Mgb Wealth Management, LLC New Holdings in Q1 2025

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
AXS
Axis Capital Holdings LTD

Financial Services
6.57K
New
$85.54 - $100.24 $562K - $659K
6.57K $658M
MCI
Barings Corporate Investors

Financial Services
17.7K
New
$19.89 - $25.0 $352K - $442K
17.7K $397M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.66K
New
$126.11 - $135.06 $335K - $359K
2.66K $340M
CSQ
Calamos Strategic Total Return Fund

Financial Services
19K
New
$15.97 - $18.5 $304K - $352K
19K $323M
COF
Capital One Financial Corp

Financial Services
1.75K
New
$163.87 - $209.82 $286K - $366K
1.75K $313M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.5K
New
$18.63 - $21.12 $289K - $327K
15.5K $306M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
17.2K
New
$16.18 - $18.56 $278K - $319K
17.2K $291M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
9.92K
New
$26.51 - $28.57 $263K - $283K
9.92K $271M
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
BST
Black Rock Science & Technology Trust

Financial Services
5.81K
New
$32.99 - $38.94 $192K - $226K
5.81K $202M
WFC
Wells Fargo & Company

Financial Services
2.82K
New
$66.78 - $81.42 $188K - $230K
2.82K $202M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
15K
New
$8.4 - $9.45 $126K - $142K
15K $134M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.45K
New
$32.96 - $44.43 $114K - $153K
3.45K $115M
IWD
Ishares Russell 1000 Val ETF

ETFs
364
New
$182.82 - $196.21 $66.5K - $71.4K
364 $68.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.43K
New
$47.25 - $67.02 $67.7K - $96K
1.43K $68.2M
HYLS
First Tr Tactical High Yield L

ETFs
1K
New
$40.95 - $41.77 $41K - $41.8K
1K $41M
FXG
First Tr Exchange Traded First

ETFs
555
New
$62.56 - $65.85 $34.7K - $36.5K
555 $36.3M
ARKW
Ark Next Generation Internet E

ETFs
300
New
$91.59 - $125.64 $27.5K - $37.7K
300 $28.4M
PIZ
Invesco Exchange Traded Fd Tr
125
New
N/A
125 $4.78M
RSPE
Invesco Exchange Traded Fd Tr

ETFs
54
New
$25.64 - $27.7 $1.38K - $1.5K
54 $1.41M
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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