Fund HoldingsMGB Wealth Management, LLC

Total Portfolio Value
$267.40M
Total Bought
$22.25M
Total Sold
$11.48M
Net Transaction
+$10.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLOVIN CORP(APP)361,634349,134-12,50025,03229,62811.08%+4,595
NVIDIA CORPORATION(NVDA)6,16661,000+54,8345,5717,8532.94%+2,282
APPLE INC(AAPL)031,346+31,34607,2102.70%+7,210
INVESCO QQQ TR26,82927,176+34711,91413,4355.02%+1,521
BROADCOM INC(AVGO)3,7183,724+64,9266,3422.37%+1,416
VANECK ETF TRUST
URANI NUCLE ETF
015,565+15,56501,3310.50%+1,331
EXXON MOBIL CORP010,307+10,30701,1670.44%+1,167
SPDR SER TR
ST STR SP SEMI
30,69930,614-857,1238,1353.04%+1,012
MICROSOFT CORP(MSFT)28,07628,181+10511,81312,7864.78%+973
SPDR S&P 500 ETF TR(SPY)11,61512,009+3946,0766,7032.51%+628
ALPHABET INC(GOOG)14,65614,821+1652,2122,7451.03%+533
ISHARES SILVER TR(SLV)036,058+36,05801,0190.38%+1,019
ALPS ETF TR
ALERIAN MLP
39,33648,221+8,8851,8642,3350.87%+471
SPDR GOLD TR(GLD)5,2076,882+1,6751,0691,5360.57%+467
VANGUARD INDEX FDS8,7658,737-283,0173,3621.26%+345
ISHARES TR07,410+7,41003300.12%+330
EATON CORP PLC(ETN)9,3619,835+4742,9293,2431.21%+314
AMAZON COM INC(AMZN)11,18011,900+7202,0162,3160.87%+300
MONOLITHIC PWR SYS INC(MPWR)1,6761,67601,1351,4340.54%+299
WALMART INC(WMT)32,35232,35201,9482,2430.84%+295
PROCTER AND GAMBLE CO(PG)04,185+4,18506940.26%+694
TRANE TECHNOLOGIES PLC(TT)0789+78902720.10%+272
FIRST TR NASDAQ 100 TECH IND19,42619,42603,7053,9581.48%+253
JPMORGAN CHASE & CO.(JPM)10,64611,486+8402,1312,3650.88%+234
TEXAS INSTRS INC(TXN)08,285+8,28501,6720.63%+1,672
S&P GLOBAL INC(SPGI)0463+46302210.08%+221
ANALOG DEVICES INC(ADI)0907+90702140.08%+214
KIMBERLY-CLARK CORP(KMB)01,500+1,50002120.08%+212
APOLLO GLOBAL MGMT INC(APO)01,729+1,72902080.08%+208
NEXTERA ENERGY INC(NEE)08,015+8,01506070.23%+607
CENCORA INC2,7603,900+1,1406718680.32%+197
MAIN STR CAP CORP(MAIN)41,55941,709+1501,9662,1490.80%+183
VANECK ETF TRUST
SEMICONDUCTR ETF
4,7374,571-1661,0661,2490.47%+183
ONEOK INC NEW(OKE)36,50036,850+3502,9253,1081.16%+183
GUGGENHEIM ACTIVE ALLOC FD011,264+11,26401740.07%+174
CLEAN HARBORS INC(CLH)4,0904,386+2968239960.37%+173
ELI LILLY & CO(LLY)1,0271,02707999710.36%+172
GLOBAL X FDS
GLOBAL X URANIUM
22,99526,625+3,6306628310.31%+169
AMPLIFY ETF TR19,19021,230+2,0401,2291,3860.52%+158
TEXAS ROADHOUSE INC(TXRH)10,11610,176+601,5621,7150.64%+152
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
3,0008,885+5,885742120.08%+138
CAMECO CORP(CCJ)5,3206,870+1,5502303630.14%+133
BERKSHIRE HATHAWAY INC DEL6,6066,916+3102,7742,9071.09%+132
MCKESSON CORP(MCK)3,1423,159+171,6881,8200.68%+131
NEOS ETF TRUST
NEOS S&P 500 HI
02,500+2,50001280.05%+128
TJX COS INC NEW(TJX)9,6449,64409771,1000.41%+123
INTERCONTINENTAL EXCHANGE IN(ICE)7,6347,894+2601,0481,1680.44%+119
HEICO CORP NEW(HEI)02,800+2,80006340.24%+634
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
0775+77501080.04%+108
BOSTON SCIENTIFIC CORP(BSX)06,711+6,71105180.19%+518
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
10,40411,069+6651,0571,1560.43%+99
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0810+81001550.06%+155
REPUBLIC SVCS INC(RSG)2,7923,163+3715356320.24%+98
QUALCOMM INC(QCOM)2,6882,68804555440.20%+89
COSTCO WHSL CORP NEW(COST)0360+36003050.11%+305
MOTOROLA SOLUTIONS INC(MSI)2,0562,080+247298090.30%+80
TORTOISE ENERGY INFRA CORP(TYG)021,197+21,19707580.28%+758
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
19,62919,631+21,5741,6500.62%+76
PEPSICO INC(PEP)01,708+1,70802820.11%+282
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
43,37443,381+71,2791,3550.51%+75
NEOS ETF TRUST
NEOS ENH INC 1-3
01,500+1,5000750.03%+75
GLOBAL X FDS
ARTIFICIAL ETF
04,400+4,40001620.06%+162
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0635+63501480.06%+148
SPDR SER TR
ST STR P500GRW
02,455+2,45502030.08%+203
INVESCO EXCH TRADED FD TR II
SR LN ETF
03,200+3,2000680.03%+68
MURPHY USA INC(MUSA)1,2501,25005245900.22%+66
ALPHABET INC(GOOG)0930+93001740.07%+174
KKR & CO INC(KKR)04,650+4,65005150.19%+515
FIRST TR EXCHANGE-TRADED FD15,35815,708+3503,1503,2101.20%+60
CINTAS CORP(CTAS)1,7991,79901,2361,2940.48%+58
LOCKHEED MARTIN CORP(LMT)01,150+1,15005320.20%+532
SPDR INDEX SHS FDS
ST STR PO EX ETF
30,90231,871+9691,1081,1620.43%+54
UNITEDHEALTH GROUP INC(UNH)03,951+3,95101,9980.75%+1,998
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
0750+7500500.02%+50
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
43,91543,91501,4001,4470.54%+47
ASML HOLDING N V
N Y REGISTRY SHS
40040003884340.16%+46
ISHARES TR22,71322,71301,9371,9820.74%+46
T-MOBILE US INC(TMUS)02,734+2,73404910.18%+491
FLEX LNG LTD(FLNG)041,358+41,35801,0900.41%+1,090
BROADRIDGE FINL SOLUTIONS IN(BR)3,4553,655+2007087500.28%+42
NOVO-NORDISK A S(NVO)2,6742,67403433800.14%+37
APPLIED MATLS INC1,0001,00002062410.09%+35
AMPLIFY ETF TR75,32375,227-962,9292,9631.11%+35
SPDR SER TR
ST STR SP METAL
10,01910,01906046370.24%+33
ISHARES TR04,405+4,40506380.24%+638
INVESCO EXCH TRADED FD TR II02,900+2,90002560.10%+256
ISHARES TR01,000+1,0000320.01%+32
ISHARES TR01,628+1,62802520.09%+252
ROYAL BK CDA(RY)02,895+2,89503220.12%+322
SPDR SER TR
ST STR SP AERO
10,71110,681-301,5051,5340.57%+30
INVESCO EXCH TRADED FD TR II011,102+11,10205450.20%+545
ISHARES TR0750+75002810.11%+281
SPDR SER TR
ST STR P500ETF
06,536+6,53604300.16%+430
BRC INC017,030+17,03001000.04%+100
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
17,38817,38801,7181,7450.65%+27
L3HARRIS TECHNOLOGIES INC(LHX)01,429+1,42903300.12%+330
BOOKING HOLDINGS INC(BKNG)064+6402580.10%+258
MOOLEC SCIENCE SA025,000+25,0000260.01%+26
ISHARES TR
FLTG RATE NT ETF
013,861+13,86107070.26%+707
STRATEGY SHS
DAY HAGAN SMART
08,981+8,98103640.14%+364
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