Mgb Wealth Management, LLC Purchases in Q3 2024

Mgb Wealth Management, LLC

  • $276 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GNTY
Guaranty Bancshares Inc

Financial Services
18.4K
New
$29.7 - $36.32 $545K - $667K
18.4K $631M
FPE
First Tr Pfd Secs & Income ETF

ETFs
27K
New
$17.35 - $18.22 $468K - $492K
27K $490M
CSWI
Csw Industrials, Inc.

Industrials
1.33K
New
$263.55 - $370.84 $349K - $491K
1.33K $485M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
250
+ 3.61%
$405.19 - $478.57 $101K - $120K
7.17K $3.29B
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.7K
+ 158.85%
$32.36 - $33.78 $345K - $361K
17.4K $588M
VTV
Vanguard Value ETF

ETFs
1.8K
New
$159.75 - $174.57 $288K - $314K
1.8K $314M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.98K
+ 43.11%
$50.63 - $51.11 $303K - $305K
19.8K $1.01B
Global X Fds
6.55K
New
N/A
6.55K $244M
IBM
International Business Machines Corp

Technology
1.04K
New
$175.1 - $223.38 $182K - $232K
1.04K $229M
GDV
Gabelli Dividend & Income Trust

Financial Services
8.55K
New
$22.05 - $24.45 $189K - $209K
8.55K $209M
BXSL
Blackstone Secured Lending Fund

Financial Services
7K
New
$28.75 - $31.59 $201K - $221K
7K $205M
CTAS
Cintas Corp

Industrials
5.4K
+ 300.0%
$201.38 - $819.83 $1.09M - $4.42M
7.2K $1.47B
ABC
Amerisourcebergen Corp

Healthcare
735
+ 18.85%
N/A
4.64K $1.04B
PPA
Invesco Exchange Traded Fd Tr

ETFs
375
+ 3.39%
$102.05 - $114.97 $38.3K - $43.1K
11.4K $1.32B
PAVE
Global X Fds Us Infrastructure

ETFs
650
+ 1.52%
$36.39 - $41.16 $23.7K - $26.8K
43.4K $1.79B
KKR
Kkr & Co. Inc.

Financial Services
500
+ 10.75%
$104.51 - $133.23 $52.3K - $66.6K
5.15K $672M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
403
+ 0.65%
$42.22 - $48.62 $17K - $19.6K
62K $2.88B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
732
New
$175.46 - $203.3 $128K - $149K
732 $148M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.15K
+ 415.0%
$31.18 - $33.5 $129K - $139K
5.15K $171M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
18
+ 0.02%
$37.98 - $41.19 $684 - $741
75.2K $3.1B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.15K
+ 5.9%
$39.95 - $45.86 $46.1K - $52.9K
20.7K $944M
META
Meta Platforms, Inc.

Communication Services
140
+ 19.18%
$453.41 - $572.44 $63.5K - $80.1K
870 $498M
MSI
Motorola Solutions, Inc.

Technology
15
+ 0.72%
$385.65 - $450.49 $5.78K - $6.76K
2.1K $939M
LHX
L3 Harris Technologies, Inc.

Industrials
500
+ 34.99%
$221.96 - $243.27 $111K - $122K
1.93K $459M
EEM
Ishares Msci Emerging Markets

ETFs
2.54K
+ 34.28%
$40.42 - $46.7 $103K - $119K
9.95K $456M
HEI
Heico Corp

Industrials
100
+ 3.57%
$220.59 - $267.96 $22.1K - $26.8K
2.9K $758M
AVGO
Broadcom Inc.

Technology
33.6K
+ 901.21%
$136.27 - $1745.86 $4.57M - $58.6M
37.3K $6.43B
SLV
I Shares Silver Trust

ETFs
2.89K
+ 8.02%
$24.33 - $29.38 $70.4K - $85K
39K $1.11B
NEE
Nextera Energy Inc

Utilities
107
+ 1.33%
$69.9 - $84.97 $7.48K - $9.09K
8.12K $687M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.48K
+ 8.12%
$22.3 - $26.02 $33K - $38.5K
19.7K $513M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
96
+ 0.45%
$33.27 - $39.84 $3.19K - $3.82K
21.3K $836M
VUG
Vanguard Growth ETF

ETFs
209
+ 2.39%
$341.08 - $391.94 $71.3K - $81.9K
8.95K $3.43B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
493
+ 3.94%
$48.51 - $52.86 $23.9K - $26.1K
13K $687M
CCJ
Cameco Corp

Energy
2K
+ 29.11%
$36.9 - $53.72 $73.8K - $107K
8.87K $424M
BSX
Boston Scientific Corp

Healthcare
100
+ 1.49%
$72.96 - $84.0 $7.3K - $8.4K
6.81K $569M
TXN
Texas Instruments Inc

Technology
5
+ 0.06%
$194.6 - $194.6 $973 - $973
8.29K $1.71B
LLY
Eli Lilly & CO

Healthcare
115
+ 11.2%
$772.14 - $960.02 $88.8K - $110K
1.14K $1.01B
VNQ
Vanguard Specialized Funds Van

ETFs
200
+ 9.88%
$82.97 - $98.97 $16.6K - $19.8K
2.23K $217M
QUAL
Ishares Msci Usa Quality Facto

ETFs
220
New
$162.64 - $179.3 $35.8K - $39.4K
220 $39.4M
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 0.52%
$107.93 - $120.23 $5.4K - $6.01K
9.69K $1.14B
SPMD
Spdr Portfolio

ETFs
150
+ 1.07%
$50.29 - $54.92 $7.54K - $8.24K
14.1K $773M
VLUE
Ishares Msci Usa Value Factor

ETFs
275
New
$99.14 - $109.18 $27.3K - $30K
275 $30M
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 5.29%
$14.7 - $15.89 $16.5K - $17.9K
22.4K $350M
PRN
Invesco Dwa Industrials Moment

ETFs
100
+ 12.9%
$130.94 - $152.99 $13.1K - $15.3K
875 $134M
XLU
Utilities Sector Spdr

ETFs
300
+ 300.0%
$67.67 - $80.78 $20.3K - $24.2K
400 $32.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
184
+ 11.67%
$63.28 - $70.06 $11.6K - $12.9K
1.76K $123M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
103
+ 1.17%
$47.72 - $53.81 $4.92K - $5.54K
8.91K $474M
XSMO
Invesco S&P Smallcap Momentum

ETFs
200
New
$59.5 - $67.14 $11.9K - $13.4K
200 $13.3M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
16
+ 0.18%
$37.39 - $41.59 $598 - $665
9K $374M
Activity Summary
Buys All Purchases 63 New Holdings 13 Increased Positions 50 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 4 Puts 0
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