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Matthew Lapides

@Mbm Wealth Consultants, Llc

Latest period2024 - Q4ReportedManaged Assets$335.907MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CNCCentene Corp Del
Recent Activity
Exited
0%
$1.404M
18,650 shares@ $75.28 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.163M
1,426 shares@ $815.8 avg price
SLBSchlumberger Ltd
Recent Activity
Exited
0%
$1.007M
24,012 shares@ $41.96 avg price
SMBVaneck Etf Trust
Recent Activity
Exited
0%
$557,171
32,225 shares@ $17.3 avg price
NENoble Corp Plc
Recent Activity
Exited
0%
$432,307
11,962 shares@ $36.15 avg price
KKRKkr & Co Inc
Recent Activity
Exited
0%
$282,706
2,165 shares@ $130.59 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$220,470
793 shares@ $278.03 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$218,131
3,469 shares@ $62.89 avg price
SPTMSpdr Ser Tr
Recent Activity
Exited
0%
$201,633
2,878 shares@ $70.07 avg price
MNSTMonster Beverage Corp New
Recent Activity
Exited
0%
$201,377
3,860 shares@ $52.18 avg price