Mgb Wealth Management, LLC Incresed Positions 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
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
MCK
Mckesson Corp

Healthcare
357
+ 10.52%
$566.21 - $672.99 $202K - $240K
3.75K $2.52B
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
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
BSX
Boston Scientific Corp

Healthcare
2.95K
+ 41.72%
$89.38 - $106.18 $264K - $313K
10K $1B
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 61.58%
$890.62 - $1076.86 $298K - $361K
879 $831M
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
NZF
Nuveen Municipal Credit Income Fund

Financial Services
25.5K
+ 124.39%
$12.03 - $12.69 $307K - $324K
46K $561M
FTNT
Fortinet, Inc.

Technology
3K
+ 128.21%
$92.49 - $114.57 $277K - $344K
5.34K $514M
ABC
Amerisourcebergen Corp

Healthcare
100
+ 2.1%
N/A
4.86K $1.35B
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
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
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
TMUS
T Mobile Us, Inc.

Communication Services
220
+ 7.03%
$211.3 - $272.83 $46.5K - $60K
3.35K $893M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
12K
+ 100.0%
$15.63 - $17.67 $188K - $212K
24K $398M
GUG
Guggenheim Active Allocation Fund

ETFs
12K
+ 99.98%
$14.92 - $15.9 $179K - $191K
24K $361M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
11.4K
+ 100.0%
$14.32 - $16.14 $164K - $185K
22.9K $349M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
998
+ 5.4%
$68.32 - $75.06 $68.2K - $74.9K
19.5K $1.45B
DRI
Darden Restaurants Inc

Consumer Cyclical
364
+ 8.99%
$180.02 - $208.56 $65.5K - $75.9K
4.41K $912M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
4.26K
+ 53.86%
$24.56 - $32.57 $105K - $139K
12.2K $360M
XLC
Select Sector Spdr Tr Communic

ETFs
1.59K
+ 3972.5%
$94.84 - $105.31 $151K - $167K
1.63K $157M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 12.41%
$112.81 - $126.16 $145K - $162K
11.6K $1.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
749
+ 95.05%
$196.12 - $229.48 $147K - $172K
1.54K $311M
CB
Chubb LTD

Financial Services
103
+ 2.34%
$257.71 - $301.99 $26.5K - $31.1K
4.51K $1.36B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.34K
+ 11.11%
$42.18 - $45.16 $98.5K - $105K
23.4K $1.03B
TSLA
Tesla, Inc.

Consumer Cyclical
900
+ 119.84%
$222.15 - $428.22 $200K - $385K
1.65K $429M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.52K
+ 3.34%
$39.61 - $42.65 $99.7K - $107K
77.9K $3.17B
SPGI
S&P Global Inc.

Financial Services
220
+ 43.91%
$478.26 - $543.77 $105K - $120K
721 $366M
XLF
Financial Sector Spdr

ETFs
1.9K
+ 19.07%
$47.32 - $52.19 $90K - $99.3K
11.9K $589M
PRI
Primerica, Inc.

Financial Services
204
+ 6.24%
$271.41 - $296.43 $55.4K - $60.5K
3.47K $987M
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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