Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025

Mgb Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $29B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Microsoft Corp with a value of $10.2B, Spdr S&P 500 ETF Trust with a value of $7.61B, and Apple Inc. with a value of $6.96B.

Examining the 13F form we can see an decrease of $45.8B in the current position value, from $322B to 276B.

Mgb Wealth Management, LLC is based out at Addison, TX

Below you can find more details about Mgb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $108 Billion
Technology: $65.6 Billion
Financial Services: $40.5 Billion
Energy: $13.3 Billion
Healthcare: $12.2 Billion
Consumer Cyclical: $11 Billion
Industrials: $8.71 Billion
Consumer Defensive: $7.06 Billion
Other: $7.69 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$808 Million 0.29% of portfolio
95,738
Q1 2025 Added 100.0%
$593M
$797 Million 0.29% of portfolio
32,733
Q4 2024 New
$31.9B
$792 Million 0.29% of portfolio
5,703
Q4 2024 Reduced 1.72%
$14.7B
$775 Million 0.28% of portfolio
2,900
Q3 2024 Added 3.57%
$78.4B
$728 Million 0.26% of portfolio
5,314
Q1 2025 Reduced 1.56%
$494M
$709 Million 0.26% of portfolio
17,576
Q1 2025 Reduced 4.27%
$1.43T
$715 Million 0.26% of portfolio
1,241
Q1 2025 Added 6.43%
$392B
$706 Million 0.26% of portfolio
4,182
Q1 2025 Reduced 10.6%
$8.55B
$658 Million 0.24% of portfolio
6,571
Q1 2025 New
$101B
$672 Million 0.24% of portfolio
5,812
Q1 2025 Added 1.75%
$532B
$647 Million 0.23% of portfolio
694
Q1 2025 Added 87.57%
$33.6B
$621 Million 0.22% of portfolio
5,710
Q1 2025 Reduced 0.07%
$79.7B
$570 Million 0.21% of portfolio
2,355
Q1 2025 Reduced 5.99%
$265B
$584 Million 0.21% of portfolio
3,491
Q4 2024 Reduced 12.55%
$10B
$575 Million 0.21% of portfolio
1,248
Q1 2025 Reduced 0.16%
$26.4B
$543 Million 0.2% of portfolio
3,972
Q1 2025 Reduced 4.34%
$141B
$557 Million 0.2% of portfolio
7,868
Q1 2025 Reduced 3.13%
$0
$561 Million 0.2% of portfolio
46,000
Q1 2025 Added 124.39%
$10.3B
$517 Million 0.19% of portfolio
12,996
Q1 2025 Reduced 0.03%
$81.1B
$514 Million 0.19% of portfolio
5,340
Q1 2025 Added 128.21%
$237B
$510 Million 0.18% of portfolio
6,035
Q1 2025 Added 64.44%
$123B
$511 Million 0.18% of portfolio
1,147
Q1 2025 Reduced 0.26%
$8.44B
$475 Million 0.17% of portfolio
3,047
Q1 2025 Added 0.03%
$98.4B
$447 Million 0.16% of portfolio
1,329
Q1 2025 Added 12.34%
$400B
$432 Million 0.16% of portfolio
2,613
Q1 2025 Reduced 0.65%
$1.06T
$429 Million 0.16% of portfolio
1,651
Q1 2025 Added 119.84%
$181B
$433 Million 0.16% of portfolio
4,200
Q1 2025 Reduced 0.05%
$0
$424 Million 0.15% of portfolio
17,934
Q1 2025 Added 100.0%
$0
$413 Million 0.15% of portfolio
17,100
Q1 2025 Added 100.0%
$22B
$412 Million 0.15% of portfolio
2,697
Q4 2024 Added 7.75%
$18.1B
$378 Million 0.14% of portfolio
14,962
Q1 2025 Reduced 6.04%
$36.6B
$394 Million 0.14% of portfolio
5,250
Q4 2023 New
$0
$397 Million 0.14% of portfolio
17,674
Q1 2025 New
$22.6B
$389 Million 0.14% of portfolio
9,439
Q4 2024 Added 6.41%
$0
$398 Million 0.14% of portfolio
23,998
Q1 2025 Added 100.0%
$0
$361 Million 0.13% of portfolio
24,019
Q1 2025 Added 99.98%
$137B
$362 Million 0.13% of portfolio
1,547
Q1 2025 Reduced 0.19%
$23.3B
$355 Million 0.13% of portfolio
3,233
Q1 2025 Added 19.92%
$0
$349 Million 0.13% of portfolio
22,884
Q1 2025 Added 100.0%
$60.7B
$365 Million 0.13% of portfolio
619
Q1 2025 Added 16.79%
$55.5B
$347 Million 0.13% of portfolio
1,676
Q1 2025 Added 19.89%
$166B
$366 Million 0.13% of portfolio
721
Q1 2025 Added 43.91%
$200B
$334 Million 0.12% of portfolio
1,095
Q1 2025 Added 3.99%
$0
$323 Million 0.12% of portfolio
19,040
Q1 2025 New
$11.6B
$337 Million 0.12% of portfolio
8,600
Q4 2023 New
$1.19B
$336 Million 0.12% of portfolio
14,595
Q1 2025 Reduced 0.02%
$175B
$326 Million 0.12% of portfolio
2,895
Q4 2023 New
$0
$306 Million 0.11% of portfolio
15,500
Q1 2025 New
$71.7B
$313 Million 0.11% of portfolio
1,746
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 313
  • Current Value $276 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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