Stock Taper

MGB WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HEICO CorporationHEI2.9K$939.51K
Mercury Systems, Inc.MRCY2.9K$211.73K
Royal Bank of CanadaRY2.91K$495.81K
Starbucks CorporationSBUX3K$252.63K
Wheaton Precious Metals Corp.WPM3.05K$358.11K
Advanced Micro Devices, Inc.AMD3.06K$655.95K
McDonald's CorporationMCD3.06K$938.23K
Primerica, Inc.PRI3.14K$812.77K
American States Water CompanyAWR3.23K$234.49K
T-Mobile US, Inc.TMUS3.26K$661.84K
Automatic Data Processing, Inc.ADP3.32K$854.53K
Broadridge Financial Solutions, Inc.BR3.59K$801.58K
KKR & Co. Inc.KKR3.77K$480.08K
The Williams Companies, Inc.WMB4.07K$244.65K
Amphenol CorporationAPH4.09K$552.55K
Chubb LimitedCB4.27K$1.33M
McKesson CorporationMCK4.32K$3.54M
Raymond James Financial, Inc.RJF4.4K$706.7K
Cencora, Inc.COR4.49K$1.52M
WEC Energy Group, Inc.WEC4.87K$513.76K