MW
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MFG WEALTH MANAGEMENT, INC.13F | |
MFG WEALTH MANAGEMENT, INC. | |
Last update 2025-04-24 | 58 Stocks (16 new) |
Value $105.00 Mil | Turnover 24 % |
MFG WEALTH MANAGEMENT, INC. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 37,759 | 4,104.0 | +0.05% | 3.920 | 0% | 0.010 | +2.02% | +4.56% | 30,153.2 | ||
T | AT&T Inc | 118,588 | 3,353.7 | -18.64% | 3.200 | -0.57% | 0.000 | +3.42% | +30.07% | 208,240.7 | Telecommunication Services | |
NVDA | NVIDIA Corp | 30,456 | 3,300.8 | +3.02% | 3.150 | +0.09% | 0.000 | +45.78% | +17.67% | 3,852,990.1 | Semiconductors | |
XLU | Utilities Select Sector SPDR ETF | 41,617 | 3,281.5 | +0.59% | 3.130 | +0.02% | 0.020 | +4.28% | +9.41% | 18,983.7 | ||
PANW | Palo Alto Networks Inc | 16,790 | 2,865.1 | +13.38% | 2.740 | +0.32% | 0.000 | +19.92% | +12.46% | 136,454.0 | Software | |
C | Citigroup Inc | 40,190 | 2,853.1 | -15.09% | 2.730 | -0.46% | 0.000 | +20.86% | +22.74% | 158,981.5 | Banks | |
AAPL | Apple Inc | 12,415 | 2,757.6 | -30.32% | 2.630 | -1.24% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
D | Dominion Energy Inc | 48,909 | 2,742.3 | +60.13% | 2.620 | +0.98% | 0.010 | +2.02% | +7.48% | 48,199.7 | Utilities - Regulated | |
AMZN | Amazon.com Inc | 14,084 | 2,679.6 | -16.40% | 2.560 | -0.56% | 0.000 | +15.31% | 0% | 2,329,121.6 | Retail - Cyclical | |
DOC | Healthpeak Properties Inc | 125,119 | 2,529.9 | +1.21% | 2.420 | +0.03% | 0.020 | -11.91% | -10.76% | 12,164.8 | REITs |
MFG WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
MFG WEALTH MANAGEMENT, INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Sold Out Sold Out | -2.56% | 217.4 ($244.61) 264.74 | $294.78 | 20.51% | Sold Out | 0 | -12,721 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -2.21% | 96.63 ($111.19) 129.55 | $141.90 | 27.62% | Sold Out | 0 | -19,961 | |
WM | Waste Management Inc | 2025-03-31 | New Buy New Buy | +2.15% | 200.54 ($221.47) 233.78 | $228.82 | 3.32% | New holding | 9,735 | 9,735 | |
COST | Costco Wholesale Corp | 2025-03-31 | Sold Out Sold Out | -2.14% | 890.62 ($974.97) 1076.86 | $989.94 | 1.54% | Sold Out | 0 | -2,555 | |
BA | Boeing Co | 2025-03-31 | New Buy New Buy | +2.03% | 148.15 ($173.09) 186.25 | $209.53 | 21.05% | New holding | 12,461 | 12,461 | |
GLW | Corning Inc | 2025-03-31 | Sold Out Sold Out | -2.00% | 44.91 ($49.38) 54.25 | $52.59 | 6.50% | Sold Out | 0 | -45,993 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +1.71% | 64.98 ($87.82) 124.62 | $136.32 | 55.23% | New holding | 21,260 | 21,260 | |
CCI | Crown Castle Inc | 2025-03-31 | New Buy New Buy | +1.70% | 84.33 ($93.37) 106.39 | $102.73 | 10.02% | New holding | 17,073 | 17,073 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | Sold Out Sold Out | -1.57% | 53.9 ($58.29) 63.11 | $46.29 | -20.59% | Sold Out | 0 | -30,397 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +1.54% | 139.81 ($162.81) 186.47 | $218.63 | 34.29% | New holding | 11,534 | 11,534 |
MFG WEALTH MANAGEMENT, INC. Total Holding History ($B)
MFG WEALTH MANAGEMENT, INC.'s Asset Allocation
MFG WEALTH MANAGEMENT, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MFG WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
MFG WEALTH MANAGEMENT, INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MFG WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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MFG WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
MFG WEALTH MANAGEMENT, INC. News
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