Mgb Wealth Management, LLC Purchases in Q2 2025

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSCT
Invesco S&P Smallcap Informati

ETFs
500
+ 4.5%
$34.03 - $46.24 $17K - $23.1K
11.6K $536M
IEFA
Ishares Tr

ETFs
1.09K
New
$67.83 - $84.09 $73.8K - $91.5K
1.09K $90.6M
XLC
Select Sector Spdr Tr Communic

ETFs
631
+ 38.74%
$86.13 - $108.53 $54.3K - $68.5K
2.26K $245M
DRI
Darden Restaurants Inc

Consumer Cyclical
187
+ 4.24%
$186.58 - $225.78 $34.9K - $42.2K
4.6K $999M
KIE
Spdr S&P Insurance ETF

ETFs
1.45K
+ 113.79%
$53.63 - $61.12 $77.9K - $88.7K
2.73K $163M
LMT
Lockheed Martin Corp

Industrials
140
+ 12.21%
$430.82 - $486.45 $60.3K - $68.1K
1.29K $596M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.02K
+ 15.85%
$23.32 - $24.45 $70.4K - $73.9K
22.1K $540M
CSHI
Shp ETF Tr Neos Enhanced Incom
1.5K
New
N/A
1.5K $74.6M
ACN
Accenture PLC

Technology
277
+ 25.3%
$279.23 - $323.21 $77.3K - $89.5K
1.37K $409M
XT
Ishares Tr Exponential Technol

ETFs
5
+ 0.05%
$49.86 - $65.25 $249 - $326
9.56K $624M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.84K
+ 6.85%
$32.62 - $33.58 $59.9K - $61.6K
28.6K $960M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
178
+ 2.26%
$58.41 - $72.69 $10.4K - $12.9K
8.07K $586M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.19K
New
$41.45 - $54.46 $49.3K - $64.8K
1.19K $62M
MCI
Barings Corporate Investors

Financial Services
3.49K
+ 19.76%
$18.92 - $22.71 $66.1K - $79.3K
21.2K $457M
RY
Royal Bank Of Canada

Financial Services
5
+ 0.17%
$108.36 - $131.55 $542 - $658
2.9K $381M
EEM
Ishares Msci Emerging Markets

ETFs
1.1K
New
$38.52 - $48.28 $42.4K - $53.1K
1.1K $53.1M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
601
+ 2.58%
$35.42 - $43.89 $21.3K - $26.4K
23.9K $1.05B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
900
+ 4.48%
$50.1 - $51.02 $45.1K - $45.9K
21K $1.07B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.45K
+ 12.53%
$29.0 - $30.68 $41.9K - $44.3K
13K $398M
SPYG
Spdr Portfolio

ETFs
12
+ 0.45%
$71.83 - $95.32 $862 - $1.14K
2.67K $255M
AIQ
Global X Funds Global X Artifi

ETFs
190
+ 4.52%
$31.5 - $43.69 $5.99K - $8.3K
4.39K $192M
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.03%
$48.43 - $59.26 $145 - $178
8.58K $508M
VO
Vanguard Mid Cap ETF

ETFs
132
+ 880.0%
$228.54 - $279.83 $30.2K - $36.9K
147 $41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
250
+ 18.12%
$90.56 - $109.49 $22.6K - $27.4K
1.63K $178M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
248
+ 55.73%
$121.58 - $136.74 $30.2K - $33.9K
693 $93.9M
DTE
Dte Energy CO

Utilities
387
+ 9.74%
$127.39 - $139.49 $49.3K - $54K
4.36K $574M
CVX
Chevron Corp

Energy
800
+ 22.92%
$133.73 - $168.51 $107K - $135K
4.29K $614M
JLL
Jones Lang Lasalle Inc

Real Estate
75
+ 6.0%
$204.57 - $256.96 $15.3K - $19.3K
1.33K $339M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.55K
+ 103.0%
$14.97 - $16.79 $23.1K - $25.9K
3.05K $50.9M
XYLD
Global X Fds S&P 500 Covered C

ETFs
659
New
$35.62 - $39.64 $23.5K - $26.1K
659 $25.7M
RSG
Republic Services, Inc.

Industrials
60
+ 2.55%
$227.2 - $258.07 $13.6K - $15.5K
2.42K $595M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
407
New
$48.22 - $60.41 $19.6K - $24.6K
407 $24.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
102
+ 0.77%
$45.11 - $52.34 $4.6K - $5.34K
13.4K $698M
EWJ
Ishares Msci Japan ETF

ETFs
3
+ 0.1%
$61.32 - $75.28 $184 - $226
3.14K $235M
PIE
Invesco Exchange Traded Fd Tr

ETFs
750
+ 60.0%
$15.45 - $20.94 $11.6K - $15.7K
2K $41.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
294
New
$51.16 - $62.02 $15K - $18.2K
294 $18.2M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
33
+ 3.0%
$61.92 - $81.5 $2.04K - $2.69K
1.13K $92.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
112
New
$82.96 - $110.1 $9.29K - $12.3K
112 $12.3M
FTA
First Tr Large Cap Value

ETFs
2
+ 0.04%
$67.12 - $78.63 $134 - $157
5.63K $443M
FDUS
Fidus Investment Corp

Financial Services
1.82K
+ 2.07%
$17.32 - $20.65 $31.5K - $37.6K
89.8K $1.81B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28
New
$171.4 - $227.1 $4.8K - $6.36K
28 $6.36M
FVD
First Tr Value Line Divid Inde

ETFs
4
+ 0.04%
$40.62 - $45.12 $162 - $180
9.18K $410M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
37
+ 0.47%
$24.96 - $25.5 $924 - $944
7.95K $203M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 5.88%
$105.23 - $109.61 $105 - $110
18 $1.93M
IYK
Ishares U.S. Consumer Staples

ETFs
7
+ 0.49%
$67.29 - $72.42 $471 - $507
1.43K $101M
Invesco Exch Traded Fd Tr Ii
3
+ 0.75%
N/A
403 $15.6M
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.09%
$79.79 - $91.42 $160 - $183
2.23K $198M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6
+ 0.07%
$37.08 - $42.26 $222 - $254
8.41K $348M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2
+ 0.2%
$101.91 - $134.83 $204 - $270
1.01K $126M
Activity Summary
Buys All Purchases 103 New Holdings 32 Increased Positions 71 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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