Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $276 Billion
  • Q3 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.34B
$862 Million 0.31% of portfolio
33,623
Q3 2024 Reduced 18.7%
$430M
$631 Million 0.23% of portfolio
18,360
Q3 2024 New
$1.86B
$262 Million 0.1% of portfolio
4,027
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $276 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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