Mustico Financial Group, Inc. Portfolio Holdings

Mustico Financial Group, Inc.

  • $108 Billion
  • Q2 2025

Mustico Financial Group, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $27.2B, Ishares Iboxx $ Investment Gra with a value of $14B, Ishares Core S&P 500 ETF with a value of $11.4B, Tidal Trust I with a value of $8.42B, and Vanguard Mid Cap ETF with a value of $8.3B.

Examining the 13F form we can see an increase of $108B in the current position value.

Mustico Financial Group, Inc. is based out at Elmira, NY

Below you can find more details about Mustico Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $84.7 Billion
Basic Materials: $7.56 Billion
Technology: $3.52 Billion
Financial Services: $1.18 Billion
Consumer Cyclical: $504 Million
Communication Services: $235 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $108 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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