$216 Thousand is the total value of MBM Wealth Consultants, LLC's 349 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 47.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $24,233 | -99.9% | 224,335 | +1.4% | 11.21% | +7.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $21,886 | -99.9% | 103,333 | +5.5% | 10.13% | -2.0% |
| VOO | Buy | VANGUARD INDEX FDS | $20,933 | -99.9% | 59,811 | +3.4% | 9.69% | +2.6% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $17,891 | -99.9% | 353,423 | -3.1% | 8.28% | -6.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $10,466 | -99.9% | 57,349 | +2.8% | 4.84% | +2.5% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $10,362 | -99.9% | 340,730 | -17.0% | 4.80% | -20.1% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $9,071 | -99.9% | 180,474 | -24.1% | 4.20% | -26.8% |
| PULS | Sell | PGIM ETF TRpgim ultra sh bd | $8,913 | -99.9% | 180,958 | -21.7% | 4.12% | -24.6% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $8,072 | -99.9% | 160,320 | +5.1% | 3.74% | +1.1% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $7,040 | -99.9% | 166,832 | -0.8% | 3.26% | +8.1% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $6,361 | -99.9% | 261,951 | -0.1% | 2.94% | -3.0% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $5,682 | -99.9% | 138,105 | +1.6% | 2.63% | -2.3% |
| V | Buy | VISA INCcl a | $3,778 | -98.8% | 1,822 | +6.5% | 1.75% | +1065.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,059 | -99.9% | 77,634 | -0.1% | 1.42% | +1.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $2,798 | -99.9% | 59,495 | -6.6% | 1.30% | -8.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,114 | -99.9% | 5,526 | +9.1% | 0.98% | +8.8% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $1,957 | -99.9% | 115,941 | -6.7% | 0.91% | -9.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,915 | -99.9% | 9,438 | -2.5% | 0.89% | -1.9% |
| ABBV | Buy | ABBVIE INCstock | $1,725 | -99.9% | 10,621 | +0.9% | 0.80% | +13.7% |
| AAPL | Buy | APPLE INC | $1,484 | -99.9% | 11,866 | +5.1% | 0.69% | -11.4% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,165 | -99.9% | 29,666 | +10.5% | 0.54% | +17.4% |
| MSFT | Buy | MICROSOFT CORP | $1,078 | -99.9% | 4,501 | +9.7% | 0.50% | +4.8% |
| SPLG | Buy | SPDR SER TRspdr s&p 500 | $1,057 | -99.9% | 23,512 | +12.8% | 0.49% | +12.9% |
| VLO | Sell | VALERO ENERGY CORP | $1,052 | -99.9% | 8,763 | -4.4% | 0.49% | -1.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,010 | -99.9% | 20,099 | +15.3% | 0.47% | +8.4% |
| WM | Buy | WASTE MGMT INC DEL | $980 | -99.9% | 6,238 | +0.3% | 0.45% | -8.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $891 | -99.9% | 1,717 | -1.5% | 0.41% | -4.8% |
| HD | Sell | HOME DEPOT INC | $881 | -99.9% | 2,789 | -3.6% | 0.41% | +3.0% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $863 | -99.9% | 20,831 | 0.0% | 0.40% | -0.2% | |
| DG | Sell | DOLLAR GEN CORP NEW | $821 | -99.9% | 3,320 | -3.5% | 0.38% | -7.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $773 | -99.9% | 1,619 | -9.7% | 0.36% | +3.8% |
| BA | Sell | BOEING CO | $765 | -99.9% | 3,915 | -11.1% | 0.35% | +32.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $722 | -99.9% | 8,051 | +12.6% | 0.33% | -2.3% |
| ARCC | Buy | ARES CAPITAL CORP | $720 | -99.9% | 38,794 | +6.3% | 0.33% | +8.8% |
| DIMENSIONAL ETF TRUSTus mktwide value | $713 | -99.9% | 21,375 | 0.0% | 0.33% | +4.8% | ||
| URI | Sell | UNITED RENTALS INC | $705 | -99.9% | 1,977 | -10.4% | 0.33% | +8.7% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $700 | -99.9% | 9,692 | -5.0% | 0.32% | -6.6% |
| CNC | Buy | CENTENE CORP | $698 | -99.9% | 8,752 | +1.3% | 0.32% | -3.0% |
