Mbm Wealth Consultants, LLC Top Holdings and 13F Report (2025) About Mbm Wealth Consultants, LLCInvestment ActivityMbm Wealth Consultants, LLC has $338.44 million in total holdings as of March 31, 2025.Mbm Wealth Consultants, LLC owns shares of 105 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Mbm Wealth Consultants, LLC has purchased 104 new stocks and bought additional shares in 78 stocks.Mbm Wealth Consultants, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $41,976,602Vanguard High Dividend Yield ETF $41,475,823Vanguard S&P 500 ETF $38,682,957Vanguard Small-Cap ETF $17,405,191PGIM Ultra Short Bond ETF $16,470,050 Largest New Holdings this Quarter 03027X100 - American Tower $376,448 Holding097023105 - Boeing $347,240 Holding911312106 - United Parcel Service $212,831 Holding87612G101 - Targa Resources $200,470 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 51,907 shares (about $1.26M)PGIM Ultra Short Bond ETF 20,211 shares (about $1.01M)JPMorgan Ultra-Short Income ETF 19,437 shares (about $984.09K)iShares Short Duration Bond Active ETF 15,044 shares (about $765.29K)J P MORGAN EXCHANGE TRADED F 14,583 shares (about $758.31K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 8,429 shares (about $428.61K)iShares Short-Term National Muni Bond ETF 1,048 shares (about $110.67K)Booking 17 shares (about $78.32K)Visa 220 shares (about $77.10K)Cloudflare 629 shares (about $70.88K) 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$41,976,602$143,136 ▲0.3%113,20012.4%ETFVYMVanguard High Dividend Yield ETF$41,475,823$453,552 ▲1.1%321,61812.3%ETFVOOVanguard S&P 500 ETF$38,682,957$343,805 ▲0.9%75,27211.4%ETFVBVanguard Small-Cap ETF$17,405,191$326,412 ▲1.9%78,4915.1%ETFPULSPGIM Ultra Short Bond ETF$16,470,050$1,005,091 ▲6.5%331,1904.9%ETFJPSTJPMorgan Ultra-Short Income ETF$15,805,262$984,095 ▲6.6%312,1724.7%ETFVEAVanguard FTSE Developed Markets ETF$14,537,515$376,904 ▲2.7%286,0034.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$13,939,970$1,263,415 ▲10.0%572,7194.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$12,438,572$428,615 ▼-3.3%244,6133.7%ETFJ P MORGAN EXCHANGE TRADED F$12,047,233$758,315 ▲6.7%231,6783.6%JPMORGAM LTD DURNEARiShares Short Duration Bond Active ETF$11,775,441$765,285 ▲7.0%231,4823.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$8,146,299$510,222 ▲6.7%68,9582.4%ETFSUBiShares Short-Term National Muni Bond ETF$3,842,256$110,669 ▼-2.8%36,3851.1%ETFAAPLApple$3,416,390$76,853 ▲2.3%15,3811.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,942,576$70,954 ▲2.5%44,7480.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,937,603$57,223 ▲2.0%36,5510.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,878,796$102,752 ▲3.7%56,3700.9%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,801,771$285,314 ▲11.3%56,0130.8%ETFIVViShares Core S&P 500 ETF$2,571,255$2,248 ▲0.1%4,5760.8%ETFABBVAbbVie$2,428,555$51,538 ▲2.2%11,5920.7%MedicalAMZNAmazon.com$2,142,379$510,434 ▲31.3%11,2610.6%Retail/WholesaleWMWaste Management$2,002,500$17,131 ▲0.9%8,6500.6%Business ServicesMSFTMicrosoft$1,908,521$27,774 ▲1.5%5,0850.6%Computer and TechnologyTMUST-Mobile US$1,820,421$5,600 ▼-0.3%6,8260.5%Computer and TechnologyBKNGBooking$1,805,909$78,317 ▼-4.2%3920.5%Retail/WholesaleNETCloudflare$1,799,510$70,881 ▼-3.8%15,9690.5%Computer and TechnologyNVDANVIDIA$1,761,811$1,843 ▼-0.1%16,2550.5%Computer and TechnologyARCCAres Capital$1,721,794$77,870 ▲4.7%77,6990.5%FinancePGRProgressive$1,720,022$4,811 ▲0.3%6,0780.5%FinanceICEIntercontinental Exchange$1,693,284$25,355 ▲1.5%9,8170.5%FinanceBRK.BBerkshire Hathaway$1,691,439$533 ▼0.0%3,1760.5%FinanceHDHome Depot$1,657,880$15,391 ▲0.9%4,5240.5%Retail/WholesaleCOSTCostco Wholesale$1,637,777$11,347 ▲0.7%1,7320.5%Retail/WholesaleVLOValero Energy$1,617,021$80,561 ▲5.2%12,2440.5%EnergyUNHUnitedHealth Group$1,532,127$28,276 ▲1.9%2,9260.5%MedicalJMUBJPMorgan Municipal ETF$1,513,850$134,850 ▲9.8%30,2770.4%ETFJEFJefferies