Mgb Wealth Management, LLC Purchases in Q2 2025

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.26K
+ 4.48%
$416.06 - $551.64 $525K - $696K
29.5K $16.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.67K
+ 19.58%
$496.48 - $617.85 $1.33M - $1.65M
16.3K $10.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
32.7K
New
$54.19 - $67.22 $1.77M - $2.2M
32.7K $2.2B
GLD
Spdr Gold Trust

ETFs
3.42K
+ 33.53%
$273.71 - $316.29 $937K - $1.08M
13.6K $4.15B
Vaneck Bitcoin ETF
33.9K
New
N/A
33.9K $1.03B
SLV
I Shares Silver Trust

ETFs
26.5K
+ 81.72%
$27.08 - $33.74 $718K - $895K
59K $1.93B
MCK
Mckesson Corp

Healthcare
889
+ 23.69%
$652.83 - $732.78 $580K - $651K
4.64K $3.4B
EFV
Msci Eafe Value ETF

ETFs
12.5K
New
$52.4 - $64.65 $655K - $808K
12.5K $793M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.4K
New
$321.63 - $509.31 $451K - $714K
1.4K $714M
Amplify ETF Tr
4.5K
+ 21.93%
N/A
25K $2.16B
FPE
First Tr Pfd Secs & Income ETF

ETFs
30.2K
+ 111.79%
$16.93 - $17.81 $511K - $538K
57.2K $1.02B
PLTR
Palantir Technologies Inc.

Technology
1.23K
+ 20.3%
$74.01 - $144.25 $90.7K - $177K
7.26K $988M
Blackrock ETF Trust Ii
9K
New
N/A
9K $476M
KR
Kroger CO

Consumer Defensive
5.97K
New
$64.62 - $74.0 $386K - $442K
5.97K $428M
PM
Philip Morris International Inc.

Consumer Defensive
1.17K
+ 13.05%
$149.23 - $184.95 $174K - $216K
10.1K $1.84B
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
38.4K
New
$9.86 - $10.92 $379K - $420K
38.4K $420M
Global X Fds
3.51K
+ 23.15%
N/A
18.7K $1.12B
T
At&T Inc.

Communication Services
14.3K
New
$26.33 - $28.94 $377K - $414K
14.3K $414M
NFLX
Netflix Inc

Communication Services
88
+ 12.68%
$855.86 - $1339.13 $75.3K - $118K
782 $1.05B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.58K
New
$96.84 - $99.46 $347K - $356K
3.58K $354M
PPA
Invesco Exchange Traded Fd Tr

ETFs
152
+ 1.27%
$105.2 - $141.69 $16K - $21.5K
12.1K $1.71B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.9K
New
$136.63 - $176.62 $260K - $336K
1.9K $321M
VZ
Verizon Communications Inc

Communication Services
7.33K
New
$41.67 - $45.62 $306K - $334K
7.33K $317M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.65K
New
$33.89 - $46.39 $225K - $308K
6.65K $308M
SBUX
Starbucks Corp

Consumer Cyclical
3K
New
$79.69 - $99.41 $239K - $298K
3K $275M
URA
Global X Uranium ETF

ETFs
1K
+ 6.97%
$20.26 - $38.81 $20.3K - $38.8K
15.3K $596M
ISRG
Intuitive Surgical Inc

Healthcare
486
New
$451.58 - $565.94 $219K - $275K
486 $264M
WMB
Williams Companies, Inc.

Energy
4.06K
New
$54.33 - $62.87 $221K - $255K
4.06K $255M
STLD
Steel Dynamics Inc

Basic Materials
1.96K
New
N/A
1.96K $251M
BITO
Proshares Tr Bitcoin Strategy

ETFs
11K
New
$16.69 - $23.43 $184K - $258K
11K $237M
DUK
Duke Energy Corp

Utilities
1.96K
New
$112.46 - $124.05 $221K - $243K
1.96K $231M
EMR
Emerson Electric CO

Industrials
1.67K
New
$94.15 - $133.33 $157K - $222K
1.67K $222M
COST
Costco Wholesale Corp

Consumer Defensive
184
+ 20.93%
$908.13 - $1056.85 $167K - $194K
1.06K $1.05B
GE
General Electric CO

Industrials
862
New
$166.81 - $257.39 $144K - $222K
862 $221M
STRL
Sterling Construction CO Inc

Industrials
950
New
$104.96 - $231.51 $99.7K - $220K
950 $219M
ALL
Allstate Corp

Financial Services
1.09K
+ 65.1%
$180.53 - $212.64 $197K - $232K
2.77K $554M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.23K
New
$70.56 - $92.75 $158K - $207K
2.23K $201M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
348
+ 3480.0%
$456.74 - $568.03 $159K - $198K
358 $203M
DWLD
Davis Fundamental ETF Tr

ETFs
3.83K
+ 57.89%
$33.22 - $41.44 $127K - $159K
10.4K $433M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.15K
+ 16.81%
$48.48 - $67.3 $55.8K - $77.4K
7.99K $537M
CME
Cme Group Inc.

Financial Services
311
+ 5.98%
$252.37 - $290.71 $78.5K - $90.4K
5.51K $1.52B
DGRO
Ishares Core Dividend Growth E

ETFs
2.17K
+ 221.08%
$55.22 - $63.94 $120K - $139K
3.15K $202M
VUG
Vanguard Growth ETF

ETFs
194
+ 24.87%
$329.49 - $438.4 $63.9K - $85K
974 $427M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.47K
+ 9.75%
$45.07 - $52.57 $337K - $393K
84.1K $4.11B
SPYI
Shp ETF Tr Neos S&P 500 High I
2.5K
New
N/A
2.5K $126M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
254
+ 16.53%
$180.84 - $240.32 $45.9K - $61K
1.79K $430M
COF
Capital One Financial Corp

Financial Services
250
+ 14.32%
$150.57 - $212.76 $37.6K - $53.2K
2K $425M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.73K
+ 80.85%
$39.44 - $49.12 $68.3K - $85K
3.87K $188M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.03K
+ 39.88%
$37.86 - $43.29 $76.9K - $87.9K
7.12K $302M
Activity Summary
Buys All Purchases 103 New Holdings 32 Increased Positions 71 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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