- New Purchases: NRG, XPO, MMM, CAT, HRL, BABA, FOXA, HES, MU, 0VVB, ZGNX, HSBC, MACK, SCU, TEVA, VIPS,
- Added Positions: SHYG, BNDX, VB, VO, FLRN, VWOB, SPSB, BMY, VOO, SPTM, VEA, COP, UMPQ, MUB, VWO, XOM, AMGN, MED, OLLI, BA, DY, FDX, ALXN, AEE, BAC, CVX, DOW, EXPE, SPDW, WMT, SPEM, FB, GM, C, CSCO, PRU, CNC, PEP, OC, MET,
- Reduced Positions: IVV, VUG, AAPL, FSK, ABBV, MSFT, LRCX, EW, V, INTC, MA, WM, LMT, DG, COST, VLO, ITM, TMO, DHR, OHI, QCOM, HD, UNH, SHM, SBUX, FEI, ICE, HXL, GOOG, ARCC, URI, KMB, BHF, YUM, HDV, KO, IBB, SCHG, XLE, GE,
- Sold Out: PNC, RJF, IWC, FM, CELG, APO, SCHW, PG, VTI,
For the details of MBM Wealth Consultants, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mbm+wealth+consultants%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of MBM Wealth Consultants, LLC- Vanguard Growth ETF (VUG) - 49,778 shares, 7.06% of the total portfolio. Shares reduced by 2.38%
- SPDR Barclays Short Term Corporate Bond ETF (SPSB) - 279,926 shares, 6.72% of the total portfolio. Shares added by 5.79%
- Vanguard High Dividend Yield Index Fund (VYM) - 90,786 shares, 6.62% of the total portfolio. Shares added by 0.47%
- iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 175,059 shares, 6.33% of the total portfolio. Shares added by 14.08%
- SPDR Barclays Investment Grade Floating Rate ETF (FLRN) - 243,440 shares, 5.82% of the total portfolio. Shares added by 7.14%
MBM Wealth Consultants, LLC initiated holding in NRG Energy Inc. The purchase prices were between $38.21 and $40.84, with an estimated average price of $39.55. The stock is now traded at around $38.87. The impact to a portfolio due to this purchase was 0.28%. The holding were 9,130 shares as of .
New Purchase: XPO Logistics Inc (XPO)MBM Wealth Consultants, LLC initiated holding in XPO Logistics Inc. The purchase prices were between $68.59 and $85.67, with an estimated average price of $79.66. The stock is now traded at around $92.44. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,183 shares as of .
New Purchase: 3M Co (MMM)MBM Wealth Consultants, LLC initiated holding in 3M Co. The purchase prices were between $150.74 and $178.47, with an estimated average price of $167.84. The stock is now traded at around $162.15. The impact to a portfolio due to this purchase was 0.05%. The holding were 353 shares as of .
New Purchase: Hormel Foods Corp (HRL)MBM Wealth Consultants, LLC initiated holding in Hormel Foods Corp. The purchase prices were between $40.49 and $45.76, with an estimated average price of $43.1. The stock is now traded at around $47.52. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,000 shares as of .
New Purchase: Caterpillar Inc (CAT)MBM Wealth Consultants, LLC initiated holding in Caterpillar Inc. The purchase prices were between $117.97 and $148.5, with an estimated average price of $140.03. The stock is now traded at around $136.44. The impact to a portfolio due to this purchase was 0.04%. The holding were 320 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)MBM Wealth Consultants, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $161.93 and $216.38, with an estimated average price of $188.59. The stock is now traded at around $216.88. The impact to a portfolio due to this purchase was 0.03%. The holding were 200 shares as of .
Added: Vanguard Total International Bond ETF (BNDX)MBM Wealth Consultants, LLC added to a holding in Vanguard Total International Bond ETF by 34.12%. The purchase prices were between $56.58 and $58.91, with an estimated average price of $58.04. The stock is now traded at around $57.54. The impact to a portfolio due to this purchase was 0.67%. The holding were 59,864 shares as of .
Added: Bristol-Myers Squibb Company (BMY)MBM Wealth Consultants, LLC added to a holding in Bristol-Myers Squibb Company by 1743.50%. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $67.27. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,374 shares as of .
Added: Amgen Inc (AMGN)MBM Wealth Consultants, LLC added to a holding in Amgen Inc by 59.88%. The purchase prices were between $189.21 and $243.2, with an estimated average price of $221.4. The stock is now traded at around $228.91. The impact to a portfolio due to this purchase was 0.04%. The holding were 534 shares as of .
Added: Bank of America Corp (BAC)MBM Wealth Consultants, LLC added to a holding in Bank of America Corp by 31.07%. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $34.93. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,164 shares as of .
Added: Chevron Corp (CVX)MBM Wealth Consultants, LLC added to a holding in Chevron Corp by 62.12%. The purchase prices were between $111.71 and $122.28, with an estimated average price of $117.86. The stock is now traded at around $111.06. The impact to a portfolio due to this purchase was 0.02%. The holding were 689 shares as of .
Added: Walmart Inc (WMT)MBM Wealth Consultants, LLC added to a holding in Walmart Inc by 197.17%. The purchase prices were between $116.12 and $121.28, with an estimated average price of $119.15. The stock is now traded at around $114.82. The impact to a portfolio due to this purchase was 0.02%. The holding were 315 shares as of .
Sold Out: PNC Financial Services Group Inc (PNC)MBM Wealth Consultants, LLC sold out a holding in PNC Financial Services Group Inc. The sale prices were between $135.7 and $161.15, with an estimated average price of $150.53.
Sold Out: Raymond James Financial Inc (RJF)MBM Wealth Consultants, LLC sold out a holding in Raymond James Financial Inc. The sale prices were between $76.44 and $91.32, with an estimated average price of $86.81.
Sold Out: iShares Micro-Cap ETF (IWC)MBM Wealth Consultants, LLC sold out a holding in iShares Micro-Cap ETF. The sale prices were between $85.01 and $100.3, with an estimated average price of $92.31.
Sold Out: iShares MSCI Frontier 100 ETF (FM)MBM Wealth Consultants, LLC sold out a holding in iShares MSCI Frontier 100 ETF. The sale prices were between $27.73 and $30.4, with an estimated average price of $28.82.
Sold Out: Celgene Corp (CELG)MBM Wealth Consultants, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Sold Out: Apollo Global Management Inc (APO)MBM Wealth Consultants, LLC sold out a holding in Apollo Global Management Inc. The sale prices were between $35.71 and $48.25, with an estimated average price of $42.86.
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