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| Name: |
MGB Wealth Management LLC |
| City: |
ADDISON |
| State: |
TX |
| Zip: |
75001 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ANTM |
Anthem Inc |
138 |
New |
$521.41 |
$377,000 |
726 |
0.15% |
377,000 |
726 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
141 |
New |
$478.22 |
$356,000 |
730 |
0.14% |
356,000 |
730 |
0 |
Internet Service Prov... |
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DIS |
Walt Disney Co |
169 |
New |
$101.76 |
$245,000 |
2,000 |
0.1% |
245,000 |
2,000 |
0 |
Entertainment - Diver... |
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CCJ |
Cameco Corporation (USA) |
174 |
New |
$52.99 |
$230,000 |
5,320 |
0.09% |
230,000 |
5,320 |
0.001 |
Industrial Metals & M... |
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AMAT |
Applied Materials Inc |
181 |
New |
$220.89 |
$206,000 |
1,000 |
0.08% |
206,000 |
1,000 |
0 |
Semiconductor Equipme... |
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EFA |
iShares TR MSCI EAFE Indx FD |
212 |
New |
$81.05 |
$85,000 |
1,065 |
0.03% |
85,000 |
1,065 |
0 |
Closed - End Fund - E... |
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PGJ |
Invesco Golden Dragon China... |
215 |
New |
$25.71 |
$74,000 |
3,000 |
0.03% |
74,000 |
3,000 |
0.084 |
Closed - End Fund - Debt |
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ILF |
iShares Tr S&P LatAm 40 Indx |
240 |
New |
$27.49 |
$21,000 |
750 |
0.01% |
21,000 |
750 |
0 |
Closed - End Fund - E... |
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JKK |
iShares Trust Small Growth ... |
251 |
New |
$45.75 |
$9,000 |
200 |
0% |
9,000 |
200 |
0.001 |
Closed - End Fund - E... |
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XHB |
SPDR S&P Homebuilders |
260 |
New |
$105.15 |
$4,000 |
40 |
0% |
4,000 |
40 |
0 |
Closed - End Fund - E... |
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