Mascagni Wealth Management, Inc. New Holdings in Q4 2024

Mascagni Wealth Management, Inc.

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBMS
First Bancshares Inc

Financial Services
16K
New
$30.98 - $38.22 $497K - $613K
16K $562M
IVV
Ishares Core S&P 500 ETF

ETFs
938
New
$570.51 - $610.59 $535K - $573K
938 $552M
FTNT
Fortinet, Inc.

Technology
5.83K
New
$76.49 - $99.21 $446K - $578K
5.83K $551M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.05K
New
$65.31 - $74.15 $526K - $597K
8.05K $543M
XLE
Energy Sector Spdr

ETFs
6.25K
New
$83.32 - $97.27 $520K - $607K
6.25K $535M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
12.1K
New
$43.84 - $48.76 $532K - $592K
12.1K $534M
NFLX
Netflix Inc

Communication Services
592
New
$687.65 - $936.56 $407K - $554K
592 $528M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.51K
New
$68.25 - $75.42 $513K - $567K
7.51K $514M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
12.7K
New
$39.5 - $41.38 $502K - $526K
12.7K $512M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.9K
New
$53.94 - $58.15 $480K - $517K
8.9K $502M
VHT
Vanguard Health Care ETF

ETFs
1.83K
New
$250.81 - $283.3 $458K - $518K
1.83K $464M
GOOGL
Alphabet Inc.

Communication Services
2.37K
New
$161.86 - $196.66 $384K - $467K
2.37K $449M
CGXU
Capital Group Intl Focus Equit

ETFs
18.1K
New
$24.67 - $26.94 $448K - $489K
18.1K $448M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.04K
New
$131.66 - $144.0 $401K - $438K
3.04K $402M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.03K
New
$172.07 - $207.36 $349K - $420K
2.03K $400M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.51K
New
$87.1 - $98.49 $393K - $444K
4.51K $394M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.82K
New
$55.45 - $61.08 $378K - $417K
6.82K $378M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.73K
New
$94.43 - $105.47 $352K - $393K
3.73K $378M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.58K
New
$104.52 - $115.08 $374K - $412K
3.58K $378M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.26K
New
$50.73 - $51.08 $368K - $371K
7.26K $369M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.96K
New
$183.23 - $199.79 $358K - $391K
1.96K $362M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.24K
New
$278.19 - $315.36 $345K - $391K
1.24K $357M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.51K
New
$34.49 - $39.24 $328K - $373K
9.51K $354M
OMFS
Invesco Exchange Traded Self I

ETFs
8.87K
New
$38.83 - $43.9 $344K - $389K
8.87K $351M
TSLA
Tesla, Inc.

Consumer Cyclical
857
New
$213.65 - $479.86 $183K - $411K
857 $346M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.43K
New
$76.21 - $82.24 $338K - $365K
4.43K $345M
Roundhill Magnificent Seven ETF
6.27K
New
N/A
6.27K $341M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.52K
New
$51.09 - $55.27 $333K - $360K
6.52K $333M
PEP
Pepsico Inc

Consumer Defensive
2.19K
New
$151.29 - $176.1 $332K - $386K
2.19K $333M
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.6K
New
$26.05 - $29.17 $328K - $368K
12.6K $330M
UNP
Union Pacific Corp

Industrials
1.44K
New
$223.15 - $249.32 $321K - $359K
1.44K $328M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11.7K
New
$26.55 - $27.32 $311K - $320K
11.7K $313M
CSX
Csx Corp

Industrials
9.55K
New
$31.58 - $36.88 $302K - $352K
9.55K $308M
SQ
Block, Inc.

Technology
3.54K
New
$65.06 - $98.92 $230K - $350K
3.54K $301M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.9K
New
$24.94 - $26.14 $297K - $312K
11.9K $298M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
11.5K
New
$25.26 - $26.59 $290K - $305K
11.5K $291M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.25K
New
$119.61 - $136.3 $269K - $307K
2.25K $278M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.18K
New
$52.0 - $55.66 $269K - $288K
5.18K $277M
WMT
Walmart Inc.

Consumer Defensive
3.02K
New
$79.1 - $95.7 $239K - $289K
3.02K $273M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
7.33K
New
$36.74 - $40.43 $269K - $297K
7.33K $271M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
5.44K
New
$47.66 - $51.97 $259K - $283K
5.44K $265M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
6.21K
New
$42.35 - $47.59 $263K - $295K
6.21K $263M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.97K
New
$125.5 - $148.67 $248K - $293K
1.97K $261M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.71K
New
$44.33 - $49.55 $253K - $283K
5.71K $257M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.83K
New
$89.9 - $100.66 $255K - $285K
2.83K $256M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.19K
New
$114.67 - $126.49 $251K - $277K
2.19K $255M
VEA
Vanguard Ftse Developed Market

ETFs
5.31K
New
$47.57 - $52.44 $253K - $278K
5.31K $254M
IBB
Ishares Biotechnology ETF

ETFs
1.92K
New
$131.21 - $148.85 $252K - $285K
1.92K $254M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.33K
New
$102.46 - $110.17 $239K - $257K
2.33K $247M
Activity Summary
Buys All Purchases 766 New Holdings 766 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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