Mgb Wealth Management, LLC Sells in Q2 2025

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MAIN
Main Street Capital Corp

Financial Services
-45.5K
- 47.64%
$49.15 - $59.32 $2.24M - $2.7M
50K $2.96B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-16.7K
- 98.06%
$66.89 - $111.18 $1.12M - $1.86M
330 $36.1M
AAPL
Apple Inc.

Technology
-2.56K
- 8.15%
$172.42 - $223.89 $442K - $573K
28.9K $5.91B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.6K
- 40.07%
$72.96 - $90.39 $1.07M - $1.32M
21.8K $1.95B
TXN
Texas Instruments Inc

Technology
-5.57K
- 67.95%
N/A
2.63K $545M
BXSL
Blackstone Secured Lending Fund

Financial Services
-19.8K
- 48.41%
$26.88 - $32.74 $532K - $648K
21.1K $649M
OKE
Oneok Inc

Energy
-2.34K
- 9.78%
$78.71 - $100.37 $184K - $235K
21.6K $1.76B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-20.7K
- 48.8%
$22.63 - $26.95 $468K - $557K
21.7K $585M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11.4K
- 95.81%
$35.35 - $42.68 $404K - $488K
500 $21.3M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-56.7K
- 50.31%
$7.19 - $8.75 $408K - $496K
56K $490M
ABBV
Abb Vie Inc.

Healthcare
-282
- 2.04%
$170.16 - $206.27 $48K - $58.2K
13.6K $2.5B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-45.4K
- 47.39%
$7.6 - $8.89 $345K - $403K
50.4K $448M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.17%
$483.48 - $539.8 $6.29K - $7.02K
7.83K $3.8B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.1K
- 30.08%
$29.12 - $35.84 $323K - $398K
25.8K $925M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-11K
- 50.0%
$20.94 - $26.47 $230K - $291K
11K $291M
LLY
Eli Lilly & CO

Healthcare
-188
- 9.09%
$713.71 - $898.95 $134K - $169K
1.88K $1.47B
NEE
Nextera Energy Inc

Utilities
-3.23K
- 41.03%
$64.11 - $75.0 $207K - $242K
4.64K $323M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-12K
- 50.0%
$13.57 - $16.83 $163K - $202K
12K $187M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-16K
- 34.78%
$11.34 - $12.35 $181K - $198K
30K $358M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-323
- 25.88%
$388.56 - $520.27 $126K - $168K
925 $377M
GDV
Gabelli Dividend & Income Trust

Financial Services
-8.55K
- 50.0%
$21.11 - $26.01 $180K - $222K
8.55K $222M
GUG
Guggenheim Active Allocation Fund

ETFs
-13.1K
- 54.53%
$13.98 - $15.75 $183K - $206K
10.9K $171M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-11.4K
- 50.0%
$12.84 - $15.5 $147K - $177K
11.4K $177M
KKR
Kkr & Co. Inc.

Financial Services
-2.05K
- 35.25%
$92.79 - $134.29 $190K - $275K
3.76K $501M
MCD
Mcdonalds Corp

Consumer Cyclical
-308
- 8.27%
$285.55 - $321.23 $87.9K - $98.9K
3.42K $998M
PG
Procter & Gamble CO

Consumer Defensive
-686
- 16.4%
$157.66 - $172.39 $108K - $118K
3.5K $557M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-6.47K
- 36.06%
$20.31 - $24.1 $131K - $156K
11.5K $276M
PJP
Invesco Exchange Traded Fd Tr

ETFs
-32
- 0.15%
$74.59 - $84.45 $2.39K - $2.7K
21.1K $1.69B
FCG
First Tr Exchange Traded Fd

ETFs
-1.33K
- 2.12%
$19.37 - $25.23 $25.7K - $33.5K
61.4K $1.42B
PRI
Primerica, Inc.

Financial Services
-332
- 9.56%
$244.39 - $290.62 $81.1K - $96.5K
3.14K $857M
XLV
Select Sector Spdr Fund Health

ETFs
-580
- 14.19%
$128.77 - $144.3 $74.7K - $83.7K
3.51K $471M
GNTY
Guaranty Bancshares Inc

Financial Services
-3.61K
- 20.53%
$37.41 - $43.28 $135K - $156K
14K $593M
APO
Apollo Global Management, Inc.

Financial Services
-984
- 18.52%
$108.68 - $145.07 $107K - $143K
4.33K $615M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-12.3K
- 52.11%
$7.51 - $8.49 $92.7K - $105K
11.3K $96.1M
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-1.18K
- 4.03%
$51.58 - $56.65 $60.8K - $66.7K
28.1K $1.55B
VOE
Vanguard Mid Cap Value Index F

ETFs
-683
- 38.05%
$141.87 - $164.49 $96.9K - $112K
1.11K $183M
ROP
Roper Technologies Inc

Industrials
-150
- 24.23%
$519.19 - $590.78 $77.9K - $88.6K
469 $266M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.39K
- 73.47%
$60.34 - $74.89 $83.6K - $104K
500 $37.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-667
- 3.42%
$68.13 - $74.77 $45.4K - $49.9K
18.8K $1.37B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.51K
- 14.83%
N/A
8.67K $813M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-843
- 3.61%
$38.81 - $44.28 $32.7K - $37.3K
22.5K $955M
CHD
Church & Dwight CO Inc

Consumer Defensive
-341
- 10.55%
$91.57 - $110.76 $31.2K - $37.8K
2.89K $278M
CB
Chubb LTD

Financial Services
-65
- 1.44%
$274.32 - $302.46 $17.8K - $19.7K
4.44K $1.29B
ABT
Abbott Laboratories

Healthcare
-706
- 11.24%
$123.95 - $138.08 $87.5K - $97.5K
5.57K $757M
JNJ
Johnson & Johnson

Healthcare
-225
- 8.61%
$146.36 - $159.82 $32.9K - $36K
2.39K $365M
ADP
Automatic Data Processing Inc

Industrials
-249
- 6.97%
$276.76 - $326.81 $68.9K - $81.4K
3.32K $1.02B
UNP
Union Pacific Corp

Industrials
-249
- 16.1%
$208.27 - $238.46 $51.9K - $59.4K
1.3K $299M
FTNT
Fortinet, Inc.

Technology
-1.05K
- 19.66%
$84.71 - $108.69 $88.9K - $114K
4.29K $453M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-249
- 33.33%
$320.42 - $424.58 $79.8K - $106K
498 $211M
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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