Mascagni Wealth Management, Inc. Portfolio Holdings

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025

Mascagni Wealth Management, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Convertible Bond Et with a value of $5.38B, Invesco Exchange Traded Fd Tr with a value of $4.79B, Apple Inc. with a value of $4.5B, Ishares Tr Edge High Yield Def with a value of $4.43B, and Microsoft Corp with a value of $3.2B.

Examining the 13F form we can see an increase of $100B in the current position value, from $92.9M to 101B.

Mascagni Wealth Management, Inc. is based out at Clinton, MS

Below you can find more details about Mascagni Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $67.4 Billion
Technology: $13.6 Billion
Communication Services: $3.38 Billion
Energy: $2.06 Billion
Consumer Cyclical: $1.89 Billion
Financial Services: $1.45 Billion
Consumer Defensive: $1.37 Billion
Healthcare: $1.21 Billion
Other: $617 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$1.21 Billion 1.2% of portfolio
3,247
Q1 2025 Added 0.03%
$95.4B
$795 Million 0.79% of portfolio
4,749
Q1 2025 Added 33.85%
$82.6B
$596 Million 0.59% of portfolio
6,191
Q1 2025 Added 6.17%
$181B
$330 Million 0.33% of portfolio
2,204
Q1 2025 Added 0.55%
$138B
$336 Million 0.33% of portfolio
1,422
Q1 2025 Reduced 1.25%
$66.1B
$281 Million 0.28% of portfolio
9,562
Q1 2025 Added 0.14%
$101B
$249 Million 0.25% of portfolio
707
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $101 Billion
  • Prior Value $92.9 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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