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Mascagni Wealth Management, Inc.

13F
Mascagni Wealth Management, Inc.
Last update 2025-04-23 112 Stocks (1 new)
Value $101.00 Mil Turnover 1 %
Countries:
Mascagni Wealth Management, In... 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
ICVT
iShares Convertible Bond ETF
64,392
5,383.8
0%
5.360
0%
0.220
+10.89%
+9.26%
2,771.2
 
XMHQ
Invesco S&P MidCap Quality ETF
52,305
4,787.5
0%
4.760
0%
0.090
+11.60%
+4.13%
5,049.1
 
AAPL
Apple Inc
20,273
4,503.2
0%
4.480
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
HYDB
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
94,074
4,429.9
0%
4.410
0%
0.270
+2.24%
+0.81%
1,499.7
 
MSFT
Microsoft Corp
8,533
3,203.1
0%
3.190
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
FBND
Fidelity Total Bond ETF
67,102
3,063.2
0%
3.050
0%
0.020
+0.42%
+1.43%
19,332.8
 
NVDA
NVIDIA Corp
27,827
3,015.9
0%
3.000
0%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
CGBL
Capital Group Core Balanced ETF
76,972
2,384.6
0%
2.370
0%
0.120
+10.39%
+8.38%
2,731.1
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
27,783
2,232.9
0%
2.220
0%
0.010
+22.04%
+11.57%
39,144.7
 
META
Meta Platforms Inc
3,680
2,121.1
0%
2.110
0%
0.000
+34.17%
+22.28%
1,797,241.1
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Mascagni Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Mascagni Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FBMS Unlock Delisted
First Bancshares Inc
2025-03-31
New Buy
New Buy
+0.54%
32.86 ($35.73) 38.98
$33.81
-5.37%
New holding
16,044
16,044

Mascagni Wealth Management, Inc. Total Holding History ($B)

To

Mascagni Wealth Management, Inc.'s Asset Allocation

To

Mascagni Wealth Management, Inc. Past Portfolios

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

Top Ranked Articles

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Mascagni Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Mascagni Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mascagni Wealth Management, Inc.'s Holdings Heat Map

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Mascagni Wealth Management, Inc.'s Holdings Bubble Chart

Mascagni Wealth Management, Inc. News

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