Mgb Wealth Management, LLC Purchases in Q3 2025

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CELH
Celsius Holdings, Inc.

Consumer Defensive
250
+ 3.76%
$42.74 - $62.88 $10.7K - $15.7K
6.9K $397M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
661
+ 2.72%
$39.8 - $42.86 $26.3K - $28.3K
25K $1.07B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
2.29K
+ 9.6%
$42.13 - $44.1 $96.6K - $101K
26.2K $1.13B
GUG
Guggenheim Active Allocation Fund

ETFs
4.99K
+ 45.66%
$15.2 - $16.25 $75.8K - $81K
15.9K $248M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
6.5K
+ 12.9%
$8.7 - $9.11 $56.5K - $59.2K
56.9K $518M
KCE
Spdr S&P Capital Markets ETF

ETFs
400
+ 36.46%
$145.94 - $157.83 $58.4K - $63.1K
1.5K $229M
ARKW
Ark Next Generation Internet E

ETFs
300
New
$144.46 - $174.76 $43.3K - $52.4K
300 $52.4M
DVY
Ishares Tr

ETFs
61
+ 1.31%
$133.88 - $142.57 $8.17K - $8.7K
4.73K $672M
T
At&T Inc.

Communication Services
2K
+ 13.97%
$26.94 - $29.62 $53.9K - $59.2K
16.3K $461M
RY
Royal Bank Of Canada

Financial Services
4
+ 0.14%
$128.46 - $148.6 $514 - $594
2.9K $428M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.02%
$181.56 - $190.33 $182 - $190
5.35K $1.01B
PGJ
Invesco Exchange Traded Fd Tr

ETFs
1.25K
New
$28.5 - $34.53 $35.6K - $43.2K
1.25K $41.5M
SPMD
Spdr Portfolio

ETFs
6
+ 0.04%
$54.43 - $58.29 $327 - $350
13.3K $763M
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.87K
+ 26.11%
$18.74 - $23.05 $53.8K - $66.2K
13.9K $273M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.08%
$191.41 - $220.25 $191 - $220
1.22K $265M
EMLP
First Tr Exchange Traded Iv

ETFs
6
+ 0.01%
$36.99 - $38.38 $222 - $230
43.4K $1.66B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.03%
$92.18 - $95.14 $737 - $761
25K $2.38B
ENFR
Alerian Energy Infrastructure

ETFs
1K
New
$31.23 - $32.68 $31.2K - $32.7K
1K $32.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
591
New
$50.47 - $50.74 $29.8K - $30K
591 $30M
FTA
First Tr Large Cap Value

ETFs
5
+ 0.09%
$78.13 - $83.78 $391 - $419
5.64K $470M
BGR
Black Rock Energy & Resources Trust

Financial Services
1.23K
+ 3.79%
$13.14 - $13.64 $16.2K - $16.8K
33.8K $459M
SPYG
Spdr Portfolio

ETFs
18
+ 0.67%
$94.33 - $105.31 $1.7K - $1.9K
2.69K $281M
AIQ
Global X Funds Global X Artifi

ETFs
1
+ 0.02%
$43.2 - $49.66 $43.2 - $49.7
4.39K $217M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2
+ 0.02%
$29.27 - $32.3 $58.5 - $64.6
9.22K $297M
MCI
Barings Corporate Investors

Financial Services
2.03K
+ 9.58%
$20.28 - $22.87 $41.1K - $46.4K
23.2K $481M
FV
First Trust Dorsey Wright Focu

ETFs
6
+ 0.07%
$59.23 - $62.14 $355 - $373
8.58K $532M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.05%
N/A
1.96K $273M
SPGI
S&P Global Inc.

Financial Services
100
+ 14.9%
$484.94 - $564.15 $48.5K - $56.4K
771 $376M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1
+ 0.01%
$41.97 - $45.5 $42 - $45.5
7.12K $324M
KRE
Spdr S&P Regional Banking ETF

ETFs
147
+ 5.44%
$58.82 - $66.17 $8.65K - $9.73K
2.85K $180M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
735
+ 9.25%
$25.39 - $25.57 $18.7K - $18.8K
8.68K $222M
XLU
Utilities Sector Spdr

ETFs
150
+ 15.0%
$81.14 - $87.32 $12.2K - $13.1K
1.15K $100M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$147.94 - $154.99 $148 - $155
2.74K $423M
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
3
+ 0.01%
$54.5 - $56.26 $164 - $169
28.1K $1.56B
FVD
First Tr Value Line Divid Inde

ETFs
12
+ 0.13%
$44.73 - $46.86 $537 - $562
9.2K $425M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
201
+ 49.39%
$57.15 - $62.12 $11.5K - $12.5K
608 $37.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11
+ 0.06%
$72.01 - $74.44 $792 - $819
18.8K $1.38B
RPG
Invesco Exchange Traded Fd Tr

ETFs
275
New
$45.41 - $48.26 $12.5K - $13.3K
275 $13.1M
DUK
Duke Energy Corp

Utilities
8
+ 0.41%
$116.31 - $125.93 $930 - $1.01K
1.97K $244M
DFIV
Dimensional ETF Tr

ETFs
193
+ 93.24%
$42.66 - $46.53 $8.23K - $8.98K
400 $18.4M
ILCG
Ishares Morningstar Growth ETF
1
+ 0.1%
N/A
1K $104M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
39
+ 0.18%
$24.39 - $24.93 $951 - $972
22.1K $546M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.1%
$121.81 - $137.24 $122 - $137
1.01K $133M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5
+ 0.06%
$40.94 - $42.85 $205 - $214
8.41K $354M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
16
+ 0.41%
$47.07 - $50.11 $753 - $802
3.89K $194M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.04%
$88.47 - $93.24 $88.5 - $93.2
2.23K $204M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4
+ 0.28%
$47.56 - $49.7 $190 - $199
1.42K $70.3M
WMB
Williams Companies, Inc.

Energy
1
+ 0.02%
$56.52 - $64.01 $56.5 - $64
4.06K $257M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1
+ 0.25%
$67.1 - $74.29 $67.1 - $74.3
404 $29.7M
Activity Summary
Buys All Purchases 113 New Holdings 23 Increased Positions 90 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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