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
JFR
Nuveen Floating Rate Income Fund

Financial Services
11.3K
+ 91.9%
$8.41 - $9.05 $95.4K - $103K
23.7K $206M
ROP
Roper Technologies Inc

Industrials
89
+ 16.79%
$502.71 - $593.81 $44.7K - $52.8K
619 $365M
BR
Broadridge Financial Solutions, Inc.

Technology
107
+ 2.84%
$221.46 - $244.83 $23.7K - $26.2K
3.88K $936M
ALL
Allstate Corp

Financial Services
278
+ 19.89%
$180.99 - $210.18 $50.3K - $58.4K
1.68K $347M
CHD
Church & Dwight CO Inc

Consumer Defensive
537
+ 19.92%
$101.42 - $113.2 $54.5K - $60.8K
3.23K $355M
WMT
Walmart Inc.

Consumer Defensive
1.92K
+ 5.7%
$84.5 - $105.05 $162K - $201K
35.5K $3.11B
DVY
Ishares Tr

ETFs
326
+ 7.43%
$128.58 - $138.1 $41.9K - $45K
4.71K $633M
XLV
Select Sector Spdr Fund Health

ETFs
147
+ 3.73%
$137.61 - $149.68 $20.2K - $22K
4.09K $593M
APH
Amphenol Corp

Technology
933
+ 29.59%
$61.62 - $78.55 $57.5K - $73.3K
4.09K $269M
XLU
Utilities Sector Spdr

ETFs
600
+ 150.0%
$74.7 - $80.27 $44.8K - $48.2K
1K $78.9M
JLL
Jones Lang Lasalle Inc

Real Estate
175
+ 16.28%
$238.0 - $284.76 $41.7K - $49.8K
1.25K $310M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
258
+ 1.12%
$40.55 - $48.43 $10.5K - $12.5K
23.3K $1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
579
+ 2.97%
$50.87 - $51.09 $29.5K - $29.6K
20.1K $1.03B
BOTZ
Global X Fds

ETFs
3.27K
+ 18.52%
$28.46 - $34.53 $93K - $113K
20.9K $595M
META
Meta Platforms, Inc.

Communication Services
75
+ 6.43%
$576.36 - $736.67 $43.2K - $55.3K
1.24K $715M
HEIA
Heico Crp Cl A
141
+ 335.71%
N/A
183 $38.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
1K
+ 9.49%
$30.73 - $32.26 $30.7K - $32.3K
11.5K $354M
MLPA
Global X Mlp ETF

ETFs
300
+ 22.56%
$49.83 - $54.53 $14.9K - $16.4K
1.63K $86.8M
FBT
First Trust Nyse Arca Biotechn

ETFs
70
+ 4.97%
$164.86 - $182.19 $11.5K - $12.8K
1.48K $252M
MSI
Motorola Solutions, Inc.

Technology
177
+ 8.01%
$411.73 - $482.1 $72.9K - $85.3K
2.39K $1.04B
DWLD
Davis Fundamental ETF Tr

ETFs
180
+ 2.8%
$35.32 - $39.55 $6.36K - $7.12K
6.62K $249M
XLI
Industrial Sector Spdr

ETFs
134
+ 4.97%
$128.78 - $141.67 $17.3K - $19K
2.83K $371M
TT
Trane Technologies PLC

Industrials
146
+ 12.34%
$332.0 - $400.86 $48.5K - $58.5K
1.33K $447M
PRN
Invesco Dwa Industrials Moment

ETFs
175
+ 19.34%
$134.74 - $169.56 $23.6K - $29.7K
1.08K $149M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1
+ 0.05%
$39.53 - $46.13 $39.5 - $46.1
2.14K $94.2M
KIE
Spdr S&P Insurance ETF

ETFs
46
+ 3.74%
$54.24 - $60.81 $2.5K - $2.8K
1.28K $77.2M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
250
+ 3.26%
$25.44 - $25.58 $6.36K - $6.4K
7.91K $202M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
183
+ 1.4%
$49.78 - $53.19 $9.11K - $9.73K
13.3K $674M
RIGS
Riverfront Strategic Income Fd

ETFs
263
+ 12.82%
$22.48 - $23.24 $5.91K - $6.11K
2.32K $53.5M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
147
+ 43.49%
$32.39 - $34.01 $4.76K - $5K
485 $15.7M
DGRO
Ishares Core Dividend Growth E

ETFs
49
+ 5.25%
$60.46 - $64.42 $2.96K - $3.16K
982 $60.7M
MLPX
Global X Mlp & Energy Infrastr

ETFs
29
+ 6.26%
$59.6 - $67.2 $1.73K - $1.95K
492 $31.4M
AIQ
Global X Funds Global X Artifi

ETFs
300
+ 7.69%
$36.38 - $42.77 $10.9K - $12.8K
4.2K $153M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 25.0%
$251.87 - $277.95 $756 - $834
15 $3.88M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.1%
$120.5 - $145.97 $121 - $146
1K $132M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2
+ 0.5%
$59.97 - $70.03 $120 - $140
403 $25.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
36
+ 1.95%
$67.03 - $74.61 $2.41K - $2.69K
1.89K $128M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
273
+ 3.59%
$64.88 - $72.1 $17.7K - $19.7K
7.89K $518M
KRE
Spdr S&P Regional Banking ETF

ETFs
59
+ 1.8%
$55.11 - $65.5 $3.25K - $3.86K
3.35K $190M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.64%
$4295.4 - $5141.88 $8.59K - $10.3K
57 $263M
SPYG
Spdr Portfolio

ETFs
93
+ 3.62%
$80.05 - $92.39 $7.44K - $8.59K
2.66K $214M
XT
Ishares Tr Exponential Technol

ETFs
100
+ 1.06%
$57.56 - $64.0 $5.76K - $6.4K
9.55K $550M
ACN
Accenture PLC

Technology
42
+ 3.99%
$300.91 - $398.25 $12.6K - $16.7K
1.1K $334M
GOOG
Alphabet Inc.

Communication Services
69
+ 4.62%
$156.06 - $207.71 $10.8K - $14.3K
1.56K $244M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
480
+ 8.92%
$211.47 - $267.17 $102K - $128K
5.86K $1.24B
PDP
Invesco Exchange Traded Fd Tr

ETFs
725
+ 3.84%
$96.95 - $116.13 $70.3K - $84.2K
19.6K $1.96B
WCC
Wesco International Inc

Industrials
1
+ 0.03%
$155.3 - $199.95 $155 - $200
3.05K $475M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
100
+ 1.17%
$166.63 - $185.86 $16.7K - $18.6K
8.62K $1.45B
PAVE
Global X Fds Us Infrastructure

ETFs
600
+ 1.32%
$37.31 - $43.82 $22.4K - $26.3K
45.9K $1.73B
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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