Mgb Wealth Management, LLC New Holdings in Q2 2025

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
32.7K
New
$54.19 - $67.22 $1.77M - $2.2M
32.7K $2.2B
Vaneck Bitcoin ETF
33.9K
New
N/A
33.9K $1.03B
EFV
Msci Eafe Value ETF

ETFs
12.5K
New
$52.4 - $64.65 $655K - $808K
12.5K $793M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.4K
New
$321.63 - $509.31 $451K - $714K
1.4K $714M
Blackrock ETF Trust Ii
9K
New
N/A
9K $476M
KR
Kroger CO

Consumer Defensive
5.97K
New
$64.62 - $74.0 $386K - $442K
5.97K $428M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
38.4K
New
$9.86 - $10.92 $379K - $420K
38.4K $420M
T
At&T Inc.

Communication Services
14.3K
New
$26.33 - $28.94 $377K - $414K
14.3K $414M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.58K
New
$96.84 - $99.46 $347K - $356K
3.58K $354M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.9K
New
$136.63 - $176.62 $260K - $336K
1.9K $321M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.65K
New
$33.89 - $46.39 $225K - $308K
6.65K $308M
SBUX
Starbucks Corp

Consumer Cyclical
3K
New
$79.69 - $99.41 $239K - $298K
3K $275M
ISRG
Intuitive Surgical Inc

Healthcare
486
New
$451.58 - $565.94 $219K - $275K
486 $264M
WMB
Williams Companies, Inc.

Energy
4.06K
New
$54.33 - $62.87 $221K - $255K
4.06K $255M
STLD
Steel Dynamics Inc

Basic Materials
1.96K
New
N/A
1.96K $251M
BITO
Proshares Tr Bitcoin Strategy

ETFs
11K
New
$16.69 - $23.43 $184K - $258K
11K $237M
DUK
Duke Energy Corp

Utilities
1.96K
New
$112.46 - $124.05 $221K - $243K
1.96K $231M
EMR
Emerson Electric CO

Industrials
1.67K
New
$94.15 - $133.33 $157K - $222K
1.67K $222M
GE
General Electric CO

Industrials
862
New
$166.81 - $257.39 $144K - $222K
862 $221M
STRL
Sterling Construction CO Inc

Industrials
950
New
$104.96 - $231.51 $99.7K - $220K
950 $219M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.23K
New
$70.56 - $92.75 $158K - $207K
2.23K $201M
SPYI
Shp ETF Tr Neos S&P 500 High I
2.5K
New
N/A
2.5K $126M
IEFA
Ishares Tr

ETFs
1.09K
New
$67.83 - $84.09 $73.8K - $91.5K
1.09K $90.6M
CSHI
Shp ETF Tr Neos Enhanced Incom
1.5K
New
N/A
1.5K $74.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.19K
New
$41.45 - $54.46 $49.3K - $64.8K
1.19K $62M
EEM
Ishares Msci Emerging Markets

ETFs
1.1K
New
$38.52 - $48.28 $42.4K - $53.1K
1.1K $53.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
659
New
$35.62 - $39.64 $23.5K - $26.1K
659 $25.7M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
407
New
$48.22 - $60.41 $19.6K - $24.6K
407 $24.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
294
New
$51.16 - $62.02 $15K - $18.2K
294 $18.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
112
New
$82.96 - $110.1 $9.29K - $12.3K
112 $12.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28
New
$171.4 - $227.1 $4.8K - $6.36K
28 $6.36M
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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