The Analysis of MBM WEALTH CONSULTANTS, LLC's Holdings
Currently, MBM WEALTH CONSULTANTS, LLC holds 108 types of securities in its portfolio with a total value $402.7M. In the most recent quarter, they have increased their positions in SCHO (+194.5K shares, valued at $4.7M), JPST (+68.5K shares, valued at $3.5M), PULS (+66.2K shares, valued at $3.3M); decreased their positions in VUG (-7.9K shares, valued at $3.8M), VOO (-3.5K shares, valued at $2.2M), NET (-4.0K shares, valued at $863.7K); initiated new positions in BMY (+12.6K shares, valued at $568.6K), CLX (+3.3K shares, valued at $406.1K), PH (+272 shares, valued at $206.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS106.7K shares-6.91%2025-09-302025-10-31
VYM VANGUARD WHITEHALL FDS327.4K shares-0.33%2025-09-302025-10-31 VOO VANGUARD INDEX FDS73.1K shares-4.63%2025-09-302025-10-31 PULS PGIM ETF TR416.3K shares18.91%2025-09-302025-10-31 VB VANGUARD INDEX FDS81.2K shares-1.20%2025-09-302025-10-31 JPST J P MORGAN EXCHANGE TRADED F395.9K shares20.90%2025-09-302025-10-31 SCHO SCHWAB STRATEGIC TR806.8K shares31.76%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS286.9K shares-1.60%2025-09-302025-10-31 NEAR ISHARES U S ETF TR280.2K shares16.98%2025-09-302025-10-31 JPLD J P MORGAN EXCHANGE TRADED F272.7K shares13.39%2025-09-302025-10-31 JMST J P MORGAN EXCHANGE TRADED F256.8K shares3.38%2025-09-302025-10-31 IEI ISHARES TR80.6K shares10.55%2025-09-302025-10-31 AAPL APPLE INC15.9K shares1.01%2025-09-302025-10-31 SUB ISHARES TR37.6K shares0.01%2025-09-302025-10-31 SPYG SPDR SERIES TRUST35.2K shares-4.53%2025-09-302025-10-31 SPYM SPDR SERIES TRUST44.4K shares-2.01%2025-09-302025-10-31 SMMU PIMCO ETF TR64.1K shares5.94%2025-09-302025-10-31 SPYV SPDR SERIES TRUST58.4K shares1.47%2025-09-302025-10-31 IVV ISHARES TR4.6K shares0.00%2025-09-302025-10-31 NVDA NVIDIA CORPORATION14.6K shares-16.12%2025-09-302025-10-31 MSFT MICROSOFT CORP5.3K shares-2.40%2025-09-302025-10-31 ABBV ABBVIE INC11.7K shares-0.12%2025-09-302025-10-31 AMZN AMAZON COM INC11.9K shares-3.05%2025-09-302025-10-31 VLO VALERO ENERGY CORP13.8K shares-7.77%2025-09-302025-10-31 GOOG ALPHABET INC8.9K shares-11.85%2025-09-302025-10-31 BKNG BOOKING HOLDINGS INC401 shares-0.50%2025-09-302025-10-31 LRCX LAM RESEARCH CORP16.0K shares-19.35%2025-09-302025-10-31 WM WASTE MGMT INC DEL9.3K shares10.59%2025-09-302025-10-31 URI UNITED RENTALS INC2.1K shares-15.75%2025-09-302025-10-31 NET CLOUDFLARE INC9.5K shares-29.86%2025-09-302025-10-31 HD HOME DEPOT INC4.7K shares0.17%2025-09-302025-10-31 JMUB J P MORGAN EXCHANGE TRADED F36.8K shares0.15%2025-09-302025-10-31 ARCC ARES CAPITAL CORP88.8K shares4.85%2025-09-302025-10-31 LMT LOCKHEED MARTIN CORP3.5K shares11.85%2025-09-302025-10-31 JEF JEFFERIES FINL GROUP INC26.4K shares-15.13%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW1.8K shares11.43%2025-09-302025-10-31 SCHW SCHWAB CHARLES CORP17.5K shares-0.05%2025-09-302025-10-31 ICE INTERCONTINENTAL EXCHANGE IN9.8K shares4.33%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL3.2K shares15.45%2025-09-302025-10-31 TMUS T-MOBILE US INC6.5K shares14.02%2025-09-302025-10-31 PGR PROGRESSIVE CORP6.3K shares18.11%2025-09-302025-10-31 FDX FEDEX CORP6.5K shares5.09%2025-09-302025-10-31 DFUS DIMENSIONAL ETF TRUST20.8K shares0.00%2025-09-302025-10-31 UNH UNITEDHEALTH GROUP INC4.3K shares40.24%2025-09-302025-10-31 ADBE ADOBE INC4.2K shares16.24%2025-09-302025-10-31 SPSM SPDR SERIES TRUST31.4K shares0.26%2025-09-302025-10-31 VRTX VERTEX PHARMACEUTICALS INC3.6K shares26.96%2025-09-302025-10-31 CI THE CIGNA GROUP4.9K shares18.48%2025-09-302025-10-31 