| AMZN | Buy | AMAZON COM INC | $688 | -99.9% | 8,019 | +40.4% | 0.32% | -0.3% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $669 | -99.9% | 9,656 | -6.6% | 0.31% | +11.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $641 | -99.9% | 1,159 | 0.0% | 0.30% | +1.7% | |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $635 | -99.9% | 6,155 | +0.1% | 0.29% | +6.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $625 | -99.9% | 1,378 | +3.8% | 0.29% | -5.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $608 | -99.9% | 299 | +9.1% | 0.28% | +26.6% |
| LRCX | Buy | LAM RESEARCH CORP | $585 | -99.9% | 1,407 | +6.2% | 0.27% | +8.4% |
| MRK | Buy | MERCK & CO INC | $571 | -99.8% | 5,110 | +29.0% | 0.26% | +56.2% |
| SCHW | New | SCHWAB CHARLES CORP | $557 | – | 6,795 | +100.0% | 0.26% | – |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $549 | -99.9% | 10,462 | +10.8% | 0.25% | +12.9% |
| FDX | Buy | FEDEX CORPORATION | $547 | -99.9% | 3,089 | +17.5% | 0.25% | +31.8% |
| PFE | Buy | PFIZER INC | $537 | -99.9% | 10,479 | +10.0% | 0.25% | +22.2% |
| NVDA | Buy | NVIDIA CORPORATION | $529 | -99.9% | 3,697 | +6.3% | 0.24% | +16.7% |
| NET | Buy | CLOUDFLARE INC | $525 | -99.9% | 12,203 | +41.4% | 0.24% | +4.7% |
| JEF | New | JEFFERIES FINL GROUP INC | $524 | – | 15,312 | +100.0% | 0.24% | – |
| EPAM | Buy | EPAM SYS INC | $512 | -89.8% | 1,545 | +10200.0% | 0.24% | +11750.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $509 | -99.8% | 1,781 | +61.9% | 0.24% | +49.4% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $510 | -99.9% | 13,750 | +11.9% | 0.24% | +14.0% |
| EMR | EMERSON ELEC CO | $508 | -99.9% | 5,290 | 0.0% | 0.24% | +21.8% | |
| OKE | Buy | ONEOK INC | $500 | -99.9% | 7,813 | +7.2% | 0.23% | +22.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $425 | -99.9% | 3,001 | +23.2% | 0.20% | +37.8% |
| AEE | AMEREN CORP | $416 | -99.9% | 4,701 | 0.0% | 0.19% | +2.1% | |
| JNJ | Buy | JOHNSON & JOHNSON | $403 | -99.6% | 2,259 | +291.5% | 0.19% | +313.3% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $399 | – | 1,185 | +100.0% | 0.18% | – |
| LXU | LSB INDS INC | $383 | -99.9% | 30,000 | 0.0% | 0.18% | -19.5% | |
| BBDC | Buy | BARINGS BDC INC | $362 | -99.9% | 44,096 | +18.2% | 0.17% | +12.8% |
| USB | Buy | US BANCORP DEL | $347 | -99.8% | 7,710 | +71.9% | 0.16% | +78.9% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $340 | -99.9% | 6,670 | 0.0% | 0.16% | +1.9% | |
| MA | Buy | MASTERCARD INCORPRATEDcl a | $334 | -99.9% | 962 | +18.5% | 0.16% | +36.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $335 | -99.9% | 9,018 | +23.1% | 0.16% | +34.8% |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $332 | -99.9% | 7,591 | 0.0% | 0.15% | +4.8% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $328 | -99.9% | 10,957 | +9.6% | 0.15% | +19.7% |
| New | FIRSTCASH HOLDINGS INC | $310 | – | 3,523 | +100.0% | 0.14% | – | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $300 | -99.9% | 2,872 | +18.3% | 0.14% | +15.8% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $295 | -99.9% | 1,486 | -27.9% | 0.14% | -31.2% |
| CNXC | New | CONCENTRIX CORP | $289 | – | 2,174 | +100.0% | 0.13% | – |
| PRFT | New | PERFICIENT INC | $287 | – | 4,036 | +100.0% | 0.13% | – |
| APPS | Buy | DIGITAL TURBINE INC | $284 | -99.8% | 18,881 | +50.2% | 0.13% | +45.6% |
| PSTG | New | PURE STORAGE INCcl a | $283 | – | 10,415 | +100.0% | 0.13% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $279 | – | 3,905 | +100.0% | 0.13% | – |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $259 | -99.9% | 5,490 | -3.8% | 0.12% | -3.2% |
| DHR | Sell | DANAHER CORPORATION | $259 | -100.0% | 985 | -67.4% | 0.12% | -69.4% |
| T | Buy | AT&T INC | $252 | -99.9% | 13,441 | +25.1% | 0.12% | +42.7% |
| UMPQ | Sell | UMPQUA HLDGS CORP | $248 | -99.9% | 14,276 | -10.9% | 0.12% | -14.8% |
