 2.00 | 247.00 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $486.999900 | NEW | 3.00 | 162.33 |
|
| Palo Alto Networks (PANW) | 0.0 | $480.999900 | NEW | 3.00 | 160.33 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $476.000000 | NEW | 10.00 | 47.60 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $467.000000 | NEW | 16.00 | 29.19 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $452.001000 | NEW | 30.00 | 15.07 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $444.000000 | NEW | 12.00 | 37.00 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $433.000000 | NEW | 2.00 | 216.50 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $397.000000 | NEW | 20.00 | 19.85 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $342.000000 | NEW | 2.00 | 171.00 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $315.999600 | NEW | 12.00 | 26.33 |
|
| Brighthouse Finl (BHF) | 0.0 | $299.000000 | NEW | 5.00 | 59.80 |
|
| EOG Resources (EOG) | 0.0 | $289.000000 | NEW | 2.00 | 144.50 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $279.000000 | NEW | 12.00 | 23.25 |
|
| Regions Financial Corporation (RF) | 0.0 | $183.000300 | NEW | 7.00 | 26.14 |
|
| Spdr Series Trust State Street Spd (KOMP) | 0.0 | $168.999900 | NEW | 3.00 | 56.33 |
|
| Key (KEY) | 0.0 | $167.000000 | NEW | 8.00 | 20.88 |
|
| Wp Carey (WPC) | 0.0 | $159.000000 | NEW | 2.00 | 79.50 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $142.000000 | NEW | 2.00 | 71.00 |
|
| Upstart Hldgs (UPST) | 0.0 | $128.000000 | NEW | 5.00 | 25.60 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $120.000000 | NEW | 20.00 | 6.00 |
|
| Transocean Registered Shs (RIG) | 0.0 | $66.000000 | NEW | 10.00 | 6.60 |
|
| Snap Cl A (SNAP) | 0.0 | $18.000000 | NEW | 4.00 | 4.50 |
|
| Workhorse Group Com New (WKHS) | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
Past Filings by Mbm Wealth Consultants
SEC 13F filings are viewable for Mbm Wealth Consultants going back to 2018
- Mbm Wealth Consultants 2026 Q1 filed April 20, 2026
- Mbm Wealth Consultants 2025 Q4 filed Jan. 26, 2026
- Mbm Wealth Consultants 2025 Q3 filed Oct. 31, 2025
- Mbm Wealth Consultants 2025 Q2 filed Aug. 13, 2025
- Mbm Wealth Consultants 2025 Q1 filed April 28, 2025
- Mbm Wealth Consultants 2024 Q4 filed Jan. 17, 2025
- MBM Wealth Consultants 2024 Q3 filed Oct. 7, 2024
- MBM Wealth Consultants 2024 Q2 filed July 30, 2024
- MBM Wealth Consultants 2024 Q1 filed April 18, 2024
- MBM Wealth Consultants 2023 Q4 filed Jan. 30, 2024
- MBM Wealth Consultants 2023 Q3 filed Oct. 19, 2023
- MBM Wealth Consultants 2023 Q2 filed July 24, 2023
- MBM Wealth Consultants 2023 Q1 filed May 31, 2023
- MBM Wealth Consultants 2022 Q4 filed Feb. 15, 2023
- MBM Wealth Consultants 2022 Q3 filed Oct. 24, 2022
- MBM Wealth Consultants 2022 Q2 filed Aug. 15, 2022