BX BLACKSTONE INC8.2K shares6.64%2025-09-302025-10-31 COO COOPER COS INC20.2K shares20.96%2025-09-302025-10-31 SPDW SPDR INDEX SHS FDS30.4K shares-0.10%2025-09-302025-10-31 IBKR INTERACTIVE BROKERS GROUP IN15.7K shares-11.04%2025-09-302025-10-31 DFUV DIMENSIONAL ETF TRUST21.4K shares0.00%2025-09-302025-10-31 PSTG PURE STORAGE INC11.3K shares-29.32%2025-09-302025-10-31 FCFS FIRSTCASH HOLDINGS INC5.5K shares-0.52%2025-09-302025-10-31 UTHR UNITED THERAPEUTICS CORP DEL2.1K shares-10.51%2025-09-302025-10-31 VO VANGUARD INDEX FDS2.9K shares-1.40%2025-09-302025-10-31 AL AIR LEASE CORP12.9K shares-17.82%2025-09-302025-10-31 NU NU HLDGS LTD49.7K shares-14.25%2025-09-302025-10-31 ZS ZSCALER INC2.5K shares-13.03%2025-09-302025-10-31 LUV SOUTHWEST AIRLS CO23.3K shares-0.74%2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS2.5K shares0.48%2025-09-302025-10-31 DXCM DEXCOM INC9.2K shares4.07%2025-09-302025-10-31 BMY BRISTOL-MYERS SQUIBB CO12.6K sharesnew addition2025-09-302025-10-31 COP CONOCOPHILLIPS5.8K shares2.05%2025-09-302025-10-31 CTRE CARETRUST REIT INC14.9K shares0.12%2025-09-302025-10-31 T AT&T INC18.2K shares0.92%2025-09-302025-10-31 UNM UNUM GROUP6.3K shares3.88%2025-09-302025-10-31 USB US BANCORP DEL10.2K shares1.72%2025-09-302025-10-31 ORI OLD REP INTL CORP11.6K shares1.06%2025-09-302025-10-31 AEE AMEREN CORP4.7K shares0.00%2025-09-302025-10-31 OKE ONEOK INC NEW6.6K shares7.03%2025-09-302025-10-31 FHI FEDERATED HERMES INC9.0K shares-1.83%2025-09-302025-10-31 SR SPIRE INC5.5K shares2.61%2025-09-302025-10-31 CSCO CISCO SYS INC6.5K shares3.66%2025-09-302025-10-31 TNL TRAVEL PLUS LEISURE CO7.5K shares-0.97%2025-09-302025-10-31 SO SOUTHERN CO4.7K shares1.86%2025-09-302025-10-31 BA BOEING CO2.0K shares0.00%2025-09-302025-10-31 DFAT DIMENSIONAL ETF TRUST7.5K shares-1.71%2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC9.7K shares3.24%2025-09-302025-10-31 KMI KINDER MORGAN INC DEL15.0K shares3.62%2025-09-302025-10-31 DFAS DIMENSIONAL ETF TRUST6.1K shares0.00%2025-09-302025-10-31 V VISA INC1.2K shares-1.15%2025-09-302025-10-31 MA MASTERCARD INCORPORATED719 shares-1.10%2025-09-302025-10-31 CLX CLOROX CO DEL3.3K sharesnew addition2025-09-302025-10-31 XOM EXXON MOBIL CORP3.5K shares2.33%2025-09-302025-10-31 CME CME GROUP INC1.4K shares1.69%2025-09-302025-10-31 PRU PRUDENTIAL FINL INC3.7K shares-1.16%2025-09-302025-10-31 O REALTY INCOME CORP6.3K shares3.96%2025-09-302025-10-31 OMC OMNICOM GROUP INC4.7K shares7.88%2025-09-302025-10-31 AMT AMERICAN TOWER CORP NEW2.0K shares7.73%2025-09-302025-10-31 CNA CNA FINL CORP7.9K shares5.82%2025-09-302025-10-31 BXMT BLACKSTONE MTG TR INC19.3K shares2.05%2025-09-302025-10-31 EMR EMERSON ELEC CO2.7K shares0.00%2025-09-302025-10-31 FIS FIDELITY NATL INFORMATION SV5.3K shares1.52%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON1.9K shares-1.95%2025-09-302025-10-31 PFE PFIZER INC13.0K shares-2.38%2025-09-302025-10-31 MRK MERCK & CO INC3.8K shares0.00%2025-09-302025-10-31 TJX TJX COS INC NEW2.1K shares0.00%2025-09-302025-10-31 UPS UNITED PARCEL SERVICE INC3.6K shares41.06%2025-09-302025-10-31 GOOGL ALPHABET INC1.2K shares0.00%2025-09-302025-10-31 DFAC DIMENSIONAL ETF TRUST6.9K shares0.00%2025-09-302025-10-31 MNST MONSTER BEVERAGE CORP NEW3.3K shares0.00%2025-09-302025-10-31 SPTM SPDR SERIES TRUST2.7K shares-0.48%2025-09-302025-10-31 ELV ELEVANCE HEALTH INC FORMERLY641 shares-1.23%2025-09-302025-10-31 PH PARKER-HANNIFIN CORP272 sharesnew addition2025-09-302025-10-31 BLK BLACKROCK INC173 sharesnew addition2025-09-302025-10-31 LXU LSB INDS INC13.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available