Mgb Wealth Management, LLC Purchases in Q4 2024

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
184
+ 51.11%
$873.59 - $994.69 $161K - $183K
544 $499M
KKR
Kkr & Co. Inc.

Financial Services
562
+ 10.91%
$129.87 - $162.87 $73K - $91.5K
5.71K $845M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.38K
+ 104.52%
$31.23 - $33.51 $168K - $180K
10.5K $331M
CVY
Invesco Exchange Traded Fd Tr

ETFs
8.51K
+ 14.66%
$24.81 - $27.22 $211K - $232K
66.5K $1.67B
CLH
Clean Harbors Inc

Industrials
798
+ 20.13%
$228.61 - $263.39 $182K - $210K
4.76K $1.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
403
+ 5.62%
$442.29 - $483.08 $178K - $195K
7.57K $3.43B
GOOG
Alphabet Inc.

Communication Services
564
+ 60.65%
$163.08 - $198.16 $92K - $112K
1.49K $287M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
1.74K
+ 8.19%
$39.86 - $46.0 $69.5K - $80.2K
23K $968M
TMUS
T Mobile Us, Inc.

Communication Services
397
+ 14.52%
$206.1 - $246.94 $81.8K - $98K
3.13K $691M
TJX
Tjx Companies Inc

Consumer Cyclical
637
+ 6.57%
$112.15 - $127.2 $71.4K - $81K
10.3K $1.25B
PPA
Invesco Exchange Traded Fd Tr

ETFs
812
+ 7.1%
$113.79 - $124.5 $92.4K - $101K
12.3K $1.41B
EMLP
First Tr Exchange Traded Iv

ETFs
1
+ 0.0%
$33.69 - $38.24 $33.7 - $38.2
43.4K $1.55B
ADP
Automatic Data Processing Inc

Industrials
98
+ 2.82%
$280.08 - $307.97 $27.4K - $30.2K
3.57K $1.05B
MSI
Motorola Solutions, Inc.

Technology
115
+ 5.49%
$449.08 - $504.6 $51.6K - $58K
2.21K $1.02B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.08K
+ 16.49%
$66.77 - $71.52 $72K - $77.1K
7.61K $525M
ACN
Accenture PLC

Technology
228
+ 27.64%
$343.9 - $376.86 $78.4K - $85.9K
1.05K $371M
KIE
Spdr S&P Insurance ETF

ETFs
1.23K
New
$55.65 - $62.03 $68.4K - $76.3K
1.23K $69.5M
BR
Broadridge Financial Solutions, Inc.

Technology
115
+ 3.15%
$209.64 - $236.44 $24.1K - $27.2K
3.77K $852M
BSX
Boston Scientific Corp

Healthcare
262
+ 3.85%
$83.62 - $91.5 $21.9K - $24K
7.07K $633M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
152
+ 1.82%
$174.04 - $205.27 $26.5K - $31.2K
8.52K $1.54B
CCJ
Cameco Corp

Energy
569
+ 6.41%
$48.64 - $61.14 $27.7K - $34.8K
9.44K $485M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.13K
+ 7.29%
$81.34 - $96.75 $92.2K - $110K
16.7K $1.36B
PG
Procter & Gamble CO

Consumer Defensive
493
+ 11.78%
$161.05 - $179.7 $79.4K - $88.6K
4.68K $783M
PGF
Invesco Exchange Traded Fd Tr

ETFs
5.46K
+ 24.41%
$14.4 - $15.83 $78.7K - $86.5K
27.8K $405M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.77%
$4100.99 - $5300.34 $12.3K - $15.9K
55 $273M
PAVE
Global X Fds Us Infrastructure

ETFs
1.87K
+ 4.32%
$40.41 - $45.95 $75.7K - $86.1K
45.3K $1.83B
PHO
Invesco Exchange Traded Fd Tr

ETFs
700
+ 93.33%
$65.79 - $72.14 $46.1K - $50.5K
1.45K $95.4M
XLF
Financial Sector Spdr

ETFs
203
+ 2.08%
$44.89 - $51.34 $9.11K - $10.4K
9.98K $482M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
252
+ 33.6%
$125.5 - $148.67 $31.6K - $37.5K
1K $133M
XLB
Select Sector Spdr Fd Material

ETFs
951
+ 24.66%
$83.8 - $97.58 $79.7K - $92.8K
4.81K $404M
MSFT
Microsoft Corp

Technology
577
+ 2.19%
$406.35 - $454.46 $234K - $262K
26.9K $11.4B
WCC
Wesco International Inc

Industrials
2
+ 0.07%
$164.11 - $213.19 $328 - $426
3.05K $548M
ATO
Atmos Energy Corp

Utilities
194
+ 7.75%
$136.41 - $151.43 $26.5K - $29.4K
2.7K $375M
RSG
Republic Services, Inc.

Industrials
142
+ 6.01%
$198.0 - $218.75 $28.1K - $31.1K
2.51K $504M
MLPX
Global X Mlp & Energy Infrastr

ETFs
463
New
$54.89 - $64.32 $25.4K - $29.8K
463 $28M
DGRO
Ishares Core Dividend Growth E

ETFs
448
+ 92.37%
$60.73 - $64.94 $27.2K - $29.1K
933 $57.2M
IBM
International Business Machines Corp

Technology
122
+ 11.74%
$204.9 - $238.04 $25K - $29K
1.16K $256M
ABC
Amerisourcebergen Corp

Healthcare
124
+ 2.68%
N/A
4.76K $1.07B
PKG
Packaging Corp Of America

Consumer Cyclical
33
+ 1.95%
$211.98 - $248.85 $7K - $8.21K
1.72K $388M
SPYG
Spdr Portfolio

ETFs
100
+ 4.05%
$81.74 - $91.38 $8.17K - $9.14K
2.57K $226M
Moolec Science Sa
25K
New
N/A
25K $20M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
56
+ 7.65%
$201.32 - $217.44 $11.3K - $12.2K
788 $163M
XSMO
Invesco S&P Smallcap Momentum

ETFs
201
+ 100.5%
$65.08 - $73.72 $13.1K - $14.8K
401 $26.5M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
743
+ 11.01%
$15.9 - $17.05 $11.8K - $12.7K
7.49K $125M
SPGI
S&P Global Inc.

Financial Services
38
+ 8.21%
$480.36 - $529.17 $18.3K - $20.1K
501 $250M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
88
+ 5.0%
$69.3 - $74.3 $6.1K - $6.54K
1.85K $132M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
212
New
$37.33 - $40.39 $7.91K - $8.56K
212 $7.93M
HEIA
Heico Crp Cl A
42
New
N/A
42 $7.85M
DFAE
Dimensional ETF Tr

ETFs
290
New
$25.36 - $28.15 $7.35K - $8.16K
290 $7.36M
Activity Summary
Buys All Purchases 136 New Holdings 28 Increased Positions 108 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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