Mascagni Wealth Management, Inc. Reduced Holdings in Q1 2025

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-788
- 13.79%
$40.03 - $46.81 $31.5K - $36.9K
4.93K $201M
TY
Tri Continental Corp

Financial Services
-56
- 0.84%
$30.4 - $32.91 $1.7K - $1.84K
6.63K $203M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-3.54K
- 30.87%
$25.06 - $25.98 $88.8K - $92.1K
7.94K $205M
IBB
Ishares Biotechnology ETF

ETFs
-298
- 15.54%
$127.9 - $140.56 $38.1K - $41.9K
1.62K $207M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-131
- 4.62%
$80.73 - $94.96 $10.6K - $12.4K
2.7K $224M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-620
- 9.78%
$37.07 - $40.63 $23K - $25.2K
5.72K $225M
OMFS
Invesco Exchange Traded Self I

ETFs
-2.67K
- 30.07%
$36.43 - $41.61 $97.1K - $111K
6.2K $235M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-40
- 0.64%
$37.78 - $43.82 $1.51K - $1.75K
6.17K $244M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.45K
- 20.91%
$26.64 - $27.14 $65.3K - $66.5K
9.27K $248M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-17
- 0.86%
$120.5 - $145.97 $2.05K - $2.48K
1.96K $258M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-12.8K
- 76.69%
$70.83 - $76.62 $907K - $981K
3.89K $276M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.24K
- 27.4%
$85.29 - $92.57 $105K - $114K
3.27K $298M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.28K
- 18.68%
$54.25 - $57.64 $69.2K - $73.5K
5.55K $306M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-34
- 2.74%
$254.58 - $302.92 $8.66K - $10.3K
1.21K $309M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-337
- 9.41%
$96.85 - $111.39 $32.6K - $37.5K
3.24K $320M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-204
- 4.6%
$75.99 - $81.58 $15.5K - $16.6K
4.23K $324M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.39K
- 27.9%
$36.64 - $45.76 $124K - $155K
8.75K $328M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 1.23%
$165.25 - $224.62 $4.13K - $5.62K
2K $332M
UNP
Union Pacific Corp

Industrials
-18
- 1.25%
$225.21 - $254.42 $4.05K - $4.58K
1.42K $336M
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.04%
$154.33 - $206.19 $154 - $206
2.37K $367M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.97K
- 10.84%
$24.48 - $26.59 $48.2K - $52.3K
16.2K $396M
VHT
Vanguard Health Care ETF

ETFs
-172
- 9.41%
$254.06 - $273.83 $43.7K - $47.1K
1.66K $438M
OEF
Ishares S&P 100 ETF

ETFs
-200
- 9.55%
N/A
1.9K $513M
XLE
Energy Sector Spdr

ETFs
-618
- 9.9%
$85.7 - $93.96 $53K - $58.1K
5.63K $526M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.68%
$542.38 - $646.34 $3.8K - $4.52K
1.03K $558M
PG
Procter & Gamble CO

Consumer Defensive
-252
- 7.11%
$158.56 - $176.26 $40K - $44.4K
3.29K $561M
GLD
Spdr Gold Trust

ETFs
-425
- 17.88%
$243.19 - $288.14 $103K - $122K
1.95K $562M
VB
Vanguard Small Cap ETF

ETFs
-903
- 24.09%
$217.89 - $252.64 $197K - $228K
2.85K $631M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-397
- 3.99%
$67.08 - $76.14 $26.6K - $30.2K
9.56K $704M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-68
- 2.98%
$360.07 - $417.26 $24.5K - $28.4K
2.21K $799M
CGGO
Capital Group Global Growth Eq

ETFs
-8.51K
- 22.2%
$28.33 - $30.84 $241K - $263K
29.8K $845M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.04K
- 30.17%
$73.78 - $76.59 $372K - $386K
11.7K $893M
VUG
Vanguard Growth ETF

ETFs
-288
- 10.64%
$369.1 - $427.61 $106K - $123K
2.42K $897M
PLTR
Palantir Technologies Inc.

Technology
-16.6K
- 60.86%
$64.98 - $124.62 $1.08M - $2.06M
10.6K $899M
XOM
Exxon Mobil Corp

Energy
-176
- 2.0%
$105.44 - $118.93 $18.6K - $20.9K
8.64K $1.03B
CVX
Chevron Corp

Energy
-295
- 4.55%
$146.71 - $167.97 $43.3K - $49.6K
6.19K $1.04B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.68K
- 2.61%
$18.36 - $20.51 $30.9K - $34.5K
62.9K $1.24B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-703
- 1.62%
$29.34 - $31.31 $20.6K - $22K
42.8K $1.27B
VIG
Vanguard Dividend Appreciation

ETFs
-269
- 3.75%
N/A
6.9K $1.34B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-18
- 0.17%
$126.11 - $135.06 $2.27K - $2.43K
10.6K $1.37B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-314
- 4.13%
$211.47 - $267.17 $66.4K - $83.9K
7.29K $1.54B
VO
Vanguard Mid Cap ETF

ETFs
-71
- 1.16%
$251.87 - $277.95 $17.9K - $19.7K
6.07K $1.57B
VOT
Vanguard Mid Cap Growth Index

ETFs
-228
- 3.31%
$237.72 - $276.98 $54.2K - $63.2K
6.66K $1.63B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.78K
- 5.19%
$50.39 - $50.66 $89.9K - $90.4K
32.6K $1.65B
VBR
Vanguard Small Cap Value ETF

ETFs
-66
- 0.72%
$183.02 - $207.75 $12.1K - $13.7K
9.08K $1.69B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.97K
- 6.79%
$61.9 - $66.89 $122K - $132K
27.1K $1.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-182
- 0.99%
$102.49 - $119.96 $18.7K - $21.8K
18.2K $1.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.33K
- 9.84%
$44.41 - $45.98 $325K - $337K
67.1K $3.06B
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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