Mgb Wealth Management, LLC New Holdings in Q4 2024

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
4.41K
New
$271.57 - $301.89 $1.2M - $1.33M
4.41K $1.22B
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.3K
New
$316.94 - $357.88 $1.05M - $1.18M
3.3K $1.13B
BFST
Business First Bancshares, Inc.

Financial Services
32.7K
New
$23.96 - $29.86 $784K - $977K
32.7K $841M
COIN
Coinbase Global, Inc.

Technology
2.97K
New
$163.17 - $343.62 $485K - $1.02M
2.97K $740M
TT
Trane Technologies PLC

Industrials
1.18K
New
$369.35 - $419.14 $437K - $496K
1.18K $437M
XLI
Industrial Sector Spdr

ETFs
2.7K
New
$131.76 - $143.99 $355K - $388K
2.7K $355M
NFLX
Netflix Inc

Communication Services
370
New
$687.65 - $936.56 $254K - $347K
370 $331M
TSLA
Tesla, Inc.

Consumer Cyclical
751
New
$213.65 - $479.86 $160K - $360K
751 $307M
EVR
Evercore Inc.

Financial Services
1.08K
New
$247.66 - $315.67 $267K - $340K
1.08K $299M
PLTR
Palantir Technologies Inc.

Technology
3.67K
New
$36.46 - $82.38 $134K - $302K
3.67K $278M
JLL
Jones Lang Lasalle Inc

Real Estate
1.08K
New
$246.93 - $283.67 $265K - $305K
1.08K $272M
MA
Mastercard Inc

Financial Services
515
New
$491.3 - $536.15 $253K - $276K
515 $271M
ALL
Allstate Corp

Financial Services
1.4K
New
$181.25 - $208.2 $253K - $291K
1.4K $269M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
20.5K
New
$12.12 - $13.1 $248K - $269K
20.5K $249M
IT
Gartner Inc

Technology
509
New
$481.22 - $551.8 $245K - $281K
509 $247M
DWLD
Davis Fundamental ETF Tr

ETFs
6.44K
New
$36.31 - $39.73 $234K - $256K
6.44K $234M
FTNT
Fortinet, Inc.

Technology
2.34K
New
$76.49 - $99.21 $179K - $232K
2.34K $221M
APH
Amphenol Corp

Technology
3.15K
New
$62.07 - $75.35 $196K - $238K
3.15K $219M
EMR
Emerson Electric CO

Industrials
1.65K
New
$108.13 - $134.33 $178K - $221K
1.65K $204M
KIE
Spdr S&P Insurance ETF

ETFs
1.23K
New
$55.65 - $62.03 $68.4K - $76.3K
1.23K $69.5M
MLPX
Global X Mlp & Energy Infrastr

ETFs
463
New
$54.89 - $64.32 $25.4K - $29.8K
463 $28M
Moolec Science Sa
25K
New
N/A
25K $20M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
212
New
$37.33 - $40.39 $7.91K - $8.56K
212 $7.93M
HEIA
Heico Crp Cl A
42
New
N/A
42 $7.85M
DFAE
Dimensional ETF Tr

ETFs
290
New
$25.36 - $28.15 $7.35K - $8.16K
290 $7.36M
DFIV
Dimensional ETF Tr

ETFs
207
New
$34.86 - $37.97 $7.22K - $7.86K
207 $7.34M
XLC
Select Sector Spdr Tr Communic

ETFs
40
New
$89.66 - $102.16 $3.59K - $4.09K
40 $3.87M
Activity Summary
Buys All Purchases 136 New Holdings 28 Increased Positions 108 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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