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 SCI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,950 | 60 | Shares | Sole | 2026-04-20 | |
| 2023-03-31 | $4,126 | 60 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $4,148 | 60 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,464 | 60 | Shares | Sole | 2022-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||