MBM Wealth Consultants, LLC recently filed their 13F report for the first quarter of 2023, which ended on 2023-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
400 CHESTERFIELD CENTER CHESTERFIELD, MO 63017
As of the latest 13F report, the guru’s equity portfolio contained 285 stocks valued at a total of $245.00Mil. The top holdings were VUG(11.70%), VYM(10.70%), and VOO(10.30%).
According to GuruFocus data, these were MBM Wealth Consultants, LLC’s top five trades of the quarter.
JPMorgan Ultra-Short Income ETF
MBM Wealth Consultants, LLC reduced their investment in ARCA:JPST by 57,172 shares. The trade had a 1.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.75.
On 05/31/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.23 per share and a market cap of $24.92Bil. The stock has returned 2.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
PGIM Ultra Short Bond ETF
MBM Wealth Consultants, LLC reduced their investment in ARCA:PULS by 50,196 shares. The trade had a 1.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.53.
On 05/31/2023, PGIM Ultra Short Bond ETF traded for a price of $49.39 per share and a market cap of $4.59Bil. The stock has returned 4.24% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Bloomberg Investment Grade Floating Rate ETF
MBM Wealth Consultants, LLC reduced their investment in ARCA:FLRN by 69,941 shares. The trade had a 1.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.97.
On 05/31/2023, SPDR Bloomberg Investment Grade Floating Rate ETF traded for a price of $30.625 per share and a market cap of $2.40Bil. The stock has returned 4.31% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Growth ETF
During the quarter, MBM Wealth Consultants, LLC bought 5,423 shares of ARCA:VUG for a total holding of 103,333. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $220.3.
On 05/31/2023, Vanguard Growth ETF traded for a price of $265.06 per share and a market cap of $86.79Bil. The stock has returned 9.49% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard S&P 500 ETF
During the quarter, MBM Wealth Consultants, LLC bought 1,980 shares of ARCA:VOO for a total holding of 59,811. The trade had a 0.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $351.8.
On 05/31/2023, Vanguard S&P 500 ETF traded for a price of $383.89 per share and a market cap of $294.70Bil. The stock has returned 2.88% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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