HoldingsChannel.com
MBM Wealth Consultants LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 49,778 -1,215 $9,068
     VUG49,778-1,215$9,068
SPDR SERIES TRUST (SPSB) 279,926 +15,328 $8,633
     SPSB279,926+15,328$8,633
VANGUARD WHITEHALL FDS INC (VYM) 90,786 +427 $8,507
     VYM90,786+427$8,507
ISHARES TR (SHYG) 175,059 +21,600 $8,128
     SHYG175,059+21,600$8,128
SPDR SER TR (FLRN) 243,440 +16,224 $7,481
     FLRN243,440+16,224$7,481
ISHARES TR (IVV) 16,348 -982 $5,284
     IVV16,348-982$5,284
VANGUARD INDEX FDS (VO) 28,434 +3,984 $5,066
     VO28,434+3,984$5,066
VANGUARD INDEX FDS (VB) 30,372 +4,440 $5,031
     VB30,372+4,440$5,031
VANGUARD TAX MANAGED INTL FD (VEA) 96,266 +2,406 $4,241
     VEA96,266+2,406$4,241
VANGUARD WHITEHALL FDS INC (VWOB) 46,677 +6,015 $3,800
     VWOB46,677+6,015$3,800
VANGUARD INDEX FDS (VOO) 11,696 +950 $3,460
     VOO11,696+950$3,460
VANGUARD CHARLOTTE FDS (BNDX) 59,864 +15,229 $3,387
     BNDX59,864+15,229$3,387
VANECK VECTORS ETF TR (ITM) 56,153 -742 $2,821
     ITM56,153-742$2,821
ISHARES TR (MUB) 21,518 +651 $2,451
     MUB21,518+651$2,451
VANECK VECTORS ETF TR (SHYD) 90,927 +5,130 $2,291
     SHYD90,927+5,130$2,291
SPDR SERIES TRUST (SPTM) 57,367 +3,002 $2,287
     SPTM57,367+3,002$2,287
FIRST TR MLP & ENERGY INCOME (FEI) 174,777 -1,870 $2,087
     FEI174,777-1,870$2,087
FS KKR CAPITAL CORP 325,319 -18,153 $1,994
     FSK325,319-18,153$1,994
VANECK VECTORS ETF TR (HYD) 31,086 +1,950 $1,991
     HYD31,086+1,950$1,991
VANGUARD INTL EQUITY INDEX F (VWO) 44,770 +1,458 $1,991
     VWO44,770+1,458$1,991
VANECK VECTORS ETF TR (SMB) 108,229 +2,414 $1,926
     SMB108,229+2,414$1,926
AT&T INC 49,109 -44 $1,920
     T49,109-44$1,920
VALERO ENERGY CORP 18,098 -410 $1,695
     VLO18,098-410$1,695
SPDR SER TR (SHM) 34,498 -503 $1,694
     SHM34,498-503$1,694
PFIZER INC 40,965 +247 $1,605
     PFE40,965+247$1,605
ABBVIE INC 15,958 -1,326 $1,413
     ABBV15,958-1,326$1,413
MICROSOFT CORP 6,777 -645 $1,069
     MSFT6,777-645$1,069
UMPQUA HOLDINGS CORP 59,937 +5,179 $1,061
     UMPQ59,937+5,179$1,061
ONEOK INC 13,152 UNCH $995
     OKE13,152UNCH$995
VISA INC 5,239 -386 $984
     V5,239-386$984
APPLE INC 3,112 -668 $914
     AAPL3,112-668$914
INTEL CORP 14,601 -1,164 $874
     INTC14,601-1,164$874
HOME DEPOT INC 3,523 -100 $770
     HD3,523-100$770
BOEING CO 2,243 +100 $731
     BA2,243+100$731
MASTERCARD INC 2,387 -180 $713
     MA2,387-180$713
UNITEDHEALTH GROUP INC 2,381 -101 $699
     UNH2,381-101$699
LOCKHEED MARTIN CORP 1,788 -122 $696
     LMT1,788-122$696
CONOCOPHILLIPS 10,151 +1,414 $660
     COP10,151+1,414$660
WASTE MGMT INC DEL 5,767 -429 $657
     WM5,767-429$657
JOHNSON & JOHNSON 4,437 -42 $647
     JNJ4,437-42$647
VERIZON COMMUNICATIONS 10,389 -105 $637
     VZ10,389-105$637
CISCO SYSTEMS INC 12,952 +148 $621
     CSCO12,952+148$621
ARES CAPITAL CORP 32,308 -521 $603
     ARCC32,308-521$603
OMEGA HEALTHCARE INVS INC 14,210 -900 $602
     OHI14,210-900$602
ALPHABET INC 435 -11 $582
     GOOG435-11$582
KIMBERLY CLARK CORP 4,047 -69 $557
     KMB4,047-69$557
US BANCORP 9,328 UNCH $553
     USB9,328UNCH$553
OWENS CORNING 8,384 +142 $546
     OC8,384+142$546
DANAHER CORP DEL 3,525 -271 $541
     DHR3,525-271$541
CVS HEALTH CORP 7,222 -70 $536
     CVS7,222-70$536

See Full List: All Stocks Held By MBM Wealth Consultants LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MBM Wealth Consultants LLC

Size ($ in 1000's)
At 12/31/2019: $134,906
At 09/30/2019: $127,285

MBM Wealth Consultants LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBM Wealth Consultants LLC 13F filings. Link to 13F filings: SEC filings

MBM Wealth Consultants LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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