MW
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MFG WEALTH MANAGEMENT, INC.13F | |
| MFG WEALTH MANAGEMENT, INC. | |
| Last update 2025-04-24 | 58 Stocks (16 new) |
| Value $105.00 Mil | Turnover 24 % |
MFG WEALTH MANAGEMENT, INC. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 37,759 | 4,104.0 | +0.05% | 3.920 | 0% | 0.010 | +1.40% | +4.30% | 30,078.9 | ||
T | AT&T Inc | 118,588 | 3,353.7 | -18.64% | 3.200 | -0.57% | 0.000 | +2.48% | +29.80% | 207,809.0 | Telecommunication Services | |
NVDA | NVIDIA Corp | 30,456 | 3,300.8 | +3.02% | 3.150 | +0.09% | 0.000 | +39.18% | +14.17% | 3,738,612.5 | Semiconductors | |
XLU | Utilities Select Sector SPDR ETF | 41,617 | 3,281.5 | +0.59% | 3.130 | +0.02% | 0.020 | +4.38% | +9.78% | 19,048.8 | ||
PANW | Palo Alto Networks Inc | 16,790 | 2,865.1 | +13.38% | 2.740 | +0.32% | 0.000 | +15.33% | +8.58% | 131,746.3 | Software | |
C | Citigroup Inc | 40,190 | 2,853.1 | -15.09% | 2.730 | -0.46% | 0.000 | +23.28% | +24.40% | 161,129.4 | Banks | |
AAPL | Apple Inc | 12,415 | 2,757.6 | -30.32% | 2.630 | -1.24% | 0.000 | -6.76% | -16.81% | 3,103,963.4 | Hardware | |
D | Dominion Energy Inc | 48,909 | 2,742.3 | +60.13% | 2.620 | +0.98% | 0.010 | +3.71% | +9.63% | 49,163.4 | Utilities - Regulated | |
AMZN | Amazon.com Inc | 14,084 | 2,679.6 | -16.40% | 2.560 | -0.56% | 0.000 | +14.72% | +0.49% | 2,340,481.1 | Retail - Cyclical | |
DOC | Healthpeak Properties Inc | 125,119 | 2,529.9 | +1.21% | 2.420 | +0.03% | 0.020 | -9.15% | -8.88% | 12,421.8 | REITs |
MFG WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
MFG WEALTH MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Sold Out Sold Out | -2.56% | 217.4 ($244.61) 264.74 | $291.20 | 19.05% | Sold Out | 0 | -12,721 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -2.21% | 96.63 ($111.19) 129.55 | $136.11 | 22.41% | Sold Out | 0 | -19,961 | |
WM | Waste Management Inc | 2025-03-31 | New Buy New Buy | +2.15% | 200.54 ($221.47) 233.78 | $228.80 | 3.31% | New holding | 9,735 | 9,735 | |
COST | Costco Wholesale Corp | 2025-03-31 | Sold Out Sold Out | -2.14% | 890.62 ($974.97) 1076.86 | $985.96 | 1.13% | Sold Out | 0 | -2,555 | |
BA | Boeing Co | 2025-03-31 | New Buy New Buy | +2.03% | 148.15 ($173.09) 186.25 | $209.79 | 21.20% | New holding | 12,461 | 12,461 | |
GLW | Corning Inc | 2025-03-31 | Sold Out Sold Out | -2.00% | 44.91 ($49.38) 54.25 | $52.59 | 6.50% | Sold Out | 0 | -45,993 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +1.71% | 64.98 ($87.82) 124.62 | $130.68 | 48.80% | New holding | 21,260 | 21,260 | |
CCI | Crown Castle Inc | 2025-03-31 | New Buy New Buy | +1.70% | 84.33 ($93.37) 106.39 | $103.72 | 11.08% | New holding | 17,073 | 17,073 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | Sold Out Sold Out | -1.57% | 53.9 ($58.29) 63.11 | $47.51 | -18.49% | Sold Out | 0 | -30,397 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +1.54% | 139.81 ($162.81) 186.47 | $218.96 | 34.49% | New holding | 11,534 | 11,534 |
MFG WEALTH MANAGEMENT, INC. Total Holding History ($B)
MFG WEALTH MANAGEMENT, INC.'s Asset Allocation
MFG WEALTH MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MFG WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
MFG WEALTH MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MFG WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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MFG WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
MFG WEALTH MANAGEMENT, INC. News
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