MBM Wealth Consultants, LLC Portfolio Holdings
Q3 2025•108 long positions•$402.7M portfolio value
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Holding111 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $51.2M 12.71% | -$3.8M Sold | — 106.7K shares | 114.7K → 106.7K −$3.8M | -6.91% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $46.1M 11.46% | -$152.6K Sold | — 327.4K shares | 328.4K → 327.4K −$152.6K | -0.33% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $44.8M 11.11% | -$2.2M Sold | — 73.1K shares | 76.6K → 73.1K −$2.2M | -4.63% | — — | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $20.7M 5.15% | +$3.3M Bought | — 416.3K shares | 350.1K → 416.3K +$3.3M | +18.91% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $20.6M 5.12% | -$251.0K Sold | — 81.2K shares | 82.2K → 81.2K −$251.0K | -1.2% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $20.1M 4.99% | +$3.5M Bought | — 395.9K shares | 327.5K → 395.9K +$3.5M | +20.9% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.7M 4.89% | +$4.7M Bought | — 806.8K shares | 612.3K → 806.8K +$4.7M | +31.76% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $17.2M 4.27% | -$279.5K Sold | — 286.9K shares | 291.6K → 286.9K −$279.5K | -1.6% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $14.4M 3.57% | +$2.1M Bought | — 280.2K shares | 239.5K → 280.2K +$2.1M | +16.98% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.3M 3.55% | +$1.7M Bought | — 272.7K shares | 240.5K → 272.7K +$1.7M | +13.39% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.1M 3.26% | +$428.8K Bought | — 256.8K shares | 248.4K → 256.8K +$428.8K | +3.38% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.6M 2.39% | +$919.2K Bought | — 80.6K shares | 72.9K → 80.6K +$919.2K | +10.55% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $4.0M 1.0% | +$40.2K Bought | 0.0% 15.9K shares | 15.7K → 15.9K +$40.2K | +1.01% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.0M 0.998% | +$213.6 Bought | — 37.6K shares | 37.6K → 37.6K +$213.6 | +0.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.7M 0.913% | -$174.3K Sold | — 35.2K shares | 36.8K → 35.2K −$174.3K | -4.53% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.5M 0.863% | -$71.4K Sold | — 44.4K shares | 45.3K → 44.4K −$71.4K | -2.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.2M 0.805% | +$181.8K Bought | — 64.1K shares | 60.5K → 64.1K +$181.8K | +5.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 0.803% | +$47.0K Bought | — 58.4K shares | 57.6K → 58.4K +$47.0K | +1.47% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.1M 0.762% | — | — 4.6K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $2.7M 0.676% | -$522.8K Sold | 0.0% 14.6K shares | 17.4K → 14.6K −$522.8K | -16.12% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $2.7M 0.675% | -$66.8K Sold | 0.0% 5.3K shares | 5.4K → 5.3K −$66.8K | -2.4% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $2.7M 0.671% | -$3.2K Sold | 0.001% 11.7K shares | 11.7K → 11.7K −$3.2K | -0.12% | $409.03B Mega Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $2.6M 0.651% | -$82.6K Sold | 0.0% 11.9K shares | 12.3K → 11.9K −$82.6K | -3.05% | $2.34T Mega Cap | Q1 2021 Held for 4y 8m | |
Oil & Gas Refining & Marketing Energy | $2.4M 0.585% | -$198.7K Sold | 0.004% 13.8K shares | 15.0K → 13.8K −$198.7K | -7.77% | $52.9B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $2.2M 0.539% | -$291.5K Sold | 0.0% 8.9K shares | 10.1K → 8.9K −$291.5K | -11.85% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Travel Services Consumer Cyclical | $2.2M 0.538% | -$10.8K Sold | 0.001% 401.0 shares | 403.0 → 401.0 −$10.8K | -0.5% | $174.99B Large Cap | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $2.1M 0.533% | -$515.1K Sold | 0.001% 16.0K shares | 19.9K → 16.0K −$515.1K | -19.35% | $168.85B Large Cap | Q4 2018 Held for 6y 11m | |
