MGB Wealth Management, LLC
CIK 2015822 · Holdings on Dec 31, 2023 · First reported Apr 23, 2024
Top ten holdings
Q4 2023- QQQ5.48%
- MSFT5.35%
- XSD3.46%
- AAPL3.08%
- SPY2.68%
- AVGO2.09%
- CNQ1.82%
- QTEC1.71%
- MPC1.68%
- NVDA1.54%
Share classes counted separately28.89%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $10.90M | 5.48% | 26.62K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $10.65M | 5.35% | 28.33K shares | Prior unavailable — | — | ↗▾ |
| 03 | XSDSS SPDR S&P SEMICONDUCTORS&P SEMICNDCTR View history and evidence | $6.90M | 3.46% | 30.64K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $6.13M | 3.08% | 31.81K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.32M | 2.68% | 11.20K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $4.15M | 2.09% | 3.72K shares | Prior unavailable — | — | ↗▾ |
| 07 | CNQCANADIAN NATURAL RESOURCES View history and evidence | $3.63M | 1.82% | 55.35K shares | Prior unavailable — | — | ↗▾ |
| 08 | QTECFIRST TRUST NASDQ 100 TECH ISHS View history and evidence | $3.41M | 1.71% | 19.43K shares | Prior unavailable — | — | ↗▾ |
| 09 | MPCMARATHON PETROLEUM CORP View history and evidence | $3.35M | 1.68% | 22.57K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $3.07M | 1.54% | 6.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2015822 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Apr 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 199005622
}Research all 259 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.