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
DFIV
Dimensional ETF Tr

ETFs
207
New
$34.86 - $37.97 $7.22K - $7.86K
207 $7.34M
PRN
Invesco Dwa Industrials Moment

ETFs
30
+ 3.43%
$151.92 - $177.75 $4.56K - $5.33K
905 $139M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
6
+ 0.07%
$41.16 - $44.07 $247 - $264
9K $379M
RPV
Invesco Exchange Traded Fd Tr

ETFs
31
+ 1.79%
$87.41 - $97.21 $2.71K - $3.01K
1.76K $158M
XLC
Select Sector Spdr Tr Communic

ETFs
40
New
$89.66 - $102.16 $3.59K - $4.09K
40 $3.87M
CSWI
Csw Industrials, Inc.

Industrials
61
+ 4.6%
$352.8 - $432.01 $21.5K - $26.4K
1.39K $489M
SPMD
Spdr Portfolio

ETFs
61
+ 0.43%
$54.13 - $59.56 $3.3K - $3.63K
14.2K $776M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1
+ 0.09%
$73.49 - $86.09 $73.5 - $86.1
1.1K $84.8M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.03%
$86.6 - $95.01 $86.6 - $95
2.9K $257M
PSCT
Invesco S&P Smallcap Informati

ETFs
1
+ 0.01%
$45.45 - $51.38 $45.5 - $51.4
11.1K $530M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
123
+ 0.95%
$44.33 - $49.55 $5.45K - $6.09K
13K $585M
BOTZ
Global X Fds

ETFs
43
+ 0.24%
$31.11 - $34.18 $1.34K - $1.47K
17.6K $564M
ROP
Roper Technologies Inc

Industrials
30
+ 6.0%
$519.85 - $575.95 $15.6K - $17.3K
530 $276M
EFA
Ishares Tr Msci Eafe ETF

ETFs
65
+ 6.1%
$75.1 - $82.99 $4.88K - $5.39K
1.13K $85.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.25%
$87.1 - $98.49 $87.1 - $98.5
407 $35.5M
GUG
Guggenheim Active Allocation Fund

ETFs
747
+ 6.63%
$14.87 - $16.49 $11.1K - $12.3K
12K $179M
BGR
Black Rock Energy & Resources Trust

Financial Services
73
+ 0.23%
$12.51 - $13.79 $913 - $1.01K
32.4K $408M
XT
Ishares Tr Exponential Technol

ETFs
34
+ 0.36%
$58.7 - $62.72 $2K - $2.13K
9.45K $564M
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 0.03%
$66.18 - $71.84 $66.2 - $71.8
3.43K $230M
XOM
Exxon Mobil Corp

Energy
621
+ 7.46%
$105.51 - $125.37 $65.5K - $77.9K
8.95K $957M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
975
+ 4.95%
$23.17 - $26.26 $22.6K - $25.6K
20.7K $497M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.1%
$24.95 - $31.41 $200 - $251
7.91K $207M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
53
+ 0.41%
$51.09 - $55.27 $2.71K - $2.93K
13.1K $668M
MCD
Mcdonalds Corp

Consumer Cyclical
69
+ 1.83%
$288.47 - $316.54 $19.9K - $21.8K
3.84K $1.11B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
341
+ 1.65%
$43.02 - $47.32 $14.7K - $16.1K
21K $909M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
166
+ 0.22%
$40.26 - $42.88 $6.68K - $7.12K
75.4K $3.05B
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1
+ 0.0%
$43.36 - $48.87 $43.4 - $48.9
27K $1.2B
ICE
Intercontinental Exchange, Inc.

Financial Services
96
+ 1.56%
$148.29 - $166.93 $14.2K - $16K
6.24K $930M
HD
Home Depot, Inc.

Consumer Cyclical
94
+ 1.41%
$385.02 - $431.37 $36.2K - $40.5K
6.74K $2.62B
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$136.28 - $154.74 $136 - $155
3.94K $541M
KXI
Ishares Tr Global Consumer Sta

ETFs
129
+ 0.67%
$60.15 - $65.39 $7.76K - $8.44K
19.3K $1.17B
CTAS
Cintas Corp

Industrials
52
+ 0.72%
$182.7 - $226.47 $9.5K - $11.8K
7.25K $1.33B
TXN
Texas Instruments Inc

Technology
5
+ 0.06%
N/A
8.3K $1.56B
ABBV
Abb Vie Inc.

Healthcare
493
+ 3.75%
$164.99 - $203.87 $81.3K - $101K
13.6K $2.42B
CNQ
Canadian Natural Resources LTD

Energy
20
+ 0.02%
$29.51 - $37.6 $590 - $752
99.6K $3.07B
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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