| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLOVIN CORP | 3 | Q2 2024 | 11.1% |
| INVESCO QQQ TR | 3 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 3 | Q2 2024 | 5.4% |
| SPDR SER TR | 3 | Q2 2024 | 3.5% |
| APPLE INC | 3 | Q2 2024 | 3.1% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 2.7% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 2.9% |
| BROADCOM INC | 3 | Q2 2024 | 2.4% |
| MARATHON PETE CORP | 3 | Q2 2024 | 1.9% |
| CANADIAN NAT RES LTD | 3 | Q2 2024 | 1.8% |
View MGB Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-04-23 |
View MGB Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.