Mgb Wealth Management, LLC Incresed Positions in Q3 2024

Mgb Wealth Management, LLC

  • $276 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.98K
+ 43.11%
$50.63 - $51.11 $303K - $305K
19.8K $1.01B
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
PFF
Ishares Trust Ishares Pfd And

ETFs
4.15K
+ 415.0%
$31.18 - $33.5 $129K - $139K
5.15K $171M
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
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
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
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
16
+ 0.18%
$37.39 - $41.59 $598 - $665
9K $374M
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.06%
$99.16 - $125.81 $99.2 - $126
1.73K $216M
IGE
Ishares Tr North Amern Nat Res

ETFs
130
+ 32.5%
$42.07 - $45.59 $5.47K - $5.93K
530 $23.4M
ROP
Roper Technologies Inc

Industrials
7
+ 1.42%
$515.25 - $576.55 $3.61K - $4.04K
500 $278M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
11
+ 0.14%
$23.61 - $24.64 $260 - $271
8.11K $198M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.03%
$77.64 - $90.33 $77.6 - $90.3
2.9K $259M
SPYG
Spdr Portfolio

ETFs
12
+ 0.49%
$73.38 - $84.1 $881 - $1.01K
2.47K $205M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 20.0%
$237.84 - $263.83 $476 - $528
12 $3.17M
MAIN
Main Street Capital Corp

Financial Services
1.15K
+ 2.76%
$47.05 - $52.25 $54.1K - $60.1K
42.9K $2.15B
BGR
Black Rock Energy & Resources Trust

Financial Services
56
+ 0.17%
$12.28 - $13.34 $688 - $747
32.3K $416M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
473
+ 0.98%
$44.66 - $49.15 $21.1K - $23.2K
48.7K $2.29B
HAL
Halliburton CO

Energy
4
+ 0.02%
$27.81 - $36.44 $111 - $146
20.2K $583M
MRK
Merck & Co., Inc.

Healthcare
75
+ 1.03%
$111.15 - $128.97 $8.34K - $9.67K
7.36K $835M
MCK
Mckesson Corp

Healthcare
197
+ 6.24%
$479.06 - $630.38 $94.4K - $124K
3.36K $1.66B
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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