| New | JACOBS SOLUTIONS INC | $226 | – | 1,861 | +100.0% | 0.10% | – | |
| FSK | Buy | FS KKR CAPITAL CORP | $213 | -99.8% | 11,635 | +91.6% | 0.10% | +86.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $207 | -99.8% | 5,150 | +72.3% | 0.10% | +71.4% |
| DOW | Buy | DOW INC | $208 | -99.8% | 4,066 | +34.7% | 0.10% | +45.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $200 | -99.9% | 2,093 | -16.4% | 0.09% | -12.3% |
| MNST | MONSTER BEVERAGE CORP NEW | $195 | -99.9% | 1,921 | 0.0% | 0.09% | +9.8% | |
| FEI | Buy | FIRST TR MLP & ENERGY INCOME | $191 | -99.9% | 24,804 | +4.2% | 0.09% | +4.8% |
| CW | CURTISS WRIGHT CORP | $190 | -99.9% | 1,150 | 0.0% | 0.09% | +11.4% | |
| PRU | Buy | PRUDENTIAL FINL INC | $189 | -99.9% | 1,904 | +13.5% | 0.09% | +20.8% |
| SBUX | STARBUCKS CORP | $177 | -99.9% | 1,758 | 0.0% | 0.08% | +12.3% | |
| ANTM | Buy | ELEVANCE HEALTH INC | $173 | -99.9% | 345 | +25.0% | 0.08% | +27.0% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $168 | – | 6,940 | +100.0% | 0.08% | – |
| PGR | Buy | PROGRESSIVE CORP | $166 | -99.9% | 1,274 | +19.1% | 0.08% | +24.2% |
| XOM | Buy | EXXON MOBIL CORP | $166 | -99.9% | 1,555 | +14.4% | 0.08% | +28.3% |
| TJX | TJX COS INC NEW | $164 | -99.9% | 2,076 | 0.0% | 0.08% | +20.6% | |
| GOOGL | Buy | ALAPHBET INCcap stk cl a | $163 | -99.9% | 1,832 | +55.3% | 0.08% | +33.9% |
| CAH | Buy | CARDINAL HEALTH INC | $161 | -99.9% | 2,086 | +16.5% | 0.07% | +25.4% |
| BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $157 | – | 2,125 | +100.0% | 0.07% | – |
| DIMENSIONAL ETF TRUSTinternatnal val | $157 | -99.9% | 5,138 | 0.0% | 0.07% | +10.6% | ||
| COP | Buy | CONOCOPHILLIPS | $155 | -99.9% | 1,366 | +16.9% | 0.07% | +16.1% |
| UNM | Buy | UNUM GROUP | $153 | -99.9% | 3,794 | +22.6% | 0.07% | +20.3% |
| BCE | Buy | BCE INC | $149 | -99.8% | 3,339 | +73.9% | 0.07% | +68.3% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $147 | -99.8% | 6,705 | +102.3% | 0.07% | +78.9% |
| NKE | NIKE INCcl b | $144 | -99.9% | 1,212 | 0.0% | 0.07% | +34.0% | |
| SPTN | Buy | SPARTANNASH CO | $144 | -99.9% | 4,682 | +31.3% | 0.07% | +31.4% |
| OMC | Buy | OMNICOM GROUP INC | $142 | -99.8% | 1,703 | +26.7% | 0.07% | +61.0% |
| EBF | Buy | ENNIS INC | $143 | -99.9% | 6,262 | +28.3% | 0.07% | +37.5% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $142 | -99.8% | 8,793 | +32.6% | 0.07% | +65.0% |
| WPC | Buy | WP CAREY INC | $140 | -99.8% | 1,761 | +44.5% | 0.06% | +54.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $141 | -99.9% | 1,688 | +19.9% | 0.06% | +27.5% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $139 | -99.8% | 6,474 | +44.7% | 0.06% | +45.5% |
| SO | Buy | SOUTHERN CO | $138 | -99.9% | 1,915 | +32.4% | 0.06% | +30.6% |
| SR | Buy | SPIRE INC | $138 | -99.9% | 1,974 | +34.3% | 0.06% | +39.1% |
| ORI | Buy | OLD REP INTL CORP | $139 | -99.8% | 5,751 | +41.0% | 0.06% | +52.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $139 | -99.9% | 4,161 | +9.3% | 0.06% | +10.3% |
| CTRE | Buy | CARETRUST REIT INC | $138 | -99.8% | 7,245 | +54.5% | 0.06% | +56.1% |
| KEY | Buy | KEYCORP | $135 | -99.8% | 7,651 | +61.0% | 0.06% | +63.2% |
| NRG | Buy | NRG ENERGY INC | $131 | -99.9% | 4,106 | +47.9% | 0.06% | +15.1% |
| EL | LAUDER ESTEE COS INCcl a | $130 | -99.9% | 511 | 0.0% | 0.06% | +11.1% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $125 | -99.6% | 125 | 0.0% | 0.06% | +314.3% | |
| BLK | BLACKROCK INC | $119 | -99.9% | 167 | 0.0% | 0.06% | +19.6% | |
| CVS | Buy | CVS HEALTH CORP | $118 | -99.9% | 1,267 | +9.2% | 0.06% | +1.9% |
| ESGU | New | ISHARES TResg awr msci usa | $115 | – | 1,356 | +100.0% | 0.05% | – |
| CP | CANADIAN PAC RY LTD | $108 | -99.9% | 1,442 | 0.0% | 0.05% | +2.0% | |
