Fund Holdings — MGB Wealth Management, LLC

Total Portfolio Value
$353.98M
Total Bought
$23.79M
Total Sold
$60.29M
Net Transaction
-$36.50M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLOVIN CORP(APP)98,34690,766-7,58034,42665,21818.42%+30,792
VANGUARD INDEX FDS3584,188+3,8302032,5640.72%+2,361
SPDR SERIES TRUST
ST STR SP SEMI
32,04231,574-4688,21810,0722.85%+1,854
NVIDIA CORPORATION(NVDA)54,87055,212+3428,66610,2582.90%+1,592
WEDBUSH SER TR049,052+49,05201,5760.45%+1,576
INVESCO QQQ TR29,45629,537+8116,23917,7305.01%+1,491
APPLE INC(AAPL)28,86828,186-6825,9057,1762.03%+1,271
VANECK BITCOIN ETF(HODL)33,93266,637+32,7051,0342,1570.61%+1,123
BROADCOM INC(AVGO)34,80832,064-2,7449,53710,5652.98%+1,027
ALPHABET INC(GOOG)13,26313,364+1012,3403,2500.92%+910
GRAYSCALE ETHEREUM MINI TR E(ETH)020,510+20,51008040.23%+804
VANECK ETF TRUST
URANI NUCLE ETF
3305,992+5,662368130.23%+777
ISHARES TR1,10014,510+13,410537750.22%+722
PALANTIR TECHNOLOGIES INC(PLTR)7,2609,209+1,9499881,6790.47%+691
SPDR GOLD TR(GLD)13,63313,483-1504,1464,7861.35%+641
LOCKHEED MARTIN CORP(LMT)1,2872,411+1,1245961,2030.34%+608
VERIZON COMMUNICATIONS INC(VZ)7,33220,362+13,0303178950.25%+578
CHEVRON CORP NEW(CVX)4,2916,941+2,6506141,0780.30%+463
ISHARES SILVER TR(SLV)58,95656,171-2,7851,9282,3830.67%+455
MAIN STR CAP CORP(MAIN)50,04353,228+3,1852,9573,3840.96%+427
GRAYSCALE ETHEREUM TRUST ETF(ETHE)011,750+11,75004030.11%+403
ISHARES TR
CORE MSCI EAFE
1,0885,554+4,466914840.14%+394
ISHARES TR
MSCI USA MMENTM
1,7913,138+1,3474308050.23%+374
ISHARES TR03,852+3,85203720.11%+372
QUANTA SVCS INC0870+87003600.10%+360
ABBVIE INC(ABBV)13,55212,388-1,1642,5022,8430.80%+341
VALERO ENERGY CORP(VLO)9,5759,475-1001,2871,6140.46%+327
HARROW INC(HROW)06,250+6,25003010.09%+301
BLACKROCK ETF TRUST II9,00014,500+5,5004767720.22%+296
SPDR SERIES TRUST
ST STR P500ETF
8,06511,258+3,1935868820.25%+296
MARATHON PETE CORP(MPC)16,21515,474-7412,6952,9860.84%+291
GLOBAL X FDS
DEFENSE TECH ETF
18,65420,044+1,3901,1231,4070.40%+284
WALMART INC(WMT)38,01638,744+7283,7163,9931.13%+277
SPDR S&P 500 ETF TR(SPY)16,31315,531-78210,06010,3352.92%+275
FIRST TR EXCHANGE-TRADED FD16,17616,17603,4413,7141.05%+273
SPDR SERIES TRUST
ST STR SP METAL
7,9918,692+7015378100.23%+273
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
21,11021,037-731,6861,9460.55%+260
JPMORGAN CHASE & CO.(JPM)13,08912,726-3633,7874,0151.13%+228
VANGUARD INDEX FDS6,8477,701+8541,2101,4350.41%+225
MERCURY SYS INC(MRCY)02,900+2,90002240.06%+224
SPDR SERIES TRUST
ST STR SP AERO
9,3999,400+11,9822,2060.62%+224
ROBLOX CORP(RBLX)01,616+1,61602240.06%+224
SHOPIFY INC(SHOP)01,491+1,49102220.06%+222
NUVEEN MUNICIPAL CREDIT INC(NZF)30,00046,000+16,0003585780.16%+220
ORACLE CORP(ORCL)0780+78002200.06%+220
VANGUARD INDEX FDS9741,347+3734276460.18%+219
FLAHERTY & CRUMRINE DYNAMIC(DFP)010,000+10,00002160.06%+216
COINBASE GLOBAL INC(COIN)0600+60002020.06%+202
INVESCO EXCH TRADED FD TR II18,82928,090+9,2611,3701,5610.44%+190
GLOBAL X FDS
GLOBAL X URANIUM
