Matthew Lapides

@Mbm Wealth Consultants, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$335.907M

Total holdings104

Assets growth rate5.96%

Assets growth rate (2-Q avg)7.07%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mbm Wealth Consultants, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Mbm Wealth Consultants, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 335.907M in assets, with a quarterly growth rate of 5.96% and a 2-quarter average growth rate of 7.07%. The portfolio is managed by Matthew Lapides, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SMMUPimco Etf Tr Recent Activity New Position	0.75%	$2.507M 50,309 shares@ $49.85 avg price	New Position
JMUBJ P Morgan Exchange Traded F Recent Activity New Position	0.42%	$1.386M 27,580 shares@ $50.25 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.34%	$1.113M 15,358 shares@ $72.45 avg price	New Position
COOCooper Cos Inc Recent Activity New Position	0.32%	$1.069M 11,793 shares@ $90.67 avg price	New Position
NUNu Hldgs Ltd Recent Activity New Position	0.15%	$486,089 45,728 shares@ $10.64 avg price	New Position
DXCMDexcom Inc Recent Activity New Position	0.14%	$464,877 5,922 shares@ $78.5 avg price	New Position
ZSZscaler Inc Recent Activity New Position	0.12%	$370,587 2,040 shares@ $181.67 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.07%	$223,528 1,180 shares@ $189.44 avg price	New Position