Mascagni Wealth Management, Inc. Portfolio Holdings by Sector

Mascagni Wealth Management, Inc.

$129 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ICVT XMHQ HYDB CGDV SPMO FBND SPYG XSMO 85 stocks	$85.2 Million 70.9% of portfolio	33	43	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD FTNT SQ 5 stocks	$7.89 Million 6.57% of portfolio	3	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$7.67 Million 6.39% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.15 Million 4.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$3.67 Million 3.05% of portfolio	3	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.96 Million 1.63% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.95 Million 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CADE RNST 2 stocks	$1.45 Million 1.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.33 Million 1.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$1.2 Million 1.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$643,221 0.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$505,662 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$499,865 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$319,353 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$311,408 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TY 1 stocks	$210,800 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$209,081 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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