15,34616,172+8265967710.22%+175
ARK ETF TR
INNOVATION ETF
01,993+1,99301720.05%+172
DAVIS FUNDAMENTAL ETF TR
SELECT WRLD WI
10,44913,354+2,9054336040.17%+171
AMPLIFY ETF TR25,00126,826+1,8252,1582,3290.66%+171
NETFLIX INC(NFLX)7821,009+2271,0461,2100.34%+165
ISHARES TR25,50825,622+1142,7912,9480.83%+157
VANECK ETF TRUST
SEMICONDUCTR ETF
5,6995,358-3411,5891,7450.49%+156
ISHARES INC
CORE MSCI EMKT
5002,816+2,316301860.05%+156
FIRST TR EXCHANGE-TRADED FD14,03314,03303,7773,9321.11%+155
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
12,10811,940-1681,7151,8540.52%+139
STERLING INFRASTRUCTURE INC(STRL)9501,050+1002193570.10%+137
HOME DEPOT INC(HD)6,4586,185-2732,3702,5070.71%+137
TJX COS INC NEW(TJX)11,28410,584-7001,3931,5270.43%+134
CAMECO CORP(CCJ)9,4399,924+4857008330.24%+132
TESLA INC(TSLA)1,6511,466-1855266520.18%+125
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
19,58119,000-5812,1252,2430.63%+117
REGIONS FINANCIAL CORP NEW(RF)40,99840,99809641,0810.31%+117
ARK ETF TR
BLOC FIN INN ETF
02,000+2,00001140.03%+114
AMPHENOL CORP NEW4,0864,08604035040.14%+101
ISHARES TR
FUTU EXPO TE ETF
9,55910,059+5006247230.20%+100
ISHARES TR112892+780121080.03%+95
WHEATON PRECIOUS METALS CORP(WPM)2,2332,645+4122012960.08%+95
MONOLITHIC PWR SYS INC(MPWR)50050003664600.13%+95
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
1,4502,700+1,2501011950.06%+93
GUARANTY BANCSHARES INC TEX13,96713,96705936820.19%+90
ISHARES TR
CORE DIV GRWTH
3,1534,270+1,1172022910.08%+89
CELSIUS HLDGS INC(CELH)6,6506,900+2503083970.11%+88
ALPHABET INC(GOOG)1,3301,33002373240.09%+88
EXPEDIA GROUP INC(EXPE)1,9001,90003214070.11%+86
SPDR INDEX SHS FDS
ST STR PO EX ETF
24,28924,950+6619831,0670.30%+84
VANGUARD INTL EQUITY INDEX F32,71131,986-7252,1962,2790.64%+83
TORTOISE ENERGY INFRA CORP(TYG)23,89626,190+2,2941,0491,1290.32%+80
INVESCO EXCH TRADED FD TR II11,60211,60205366160.17%+79
GUGGENHEIM ACTIVE ALLOC FD(GUG)10,92115,908+4,9871712480.07%+77
ISHARES TR3,5243,52406647340.21%+71
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
25,81125,81109259960.28%+70
BLACKROCK ENHANCED EQUITY DI(BDJ)50,36956,869+6,5004485180.15%+70
SPDR SERIES TRUST
ST STR SP CAPMKT
1,0971,497+4001592290.06%+70
JOHNSON & JOHNSON(JNJ)2,3882,344-443654340.12%+69
ASML HOLDING N V
N Y REGISTRY SHS
40040003213870.11%+67
INVESCO EXCHANGE TRADED FD T
ZACKS MULT AST
66,54866,297-2511,7151,7760.50%+61
WEC ENERGY GROUP INC(WEC)5,4305,43005666220.18%+57
CENCORA INC4,4844,48401,3441,4010.40%+56
JONES LANG LASALLE INC(JLL)1,3251,32503393950.11%+56
ARK ETF TR
NEXT GNRTN INTER
0300+3000520.01%+52
ISHARES TR4,6704,731+616206720.19%+52
GLOBAL X FDS
RBTCS ARTFL INTE
20,04919,869-1806557040.20%+49
RAYMOND JAMES FINL INC(RJF)5,7035,352-3518759240.26%+49
AT&T INC(T)14,31416,314+2,0004144610.13%+46
ROYAL BK CDA(RY)2,9002,904+43814280.12%+46
META PLATFORMS INC(META)1,1811,241+608719140.26%+43
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MGB Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail