MW
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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 % |
Mascagni Wealth Management, In... Top Holdings of 2025-03-31
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| 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 | +12.01% | +9.44% | 2,775.7 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 52,305 | 4,787.5 | 0% | 4.760 | 0% | 0.090 | +14.65% | +4.24% | 5,054.5 | ||
AAPL | Apple Inc | 20,273 | 4,503.2 | 0% | 4.480 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | 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 | +3.35% | +0.94% | 1,501.6 | ||
MSFT | Microsoft Corp | 8,533 | 3,203.1 | 0% | 3.190 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
FBND | Fidelity Total Bond ETF | 67,102 | 3,063.2 | 0% | 3.050 | 0% | 0.020 | +1.15% | +1.54% | 19,354.0 | ||
NVDA | NVIDIA Corp | 27,827 | 3,015.9 | 0% | 3.000 | 0% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
CGBL | Capital Group Core Balanced ETF | 76,972 | 2,384.6 | 0% | 2.370 | 0% | 0.120 | +12.09% | +8.54% | 2,735.2 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 27,783 | 2,232.9 | 0% | 2.220 | 0% | 0.010 | +25.09% | +11.35% | 39,068.8 | ||
META | Meta Platforms Inc | 3,680 | 2,121.1 | 0% | 2.110 | 0% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media |
Mascagni Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Mascagni Wealth Management, Inc.'s Top Stock Picks
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| Ticker |
|---|
| FBMS Unlock Delisted |
| 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)
Mascagni Wealth Management, Inc.'s Asset Allocation
Mascagni Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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