| BX | BLACKSTONE INC | $107 | -99.9% | 1,400 | 0.0% | 0.05% | -13.8% | |
| CHDN | CHURCHILL DOWNS INC | $105 | -99.9% | 500 | 0.0% | 0.05% | +8.9% | |
| KKR | Buy | KKR & CO INC | $101 | -99.9% | 2,165 | +28.5% | 0.05% | +30.6% |
| BAC | Sell | BANK OF AMERICA CORP | $101 | -99.9% | 3,006 | -29.5% | 0.05% | -26.6% |
| ECL | Buy | ECOLAB INC | $99 | -99.9% | 670 | +9.5% | 0.05% | +4.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $97 | -100.0% | 1,295 | -80.6% | 0.04% | -84.0% |
| YUM | YUM BRANDS INC | $97 | -99.9% | 763 | 0.0% | 0.04% | +12.5% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $95 | -99.9% | 624 | 0.0% | 0.04% | +7.3% | |
| ASML | Buy | ASML HOLDING N V | $94 | -99.9% | 171 | +1.8% | 0.04% | +22.9% |
| XLE | SELECT SECTOR SPDR TRenergy | $91 | -99.9% | 1,080 | 0.0% | 0.04% | +5.0% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $88 | -99.9% | 5,810 | 0.0% | 0.04% | -4.7% | |
| MUB | New | ISHARES TRnatinal mun etf | $86 | – | 808 | +100.0% | 0.04% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $83 | – | 1,886 | +100.0% | 0.04% | – |
| LDOS | Sell | LEIDOS HOLDINGS INC | $78 | -100.0% | 747 | -74.6% | 0.04% | -72.1% |
| FCX | FREEPORT-MCMORAN INCcl b | $76 | -99.9% | 2,000 | 0.0% | 0.04% | +25.0% | |
| DD | DUPONT DE NEMOURS INC | $73 | -99.9% | 1,053 | 0.0% | 0.03% | +25.9% | |
| TRGP | TARGA RES CORP | $71 | -99.9% | 1,000 | 0.0% | 0.03% | +10.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $72 | -99.9% | 2,000 | 0.0% | 0.03% | -23.3% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $71 | -99.9% | 400 | 0.0% | 0.03% | -2.9% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $72 | -99.9% | 570 | -0.9% | 0.03% | +3.1% |
| CCI | CROWN CASTLE INC | $69 | -99.9% | 500 | 0.0% | 0.03% | -11.1% | |
| NEE | NEXTERA ENERGY INC | $67 | -99.9% | 800 | 0.0% | 0.03% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $68 | -99.9% | 550 | 0.0% | 0.03% | -3.1% | |
| FISV | Sell | FISERV INC | $64 | -100.0% | 637 | -88.6% | 0.03% | -88.3% |
| KMB | Sell | KIMBERLY CLARK CORP | $62 | -99.9% | 445 | -14.3% | 0.03% | 0.0% |
| IQDG | New | WISDOMTREE TRintl qulty div | $62 | – | 1,846 | +100.0% | 0.03% | – |
| CSX | CSX CORP | $62 | -99.9% | 2,000 | 0.0% | 0.03% | +7.4% | |
| INTC | Sell | INTEL CORP | $56 | -99.9% | 2,102 | -16.3% | 0.03% | -21.2% |
| QCOM | QUALCOMM INC | $57 | -99.9% | 535 | 0.0% | 0.03% | -13.3% | |
| MED | Sell | MEDIFAST INC | $57 | -100.0% | 494 | -88.6% | 0.03% | -88.7% |
| EFV | New | ISHARES TReafe value etf | $54 | – | 1,166 | +100.0% | 0.02% | – |
| MGM | MGM RESORTS INTERNATIONAL | $53 | -99.9% | 1,600 | 0.0% | 0.02% | +4.2% | |
| CSCO | Sell | CISCO SYS INC | $55 | -99.9% | 1,140 | -6.6% | 0.02% | +4.2% |
| IQV | New | IQVIA HLDGS INC COM | $51 | – | 251 | +100.0% | 0.02% | – |
| HXL | Sell | HEXCEL CORP | $49 | -99.9% | 838 | -44.4% | 0.02% | -41.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $49 | -100.0% | 666 | -89.5% | 0.02% | -91.2% |
| MU | MICRON TECHNOLOGY INC | $50 | -99.9% | 1,000 | 0.0% | 0.02% | -8.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $48 | -99.8% | 707 | +125.9% | 0.02% | +83.3% |
| KO | COCA COLA CO | $46 | -99.9% | 730 | 0.0% | 0.02% | +5.0% | |
| YUMC | YUM CHINA HLDGS INC | $43 | -99.9% | 763 | 0.0% | 0.02% | +17.6% | |
| CNI | Buy | CANADIAN NATL RY CO | $44 | -99.9% | 370 | +2.2% | 0.02% | 0.0% |
| PH | PARKER-HANNIFIN CORP | $44 | -99.9% | 150 | 0.0% | 0.02% | +11.1% | |
| ABC | New | AMERISOURCEBERGEN CORP COM | $41 | – | 252 | +100.0% | 0.02% | – |
| CAT | CATERPILLAR INC | $42 | -99.9% | 176 | 0.0% | 0.02% | +35.7% | |
| CACI | CACI INTL INCcl a | $40 | -99.9% | 131 | 0.0% | 0.02% | +11.8% | |
| UMBF | UMB FINL CORP | $42 | -99.9% | 514 | 0.0% | 0.02% | -13.6% | |
| MPC | MARATHON PETE CORP | $38 | -99.9% | 342 | 0.0% | 0.02% | +5.9% | |
