Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBM WEALTH CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 105 | 284,320,522 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 101 | $347,734 | 1,246 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 102 | $341,638 | 7,561 | 0.00 | 0.00 | -21 | -0.28 | 03-31-2024 |
| PRUDENTIAL FINL INC | COM | 103 | $335,509 | 2,858 | 0.00 | 0.00 | -69 | -2.36 | 03-31-2024 |
| EMERSON ELEC CO | COM | 104 | $327,784 | 2,890 | 0.00 | 0.00 | -72 | -2.43 | 03-31-2024 |