Financial Group$1,479,956$11,571 ▼-0.8%27,6270.4%FinanceGOOGAlphabet$1,433,395$7,968 ▲0.6%9,1750.4%Computer and TechnologyURIUnited Rentals$1,426,056$23,183 ▲1.7%2,2760.4%ConstructionSCHWCharles Schwab$1,401,080$17,377 ▲1.3%17,8990.4%FinanceVRTXVertex Pharmaceuticals$1,343,793$52,356 ▲4.1%2,7720.4%MedicalLMTLockheed Martin$1,334,621$26,353 ▲2.0%2,9880.4%AerospaceCIThe Cigna Group$1,311,285$33,226 ▲2.6%3,9860.4%MedicalDFUSDimensional U.S. Equity ETF$1,259,8590.0%20,8310.4%ETFFDXFedEx$1,216,293$35,543 ▲3.0%4,9620.4%TransportationSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,198,746$56,004 ▲4.9%29,4100.4%ETFLAM RESEARCH CORP$1,151,445$31,432 ▲2.8%15,7890.3%COM NEWSPDWSPDR Portfolio Developed World ex-US ETF$1,093,637$43,510 ▲4.1%30,0370.3%ETFADBEAdobe$1,068,835$33,365 ▲3.2%2,7870.3%Computer and TechnologyCOOPER COS INC$1,048,584$53,897 ▲5.4%12,4320.3%COMEPAMEPAM Systems$985,767$20,090 ▲2.1%5,8390.3%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$880,8640.0%21,3750.3%ETFIBKRInteractive Brokers Group$863,740$7,285 ▼-0.8%5,2170.3%FinanceVOVanguard Mid-Cap ETF$775,3430.0%2,9980.2%ETFFCFSFirstCash$692,635$10,828 ▲1.6%5,7570.2%Business ServicesALAir Lease$685,786$13,783 ▲2.1%14,1310.2%TransportationUTHRUnited Therapeutics$668,700$5,855 ▲0.9%2,1700.2%MedicalIBMInternational Business Machines$621,228$32,068 ▲5.4%2,4990.2%Computer and TechnologyOKEONEOK$583,685$21,530 ▲3.8%5,8830.2%EnergyNRGNRG Energy$582,836$34,459 ▲6.3%6,1060.2%UtilitiesLUVSouthwest Airlines$579,396$27,378 ▲5.0%17,1630.2%TransportationCOPConocoPhillips$544,903$95,035 ▲21.1%5,1890.2%EnergyTAT&T$505,216$43,692 ▲9.5%17,8650.1%Computer and TechnologyPSTGPure Storage$503,418$11,156 ▲2.3%11,3720.1%Computer and TechnologyNUNU$495,879$27,627 ▲5.9%48,4260.1%FinanceUNMUnum Group$493,927$38,283 ▲8.4%6,0640.1%FinanceAEEAmeren$468,467$42,369 ▲9.9%4,6660.1%UtilitiesZSZscaler$446,049$41,271 ▲10.2%2,2480.1%Computer and TechnologyORIOld Republic International$432,719$43,609 ▲11.2%11,0340.1%FinanceDXCMDexCom$431,889$27,518 ▲6.8%6,3250.1%MedicalVVisa$425,459$77,101 ▼-15.3%1,2140.1%Business ServicesCTRECareTrust REIT$408,418$45,367 ▲12.5%14,1250.1%FinanceSOSouthern$403,244$48,268 ▲13.6%4,3860.1%UtilitiesSRSpire$402,494$51,290 ▲14.6%5,0930.1%UtilitiesKMIKinder Morgan$401,389$35,263 ▲9.6%14,0690.1%EnergyMAMastercard$398,4840.0%7270.1%Business ServicesUSBU.S. Bancorp$392,171$44,723 ▲12.9%9,1810.1%FinanceVZVerizon Communications$391,368$58,054 ▲17.4%8,6290.1%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$390,8610.0%7,5910.1%ETFDFASDimensional U.S. Small Cap ETF$388,853$9,680 ▼-2.4%6,5080.1%ETFPRUPrudential Financial$385,835$43,441 ▲12.7%3,4550.1%FinanceMMM3M$384,774$40,387 ▲11.7%2,6200.1%Multi-Sector ConglomeratesAMTAmerican Tower$376,448$376,448 ▲New Holding1,7300.1%FinanceMRKMerck & Co., Inc.$374,196$4,981 ▼-1.3%4,1320.1%MedicalFISFidelity National Information Services$370,115$39,730 ▲12.0%4,9560.1%Business ServicesXOMExxon Mobil$369,955$53,751 ▲17.0%3,1110.1%EnergyCSCOCisco Systems$369,890$41,778 ▲12.7%5,9940.1%Computer and TechnologyCMECME Group$367,427$48,813 ▲15.3%1,3850.1%FinanceFHIFederated Hermes$350,745$45,826 ▲15.0%8,6030.1%FinanceCNACNA Financial$348,420$43,121 ▲14.1%6,8600.1%FinanceBABoeing$347,240$347,240 ▲New Holding2,0360.1%AerospaceBXMTBlackstone Mortgage Trust$346,725$65,542 ▲23.3%16,9390.1%FinanceTNLTravel + Leisure$319,263$31,431 ▲10.9%6,8970.1%Consumer DiscretionaryJNJJohnson & Johnson$318,413$332 ▼-0.1%1,9200.1%MedicalOMCOmnicom Group$316,844$46,398 ▲17.2%3,7900.1%Business ServicesSPTNSpartanNash$315,141$47,206 ▲17.6%15,3880.1%Retail/WholesaleEMREmerson Electric$294,932$21,928 ▼-6.9%2,6900.1%IndustrialsPFEPfizer$291,984$55,138 ▲23.3%11,5230.1%MedicalELVElevance Health$282,290$53,065 ▼-15.8%6490.1%MedicalTJXTJX Companies$256,0240.0%2,1020.1%Retail/WholesaleShowing 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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