| WMT | WALMART INC | $39 | -99.9% | 269 | 0.0% | 0.02% | +5.9% | |
| ENB | New | ENBRIDGE INC | $39 | – | 1,006 | +100.0% | 0.02% | – |
| PEP | PEPSICO INC | $36 | -99.9% | 200 | 0.0% | 0.02% | +6.2% | |
| EFG | New | ISHARES TReafe grwth etf | $37 | – | 444 | +100.0% | 0.02% | – |
| BP | BP PLCsponsored adr | $37 | -99.9% | 1,064 | 0.0% | 0.02% | +13.3% | |
| CI | New | CIGNA CORP NEW | $36 | – | 113 | +100.0% | 0.02% | – |
| New | APOLO GLOBAL MGMT INC | $35 | – | 555 | +100.0% | 0.02% | – | |
| DIS | Buy | DISNEY WALT CO | $33 | -99.7% | 366 | +197.6% | 0.02% | +150.0% |
| MSGS | Buy | MADISON SQUARE GRDN SPRT CORcl a | $33 | -99.9% | 182 | +9.0% | 0.02% | +25.0% |
| EEMV | New | ISHARES TRmsci emerg mrkt | $31 | – | 573 | +100.0% | 0.01% | – |
| OC | Buy | OWENS CORNING NEW | $28 | -99.9% | 324 | +17.8% | 0.01% | +18.2% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $28 | -99.9% | 508 | 0.0% | 0.01% | -7.1% | |
| EBAY | EBAY INC | $29 | -99.9% | 688 | 0.0% | 0.01% | 0.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONScl a | $28 | -99.9% | 481 | 0.0% | 0.01% | -7.1% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $27 | – | 360 | +100.0% | 0.01% | – |
| FOXA | FOX CORP | $27 | -99.9% | 900 | 0.0% | 0.01% | -14.3% | |
| FB | Buy | META PLATFORMS INCcl a | $26 | -99.9% | 212 | +14.0% | 0.01% | -7.7% |
| MRO | MARATHON OIL CORP | $26 | -99.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| IT | GARTNER INC | $27 | -99.9% | 81 | 0.0% | 0.01% | +9.1% | |
| BOOT | Sell | BOOT BARN HLDGS INC | $27 | -100.0% | 439 | -90.8% | 0.01% | -91.4% |
| ICLR | ICON PLC | $23 | -99.9% | 120 | 0.0% | 0.01% | 0.0% | |
| IUSB | New | ISHARES TRcore total usd | $24 | – | 535 | +100.0% | 0.01% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $24 | – | 241 | +100.0% | 0.01% | – |
| WFC | Sell | WELLS FARGO & CO | $21 | -100.0% | 500 | -55.2% | 0.01% | -54.5% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $22 | -100.0% | 48 | -90.1% | 0.01% | -90.7% |
| KMX | New | CARMAX INC | $21 | – | 348 | +100.0% | 0.01% | – |
| JPM | JPMORGAN CHASE & CO | $20 | -99.9% | 150 | 0.0% | 0.01% | +12.5% | |
| SHYD | Buy | VANECK ETF TRUSTshrt hgh yld mun | $19 | -99.9% | 870 | +25.4% | 0.01% | +28.6% |
| New | FS CREDIT OPPORTUNITIES CORP | $20 | – | 4,337 | +100.0% | 0.01% | – | |
| AOR | New | ISHARES TRgrwt allocat etf | $20 | – | 412 | +100.0% | 0.01% | – |
| IMCV | ISHARES TRmrgstr md cp val | $17 | -99.9% | 279 | 0.0% | 0.01% | 0.0% | |
| ORCL | Sell | ORACLE CORP | $18 | -99.9% | 220 | -40.5% | 0.01% | -27.3% |
| USMV | New | ISHARES TRmsci usa min vol | $15 | – | 206 | +100.0% | 0.01% | – |
| AMGN | AMGEN INC | $15 | -99.9% | 56 | 0.0% | 0.01% | +16.7% | |
| LOVE | Sell | LOVESAC COMPANY | $15 | -100.0% | 682 | -91.5% | 0.01% | -91.4% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $15 | -99.9% | 50 | 0.0% | 0.01% | 0.0% | |
| GLW | Sell | CORNING INC | $15 | -99.9% | 461 | -40.7% | 0.01% | -36.4% |
| TLT | New | ISHARES TR20 yr tr bd etf | $14 | – | 140 | +100.0% | 0.01% | – |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $13 | -99.9% | 192 | 0.0% | 0.01% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $12 | -99.9% | 250 | 0.0% | 0.01% | +20.0% | |
| VC | VISTEON CORP | $13 | -99.9% | 100 | 0.0% | 0.01% | +20.0% | |
| OSK | OSHKOSH CORP | $13 | -99.9% | 150 | 0.0% | 0.01% | +20.0% | |
| IWD | ISHARES TRrus 1000 val etf | $13 | -99.9% | 84 | 0.0% | 0.01% | 0.0% | |
| KHC | KRAFT HEINZ CO | $14 | -99.9% | 333 | 0.0% | 0.01% | +20.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $14 | -99.9% | 66 | 0.0% | 0.01% | -14.3% | |
| HRL | HORMEL FOODS CORP | $13 | -99.9% | 290 | 0.0% | 0.01% | 0.0% | |
| NFG | NATIONAL FUEL GAS CO | $12 | -99.9% | 200 | 0.0% | 0.01% | 0.0% | |
