Mgb Wealth Management, LLC Reduced Holdings in Q4 2024

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-5.19K
- 77.0%
$223.15 - $249.32 $1.16M - $1.29M
1.55K $353M
MPC
Marathon Petroleum Corp

Energy
-4.83K
- 21.81%
$131.65 - $174.84 $636K - $844K
17.3K $2.41B
UNH
Unitedhealth Group Inc

Healthcare
-1.16K
- 29.29%
$485.52 - $625.25 $562K - $723K
2.79K $1.42B
ON
On Semiconductor Corp

Technology
-8.12K
- 57.02%
$63.05 - $74.7 $512K - $606K
6.12K $388M
MPWR
Monolithic Power Systems Inc

Technology
-432
- 46.35%
$560.06 - $942.58 $242K - $407K
500 $296M
FLNG
Flex Lng Ltd.

Energy
-19K
- 56.58%
$21.13 - $26.93 $402K - $512K
14.6K $325M
AMD
Advanced Micro Devices Inc

Technology
-2.14K
- 33.74%
$118.88 - $172.8 $254K - $370K
4.2K $514M
SLV
I Shares Silver Trust

ETFs
-11K
- 28.25%
$26.33 - $31.74 $290K - $349K
27.9K $737M
Canadian Pacific Kansas City
-2.98K
- 25.4%
N/A
8.75K $631M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-10.7K
- 58.82%
$28.09 - $32.7 $301K - $350K
7.5K $219M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.53K
- 5.7%
$43.84 - $48.76 $155K - $172K
58.4K $2.57B
IBB
Ishares Biotechnology ETF

ETFs
-1.6K
- 36.42%
$131.21 - $148.85 $210K - $239K
2.8K $370M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.03K
- 12.89%
$34.13 - $37.35 $138K - $151K
27.3K $931M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7K
- 15.94%
$33.92 - $36.6 $237K - $256K
36.9K $1.28B
LHX
L3 Harris Technologies, Inc.

Industrials
-750
- 38.88%
$208.94 - $264.22 $157K - $198K
1.18K $248M
JNJ
Johnson & Johnson

Healthcare
-853
- 24.49%
$143.34 - $165.86 $122K - $141K
2.63K $379M
URA
Global X Uranium ETF

ETFs
-4.57K
- 17.28%
$26.78 - $33.46 $122K - $153K
21.9K $585M
HAL
Halliburton CO

Energy
-4.23K
- 20.98%
$25.77 - $31.99 $109K - $135K
15.9K $432M
VLO
Valero Energy Corp

Energy
-160
- 1.64%
$118.59 - $144.02 $19K - $23K
9.58K $1.17B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-350
- 2.12%
$185.87 - $204.12 $65.1K - $71.4K
16.2K $3.05B
CVX
Chevron Corp

Energy
-501
- 12.55%
$141.15 - $162.53 $70.7K - $81.4K
3.49K $506M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-500
- 10.78%
$57.53 - $60.83 $28.8K - $30.4K
4.14K $238M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7
- 0.11%
$174.22 - $187.62 $1.22K - $1.31K
6.28K $1.1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-328
- 1.65%
$50.73 - $51.08 $16.6K - $16.8K
19.5K $992M
RIGS
Riverfront Strategic Income Fd

ETFs
-807
- 28.23%
$22.67 - $23.54 $18.3K - $19K
2.05K $47.5M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-2.25K
- 15.41%
$8.74 - $9.22 $19.7K - $20.7K
12.3K $110M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-593
- 7.19%
$25.35 - $25.53 $15K - $15.1K
7.66K $195M
BRCC
Brc Inc.

Consumer Defensive
-2K
- 11.74%
$2.82 - $3.5 $5.64K - $7K
15K $47.6M
IYK
Ishares U.S. Consumer Staples

ETFs
-39
- 2.66%
$65.32 - $70.92 $2.55K - $2.77K
1.43K $93.5M
IGE
Ishares Tr North Amern Nat Res

ETFs
-130
- 24.53%
$41.52 - $48.01 $5.4K - $6.24K
400 $17.1M
ABT
Abbott Laboratories

Healthcare
-9
- 0.14%
$111.93 - $119.39 $1.01K - $1.07K
6.28K $710M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7
- 0.49%
$47.77 - $51.75 $334 - $362
1.42K $68.5M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-75
- 16.67%
$14.52 - $15.51 $1.09K - $1.16K
375 $5.5M
FV
First Trust Dorsey Wright Focu

ETFs
-13
- 0.15%
$57.47 - $62.82 $747 - $817
8.81K $520M
KRE
Spdr S&P Regional Banking ETF

ETFs
-95
- 2.81%
$54.6 - $68.9 $5.19K - $6.55K
3.29K $198M
FCG
First Tr Exchange Traded Fd

ETFs
-108
- 0.15%
$22.98 - $26.48 $2.48K - $2.86K
72.2K $1.77B
CME
Cme Group Inc.

Financial Services
-8
- 0.15%
$221.17 - $246.02 $1.77K - $1.97K
5.2K $1.21B
XAR
Spdr S&P Aerospace & Defense E

ETFs
-50
- 0.52%
$153.8 - $176.52 $7.69K - $8.83K
9.52K $1.58B
RJF
Raymond James Financial Inc

Financial Services
-100
- 1.72%
$123.0 - $170.1 $12.3K - $17K
5.7K $886M
APP
App Lovin Corp

Technology
-92.3K
- 27.81%
$130.67 - $401.5 $12.1M - $37.1M
240K $77.6B
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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