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.

Portfolio value $322 Billion
Technology: $121 Billion
ETFs: $111 Billion
Financial Services: $29 Billion
Energy: $13.6 Billion
Consumer Cyclical: $11.1 Billion
Industrials: $11 Billion
Healthcare: $10.3 Billion
Consumer Defensive: $5.25 Billion
Other: $7.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.23T
$307 Million 0.1% of portfolio
751
Q4 2024 New
$0
$331 Million 0.1% of portfolio
10,533
Q4 2024 Added 104.52%
$11.4B
$311 Million 0.1% of portfolio
8,600
Q4 2023 New
$25.9B
$282 Million 0.09% of portfolio
2,696
Q4 2023 New
$11.1B
$299 Million 0.09% of portfolio
1,078
Q4 2024 New
$57.6B
$276 Million 0.09% of portfolio
530
Q4 2024 Added 6.0%
$29B
$296 Million 0.09% of portfolio
500
Q4 2024 Reduced 46.35%
$0
$298 Million 0.09% of portfolio
11,000
Q4 2023 New
$25.8B
$280 Million 0.09% of portfolio
3,200
Q3 2024 Reduced 39.62%
$157B
$278 Million 0.09% of portfolio
3,670
Q4 2024 New
$1.74B
$277 Million 0.09% of portfolio
4,027
Q4 2023 New
$0
$304 Million 0.09% of portfolio
750
Q4 2023 New
$283B
$277 Million 0.09% of portfolio
400
Q4 2024 New
$1.2T
$287 Million 0.09% of portfolio
1,494
Q4 2024 Added 60.65%
$0
$290 Million 0.09% of portfolio
1,797
Q4 2024 Reduced 49.92%
$169B
$250 Million 0.08% of portfolio
501
Q4 2024 Added 8.21%
$523B
$271 Million 0.08% of portfolio
515
Q4 2024 New
$205B
$256 Million 0.08% of portfolio
1,161
Q4 2024 Added 11.74%
$13.4B
$272 Million 0.08% of portfolio
1,075
Q4 2024 New
$40.6B
$248 Million 0.08% of portfolio
1,179
Q4 2024 Reduced 38.88%
$51.6B
$269 Million 0.08% of portfolio
1,398
Q4 2024 New
$2.72B
$258 Million 0.08% of portfolio
3,321
Q3 2024 Reduced 6.74%
$0
$249 Million 0.08% of portfolio
20,500
Q4 2024 New
$0
$260 Million 0.08% of portfolio
1,628
Q4 2023 New
$187B
$273 Million 0.08% of portfolio
55
Q4 2024 Added 5.77%
$0
$257 Million 0.08% of portfolio
2,902
Q4 2024 Added 0.03%
$78.3B
$221 Million 0.07% of portfolio
2,340
Q4 2024 New
$0
$216 Million 0.07% of portfolio
8,967
Q3 2024 Reduced 21.11%
$0
$226 Million 0.07% of portfolio
2,567
Q4 2024 Added 4.05%
$190B
$215 Million 0.07% of portfolio
2,500
Q3 2024 Reduced 6.51%
$0
$230 Million 0.07% of portfolio
3,434
Q4 2024 Added 0.03%
$41.3B
$219 Million 0.07% of portfolio
3,153
Q4 2024 New
$0
$234 Million 0.07% of portfolio
1,409
Q3 2024 Reduced 41.51%
$0
$234 Million 0.07% of portfolio
6,438
Q4 2024 New
$0
$238 Million 0.07% of portfolio
4,140
Q4 2024 Reduced 10.78%
$0
$219 Million 0.07% of portfolio
7,500
Q4 2024 Reduced 58.82%
$0
$206 Million 0.06% of portfolio
11,999
Q4 2023 New
$0
$179 Million 0.06% of portfolio
12,011
Q4 2024 Added 6.63%
$0
$185 Million 0.06% of portfolio
6,425
Q3 2024 Reduced 13.08%
$0
$182 Million 0.06% of portfolio
810
Q2 2024 Added 161.29%
$0
$197 Million 0.06% of portfolio
8,125
Q4 2024 Added 0.18%
$0
$207 Million 0.06% of portfolio
7,910
Q4 2024 Added 0.1%
$207B
$202 Million 0.06% of portfolio
1,328
Q3 2024 Reduced 22.25%
$0
$182 Million 0.06% of portfolio
11,442
Q4 2023 New
$0
$195 Million 0.06% of portfolio
7,660
Q4 2024 Reduced 7.19%
$5.52B
$195 Million 0.06% of portfolio
13,181
Q4 2023 New
$0
$186 Million 0.06% of portfolio
1,936
Q4 2023 New
$0
$198 Million 0.06% of portfolio
3,286
Q4 2024 Reduced 2.81%
$0
$206 Million 0.06% of portfolio
8,550
Q3 2024 New

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
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