Mgb Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $43.3B, Invesco Qqq Trust, Series 1 with a value of $12.5B, Microsoft Corp with a value of $11.3B, Nvidia Corp with a value of $7.05B, and Spdr Tr Ser Spdr S&P Semicondu with a value of $6.95B.
Examining the 13F form we can see an increase of $8.48B in the current position value, from $267B 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: $105 Billion
Technology: $83 Billion
Financial Services: $23.9 Billion
Energy: $15.4 Billion
Industrials: $12.5 Billion
Healthcare: $12.2 Billion
Consumer Cyclical: $9.9 Billion
Consumer Defensive: $4.84 Billion
Other: $6.06 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions