Mascagni Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationclinton, MS
- Num holdings
112
- Value ($000)
$100,513
- Date Filed04/23/2025
- Form typerestatement
- 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 | $5.38M | 5 % | 64,392 | ||
XMHQ INVESCO S&P MIDCAP QUALITY ETF | ETF | 46137V472 | $4.79M | 5 % | 52,305 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $4.50M | 5 % | 20,273 | ||
HYDB ISHARES HIGH YIELD BOND ETF | ETF | 46435G250 | $4.43M | 4 % | 94,074 | ||
MSFT MICROSOFT CORP | STOCK | 594918104 | $3.20M | 3 % | 8,533 | ||
FBND FIDELITY TOTAL BOND IDX ETF | ETF | 316188309 | $3.06M | 3 % | 67,102 | ||
NVDA NVIDIA CORP | STOCK | 67066G104 | $3.02M | 3 % | 27,827 | ||
CGBL CAPITAL GROUP CORE BALANCED ETF | ETF | 14021D107 | $2.38M | 2 % | 76,972 | ||
KRE SPDR S&P 500 GROWTH ETF | ETF | 78464A409 | $2.23M | 2 % | 27,783 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $2.12M | 2 % | 3,680 |
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