Mgb Wealth Management, LLC Reduced Holdings in Q2 2025

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-644
- 39.56%
$122.57 - $173.27 $78.9K - $112K
984 $170M
WEC
Wec Energy Group, Inc.

Utilities
-280
- 4.9%
$102.24 - $109.76 $28.6K - $30.7K
5.43K $566M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-626
- 35.65%
$81.66 - $93.76 $51.1K - $58.7K
1.13K $106M
PKG
Packaging Corp Of America

Consumer Cyclical
-224
- 15.51%
$175.97 - $201.36 $39.4K - $45.1K
1.22K $230M
HD
Home Depot, Inc.

Consumer Cyclical
-173
- 2.61%
$335.24 - $380.78 $58K - $65.9K
6.46K $2.37B
VVR
Invesco Senior Income Trust

Financial Services
-12K
- 50.0%
$3.31 - $3.8 $39.7K - $45.6K
12K $45.6M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-5K
- 33.33%
$7.75 - $9.2 $38.8K - $46K
10K $90M
CTAS
Cintas Corp

Industrials
-776
- 10.71%
$190.11 - $227.66 $148K - $177K
6.47K $1.44B
V
Visa Inc.

Financial Services
-200
- 3.09%
$308.27 - $373.31 $61.7K - $74.7K
6.28K $2.22B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1.08K
- 12.51%
$153.22 - $199.8 $165K - $215K
7.54K $1.41B
KRE
Spdr S&P Regional Banking ETF

ETFs
-644
- 19.25%
$48.81 - $59.48 $31.4K - $38.3K
2.7K $160M
BR
Broadridge Financial Solutions, Inc.

Technology
-129
- 3.33%
$217.22 - $246.25 $28K - $31.8K
3.75K $909M
RRC
Range Resources Corp

Energy
-832
- 6.4%
$32.1 - $43.23 $26.7K - $36K
12.2K $495M
VTV
Vanguard Value ETF

ETFs
-294
- 4.12%
$153.67 - $176.74 $45.2K - $52K
6.85K $1.21B
ICE
Intercontinental Exchange, Inc.

Financial Services
-487
- 7.12%
$151.62 - $183.47 $73.8K - $89.3K
6.35K $1.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-350
- 8.45%
$51.14 - $57.0 $17.9K - $20K
3.79K $215M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-287
- 1.13%
$85.42 - $94.39 $24.5K - $27.1K
25K $2.35B
WCC
Wesco International Inc

Industrials
-592
- 19.43%
$132.86 - $186.1 $78.7K - $110K
2.46K $455M
IWD
Ishares Russell 1000 Val ETF

ETFs
-111
- 30.49%
$166.82 - $194.23 $18.5K - $21.6K
253 $49.2M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-189
- 5.64%
$72.34 - $83.73 $13.7K - $15.8K
3.16K $257M
FLNG
Flex Lng Ltd.

Energy
-481
- 3.3%
$20.21 - $24.88 $9.72K - $12K
14.1K $323M
SPGI
S&P Global Inc.

Financial Services
-50
- 6.93%
$438.31 - $527.29 $21.9K - $26.4K
671 $354M
DVY
Ishares Tr

ETFs
-41
- 0.87%
$118.37 - $134.86 $4.85K - $5.53K
4.67K $620M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-189
- 38.41%
$55.32 - $65.02 $10.5K - $12.3K
303 $19M
TJX
Tjx Companies Inc

Consumer Cyclical
-329
- 2.83%
$119.13 - $135.03 $39.2K - $44.4K
11.3K $1.39B
GOOG
Alphabet Inc.

Communication Services
-233
- 14.91%
$146.58 - $180.01 $34.2K - $41.9K
1.33K $237M
ABC
Amerisourcebergen Corp

Healthcare
-375
- 7.72%
N/A
4.48K $1.34B
RIGS
Riverfront Strategic Income Fd

ETFs
-203
- 8.77%
$22.2 - $23.41 $4.51K - $4.75K
2.11K $49.1M
AR
Antero Resources Corp

Energy
-120
- 0.38%
$31.92 - $43.78 $3.83K - $5.25K
31.8K $1.28B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-39
- 16.46%
$83.54 - $100.04 $3.26K - $3.9K
198 $19.7M
AXS
Axis Capital Holdings LTD

Financial Services
-250
- 3.8%
$87.23 - $106.93 $21.8K - $26.7K
6.32K $655M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-100
- 26.67%
$12.37 - $14.5 $1.24K - $1.45K
275 $3.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-96
- 3.61%
$114.78 - $133.31 $11K - $12.8K
2.56K $340M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-698
- 7.04%
$24.53 - $29.78 $17.1K - $20.8K
9.22K $273M
KXI
Ishares Tr Global Consumer Sta

ETFs
-300
- 1.7%
$60.73 - $67.45 $18.2K - $20.2K
17.3K $1.13B
ITA
Ishares Tr

ETFs
-781
- 18.14%
$135.31 - $188.64 $106K - $147K
3.52K $664M
XLY
Select Sector Spdr Consumer Di

ETFs
-27
- 3.33%
$176.34 - $218.59 $4.76K - $5.9K
783 $170M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-180
- 3.26%
$152.93 - $181.74 $27.5K - $32.7K
5.35K $971M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.15K
- 8.13%
$32.66 - $40.75 $70.2K - $87.6K
24.3K $983M
SPMD
Spdr Portfolio

ETFs
-483
- 3.49%
$44.89 - $54.38 $21.7K - $26.3K
13.3K $725M
XLI
Industrial Sector Spdr

ETFs
-86
- 3.04%
$116.42 - $147.52 $10K - $12.7K
2.74K $405M
ON
On Semiconductor Corp

Technology
-706
- 11.54%
$31.95 - $54.21 $22.6K - $38.3K
5.41K $286M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-52
- 0.58%
$36.23 - $44.97 $1.88K - $2.34K
8.94K $402M
BSX
Boston Scientific Corp

Healthcare
-172
- 1.72%
$89.7 - $107.41 $15.4K - $18.5K
9.85K $1.05B
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-1
- 0.03%
$67.28 - $97.53 $67.3 - $97.5
2.9K $283M
BOTZ
Global X Fds

ETFs
-859
- 4.11%
$24.51 - $32.65 $21.1K - $28K
20K $655M
AMD
Advanced Micro Devices Inc

Technology
-664
- 15.81%
$78.21 - $143.81 $51.9K - $95.5K
3.54K $506M
GOOGL
Alphabet Inc.

Communication Services
-1.35K
- 9.24%
$144.7 - $178.6 $195K - $241K
13.3K $2.34B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.07K
- 1.38%
$37.18 - $42.55 $39.9K - $45.6K
76.9K $3.27B
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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