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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
NEARIshares U S Etf Tr
Recent Activity
Increased 23.35%
3.26%
$10.924M
216,438 shares@ $50.48 avg price
IEIIshares Tr
Recent Activity
Increased 25.72%
2.23%
$7.468M
64,639 shares@ $115.55 avg price
SUBIshares Tr
Recent Activity
Increased 50.31%
1.18%
$3.952M
37,433 shares@ $105.59 avg price
AAPLApple Inc
Recent Activity
Increased 1.54%
1.1%
$3.666M
15,035 shares@ $243.85 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 2.85%
0.94%
$3.149M
35,839 shares@ $87.86 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 3.45%
0.9%
$3.003M
43,669 shares@ $68.77 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 4.78%
0.83%
$2.766M
54,358 shares@ $50.88 avg price
IVVIshares Tr
Recent Activity
Decreased -1.55%
0.8%
$2.686M
4,572 shares@ $587.46 avg price
SMMUPimco Etf Tr
Recent Activity
New Position
0.75%
$2.507M
50,309 shares@ $49.85 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.19%
0.67%
$2.25M
16,272 shares@ $138.31 avg price