Mgb Wealth Management, LLC Incresed Positions 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
GLD
Spdr Gold Trust

ETFs
3.42K
+ 33.53%
$273.71 - $316.29 $937K - $1.08M
13.6K $4.15B
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
Amplify ETF Tr
4.5K
+ 21.93%
N/A
25K $2.16B
WMT
Walmart Inc.

Consumer Defensive
2.47K
+ 6.96%
$81.79 - $99.98 $202K - $247K
38K $3.72B
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
PM
Philip Morris International Inc.

Consumer Defensive
1.17K
+ 13.05%
$149.23 - $184.95 $174K - $216K
10.1K $1.84B
NFLX
Netflix Inc

Communication Services
88
+ 12.68%
$855.86 - $1339.13 $75.3K - $118K
782 $1.05B
PPA
Invesco Exchange Traded Fd Tr

ETFs
152
+ 1.27%
$105.2 - $141.69 $16K - $21.5K
12.1K $1.71B
URA
Global X Uranium ETF

ETFs
1K
+ 6.97%
$20.26 - $38.81 $20.3K - $38.8K
15.3K $596M
COST
Costco Wholesale Corp

Consumer Defensive
184
+ 20.93%
$908.13 - $1056.85 $167K - $194K
1.06K $1.05B
ALL
Allstate Corp

Financial Services
1.09K
+ 65.1%
$180.53 - $212.64 $197K - $232K
2.77K $554M
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
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
PSCT
Invesco S&P Smallcap Informati

ETFs
500
+ 4.5%
$34.03 - $46.24 $17K - $23.1K
11.6K $536M
XLC
Select Sector Spdr Tr Communic

ETFs
631
+ 38.74%
$86.13 - $108.53 $54.3K - $68.5K
2.26K $245M
DRI
Darden Restaurants Inc

Consumer Cyclical
187
+ 4.24%
$186.58 - $225.78 $34.9K - $42.2K
4.6K $999M
KIE
Spdr S&P Insurance ETF

ETFs
1.45K
+ 113.79%
$53.63 - $61.12 $77.9K - $88.7K
2.73K $163M
LMT
Lockheed Martin Corp

Industrials
140
+ 12.21%
$430.82 - $486.45 $60.3K - $68.1K
1.29K $596M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.02K
+ 15.85%
$23.32 - $24.45 $70.4K - $73.9K
22.1K $540M
ACN
Accenture PLC

Technology
277
+ 25.3%
$279.23 - $323.21 $77.3K - $89.5K
1.37K $409M
XT
Ishares Tr Exponential Technol

ETFs
5
+ 0.05%
$49.86 - $65.25 $249 - $326
9.56K $624M
XLF
Financial Sector Spdr

ETFs
736
+ 6.19%
$43.92 - $52.37 $32.3K - $38.5K
12.6K $659M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.84K
+ 6.85%
$32.62 - $33.58 $59.9K - $61.6K
28.6K $960M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
178
+ 2.26%
$58.41 - $72.69 $10.4K - $12.9K
8.07K $586M
MCI
Barings Corporate Investors

Financial Services
3.49K
+ 19.76%
$18.92 - $22.71 $66.1K - $79.3K
21.2K $457M
RY
Royal Bank Of Canada

Financial Services
5
+ 0.17%
$108.36 - $131.55 $542 - $658
2.9K $381M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
601
+ 2.58%
$35.42 - $43.89 $21.3K - $26.4K
23.9K $1.05B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
900
+ 4.48%
$50.1 - $51.02 $45.1K - $45.9K
21K $1.07B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.45K
+ 12.53%
$29.0 - $30.68 $41.9K - $44.3K
13K $398M
SPYG
Spdr Portfolio

ETFs
12
+ 0.45%
$71.83 - $95.32 $862 - $1.14K
2.67K $255M
AIQ
Global X Funds Global X Artifi

ETFs
190
+ 4.52%
$31.5 - $43.69 $5.99K - $8.3K
4.39K $192M
FV
First Trust Dorsey Wright Focu

ETFs
3
+ 0.03%
$48.43 - $59.26 $145 - $178
8.58K $508M
VO
Vanguard Mid Cap ETF

ETFs
132
+ 880.0%
$228.54 - $279.83 $30.2K - $36.9K
147 $41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
250
+ 18.12%
$90.56 - $109.49 $22.6K - $27.4K
1.63K $178M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
248
+ 55.73%
$121.58 - $136.74 $30.2K - $33.9K
693 $93.9M
DTE
Dte Energy CO

Utilities
387
+ 9.74%
$127.39 - $139.49 $49.3K - $54K
4.36K $574M
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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