| IJR | New | ISHARES TRcore s&p scp etf | $13 | – | 137 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $12 | – | 41 | +100.0% | 0.01% | – |
| QQQ | INVESCO QQQ TRunit ser 1 | $13 | -99.9% | 49 | 0.0% | 0.01% | 0.0% | |
| ISCV | ISHARES TRmrning sm cp etf | $14 | -99.9% | 279 | 0.0% | 0.01% | -14.3% | |
| IYW | New | ISHARES TRu.s. tech etf | $11 | – | 153 | +100.0% | 0.01% | – |
| MSI | MOTOROLA SOLUTIONS INC | $11 | -99.9% | 44 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $11 | -99.9% | 61 | 0.0% | 0.01% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $11 | -99.9% | 310 | 0.0% | 0.01% | +25.0% | |
| PM | PHILIP MORRIS INTL INC | $10 | -99.9% | 100 | 0.0% | 0.01% | +25.0% | |
| CCB | New | COASTAL FINL CORP WA | $11 | – | 230 | +100.0% | 0.01% | – |
| SPWR | SUNPOWER CORP | $10 | -99.9% | 590 | 0.0% | 0.01% | -28.6% | |
| EMN | EASTMAN CHEM CO | $8 | -99.9% | 100 | 0.0% | 0.00% | 0.0% | |
| ADSK | New | AUTODESK INC COM | $8 | – | 44 | +100.0% | 0.00% | – |
| BMO | BANK MONTREAL QUE | $8 | -99.9% | 87 | 0.0% | 0.00% | 0.0% | |
| ESGE | New | ISHARES TResg awr msci em | $8 | – | 251 | +100.0% | 0.00% | – |
| UNP | Sell | UNION PAC CORP | $9 | -100.0% | 45 | -52.6% | 0.00% | -55.6% |
| UBER | New | UBER TECHNOLOGIES INC | $9 | – | 367 | +100.0% | 0.00% | – |
| OGN | Buy | ORGANON & CO | $9 | -99.8% | 307 | +45.5% | 0.00% | +100.0% |
| MTUM | New | ISHARES TRmsci usa mmentm | $8 | – | 59 | +100.0% | 0.00% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $8 | – | 69 | +100.0% | 0.00% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $8 | -99.9% | 122 | -30.3% | 0.00% | -33.3% |
| MBB | New | ISHARES TRmbs etf | $9 | – | 96 | +100.0% | 0.00% | – |
| UDR | UDR INC | $8 | -99.9% | 216 | 0.0% | 0.00% | 0.0% | |
| IYE | New | ISHARES TRu.s. energy etf | $8 | – | 182 | +100.0% | 0.00% | – |
| ROLL | New | RBC BEARINGS INC | $8 | – | 36 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE INC | $8 | – | 57 | +100.0% | 0.00% | – |
| BUSE | FIRST BUSEY CORP | $8 | -99.9% | 319 | 0.0% | 0.00% | +33.3% | |
| HWKN | HAWKINS INC | $8 | -99.9% | 212 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $7 | -99.9% | 70 | 0.0% | 0.00% | 0.0% | |
| MSGE | MADISON SQUARE GRDN ENTERTNMcl a | $7 | -99.9% | 167 | 0.0% | 0.00% | -25.0% | |
| IEFA | New | ISHARES TRcore msci eafe | $6 | – | 101 | +100.0% | 0.00% | – |
| CARR | CARRIER GLOBAL CORPORATION | $7 | -99.9% | 162 | 0.0% | 0.00% | 0.0% | |
| WSO | New | WATSCO INC | $6 | – | 22 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $6 | – | 21 | +100.0% | 0.00% | – |
| IYH | New | ISHARES TRus hlthcare etf | $6 | – | 23 | +100.0% | 0.00% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $7 | -99.9% | 179 | -46.1% | 0.00% | -50.0% |
| MDLZ | MONDELEZ INTL INCcl a | $7 | -99.9% | 100 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $7 | -99.9% | 91 | 0.0% | 0.00% | 0.0% | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $6 | – | 230 | +100.0% | 0.00% | – |
| ETSY | ETSY INC | $7 | -99.9% | 58 | 0.0% | 0.00% | 0.0% | |
| PJT | New | PJT PARTNERS INC | $6 | – | 78 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $6 | – | 83 | +100.0% | 0.00% | – |
| SCI | SERVICE CORP INTL | $4 | -99.9% | 60 | 0.0% | 0.00% | 0.0% | |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $4 | -100.0% | 24 | -93.8% | 0.00% | -92.6% |
| HDV | ISHARES TRcore high dv etf | $4 | -99.9% | 39 | 0.0% | 0.00% | 0.0% | |
| VLUE | New | ISHARES TRmsci usa value | $5 | – | 59 | +100.0% | 0.00% | – |
| IFRA | New | SHARES TRus infrastruc | $4 | – | 103 | +100.0% | 0.00% | – |
| ETR | ENTERGY CORP NEW | $5 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| JLL | New | JONES LANG LASALLE INC | $5 | – | 29 | +100.0% | 0.00% | – |
