Mgb Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $29.6B, Invesco Qqq Trust, Series 1 with a value of $13.4B, Microsoft Corp with a value of $12.8B, Spdr Tr Ser Spdr S&P Semicondu with a value of $8.13B, and Nvidia Corp with a value of $7.85B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $246B to 267B.

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 $267 Billion
ETFs: $106 Billion
Technology: $72.5 Billion
Financial Services: $23 Billion
Energy: $17.4 Billion
Healthcare: $11.7 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $10.5 Billion
Consumer Defensive: $4.75 Billion
Other: $6.81 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $267 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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