Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MBM Wealth Consultants LLC
  City: CHESTERFIELD
  State: MO
  Zip: 63017
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $284,322,000
  Total Value Change : $16,580,000
  Securities Held Change : -1
   
All Securities Held : 105
  New Positions : 4
  Closed Positions : 5
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 45

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SLB)1 Year Chart         SLB Schlumberger Ltd 52 New $48.17 $865,000 15,773 0.3% 865,000 15,773 0.001    Oil & Gas Equipment &...
   (NE)1 Year Chart         NE Noble Corp 69 New $45.64 $363,000 7,479 0.13% 363,000 7,479 0.006    Oil & Gas Drilling & ...
   (LAUR)1 Year Chart         LAUR Laureate Education Inc 96 New $15.80 $240,000 16,444 0.08% 240,000 16,444 0.009    Education & Training ...
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 103 New $99.54 $218,000 2,165 0.08% 218,000 2,165 0    Asset Management

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results