Mgb Wealth Management, LLC Purchases in Q1 2025

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GUG
Guggenheim Active Allocation Fund

ETFs
12K
+ 99.98%
$14.92 - $15.9 $179K - $191K
24K $361M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
11.4K
+ 100.0%
$14.32 - $16.14 $164K - $185K
22.9K $349M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
998
+ 5.4%
$68.32 - $75.06 $68.2K - $74.9K
19.5K $1.45B
DRI
Darden Restaurants Inc

Consumer Cyclical
364
+ 8.99%
$180.02 - $208.56 $65.5K - $75.9K
4.41K $912M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
4.26K
+ 53.86%
$24.56 - $32.57 $105K - $139K
12.2K $360M
XLC
Select Sector Spdr Tr Communic

ETFs
1.59K
+ 3972.5%
$94.84 - $105.31 $151K - $167K
1.63K $157M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 12.41%
$112.81 - $126.16 $145K - $162K
11.6K $1.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
749
+ 95.05%
$196.12 - $229.48 $147K - $172K
1.54K $311M
CB
Chubb LTD

Financial Services
103
+ 2.34%
$257.71 - $301.99 $26.5K - $31.1K
4.51K $1.36B
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
15K
New
$8.4 - $9.45 $126K - $142K
15K $134M
TSLA
Tesla, Inc.

Consumer Cyclical
900
+ 119.84%
$222.15 - $428.22 $200K - $385K
1.65K $429M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.52K
+ 3.34%
$39.61 - $42.65 $99.7K - $107K
77.9K $3.17B
SPGI
S&P Global Inc.

Financial Services
220
+ 43.91%
$478.26 - $543.77 $105K - $120K
721 $366M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.45K
New
$32.96 - $44.43 $114K - $153K
3.45K $115M
XLF
Financial Sector Spdr

ETFs
1.9K
+ 19.07%
$47.32 - $52.19 $90K - $99.3K
11.9K $589M
PRI
Primerica, Inc.

Financial Services
204
+ 6.24%
$271.41 - $296.43 $55.4K - $60.5K
3.47K $987M
JFR
Nuveen Floating Rate Income Fund

Financial Services
11.3K
+ 91.9%
$8.41 - $9.05 $95.4K - $103K
23.7K $206M
ROP
Roper Technologies Inc

Industrials
89
+ 16.79%
$502.71 - $593.81 $44.7K - $52.8K
619 $365M
BR
Broadridge Financial Solutions, Inc.

Technology
107
+ 2.84%
$221.46 - $244.83 $23.7K - $26.2K
3.88K $936M
ALL
Allstate Corp

Financial Services
278
+ 19.89%
$180.99 - $210.18 $50.3K - $58.4K
1.68K $347M
CHD
Church & Dwight CO Inc

Consumer Defensive
537
+ 19.92%
$101.42 - $113.2 $54.5K - $60.8K
3.23K $355M
WMT
Walmart Inc.

Consumer Defensive
1.92K
+ 5.7%
$84.5 - $105.05 $162K - $201K
35.5K $3.11B
IWD
Ishares Russell 1000 Val ETF

ETFs
364
New
$182.82 - $196.21 $66.5K - $71.4K
364 $68.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.43K
New
$47.25 - $67.02 $67.7K - $96K
1.43K $68.2M
DVY
Ishares Tr

ETFs
326
+ 7.43%
$128.58 - $138.1 $41.9K - $45K
4.71K $633M
XLV
Select Sector Spdr Fund Health

ETFs
147
+ 3.73%
$137.61 - $149.68 $20.2K - $22K
4.09K $593M
APH
Amphenol Corp

Technology
933
+ 29.59%
$61.62 - $78.55 $57.5K - $73.3K
4.09K $269M
XLU
Utilities Sector Spdr

ETFs
600
+ 150.0%
$74.7 - $80.27 $44.8K - $48.2K
1K $78.9M
VVR
Invesco Senior Income Trust

Financial Services
12K
+ 100.0%
$3.55 - $4.15 $42.6K - $49.8K
24K $92.4M
HYLS
First Tr Tactical High Yield L

ETFs
1K
New
$40.95 - $41.77 $41K - $41.8K
1K $41M
JLL
Jones Lang Lasalle Inc

Real Estate
175
+ 16.28%
$238.0 - $284.76 $41.7K - $49.8K
1.25K $310M
FXG
First Tr Exchange Traded First

ETFs
555
New
$62.56 - $65.85 $34.7K - $36.5K
555 $36.3M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
258
+ 1.12%
$40.55 - $48.43 $10.5K - $12.5K
23.3K $1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
579
+ 2.97%
$50.87 - $51.09 $29.5K - $29.6K
20.1K $1.03B
BOTZ
Global X Fds

ETFs
3.27K
+ 18.52%
$28.46 - $34.53 $93K - $113K
20.9K $595M
META
Meta Platforms, Inc.

Communication Services
75
+ 6.43%
$576.36 - $736.67 $43.2K - $55.3K
1.24K $715M
HEIA
Heico Crp Cl A
141
+ 335.71%
N/A
183 $38.3M
ARKW
Ark Next Generation Internet E

ETFs
300
New
$91.59 - $125.64 $27.5K - $37.7K
300 $28.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
1K
+ 9.49%
$30.73 - $32.26 $30.7K - $32.3K
11.5K $354M
MLPA
Global X Mlp ETF

ETFs
300
+ 22.56%
$49.83 - $54.53 $14.9K - $16.4K
1.63K $86.8M
FBT
First Trust Nyse Arca Biotechn

ETFs
70
+ 4.97%
$164.86 - $182.19 $11.5K - $12.8K
1.48K $252M
MSI
Motorola Solutions, Inc.

Technology
177
+ 8.01%
$411.73 - $482.1 $72.9K - $85.3K
2.39K $1.04B
DWLD
Davis Fundamental ETF Tr

ETFs
180
+ 2.8%
$35.32 - $39.55 $6.36K - $7.12K
6.62K $249M
XLI
Industrial Sector Spdr

ETFs
134
+ 4.97%
$128.78 - $141.67 $17.3K - $19K
2.83K $371M
TT
Trane Technologies PLC

Industrials
146
+ 12.34%
$332.0 - $400.86 $48.5K - $58.5K
1.33K $447M
PRN
Invesco Dwa Industrials Moment

ETFs
175
+ 19.34%
$134.74 - $169.56 $23.6K - $29.7K
1.08K $149M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1
+ 0.05%
$39.53 - $46.13 $39.5 - $46.1
2.14K $94.2M
KIE
Spdr S&P Insurance ETF

ETFs
46
+ 3.74%
$54.24 - $60.81 $2.5K - $2.8K
1.28K $77.2M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
250
+ 3.26%
$25.44 - $25.58 $6.36K - $6.4K
7.91K $202M
Activity Summary
Buys All Purchases 133 New Holdings 24 Increased Positions 109 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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