Mgb Wealth Management, LLC Purchases in Q1 2025

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
35.3K
+ 3125.75%
$74.85 - $84.89 $2.64M - $3M
36.5K $2.99B
MAIN
Main Street Capital Corp

Financial Services
48.2K
+ 101.79%
$54.71 - $63.1 $2.64M - $3.04M
95.6K $5.5B
PM
Philip Morris International Inc.

Consumer Defensive
8.95K
New
$117.15 - $158.79 $1.05M - $1.42M
8.95K $1.42B
AR
Antero Resources Corp

Energy
31.9K
New
$33.64 - $41.42 $1.07M - $1.32M
31.9K $1.29B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.4K
+ 29.49%
$48.65 - $53.06 $849K - $926K
76.6K $3.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
277
+ 3.66%
$442.66 - $534.52 $123K - $148K
7.85K $4.15B
VTV
Vanguard Value ETF

ETFs
4.14K
+ 137.56%
$167.73 - $179.21 $694K - $741K
7.14K $1.23B
BXSL
Blackstone Secured Lending Fund

Financial Services
20.9K
+ 104.24%
$31.3 - $34.5 $653K - $720K
40.9K $1.32B
GLD
Spdr Gold Trust

ETFs
782
+ 8.29%
$243.19 - $288.14 $190K - $225K
10.2K $2.94B
AXS
Axis Capital Holdings LTD

Financial Services
6.57K
New
$85.54 - $100.24 $562K - $659K
6.57K $658M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
21.7K
+ 104.89%
$23.43 - $25.55 $508K - $554K
42.4K $1.05B
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 17.28%
$225.19 - $279.95 $442K - $550K
13.3K $3.26B
ABBV
Abb Vie Inc.

Healthcare
196
+ 1.44%
$169.2 - $216.66 $33.2K - $42.5K
13.8K $2.88B
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
56.3K
+ 100.0%
$8.11 - $8.58 $457K - $483K
113K $919M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 11.88%
$551.42 - $612.93 $799K - $888K
13.6K $7.61B
BGR
Black Rock Energy & Resources Trust

Financial Services
32.4K
+ 100.26%
$12.77 - $13.89 $414K - $451K
64.8K $849M
V
Visa Inc.

Financial Services
703
+ 12.18%
$306.92 - $362.71 $216K - $255K
6.48K $2.26B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
47.9K
+ 100.0%
$8.29 - $8.97 $397K - $429K
95.7K $808M
MCI
Barings Corporate Investors

Financial Services
17.7K
New
$19.89 - $25.0 $352K - $442K
17.7K $397M
BSX
Boston Scientific Corp

Healthcare
2.95K
+ 41.72%
$89.38 - $106.18 $264K - $313K
10K $1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.66K
New
$126.11 - $135.06 $335K - $359K
2.66K $340M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 61.58%
$890.62 - $1076.86 $298K - $361K
879 $831M
CSQ
Calamos Strategic Total Return Fund

Financial Services
19K
New
$15.97 - $18.5 $304K - $352K
19K $323M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.4K
+ 54.01%
$32.5 - $33.3 $305K - $313K
26.8K $890M
NFLX
Netflix Inc

Communication Services
324
+ 87.57%
$828.4 - $1058.6 $268K - $343K
694 $647M
COF
Capital One Financial Corp

Financial Services
1.75K
New
$163.87 - $209.82 $286K - $366K
1.75K $313M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
25.5K
+ 124.39%
$12.03 - $12.69 $307K - $324K
46K $561M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.5K
New
$18.63 - $21.12 $289K - $327K
15.5K $306M
FTNT
Fortinet, Inc.

Technology
3K
+ 128.21%
$92.49 - $114.57 $277K - $344K
5.34K $514M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
17.2K
New
$16.18 - $18.56 $278K - $319K
17.2K $291M
ABC
Amerisourcebergen Corp

Healthcare
100
+ 2.1%
N/A
4.86K $1.35B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
9.92K
New
$26.51 - $28.57 $263K - $283K
9.92K $271M
SLV
I Shares Silver Trust

ETFs
4.5K
+ 16.09%
$26.93 - $31.32 $121K - $141K
32.4K $1.01B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.9K
+ 134.57%
$24.07 - $24.5 $263K - $268K
19.1K $462M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
11K
+ 100.0%
$23.71 - $27.77 $261K - $305K
22K $559M
ICE
Intercontinental Exchange, Inc.

Financial Services
601
+ 9.63%
$142.8 - $176.36 $85.8K - $106K
6.84K $1.18B
KMI
Kinder Morgan, Inc.

Energy
8.57K
New
$26.1 - $31.22 $224K - $267K
8.57K $244M
Amplify ETF Tr
4K
+ 24.25%
N/A
20.5K $1.47B
PLTR
Palantir Technologies Inc.

Technology
2.37K
+ 64.44%
$64.98 - $124.62 $154K - $295K
6.04K $510M
KMB
Kimberly Clark Corp

Consumer Defensive
1.5K
New
$124.46 - $147.4 $187K - $221K
1.5K $211M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.09K
New
$37.42 - $41.14 $190K - $209K
5.09K $209M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.97K
+ 100.0%
$22.77 - $24.73 $204K - $222K
17.9K $424M
GDV
Gabelli Dividend & Income Trust

Financial Services
8.55K
+ 100.0%
$23.47 - $25.3 $201K - $216K
17.1K $413M
Global X Fds
1.78K
+ 13.31%
N/A
15.1K $705M
LLY
Eli Lilly & CO

Healthcare
121
+ 6.21%
$725.72 - $929.72 $87.8K - $112K
2.07K $1.71B
BST
Black Rock Science & Technology Trust

Financial Services
5.81K
New
$32.99 - $38.94 $192K - $226K
5.81K $202M
TMUS
T Mobile Us, Inc.

Communication Services
220
+ 7.03%
$211.3 - $272.83 $46.5K - $60K
3.35K $893M
WFC
Wells Fargo & Company

Financial Services
2.82K
New
$66.78 - $81.42 $188K - $230K
2.82K $202M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
12K
+ 100.0%
$15.63 - $17.67 $188K - $212K
24K $398M
Activity Summary
Buys All Purchases 133 New Holdings 24 Increased Positions 109 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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