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
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
CB
Chubb LTD

Financial Services
4.41K
New
$271.57 - $301.89 $1.2M - $1.33M
4.41K $1.22B
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.3K
New
$316.94 - $357.88 $1.05M - $1.18M
3.3K $1.13B
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
BFST
Business First Bancshares, Inc.

Financial Services
32.7K
New
$23.96 - $29.86 $784K - $977K
32.7K $841M
COIN
Coinbase Global, Inc.

Technology
2.97K
New
$163.17 - $343.62 $485K - $1.02M
2.97K $740M
APO
Apollo Global Management, Inc.

Financial Services
3.67K
+ 212.02%
$131.36 - $178.61 $482K - $655K
5.4K $892M
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
IGV
Ishares Expanded Tech Software

ETFs
2.58K
+ 11.92%
$87.5 - $110.17 $226K - $284K
24.2K $2.43B
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
TT
Trane Technologies PLC

Industrials
1.18K
New
$369.35 - $419.14 $437K - $496K
1.18K $437M
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
XLI
Industrial Sector Spdr

ETFs
2.7K
New
$131.76 - $143.99 $355K - $388K
2.7K $355M
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
NFLX
Netflix Inc

Communication Services
370
New
$687.65 - $936.56 $254K - $347K
370 $331M
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
TSLA
Tesla, Inc.

Consumer Cyclical
751
New
$213.65 - $479.86 $160K - $360K
751 $307M
EVR
Evercore Inc.

Financial Services
1.08K
New
$247.66 - $315.67 $267K - $340K
1.08K $299M
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
PLTR
Palantir Technologies Inc.

Technology
3.67K
New
$36.46 - $82.38 $134K - $302K
3.67K $278M
ASML
Asml Holding Nv

Technology
400
New
$658.43 - $872.27 $263K - $349K
400 $277M
JLL
Jones Lang Lasalle Inc

Real Estate
1.08K
New
$246.93 - $283.67 $265K - $305K
1.08K $272M
MA
Mastercard Inc

Financial Services
515
New
$491.3 - $536.15 $253K - $276K
515 $271M
ALL
Allstate Corp

Financial Services
1.4K
New
$181.25 - $208.2 $253K - $291K
1.4K $269M
Global X Fds
6.82K
+ 104.09%
N/A
13.4K $500M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
20.5K
New
$12.12 - $13.1 $248K - $269K
20.5K $249M
IT
Gartner Inc

Technology
509
New
$481.22 - $551.8 $245K - $281K
509 $247M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.93K
+ 40.35%
N/A
10.2K $944M
DWLD
Davis Fundamental ETF Tr

ETFs
6.44K
New
$36.31 - $39.73 $234K - $256K
6.44K $234M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
988
+ 22.5%
$238.25 - $261.28 $235K - $258K
5.38K $1.31B
FTNT
Fortinet, Inc.

Technology
2.34K
New
$76.49 - $99.21 $179K - $232K
2.34K $221M
APH
Amphenol Corp

Technology
3.15K
New
$62.07 - $75.35 $196K - $238K
3.15K $219M
EMR
Emerson Electric CO

Industrials
1.65K
New
$108.13 - $134.33 $178K - $221K
1.65K $204M
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
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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