MBM Wealth Consultants, LLC Buys Vanguard Total International Bond ETF, Bristol-Myers Squibb Company, NRG Energy Inc, Sells PNC Financial Services Group Inc, Raymond James Financial Inc, iShares Micro-Cap ETF

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Feb 11, 2020
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Investment company MBM Wealth Consultants, LLC (Current Portfolio) buys Vanguard Total International Bond ETF, Bristol-Myers Squibb Company, NRG Energy Inc, XPO Logistics Inc, 3M Co, sells PNC Financial Services Group Inc, Raymond James Financial Inc, iShares Micro-Cap ETF, iShares MSCI Frontier 100 ETF, Celgene Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, MBM Wealth Consultants, LLC. As of 2019Q4, MBM Wealth Consultants, LLC owns 206 stocks with a total value of $128 million. These are the details of the buys and sells.

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
  1. Vanguard Growth ETF (VUG) - 49,778 shares, 7.06% of the total portfolio. Shares reduced by 2.38%
  2. SPDR Barclays Short Term Corporate Bond ETF (SPSB) - 279,926 shares, 6.72% of the total portfolio. Shares added by 5.79%
  3. Vanguard High Dividend Yield Index Fund (VYM) - 90,786 shares, 6.62% of the total portfolio. Shares added by 0.47%
  4. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 175,059 shares, 6.33% of the total portfolio. Shares added by 14.08%
  5. SPDR Barclays Investment Grade Floating Rate ETF (FLRN) - 243,440 shares, 5.82% of the total portfolio. Shares added by 7.14%
New Purchase: NRG Energy Inc (NRG)

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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