Mgb Wealth Management, LLC Incresed Positions in Q4 2024

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
511
+ 1.37%
$159.67 - $250.0 $81.6K - $128K
37.8K $8.81B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.31K
+ 9.0%
$481.22 - $538.17 $1.11M - $1.24M
28K $14.3B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
4.1K
+ 14.18%
$225.16 - $265.16 $922K - $1.09M
33K $8.2B
AAPL
Apple Inc.

Technology
2.28K
+ 7.92%
$221.69 - $259.02 $506K - $591K
31.1K $7.8B
NVDA
Nvidia Corp

Technology
2.09K
+ 3.59%
$117.0 - $148.88 $244K - $311K
60.2K $8.14B
APO
Apollo Global Management, Inc.

Financial Services
3.67K
+ 212.02%
$131.36 - $178.61 $482K - $655K
5.4K $892M
GLD
Spdr Gold Trust

ETFs
2.62K
+ 38.44%
$236.59 - $257.5 $619K - $674K
9.43K $2.28B
MAIN
Main Street Capital Corp

Financial Services
4.5K
+ 10.5%
$49.95 - $58.58 $225K - $264K
47.4K $2.77B
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 14.16%
$180.88 - $232.93 $229K - $295K
10.2K $2.25B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.5K
+ 21.48%
$46.48 - $51.32 $486K - $537K
59.2K $2.85B
LLY
Eli Lilly & CO

Healthcare
805
+ 70.49%
$727.2 - $932.06 $585K - $750K
1.95K $1.5B
GOOGL
Alphabet Inc.

Communication Services
683
+ 5.15%
$161.86 - $196.66 $111K - $134K
13.9K $2.64B
BXSL
Blackstone Secured Lending Fund

Financial Services
13K
+ 186.01%
$29.25 - $33.27 $381K - $433K
20K $647M
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 4.67%
$205.18 - $250.29 $104K - $127K
11.4K $2.72B
WMT
Walmart Inc.

Consumer Defensive
1.27K
+ 3.94%
$79.1 - $95.7 $101K - $122K
33.6K $3.04B
OKE
Oneok Inc

Energy
344
+ 0.93%
$92.28 - $117.05 $31.7K - $40.3K
37.1K $3.73B
VUG
Vanguard Growth ETF

ETFs
209
+ 2.34%
$378.79 - $428.11 $79.2K - $89.5K
9.16K $3.78B
SHV
Ishares Tr

ETFs
3.14K
+ 140.48%
$109.92 - $110.57 $345K - $347K
5.37K $591M
SPY
Spdr S&P 500 ETF Trust

ETFs
254
+ 2.13%
$567.81 - $607.81 $144K - $154K
12.2K $7.16B
V
Visa Inc.

Financial Services
305
+ 5.58%
$273.87 - $320.91 $83.5K - $97.9K
5.77K $1.82B
MCK
Mckesson Corp

Healthcare
39
+ 1.16%
$482.27 - $628.5 $18.8K - $24.5K
3.4K $1.94B
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 11.18%
$102.88 - $117.55 $195K - $223K
18.9K $2.03B
Global X Fds
6.82K
+ 104.09%
N/A
13.4K $500M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.93K
+ 40.35%
N/A
10.2K $944M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
988
+ 22.5%
$238.25 - $261.28 $235K - $258K
5.38K $1.31B
VTV
Vanguard Value ETF

ETFs
1.21K
+ 67.0%
$168.32 - $181.87 $203K - $219K
3.01K $509M
META
Meta Platforms, Inc.

Communication Services
296
+ 34.02%
$554.08 - $632.68 $164K - $187K
1.17K $684M
DRI
Darden Restaurants Inc

Consumer Cyclical
580
+ 16.71%
$155.96 - $188.66 $90.5K - $109K
4.05K $756M
Amplify ETF Tr
1.13K
+ 7.34%
N/A
16.5K $1.23B
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
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 11.95%
$82.12 - $89.61 $193K - $210K
22K $1.82B
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
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
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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