Mascagni Wealth Management, Inc. Portfolio Holdings by Sector

Mascagni Wealth Management, Inc.

$101 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ICVT XMHQ HYDB FBND SPYG IJR JAVA VBR 80 stocks	$67.4 Million 72.49% of portfolio	33	41	8	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR FTNT CRWD 4 stocks	$4.95 Million 5.32% of portfolio	3	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.5 Million 4.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$4.14 Million 4.46% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2.49 Million 2.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.06 Million 2.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.61 Million 1.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CADE FBMS 2 stocks	$1.24 Million 1.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$1.21 Million 1.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$892,431 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$617,462 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$560,852 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$542,560 0.58% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$284,039 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$264,976 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TY 1 stocks	$203,311 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts

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