Mascagni Wealth Management, Inc. Incresed Positions in Q1 2025

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.91K
+ 4.73%
$83.18 - $89.27 $242K - $260K
64.4K $5.38B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 2.92%
$89.18 - $104.04 $132K - $154K
52.3K $4.79B
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.11K
+ 3.42%
$46.82 - $47.8 $146K - $149K
94.1K $4.43B
MSFT
Microsoft Corp

Technology
115
+ 1.37%
$375.39 - $447.2 $43.2K - $51.4K
8.53K $3.2B
NVDA
Nvidia Corp

Technology
1.62K
+ 6.17%
$106.98 - $149.43 $173K - $241K
27.8K $3.02B
Capital Group Core Balanced ETF
21K
+ 37.47%
N/A
77K $2.38B
SPYG
Spdr Portfolio

ETFs
19.3K
+ 226.47%
$80.05 - $92.39 $1.54M - $1.78M
27.8K $2.23B
META
Meta Platforms, Inc.

Communication Services
286
+ 8.43%
$576.36 - $736.67 $165K - $211K
3.68K $2.12B
CGMS
Capital Grp Core Plus Income E
20.7K
+ 46.67%
N/A
65K $1.78B
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 2.03%
$190.26 - $242.06 $32K - $40.7K
8.44K $1.61B
Jpmorgan Hedged Equity Laddered Overlay ETF
2.67K
+ 15.8%
N/A
19.6K $1.17B
XSMO
Invesco S&P Smallcap Momentum

ETFs
679
+ 3.79%
$59.97 - $70.03 $40.7K - $47.6K
18.6K $1.17B
RSP
Invesco S&P 500 Equal Weight E

ETFs
129
+ 1.98%
$169.43 - $182.84 $21.9K - $23.6K
6.64K $1.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
185
+ 8.37%
$468.34 - $539.52 $86.6K - $99.8K
2.4K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
294
+ 18.41%
$551.42 - $612.93 $162K - $180K
1.89K $1.06B
CGDV
Capital Group Divid Value ETF

ETFs
8.82K
+ 53.75%
$34.95 - $37.36 $308K - $330K
25.2K $899M
NFLX
Netflix Inc

Communication Services
365
+ 61.66%
$828.4 - $1058.6 $302K - $386K
957 $892M
CGUS
Capital Group Core Equity ETF
3.86K
+ 17.36%
$33.08 - $36.62 $128K - $141K
26.1K $871M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.57K
+ 69.24%
$60.91 - $71.4 $339K - $398K
13.6K $847M
AVGO
Broadcom Inc.

Technology
1.2K
+ 33.85%
$167.43 - $244.7 $201K - $294K
4.75K $795M
XLK
Technology Sector Spdr

ETFs
3
+ 0.09%
$206.38 - $242.18 $619 - $727
3.22K $665M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.61K
+ 16.33%
$56.17 - $59.71 $90.5K - $96.2K
11.5K $656M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.94K
+ 33.07%
$51.45 - $58.51 $151K - $172K
11.8K $613M
FTNT
Fortinet, Inc.

Technology
360
+ 6.17%
$92.49 - $114.57 $33.3K - $41.2K
6.19K $596M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
2.2K
+ 17.33%
$38.36 - $41.43 $84.5K - $91.3K
14.9K $577M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 2.59%
$507.05 - $563.67 $14.2K - $15.8K
1.11K $571M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
247
+ 3.29%
$66.9 - $71.57 $16.5K - $17.7K
7.76K $547M
JPIE
J P Morgan Exchange Traded Fd
555
+ 5.18%
$45.46 - $46.18 $25.2K - $25.6K
11.3K $519M
Roundhill Magnificent Seven ETF
4.7K
+ 74.94%
N/A
11K $503M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.98K
+ 52.33%
$33.98 - $39.84 $169K - $198K
14.5K $496M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.08K
+ 92.18%
$110.9 - $132.93 $230K - $276K
4.33K $492M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12
+ 0.18%
$49.78 - $53.19 $597 - $638
6.53K $334M
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.55%
$142.64 - $156.42 $1.71K - $1.88K
2.2K $330M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
1.66K
+ 22.69%
$34.5 - $38.9 $57.4K - $64.7K
9K $311M
BBUS
J P Morgan Exchg Traded Fd

ETFs
699
+ 29.97%
$99.5 - $110.97 $69.6K - $77.6K
3.03K $306M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
553
+ 10.68%
$50.25 - $55.9 $27.8K - $30.9K
5.73K $295M
VEA
Vanguard Ftse Developed Market

ETFs
388
+ 7.31%
$47.4 - $52.99 $18.4K - $20.6K
5.7K $290M
TSLA
Tesla, Inc.

Consumer Cyclical
239
+ 27.89%
$222.15 - $428.22 $53.1K - $102K
1.1K $284M
CSX
Csx Corp

Industrials
13
+ 0.14%
$29.11 - $33.67 $378 - $438
9.56K $281M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$84.5 - $105.05 $84.5 - $105
3.02K $265M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
180
+ 3.31%
$46.77 - $52.97 $8.42K - $9.53K
5.62K $264M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
106
+ 3.45%
$69.69 - $79.99 $7.39K - $8.48K
3.18K $227M
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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