Mascagni Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationclinton, MS
- Num holdings
111
- Value ($000)
$101,537
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002063074
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ICVT ISHARES CONVERTIBLE BOND ETF | ETF | 46435G102 | $5.22M | 5 % | 61,485 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $5.08M | 5 % | 20,273 | ||
XMHQ INVESCO S&P MIDCAP QUALITY ETF | ETF | 46137V472 | $5.00M | 5 % | 50,821 | ||
HYDB ISHARES HIGH YIELD BOND ETF | ETF | 46435G250 | $4.28M | 4 % | 90,961 | ||
MSFT MICROSOFT CORP | STOCK | 594918104 | $3.55M | 4 % | 8,418 | ||
NVDA NVIDIA CORP | STOCK | 67066G104 | $3.52M | 4 % | 26,211 | ||
FBND FIDELITY TOTAL BOND IDX ETF | ETF | 316188309 | $3.34M | 3 % | 74,428 | ||
IJR ISHARES S&P SMALL CAP ETF | ETF | 464287804 | $2.12M | 2 % | 18,380 | ||
PLTR PALANTIR TECHNOLOGIES INC CL A | STOCK | 69608A108 | $2.06M | 2 % | 27,209 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $1.99M | 2 % | 3,394 |
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