Waste Management Industrials | $2.1M 0.509% | +$196.3K Bought | 0.002% 9.3K shares | 8.4K → 9.3K +$196.3K | +10.59% | $89.0B Large Cap | Q4 2018 Held for 6y 11m | |
Rental & Leasing Services Industrials | $2.0M 0.506% | -$380.8K Sold | 0.003% 2.1K shares | 2.5K → 2.1K −$380.8K | -15.75% | $61.4B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $2.0M 0.504% | -$863.7K Sold | 0.003% 9.5K shares | 13.5K → 9.5K −$863.7K | -29.86% | $74.8B Large Cap | Q1 2022 Held for 3y 8m | |
Home Improvement Consumer Cyclical | $1.9M 0.474% | +$3.2K Bought | 0.0% 4.7K shares | 4.7K → 4.7K +$3.2K | +0.17% | $403.32B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.9M 0.461% | +$2.8K Bought | — 36.8K shares | 36.7K → 36.8K +$2.8K | +0.15% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $1.8M 0.45% | +$83.8K Bought | 0.013% 88.8K shares | 84.7K → 88.8K +$83.8K | +4.85% | $14.4B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $1.7M 0.429% | +$183.2K Bought | 0.001% 3.5K shares | 3.1K → 3.5K +$183.2K | +11.85% | $116.55B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Capital Markets Financial Services | $1.7M 0.429% | -$307.7K Sold | 0.013% 26.4K shares | 31.1K → 26.4K −$307.7K | -15.13% | $13.5B Large Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.7M 0.424% | +$174.9K Bought | 0.0% 1.8K shares | 1.7K → 1.8K +$174.9K | +11.43% | $410.27B Mega Cap | Q4 2018 Held for 6y 11m | |
Financial - Capital Markets Financial Services | $1.7M 0.415% | -$763.8 Sold | 0.001% 17.5K shares | 17.5K → 17.5K −$763.8 | -0.05% | $173.30B Large Cap | Q4 2022 Held for 2y 11m | |
Financial - Data & Stock Exchanges Financial Services | $1.6M 0.41% | +$68.4K Bought | 0.002% 9.8K shares | 9.4K → 9.8K +$68.4K | +4.33% | $96.4B Large Cap | Q4 2018 Held for 6y 11m | |
Insurance - Diversified Financial Services | $1.6M 0.403% | +$217.2K Bought | 0.0% 3.2K shares | 2.8K → 3.2K +$217.2K | +15.45% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $1.6M 0.387% | +$191.7K Bought | 0.001% 6.5K shares | 5.7K → 6.5K +$191.7K | +14.02% | $269.40B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $1.5M 0.385% | +$237.6K Bought | 0.001% 6.3K shares | 5.3K → 6.3K +$237.6K | +18.11% | $144.81B Large Cap | Q4 2018 Held for 6y 11m | |
Integrated Freight & Logistics Industrials | $1.5M 0.378% | +$73.8K Bought | 0.003% 6.5K shares | 6.1K → 6.5K +$73.8K | +5.09% | $55.6B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.5M 0.375% | — | — 20.8K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Medical - Healthcare Plans Healthcare | $1.5M 0.367% | +$423.7K Bought | 0.0% 4.3K shares | 3.0K → 4.3K +$423.7K | +40.24% | $312.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $1.5M 0.364% | +$204.9K Bought | 0.001% 4.2K shares | 3.6K → 4.2K +$204.9K | +16.24% | $147.66B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.361% | +$3.7K Bought | — 31.4K shares | 31.3K → 31.4K +$3.7K | +0.26% | — — | Q1 2022 Held for 3y 8m | |
Biotechnology Healthcare | $1.4M 0.355% | +$303.5K Bought | 0.001% 3.7K shares | 2.9K → 3.7K +$303.5K | +26.96% | $100.41B Large Cap | Q4 2020 Held for 4y 11m | |
Medical - Healthcare Plans Healthcare | $1.4M 0.352% | +$221.4K Bought | 0.002% 4.9K shares | 4.2K → 4.9K +$221.4K | +18.48% | $76.9B Large Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $1.4M 0.348% | +$87.3K Bought | 0.001% 8.2K shares | 7.7K → 8.2K +$87.3K | +6.64% | $133.37B Large Cap | Q2 2025 Held for 5 months | |
Medical - Instruments & Supplies Healthcare | $1.4M 0.344% | +$239.8K Bought | 0.01% 20.2K shares | 16.7K → 20.2K +$239.8K | +20.96% | $13.6B Large Cap | Q4 2024 Held for 11 months |
