MBM WEALTH CONSULTANTS, LLC
Top Portfolio Positions
283 positions ·
$86,497,643 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,208 | $3,859,638 | 4.46% |
| VLO |
Valero Energy Corp/Tx
Energy
|
14,651 | $3,619,969 | 4.19% |
| LRCX |
Lam Research Corp
Technology
|
15,526 | $3,317,285 | 3.84% |
| NVDA |
Nvidia Corp
Technology
|
15,432 | $2,691,340 | 3.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,383 | $2,579,007 | 2.98% |
| ABBV |
AbbVie Inc.
Healthcare
|
11,689 | $2,542,240 | 2.94% |
| FDX |
Fedex Corp
Industrials
|
6,709 | $2,389,611 | 2.76% |
| LMT |
Lockheed Martin Corp
Industrials
|
3,554 | $2,148,002 | 2.48% |
| NET |
Cloudflare, Inc.
Technology
|
10,059 | $2,075,574 | 2.40% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,053 | $2,045,670 | 2.37% |
Portfolio Trend
Holdings in JEF
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,335,208 | 32,353 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,657,697 | 26,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,726,760 | 26,395 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,700,804 | 31,099 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,479,978 | 27,627 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,182,891 | 27,843 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,734,294 | 28,177 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,335,757 | 26,844 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,147,393 | 26,018 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,015,260 | 25,124 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $843,332 | 23,023 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $659,253 | 19,875 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $486,002 | 15,312 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $501,812 | 15,312 | Shares | Sole | 2023-02-15 | |
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