MBM WEALTH CONSULTANTS, LLC
Top Portfolio Positions
284 positions ·
$88,215,575 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,208 | $3,859,638 | 4.38% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
14,651 | $3,619,969 | 4.10% | |
| LRCX |
Lam Research Corp
Technology
|
15,526 | $3,317,285 | 3.76% | |
| NVDA |
Nvidia Corp
Technology
|
15,432 | $2,691,340 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,383 | $2,579,007 | 2.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
11,689 | $2,542,240 | 2.88% | |
| FDX |
Fedex Corp
Industrials
|
6,709 | $2,389,611 | 2.71% | |
| LMT |
Lockheed Martin Corp
Industrials
|
3,554 | $2,148,002 | 2.43% | |
| NET |
Cloudflare, Inc.
Technology
|
10,059 | $2,075,574 | 2.35% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,053 | $2,045,670 | 2.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,774 | 87 | Shares | Sole | 2026-04-20 | |
| 2023-03-31 | $7,752 | 87 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $7,882 | 87 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,624 | 87 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,366 | 87 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,263 | 87 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,371 | 87 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,676 | 87 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,922 | 87 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,753 | 87 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,614 | 87 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,081 | 87 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,615 | 87 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,372 | 87 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||