Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025

Mgb Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $29B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Microsoft Corp with a value of $10.2B, Spdr S&P 500 ETF Trust with a value of $7.61B, and Apple Inc. with a value of $6.96B.

Examining the 13F form we can see an decrease of $45.8B in the current position value, from $322B to 276B.

Mgb Wealth Management, LLC is based out at Addison, TX

Below you can find more details about Mgb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $108 Billion
Technology: $65.6 Billion
Financial Services: $40.5 Billion
Energy: $13.3 Billion
Healthcare: $12.2 Billion
Consumer Cyclical: $11 Billion
Industrials: $8.71 Billion
Consumer Defensive: $7.06 Billion
Other: $7.69 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$310 Million 0.11% of portfolio
1,250
Q1 2025 Added 16.28%
$0
$291 Million 0.11% of portfolio
17,199
Q1 2025 New
$234B
$283 Million 0.1% of portfolio
1,161
Q4 2024 Added 11.74%
$543B
$281 Million 0.1% of portfolio
515
Q4 2024 New
$293B
$265 Million 0.1% of portfolio
400
Q4 2024 New
$51B
$269 Million 0.1% of portfolio
4,086
Q1 2025 Added 29.59%
$17.9B
$284 Million 0.1% of portfolio
1,444
Q1 2025 Reduced 16.19%
$210B
$263 Million 0.1% of portfolio
57
Q1 2025 Added 3.64%
$31.9B
$290 Million 0.1% of portfolio
500
Q4 2024 Reduced 46.35%
$18.9B
$250 Million 0.09% of portfolio
6,117
Q1 2025 Reduced 0.02%
$1.03T
$244 Million 0.09% of portfolio
1,563
Q1 2025 Added 4.62%
$2.9B
$261 Million 0.09% of portfolio
3,321
Q3 2024 Reduced 6.74%
$61.7B
$244 Million 0.09% of portfolio
8,567
Q1 2025 New
$1.51B
$239 Million 0.09% of portfolio
4,027
Q4 2023 New
$24.1B
$223 Million 0.08% of portfolio
3,200
Q3 2024 Reduced 39.62%
$47.6B
$211 Million 0.08% of portfolio
1,500
Q1 2025 New
$278B
$202 Million 0.07% of portfolio
2,819
Q1 2025 New
$0
$202 Million 0.07% of portfolio
5,812
Q1 2025 New
$0
$206 Million 0.07% of portfolio
23,698
Q1 2025 Added 91.9%
$4.85B
$177 Million 0.06% of portfolio
13,181
Q4 2023 New
$0
$134 Million 0.05% of portfolio
15,000
Q1 2025 New
-
$81 Million 0.03% of portfolio
-
Q4 2023 New
$0
$92.4 Million 0.03% of portfolio
24,000
Q1 2025 Added 100.0%
-
$38.3 Million 0.01% of portfolio
-
Q1 2025 Added 335.71%
$100M
$31.4 Million 0.01% of portfolio
15,030
Q4 2024 Reduced 11.74%
-
$4.78 Million 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $276 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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