Stock Taper

MGB WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Primerica, Inc.PRI3.14K$812.77K
McDonald's CorporationMCD3.06K$938.23K
Advanced Micro Devices, Inc.AMD3.06K$655.95K
Wheaton Precious Metals Corp.WPM3.05K$358.11K
Starbucks CorporationSBUX3K$252.63K
Royal Bank of CanadaRY2.91K$495.81K
HEICO CorporationHEI2.9K$939.51K
Mercury Systems, Inc.MRCY2.9K$211.73K
Apollo Global Management, Inc.APO2.83K$408.89K
Capital One Financial CorporationCOF2.8K$678.43K
Synchrony FinancialSYF2.6K$217.43K
Texas Roadhouse, Inc.TXRH2.43K$406.94K
Lockheed Martin CorporationLMT2.42K$1.17M
Texas Instruments IncorporatedTXN2.25K$390.83K
Johnson & JohnsonJNJ2.25K$464.63K
Atmos Energy CorporationATO2.03K$341.77K
Expedia Group, Inc.EXPE1.99K$563.28K
Duke Energy CorporationDUK1.98K$232.36K
Steel Dynamics, Inc.STLD1.96K$331.94K
WESCO International, Inc.WCC1.96K$483.87K