Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

Mgb Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $77.6B, Invesco Qqq Trust, Series 1 with a value of $14.3B, Microsoft Corp with a value of $11.4B, Broadcom Inc. with a value of $8.81B, and Spdr Tr Ser Spdr S&P Semicondu with a value of $8.2B.

Examining the 13F form we can see an increase of $46.3B in the current position value, from $276B to 322B.

Mgb Wealth Management, LLC is based out at Addison, TX

Below you can find more details about Mgb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Billion
Technology: $121 Billion
ETFs: $111 Billion
Financial Services: $29 Billion
Energy: $13.6 Billion
Consumer Cyclical: $11.1 Billion
Industrials: $11 Billion
Healthcare: $10.3 Billion
Consumer Defensive: $5.25 Billion
Other: $7.44 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$110B
$77.6 Billion 24.08% of portfolio
239,616
Q4 2024 Reduced 27.81%
$2.97T
$11.4 Billion 3.53% of portfolio
26,925
Q4 2024 Added 2.19%
$82B
$8.81 Billion 2.73% of portfolio
37,796
Q4 2024 Added 1.37%
$316B
$8.14 Billion 2.53% of portfolio
60,176
Q4 2024 Added 3.59%
$3.97T
$7.8 Billion 2.42% of portfolio
31,110
Q4 2024 Added 7.92%
$42.8B
$3.73 Billion 1.16% of portfolio
37,144
Q4 2024 Added 0.93%
$650B
$3.43 Billion 1.06% of portfolio
7,569
Q4 2024 Added 5.62%
$115B
$3.27 Billion 1.01% of portfolio
9,835
Q2 2024 Added 5.06%
$33.3B
$3.07 Billion 0.95% of portfolio
99,578
Q4 2024 Added 0.02%
$265B
$3.04 Billion 0.94% of portfolio
33,626
Q4 2024 Added 3.94%
$4.52B
$2.77 Billion 0.86% of portfolio
47,359
Q4 2024 Added 10.5%
$755B
$2.72 Billion 0.85% of portfolio
11,368
Q4 2024 Added 4.67%
$1.05T
$2.64 Billion 0.82% of portfolio
13,934
Q4 2024 Added 5.15%
$403B
$2.62 Billion 0.81% of portfolio
6,741
Q4 2024 Added 1.41%
$75.1B
$2.41 Billion 0.75% of portfolio
17,315
Q4 2024 Reduced 21.81%
$361B
$2.42 Billion 0.75% of portfolio
13,638
Q4 2024 Added 3.75%
$90.1B
$1.94 Billion 0.6% of portfolio
3,395
Q4 2024 Added 1.16%
$0
$1.85 Billion 0.57% of portfolio
87,954
Q3 2024 Reduced 0.11%
$576B
$1.82 Billion 0.57% of portfolio
5,774
Q4 2024 Added 5.58%
$177B
$1.56 Billion 0.48% of portfolio
8,295
Q4 2024 Added 0.06%
$11.7B
$1.54 Billion 0.48% of portfolio
8,518
Q4 2024 Added 1.82%
$857B
$1.5 Billion 0.47% of portfolio
1,947
Q4 2024 Added 70.49%
$440B
$1.42 Billion 0.44% of portfolio
2,793
Q4 2024 Reduced 29.29%
$20.9B
$1.33 Billion 0.41% of portfolio
7,248
Q4 2024 Added 0.72%
$142B
$1.25 Billion 0.39% of portfolio
10,331
Q4 2024 Added 6.57%
$115B
$1.22 Billion 0.38% of portfolio
4,406
Q4 2024 New
$90.2B
$1.21 Billion 0.37% of portfolio
5,200
Q4 2024 Reduced 0.15%
$51.5B
$1.17 Billion 0.36% of portfolio
9,575
Q4 2024 Reduced 1.64%
$229B
$1.11 Billion 0.35% of portfolio
3,843
Q4 2024 Added 1.83%
$11.6B
$1.1 Billion 0.34% of portfolio
4,763
Q4 2024 Added 20.13%
$38.4B
$1.07 Billion 0.33% of portfolio
4,759
Q4 2024 Added 2.68%
$71.2B
$1.02 Billion 0.32% of portfolio
2,210
Q4 2024 Added 5.49%
$130B
$1.05 Billion 0.32% of portfolio
3,573
Q4 2024 Added 2.82%
$0
$968 Million 0.3% of portfolio
23,037
Q4 2024 Added 8.19%
$21.8B
$964 Million 0.3% of portfolio
40,998
Q4 2023 New
$457B
$957 Million 0.3% of portfolio
8,946
Q4 2024 Added 7.46%
$95.6B
$930 Million 0.29% of portfolio
6,238
Q4 2024 Added 1.56%
$87.2B
$892 Million 0.28% of portfolio
5,398
Q4 2024 Added 212.02%
$32.5B
$886 Million 0.27% of portfolio
5,703
Q4 2024 Reduced 1.72%
$10.4B
$885 Million 0.27% of portfolio
3,270
Q4 2023 New
$660M
$841 Million 0.26% of portfolio
32,733
Q4 2024 New
$111B
$845 Million 0.26% of portfolio
5,712
Q4 2024 Added 10.91%
$36.6B
$852 Million 0.26% of portfolio
3,770
Q4 2024 Added 3.15%
$409B
$783 Million 0.24% of portfolio
4,678
Q4 2024 Added 11.78%
$24.2B
$756 Million 0.23% of portfolio
4,050
Q4 2024 Added 16.71%
$30.1B
$740 Million 0.23% of portfolio
2,972
Q4 2024 New
$238B
$710 Million 0.22% of portfolio
6,281
Q4 2024 Reduced 0.14%
$1.48T
$684 Million 0.21% of portfolio
1,166
Q4 2024 Added 34.02%
$12.4B
$690 Million 0.21% of portfolio
2,900
Q3 2024 Added 3.57%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $322 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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