| PCOR | New | PROCORE TECHNOLOGIES INC | $4 | – | 79 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $4 | – | 98 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $5 | – | 23 | +100.0% | 0.00% | – |
| KBE | Sell | SPDR SER TRs&p bk etf | $4 | -100.0% | 80 | -93.9% | 0.00% | -92.9% |
| TKR | New | TIMKEN CO | $5 | – | 68 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $4 | – | 52 | +100.0% | 0.00% | – |
| BSY | New | BENTLEY SYS INC | $4 | – | 96 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INC | $5 | – | 218 | +100.0% | 0.00% | – |
| MO | ALTRIA GROUP INC | $5 | -99.9% | 100 | 0.0% | 0.00% | 0.0% | |
| New | WARNER BROS DISCOVERY INC | $4 | – | 434 | +100.0% | 0.00% | – | |
| ICHR | Sell | ICHOR HOLDINGS | $4 | -99.9% | 142 | -10.7% | 0.00% | 0.0% |
| New | STEVANATO GROUP S P A | $4 | – | 208 | +100.0% | 0.00% | – | |
| CL | New | COLGATE PALMOLIVE CO | $2 | – | 31 | +100.0% | 0.00% | – |
| CGC | Buy | CANOPY GROWTH CORP | $2 | -99.8% | 1,000 | +100.0% | 0.00% | – |
| BATRK | New | LIBERTY MEDIA CORP DEL | $3 | – | 87 | +100.0% | 0.00% | – |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $3 | -100.0% | 90 | -85.6% | 0.00% | -88.9% |
| SND | SMART SAND INC | $2 | -99.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NVO | New | NOVO-NORDISK A Sadr | $2 | – | 13 | +100.0% | 0.00% | – |
| ATRC | New | ATRICURE INC COM | $3 | – | 73 | +100.0% | 0.00% | – |
| SLYG | SPDR SER TRs&p 600 smcp grw | $3 | -99.9% | 37 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2 | -99.9% | 37 | 0.0% | 0.00% | 0.0% | |
| FALN | Sell | ISHARES TRfaln angls usd | $3 | -100.0% | 128 | -59.6% | 0.00% | -75.0% |
| STIP | New | ISHARES TR0-5 yr tips etf | $2 | – | 25 | +100.0% | 0.00% | – |
| VIRT | New | VIRTU FINL INCcl a | $3 | – | 152 | +100.0% | 0.00% | – |
| CNNE | New | CANNAE HLDGS INC | $3 | – | 128 | +100.0% | 0.00% | – |
| New | NCINO INC | $2 | – | 84 | +100.0% | 0.00% | – | |
| EVR | New | EVERCORE INCclass a | $3 | – | 26 | +100.0% | 0.00% | – |
| FCN | New | FTI CONSULTING INC | $3 | – | 20 | +100.0% | 0.00% | – |
| USO | UNITED STS OIL FD LPunits | $3 | -99.9% | 50 | 0.0% | 0.00% | 0.0% | |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $2 | – | 19 | +100.0% | 0.00% | – |
| ABT | ABBOTT LABS | $2 | -99.9% | 20 | 0.0% | 0.00% | 0.0% | |
| NSP | INSPERITY INC | $3 | -99.9% | 24 | 0.0% | 0.00% | 0.0% | |
| FSV | New | FIRSTSERVICE CORP NEW | $3 | – | 23 | +100.0% | 0.00% | – |
| FAF | New | FIRST AMERN FINL CORP | $3 | – | 64 | +100.0% | 0.00% | – |
| CYRX | New | CRYOPORT INC | $2 | – | 128 | +100.0% | 0.00% | – |
| TLRY | Buy | TILRAY INC | $2 | -99.8% | 550 | +10.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC COM | $3 | – | 49 | +100.0% | 0.00% | – |
| UTZ | New | UTZ BRANDS INC | $3 | – | 206 | +100.0% | 0.00% | – |
| ZM | ZOOM VIDEO COMMUNICATIONS INCcl a | $3 | -99.9% | 51 | 0.0% | 0.00% | -50.0% | |
| ALLE | New | ALLEGION PLC | $2 | – | 19 | +100.0% | 0.00% | – |
| Sell | GXO LOGISTICS INCORPORATED | $3 | -100.0% | 79 | -88.5% | 0.00% | -91.7% | |
| FOXF | New | FOX FACTORY HLDG CORP | $2 | – | 23 | +100.0% | 0.00% | – |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2 | -99.8% | 10 | 0.0% | 0.00% | – | |
| FANG | DIAMONDBACK ENERGY INC | $3 | -99.9% | 26 | 0.0% | 0.00% | 0.0% | |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $3 | – | 42 | +100.0% | 0.00% | – |
| CVX | CHEVRON CORP NEW | $3 | -100.0% | 150 | 0.0% | 0.00% | -90.9% | |
| PNFP | New | PINNACLE FINL PARTNERS INC | $2 | – | 28 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $1 | -99.9% | 100 | 0.0% | 0.00% | – | |
| CSTL | New | CASTLE BIOSCIENCES INC | $1 | – | 48 | +100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $1 | – | 7 | 0.0% | 0.00% | – | |
| Buy | RIVIAN AUTOMOTIVE INC | $1 | -99.9% | 55 | +22.2% | 0.00% | – | |
