MBM Wealth Consultants, LLC Buys SPDR Portfolio Short Term Corporate Bond, Vanguard Total International Bond ETF, Vanguard S&P 500, Sells Dycom Industries Inc, Invesco Ultra Short Duration, JPMorgan Ultra-Short Income

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May 13, 2020
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Investment company MBM Wealth Consultants, LLC (Current Portfolio) buys SPDR Portfolio Short Term Corporate Bond, Vanguard Total International Bond ETF, Vanguard S&P 500, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Boot Barn Holdings Inc, sells Dycom Industries Inc, Invesco Ultra Short Duration, JPMorgan Ultra-Short Income, Anthem Inc, Alibaba Group Holding during the 3-months ended 2020Q1, according to the most recent filings of the investment company, MBM Wealth Consultants, LLC. As of 2020Q1, MBM Wealth Consultants, LLC owns 195 stocks with a total value of $114 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. SPDR Portfolio Short Term Corporate Bond (SPSB) - 352,123 shares, 9.37% of the total portfolio. Shares added by 25.79%
  2. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 288,909 shares, 7.47% of the total portfolio. Shares added by 18.68%
  3. iShares 0-5 Year High Yield Corporate Bond (SHYG) - 200,739 shares, 7.21% of the total portfolio. Shares added by 14.67%
  4. Vanguard Growth (VUG) - 50,431 shares, 6.95% of the total portfolio. Shares added by 1.31%
  5. Vanguard High Dividend Yield (VYM) - 99,068 shares, 6.16% of the total portfolio. Shares added by 9.12%
New Purchase: Boot Barn Holdings Inc (BOOT)

MBM Wealth Consultants, LLC initiated holding in Boot Barn Holdings Inc. The purchase prices were between $10.46 and $47.28, with an estimated average price of $32.3. The stock is now traded at around $19.76. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,121 shares as of .

New Purchase: Blackstone Group Inc (BX)

MBM Wealth Consultants, LLC initiated holding in Blackstone Group Inc. The purchase prices were between $36.04 and $64.41, with an estimated average price of $55.53. The stock is now traded at around $52.47. The impact to a portfolio due to this purchase was 0.03%. The holding were 650 shares as of .

New Purchase: TherapeuticsMD Inc (TXMD)

MBM Wealth Consultants, LLC initiated holding in TherapeuticsMD Inc. The purchase prices were between $0.98 and $2.81, with an estimated average price of $2. The stock is now traded at around $1.25. The impact to a portfolio due to this purchase was 0.03%. The holding were 29,846 shares as of .

New Purchase: 3D Systems Corp (DDD)

MBM Wealth Consultants, LLC initiated holding in 3D Systems Corp. The purchase prices were between $5.58 and $12.41, with an estimated average price of $9.79. The stock is now traded at around $7.18. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,365 shares as of .

New Purchase: ViacomCBS Inc (VIAC)

MBM Wealth Consultants, LLC initiated holding in ViacomCBS Inc. The purchase prices were between $11.28 and $42.13, with an estimated average price of $29.13. The stock is now traded at around $18.25. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 156 shares as of .

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

MBM Wealth Consultants, LLC added to a holding in SPDR Portfolio Short Term Corporate Bond by 25.79%. The purchase prices were between $27.48 and $31.14, with an estimated average price of $30.62. The stock is now traded at around $30.92. The impact to a portfolio due to this purchase was 1.92%. The holding were 352,123 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 22.35%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.14. The impact to a portfolio due to this purchase was 0.66%. The holding were 73,242 shares as of .

Added: Vanguard S&P 500 (VOO)

MBM Wealth Consultants, LLC added to a holding in Vanguard S&P 500 by 22.81%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $263.41. The impact to a portfolio due to this purchase was 0.56%. The holding were 14,364 shares as of .

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

MBM Wealth Consultants, LLC added to a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 33.52%. The purchase prices were between $43.92 and $49.69, with an estimated average price of $48.97. The stock is now traded at around $49.32. The impact to a portfolio due to this purchase was 0.5%. The holding were 46,061 shares as of .

Added: Ollie's Bargain Outlet Holdings Inc (OLLI)

MBM Wealth Consultants, LLC added to a holding in Ollie's Bargain Outlet Holdings Inc by 29.60%. The purchase prices were between $34.25 and $65.31, with an estimated average price of $51.6. The stock is now traded at around $70.79. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,843 shares as of .

Added: Exxon Mobil Corp (XOM)

MBM Wealth Consultants, LLC added to a holding in Exxon Mobil Corp by 23.88%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $44.12. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,549 shares as of .

Sold Out: Dycom Industries Inc (DY)

MBM Wealth Consultants, LLC sold out a holding in Dycom Industries Inc. The sale prices were between $13.49 and $47.15, with an estimated average price of $35.83.

Sold Out: Invesco Ultra Short Duration (GSY)

MBM Wealth Consultants, LLC sold out a holding in Invesco Ultra Short Duration. The sale prices were between $47.6 and $50.24, with an estimated average price of $49.67.

Sold Out: JPMorgan Ultra-Short Income (JPST)

MBM Wealth Consultants, LLC sold out a holding in JPMorgan Ultra-Short Income. The sale prices were between $48.93 and $50.6, with an estimated average price of $50.31.

Sold Out: Alibaba Group Holding Ltd (BABA)

MBM Wealth Consultants, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $176.34 and $230.48, with an estimated average price of $209.23.

Sold Out: Micron Technology Inc (MU)

MBM Wealth Consultants, LLC sold out a holding in Micron Technology Inc. The sale prices were between $34.47 and $59.99, with an estimated average price of $52.21.

Sold Out: Hess Corp (HES)

MBM Wealth Consultants, LLC sold out a holding in Hess Corp. The sale prices were between $28.91 and $70.94, with an estimated average price of $54.64.



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