MBM Wealth Consultants, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$317M
Signature - Title
Matthew Lapides - CCO
Location
Chesterfield, MO
Summary
This page shows a list of all the recent 13F filings made by MBM Wealth Consultants, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MBM Wealth Consultants, LLC reported 106 stock holdings with total value $317M as of Q3 2024. Top holdings included VUG, VYM, VOO, VB, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 106 $317M +$38.3M -$24M +$14.3M VUG, VYM, VOO, VB, VEA 13F-HR 10/7/2024, 12:37 PM
Q2 2024 104 $293M +$9.72M -$6.11M +$3.61M VUG, VOO, VYM, VB, JMST 13F-HR 7/30/2024, 02:55 PM
Q1 2024 105 $284M +$6.9M -$1.9M +$5M VUG, VYM, VOO, VB, VEA 13F-HR 4/18/2024, 12:50 PM
Q4 2023 106 $265M +$28.4M -$13.7M +$14.7M VUG, VYM, VOO, VB, VEA 13F-HR 1/30/2024, 12:32 PM
Q3 2023 106 $230M +$22.2M -$19.1M +$3.09M VUG, VYM, VOO, VB, JMST 13F-HR 10/19/2023, 01:14 PM
Q2 2023 103 $234M +$20.7M -$19.5M +$1.17M VUG, VOO, VYM, JMST, VB 13F-HR 7/24/2023, 04:24 PM
Q1 2023 270 $222M $0 -$795K -$795K VUG, VYM, VOO, JMST, VB 13F-HR 5/31/2023, 03:55 PM
Q4 2022 347 $212M +$12.2M -$13.7M -$1.52M VYM, VUG, VOO, JMST, VB 13F-HR 2/15/2023, 10:50 AM
Q3 2022 264 $207M +$22.2M -$13.8M +$8.43M VYM, VUG, VOO, JMST, FLRN 13F-HR 10/24/2022, 12:52 PM
Q2 2022 274 $203M +$50.7M -$62.1M -$11.4M VYM, VUG, VOO, JMST, FLRN 13F-HR 8/15/2022, 08:13 AM
Q1 2022 303 $241M +$34.1M -$22M +$12.1M VUG, VYM, VOO, SJNK, VCSH 13F-HR 5/16/2022, 10:13 AM
Q4 2021 287 $241M +$21.3M -$8.6M +$12.7M VUG, VYM, VOO, SJNK, VCSH 13F-HR 2/15/2022, 04:04 PM
Q3 2021 285 $219M +$16.9M -$8.91M +$8.02M VUG, VYM, VOO, SJNK, ISTB 13F-HR 11/15/2021, 07:01 PM
Q2 2021 263 $213M +$35.8M -$28.4M +$7.34M VUG, VYM, SJNK, VOO, PULS 13F-HR 8/12/2021, 06:07 PM
Q1 2021 254 $197M +$18.9M -$13.3M +$5.58M VUG, PULS, SHYG, VYM, ISTB 13F-HR 5/7/2021, 06:44 PM
Q4 2020 234 $184M +$32.4M -$20.3M +$12.1M VUG, SHYG, VYM, VOO, PULS 13F-HR 2/9/2021, 12:30 PM
Q3 2020 226 $157M +$11.1M -$1.32M +$9.8M VUG, SPSB, SHYG, FLRN, VYM 13F-HR 11/10/2020, 07:00 PM
Q2 2020 209 $142M +$16.1M -$15.2M +$900K VUG, SPSB, FLRN, SHYG, VYM 13F-HR 8/7/2020, 01:07 PM
Q1 2020 199 $121M +$12.6M -$1.54M +$11.1M SPSB, FLRN, SHYG, VUG, VYM 13F-HR 5/12/2020, 06:17 PM
Q4 2019 210 $135M +$8.04M -$6.29M +$1.74M VUG, SPSB, VYM, SHYG, FLRN 13F-HR 2/11/2020, 12:41 PM
Q3 2019 206 $127M +$7.95M -$1.03M +$6.92M VUG, SPSB, VYM, SHYG, FLRN 13F-HR 10/30/2019, 11:07 AM
Q2 2019 224 $120M +$7.29M -$4.48M +$2.81M VUG, VYM, SPSB, SHYG, FLRN 13F-HR 7/30/2019, 11:22 AM
Q1 2019 213 $114M +$21.7M -$19.1M +$2.64M SPSB, VUG, VYM, FLRN, SHYG 13F-HR 4/25/2019, 02:49 PM
Q4 2018 228 $102M $0 $0 SPSB, VUG, VYM, ITM, IVV 13F-HR 2/13/2019, 10:54 AM