Mgb Wealth Management, LLC Portfolio Holdings

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 2024

Mgb Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $77.6B, Invesco Qqq Trust, Series 1 with a value of $14.3B, Microsoft Corp with a value of $11.4B, Broadcom Inc. with a value of $8.81B, and Spdr Tr Ser Spdr S&P Semicondu with a value of $8.2B.

Examining the 13F form we can see an increase of $46.3B in the current position value, from $276B to 322B.

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 $322 Billion
Technology: $121 Billion
ETFs: $111 Billion
Financial Services: $29 Billion
Energy: $13.6 Billion
Consumer Cyclical: $11.1 Billion
Industrials: $11 Billion
Healthcare: $10.3 Billion
Consumer Defensive: $5.25 Billion
Other: $7.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$582 Million 0.18% of portfolio
8,122
Q3 2024 Added 1.33%
$0
$585 Million 0.18% of portfolio
13,021
Q4 2024 Added 0.95%
$0
$585 Million 0.18% of portfolio
21,858
Q4 2024 Reduced 17.28%
$0
$541 Million 0.17% of portfolio
3,939
Q4 2024 Added 0.03%
$32.9B
$537 Million 0.17% of portfolio
5,714
Q4 2023 New
$0
$564 Million 0.17% of portfolio
17,641
Q4 2024 Added 0.24%
$8.57B
$548 Million 0.17% of portfolio
3,046
Q4 2024 Added 0.07%
$116B
$558 Million 0.17% of portfolio
1,150
Q2 2024 Added 9.52%
$0
$520 Million 0.16% of portfolio
8,812
Q4 2024 Reduced 0.15%
$0
$530 Million 0.16% of portfolio
11,102
Q4 2024 Added 0.01%
$26.1B
$501 Million 0.16% of portfolio
4,152
Q2 2024 Reduced 0.05%
$75.1B
$504 Million 0.16% of portfolio
2,505
Q4 2024 Added 6.01%
Global X Fds
-
$500 Million 0.16% of portfolio
-
Q4 2024 Added 104.09%
$0
$509 Million 0.16% of portfolio
3,006
Q4 2024 Added 67.0%
$0
$525 Million 0.16% of portfolio
7,614
Q4 2024 Added 16.49%
$325B
$506 Million 0.16% of portfolio
3,491
Q4 2024 Reduced 12.55%
$0
$497 Million 0.15% of portfolio
20,676
Q4 2024 Added 4.95%
$10.7B
$469 Million 0.15% of portfolio
13,000
Q4 2023 New
$0
$482 Million 0.15% of portfolio
9,980
Q4 2024 Added 2.08%
$19.8B
$485 Million 0.15% of portfolio
9,439
Q4 2024 Added 6.41%
$0
$478 Million 0.15% of portfolio
27,000
Q3 2024 New
$412B
$499 Million 0.15% of portfolio
544
Q4 2024 Added 51.11%
$4.66B
$489 Million 0.15% of portfolio
1,386
Q4 2024 Added 4.6%
$84.3B
$437 Million 0.14% of portfolio
1,183
Q4 2024 New
$0
$451 Million 0.14% of portfolio
7,940
Q3 2024 Reduced 20.75%
$0
$460 Million 0.14% of portfolio
56,322
Q2 2024 Reduced 3.6%
$0
$404 Million 0.13% of portfolio
4,807
Q4 2024 Added 24.66%
$0
$408 Million 0.13% of portfolio
32,360
Q4 2024 Added 0.23%
$0
$405 Million 0.13% of portfolio
27,835
Q4 2024 Added 24.41%
$0
$431 Million 0.13% of portfolio
5,631
Q2 2024 Added 0.02%
$23.3B
$432 Million 0.13% of portfolio
15,924
Q4 2024 Reduced 20.98%
$195B
$371 Million 0.12% of portfolio
1,053
Q4 2024 Added 27.64%
$19.6B
$388 Million 0.12% of portfolio
6,118
Q4 2024 Reduced 57.02%
$18.6B
$388 Million 0.12% of portfolio
1,723
Q4 2024 Added 1.95%
$0
$401 Million 0.12% of portfolio
9,179
Q4 2023 New
$0
$394 Million 0.12% of portfolio
5,700
Q3 2024 Reduced 5.79%
$20.8B
$375 Million 0.12% of portfolio
2,697
Q4 2024 Added 7.75%
$421B
$379 Million 0.12% of portfolio
2,630
Q4 2024 Reduced 24.49%
$35.7B
$401 Million 0.12% of portfolio
5,250
Q4 2023 New
$0
$396 Million 0.12% of portfolio
47,869
Q3 2024 Reduced 7.11%
$0
$379 Million 0.12% of portfolio
9,003
Q4 2024 Added 0.07%
$145B
$353 Million 0.11% of portfolio
1,550
Q4 2024 Reduced 77.0%
$0
$355 Million 0.11% of portfolio
2,695
Q4 2024 New
$0
$348 Million 0.11% of portfolio
3,930
Q3 2024 Reduced 5.39%
$0
$370 Million 0.11% of portfolio
2,800
Q4 2024 Reduced 36.42%
$162B
$349 Million 0.11% of portfolio
2,895
Q4 2023 New
$0
$344 Million 0.11% of portfolio
8,450
Q4 2023 New
$444B
$331 Million 0.1% of portfolio
370
Q4 2024 New
$1.2B
$325 Million 0.1% of portfolio
14,598
Q4 2024 Reduced 56.58%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $322 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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