Mgb Wealth Management, LLC Portfolio Holdings
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
Mgb Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Billion distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $77.6B, Invesco Qqq Trust, Series 1 with a value of $14.3B, Microsoft Corp with a value of $11.4B, Broadcom Inc. with a value of $8.81B, and Spdr Tr Ser Spdr S&P Semicondu with a value of $8.2B.
Examining the 13F form we can see an increase of $46.3B in the current position value, from $276B to 322B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 286
- Current Value $322 Billion
- Prior Value $276 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks