M1

Mach-1 Financial Group, LLC

13F
Mach-1 Financial Group, LLC
Last update 2025-05-14 238 Stocks (199 new)
Value $334.00 Mil Turnover 87 %
Countries:
Top Holdings: WMT(5.10%)JCPB(4.93%)FTGS(4.04%)FTCB(2.96%)QQQ(2.85%)
Summary Stock Picks Current Portfolio
Mach-1 Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WMT
Walmart Inc
193,927
17,025.0
+2.22%
5.100
+0.11%
0.000
+0.90%
+6.34%
762,808.3
Retail - Defensive
JCPB
JPMorgan Core Plus Bond ETF
349,377
16,434.7
New Holding
4.930
+4.93%
0.260
+2.29%
+3.90%
7,023.2
 
FTGS
First Trust Growth Strength ETF
453,250
13,484.2
+1,438.32%
4.040
+3.78%
1.420
+21.19%
+11.63%
1,190.7
 
FTCB
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
469,603
9,857.0
New Holding
2.960
+2.96%
0.990
+2.59%
+3.70%
1,255.5
 
QQQ
INVESCO QQQ Trust
20,302
9,520.3
+4,482.84%
2.850
+2.79%
0.000
+23.72%
+10.17%
358,162.2
 
AVLV
Avantis U.S. Large Cap Value ETF
132,854
8,663.4
+1,297.73%
2.600
+2.41%
0.130
+14.85%
+5.79%
7,870.5
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
245,344
8,219.1
+927.88%
2.460
+2.22%
0.110
+14.92%
+2.70%
8,456.0
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
316,432
7,831.7
+897.67%
2.350
+2.11%
0.250
+2.25%
+3.29%
2,955.5
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
133,408
7,809.7
+939.73%
2.340
+2.11%
0.060
+15.01%
+8.98%
15,574.4
 
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
161,962
7,035.7
+1,981.77%
2.110
+2.01%
0.130
+8.97%
+9.99%
5,646.6
 

Mach-1 Financial Group, LLC's Historical Top Holdings Breakdowns

Mach-1 Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
New Buy
New Buy
+4.93%
●
45.56 ($46.5) 47.23
$46.70
0.42%
New holding
349,377
349,377
FTGS
First Trust Growth Strength ETF
2025-03-31
Add
Add
+3.78%
●
28.87 ($31.39) 33.3
$35.02
11.56%
Add 1438.32%
453,250
423,786
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-3.30%
●
190.26 ($217) 242.06
$228.12
5.12%
Reduce -58.28%
5,972
-8,342
FTCB
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
2025-03-31
New Buy
New Buy
+2.96%
●
20.36 ($20.79) 21.11
$20.86
0.31%
New holding
469,603
469,603
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+2.79%
●
468.34 ($508.07) 539.52
$561.74
10.56%
Add 4482.84%
20,302
19,859
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+2.41%
●
63.51 ($67.8) 70.42
$70.06
3.33%
Add 1297.73%
132,854
123,349
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+2.22%
●
32.49 ($35.67) 37.99
$36.52
2.40%
Add 927.88%
245,344
221,475
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+2.11%
●
57.22 ($60.78) 63.39
$64.00
5.30%
Add 939.73%
133,408
120,577
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+2.11%
●
24.5 ($24.74) 24.95
$24.80
0.26%
Add 897.67%
316,432
284,715
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-03-31
Add
Add
+2.01%
●
39.71 ($42.26) 43.88
$43.44
2.78%
Add 1981.77%
161,962
154,182

Mach-1 Financial Group, LLC Total Holding History ($B)

To

Mach-1 Financial Group, LLC's Asset Allocation

To

Mach-1 Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mach-1 Financial Group, LLC's Hypothetical Growth since 2025-03-31

Mach-1 Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mach-1 Financial Group, LLC's Holdings Heat Map

Size field:

Mach-1 Financial Group, LLC's Holdings Bubble Chart

Mach-1 Financial Group, LLC News

  • 1

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