$241 Million is the total value of MBM Wealth Consultants, LLC's 301 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BXMT | New | BLACKSTONE MTG TR INC | $52,000 | – | 1,698 | +100.0% | 0.02% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $54,000 | – | 1,338 | +100.0% | 0.02% | – |
| CTRE | New | CARETRUST REIT INC | $54,000 | – | 2,375 | +100.0% | 0.02% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $53,000 | – | 3,382 | +100.0% | 0.02% | – |
| SOXL | New | DIREXION SHS ETF TRdly scond 3xbu | $47,000 | – | 695 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $25,000 | – | 175 | +100.0% | 0.01% | – |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $14,000 | – | 100 | +100.0% | 0.01% | – |
| New | KYNDRYL HLDGS INC | $14,000 | – | 774 | +100.0% | 0.01% | – | |
| COF | New | CAPITAL ONE FINL CORP | $10,000 | – | 70 | +100.0% | 0.00% | – |
| KRO | New | KRONOS WORLDWIDE INC | $8,000 | – | 544 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORPORATION | $6,000 | – | 20 | +100.0% | 0.00% | – |
| New | SWEETGREEN INC | $5,000 | – | 160 | +100.0% | 0.00% | – | |
| VSTO | New | VISTA OUTDOOR INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INCcl a | $3,000 | – | 2 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $2,000 | – | 15 | +100.0% | 0.00% | – | |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $3,000 | – | 75 | +100.0% | 0.00% | – |
| New | TELESAT CORP | $1,000 | – | 47 | +100.0% | 0.00% | – | |
| New | DIGITAL WORLD ACQUISITION CO | $0 | – | 35 | +100.0% | 0.00% | – | |
| New | EMERSON ELEC COput | $1,000 | – | 45 | +100.0% | 0.00% | – | |
| New | EMERSON ELEC COcall | $0 | – | 45 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 14.3% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.8% |
| VANGUARD TAX MANAGED INTL FD | 20 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 4.0% |
| ISHARES TR | 20 | Q3 2023 | 4.1% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 2.0% |
| SPDR SER TR | 20 | Q3 2023 | 1.9% |
| VANECK VECTORS ETF TR | 20 | Q3 2023 | 2.0% |
View MBM Wealth Consultants, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-31 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View MBM Wealth Consultants, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.