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MGB Wealth Management, LLC

13F
MGB Wealth Management, LLC
Last update 2025-05-09 292 Stocks (24 new)
Value $276.00 Mil Turnover 10 %
Countries:
MGB Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APP
AppLovin Corp
109,616
29,046.4
-54.25%
10.510
-13.06%
0.030
+28.72%
+4.87%
114,919.4
Media - Diversified
QQQ
INVESCO QQQ Trust
28,194
13,221.0
+0.73%
4.780
+0.03%
0.000
+24.70%
+8.99%
356,936.9
 
MSFT
Microsoft Corp
27,063
10,172.9
+0.51%
3.680
+0.02%
0.000
+31.61%
+19.31%
3,723,520.1
Software
SPY
SPDR S&P 500 ETF Trust
13,642
7,606.2
+11.88%
2.750
+0.29%
0.000
+19.74%
+7.50%
644,130.1
 
AAPL
Apple Inc
31,429
6,958.0
+1.03%
2.520
+0.03%
0.000
+11.90%
-14.82%
3,178,343.8
Hardware
NVDA
NVIDIA Corp
60,273
6,556.2
+0.16%
2.370
0%
0.000
+52.36%
+22.06%
3,996,762.1
Semiconductors
XSD
SPDR Semiconductors ETF
32,552
6,537.7
-1.34%
2.360
-0.03%
0.620
+54.11%
+8.42%
1,350.8
 
AVGO
Broadcom Inc
37,590
6,314.3
-0.55%
2.280
-0.01%
0.000
+59.75%
+19.09%
1,291,620.2
Semiconductors
MAIN
Main Street Capital Corp
95,566
5,499.0
+101.79%
1.990
+1.00%
0.110
+23.59%
+11.13%
5,560.8
Asset Management
BRK.B
Berkshire Hathaway Inc
7,846
4,151.5
+3.66%
1.500
+0.05%
0.000
-7.68%
+5.06%
1,027,978.0
Insurance

MGB Wealth Management, LLC's Historical Top Holdings Breakdowns

MGB Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-13.06%
238.08 ($344.61) 510.13
$339.68
-1.43%
Reduce -54.25%
109,616
-130,000
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-1.07%
369.1 ($404.54) 427.61
$442.63
9.42%
Reduce -91.48%
780
-8,375
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+1.05%
74.85 ($80.6) 84.89
$89.78
11.39%
Add 3125.75%
36,451
35,321
MAIN
Main Street Capital Corp
2025-03-31
Add
Add
+1.00%
54.71 ($59.45) 63.1
$62.56
5.24%
Add 101.79%
95,566
48,207
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Sold Out
Sold Out
-0.80%
36.64 ($41.46) 45.76
$41.92
1.11%
Sold Out
0
-58,429
PM
Philip Morris International Inc
2025-03-31
New Buy
New Buy
+0.51%
117.15 ($141.65) 158.79
$179.26
26.55%
New holding
8,952
8,952
AR
Antero Resources Corp
2025-03-31
New Buy
New Buy
+0.47%
33.64 ($38.35) 41.42
$35.28
-7.99%
New holding
31,883
31,883
OKE
ONEOK Inc
2025-03-31
Reduce
Reduce
-0.41%
89.57 ($99.27) 109.85
$80.52
-18.89%
Reduce -35.56%
23,935
-13,209
MGK
Vanguard Mega Cap Growth ETF
2025-03-31
Sold Out
Sold Out
-0.35%
307.43 ($337.36) 357.48
$369.90
9.65%
Sold Out
0
-3,301
CLH
Clean Harbors Inc
2025-03-31
Sold Out
Sold Out
-0.34%
188.14 ($218.84) 246.1
$232.10
6.06%
Sold Out
0
-4,763

MGB Wealth Management, LLC Total Holding History ($B)

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MGB Wealth Management, LLC's Asset Allocation

To

MGB Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MGB Wealth Management, LLC's Hypothetical Growth since 2025-03-31

MGB Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MGB Wealth Management, LLC's Holdings Heat Map

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MGB Wealth Management, LLC's Holdings Bubble Chart

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