Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 2025

Mgb Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $34.4B, Invesco Qqq Trust, Series 1 with a value of $16.2B, Microsoft Corp with a value of $13.4B, Spdr S&P 500 ETF Trust with a value of $10.1B, and Broadcom Inc. with a value of $9.54B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $276B to 304B.

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 $304 Billion
ETFs: $122 Billion
Technology: $79.2 Billion
Financial Services: $33.5 Billion
Energy: $13.3 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $11.1 Billion
Industrials: $9.49 Billion
Consumer Defensive: $8.6 Billion
Other: $9.41 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.27 Million 0.0% of portfolio
93
Q4 2023 New
$0
$1.93 Million 0.0% of portfolio
18
Q2 2025 Added 5.88%
$0
$9.97 Million 0.0% of portfolio
200
Q1 2024 New
$0
$10.7 Million 0.0% of portfolio
175
Q4 2023 New
$0
$8.87 Million 0.0% of portfolio
207
Q4 2024 New
$0
$9.69 Million 0.0% of portfolio
212
Q4 2024 New
$0
$11.8 Million 0.0% of portfolio
50
Q4 2023 New
$0
$6.97 Million 0.0% of portfolio
114
Q4 2023 New
$0
$5.2 Million 0.0% of portfolio
150
Q4 2023 New
$0
$6.36 Million 0.0% of portfolio
28
Q2 2025 New
$0
$3.24 Million 0.0% of portfolio
40
Q4 2023 New
$0
$12.3 Million 0.0% of portfolio
112
Q2 2025 New
$0
$14.7 Million 0.0% of portfolio
216
Q4 2023 New
$0
$3.81 Million 0.0% of portfolio
275
Q2 2025 Reduced 26.67%

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $304 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email