| SU | New | SUNCOR ENERGY INC NEW | $1 | – | 38 | +100.0% | 0.00% | – |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1 | -99.9% | 3 | 0.0% | 0.00% | – | |
| SWEETGREEN INC | $1 | -100.0% | 160 | 0.0% | 0.00% | -100.0% | ||
| SYY | SYSCO CORP | $1 | -99.9% | 17 | 0.0% | 0.00% | – | |
| New | RXO INC | $1 | – | 40 | +100.0% | 0.00% | – | |
| QTWO | New | Q2 HLDGS INC | $1 | – | 37 | +100.0% | 0.00% | – |
| TGT | TARGET CORP | $1 | -99.9% | 5 | 0.0% | 0.00% | – | |
| TEF | TELEFONICA S Asponsored adr | $1 | – | 72 | 0.0% | 0.00% | – | |
| TSLA | Buy | TESLA INC | $1 | -99.9% | 9 | +50.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCadr | $1 | – | 33 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $1 | – | 10 | +100.0% | 0.00% | – |
| CRON | Buy | CRONOS GROUP INC | $1 | -99.9% | 550 | +10.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $1 | – | 5 | +100.0% | 0.00% | – |
| DOCN | New | DIGITAL OCEAN HLDGS INC | $1 | – | 10 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHEScl a | $1 | – | 37 | +100.0% | 0.00% | – |
| LUCID GROUP INC | $1 | -99.9% | 50 | 0.0% | 0.00% | – | ||
| LIFE TIME GROUP HOLDINGS INC | $1 | – | 25 | 0.0% | 0.00% | – | ||
| Buy | KYNDRYL HLDGS INC | $1 | -99.9% | 122 | +41.9% | 0.00% | – | |
| EMERSON ELEC COcall | $0 | – | 32 | 0.0% | 0.00% | – | ||
| ACB | Buy | AURORA CANNABIS INC | $1 | -99.9% | 550 | +10.0% | 0.00% | – |
| EMERSON ELEC COput | $0 | -100.0% | 32 | 0.0% | 0.00% | -100.0% | ||
| EQIX | New | EQUINIX INC | $1 | – | 2 | +100.0% | 0.00% | – |
| ACCD | New | ACCOLADE INC | $1 | – | 79 | +100.0% | 0.00% | – |
| New | HEXO CORP | $1 | – | 107 | +100.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $1 | – | 50 | 0.0% | 0.00% | – | |
| XPO | Sell | XPO LOGISTICS INC | $1 | -100.0% | 40 | -93.6% | 0.00% | -100.0% |
| New | GENERAL ELECTRIC CO | $1 | – | 8 | +100.0% | 0.00% | – | |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -8 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | DIGITAL WORLD ACQUISITION CO | $0 | – | -35 | -100.0% | 0.00% | – | |
| HEXO | Exit | HEXO CORP | $0 | – | -500 | -100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INCcl a | $1 | – | 40 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INCcl a | $1 | – | 5 | +100.0% | 0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -30 | -100.0% | -0.00% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -150 | -100.0% | -0.00% | – | |
| OLLI | Exit | OLLIES BARGAIN OUTLT HLDGS I | $0 | – | -121 | -100.0% | -0.00% | – |
| C | Exit | CITIGROUP INC | $0 | – | -230 | -100.0% | -0.01% | – |
| WMG | Exit | WARNER MUSIC GROUP CORP | $0 | – | -972 | -100.0% | -0.01% | – |
| CI | Exit | CIGNA CORP | $0 | – | -91 | -100.0% | -0.01% | – |
| APO | Exit | APOLLO GLOBAL MGMT LLC | $0 | – | -555 | -100.0% | -0.01% | – |
| LQDH | Exit | ISHARES U S ETF TRint rt hdg c b | $0 | – | -323 | -100.0% | -0.01% | – |
| RM | Exit | REGIONAL MGMT CORP | $0 | – | -1,195 | -100.0% | -0.02% | – |
| KRO | Exit | KRONOS WORLDWIDE INC | $0 | – | -3,742 | -100.0% | -0.02% | – |
| PPL | Exit | PPL CORP | $0 | – | -1,430 | -100.0% | -0.02% | – |
| KMI | Exit | KINDER MORGAN INC | $0 | – | -2,200 | -100.0% | -0.02% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -410 | -100.0% | -0.02% | – |
| SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -520 | -100.0% | -0.02% | – |
| CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -3,082 | -100.0% | -0.04% | – |
| CYBE | Exit | CYBEROPTICS CORP | $0 | – | -1,523 | -100.0% | -0.04% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -2,112 | -100.0% | -0.11% | – |
| FCFS | Exit | FIRSTCASH INC | $0 | – | -3,756 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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.