Mfg Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mfg Wealth Management, Inc.

Investment Activity

Mfg Wealth Management, Inc. has $104.68 million in total holdings as of March 31, 2025.
Mfg Wealth Management, Inc. owns shares of 58 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 24.48% of the portfolio was purchased this quarter.
About 25.37% of the portfolio was sold this quarter.
This quarter, Mfg Wealth Management, Inc. has purchased 52 new stocks and bought additional shares in 27 stocks.
Mfg Wealth Management, Inc. sold shares of 15 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

iShares iBoxx $ Investment Grade Corporate Bond ETF: $4,104,026
AT&T: $3,353,669
NVIDIA: $3,300,821
Utilities Select Sector SPDR Fund: $3,281,500
Palo Alto Networks: $2,865,046

Largest New Holdings this Quarter

94106L109 - Waste Management: $2,253,750 Holding
097023105 - Boeing: $2,125,224 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $1,794,344 Holding
22822V101 - Crown Castle: $1,779,519 Holding
911312106 - United Parcel Service: $1,613,333 Holding

Largest Purchases this Quarter

Waste Management: 9,735 shares (about $2.25M)
Boeing: 12,461 shares (about $2.13M)
PALANTIR TECHNOLOGIES INC: 21,260 shares (about $1.79M)
Crown Castle: 17,073 shares (about $1.78M)
United Parcel Service: 14,668 shares (about $1.61M)

Largest Sales this Quarter

Meta Platforms: 2,459 shares (about $1.42M)
GE Aerospace: 6,063 shares (about $1.21M)
Apple: 5,403 shares (about $1.20M)
Carrier Global: 15,431 shares (about $978.33K)
Zillow Group: 13,305 shares (about $889.57K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$4,104,026	$2,065 ▲	0.1%	37,759	3.9%	Finance
T AT&T	$3,353,669	$768,481 ▼	-18.6%	118,588	3.2%	Computer and Technology
NVDA NVIDIA	$3,300,821	$96,892 ▲	3.0%	30,456	3.2%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$3,281,500	$19,239 ▲	0.6%	41,617	3.1%	ETF
PANW Palo Alto Networks	$2,865,046	$338,038 ▲	13.4%	16,790	2.7%	Computer and Technology
C Citigroup	$2,853,088	$507,011 ▼	-15.1%	40,190	2.7%	Finance
AAPL Apple	$2,757,633	$1,200,120 ▼	-30.3%	12,415	2.6%	Computer and Technology
D Dominion Energy	$2,742,328	$1,029,726 ▲	60.1%	48,909	2.6%	Utilities
AMZN Amazon.com	$2,679,622	$525,688 ▼	-16.4%	14,084	2.6%	Retail/Wholesale
PEAK Healthpeak Properties	$2,529,906	$30,249 ▲	1.2%	125,119	2.4%	Finance
URTY ProShares UltraPro Russell 2000	$2,467,677	$189,446 ▲	8.3%	71,902	2.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$2,458,766	$46,492 ▲	1.9%	37,390	2.3%	ETF
GE GE Aerospace	$2,417,212	$1,213,510 ▼	-33.4%	12,077	2.3%	Industrials
ABT Abbott Laboratories	$2,410,914	$1,327 ▲	0.1%	18,175	2.3%	Medical
UBER Uber Technologies	$2,370,354	$41,312 ▼	-1.7%	32,533	2.3%	Computer and Technology
WM Waste Management	$2,253,750	$2,253,750 ▲	New Holding	9,735	2.2%	Business Services
LLY Eli Lilly and Company	$2,249,777	$12,389 ▼	-0.5%	2,724	2.1%	Medical
ENB Enbridge	$2,214,570	$20,737 ▼	-0.9%	49,979	2.1%	Energy
TSLA Tesla	$2,185,755	$178,561 ▲	8.9%	8,434	2.1%	Auto/Tires/Trucks
CAT Caterpillar	$2,173,052	$74,535 ▲	3.6%	6,589	2.1%	Industrials
BA Boeing	$2,125,224	$2,125,224 ▲	New Holding	12,461	2.0%	Aerospace
CARR Carrier Global	$2,062,719	$978,325 ▼	-32.2%	32,535	2.0%	Computer and Technology
MSFT Microsoft	$2,025,229	$12,012 ▲	0.6%	5,395	1.9%	Computer and Technology
CHK Chesapeake Energy	$2,022,573	$313,143 ▲	18.3%	18,169	1.9%	Energy
ABBV AbbVie	$2,000,811	$15,294 ▲	0.8%	9,550	1.9%	Medical
DOCU DocuSign	$1,931,541	$598,127 ▼	-23.6%	23,729	1.8%	Computer and Technology
DXCM DexCom	$1,859,264	$477,142 ▲	34.5%	27,226	1.8%	Medical
SOFI SoFi Technologies	$1,817,502	$394,106 ▲	27.7%	156,277	1.7%	Finance
PALANTIR TECHNOLOGIES INC	$1,794,344	$1,794,344 ▲	New Holding	21,260	1.7%	CL A
CCI Crown Castle	$1,779,519	$1,779,519 ▲	New Holding	17,073	1.7%	Finance
META Meta Platforms	$1,682,971	$1,417,269 ▼	-45.7%	2,920	1.6%	Computer and Technology
BAC Bank of America	$1,659,268	$6,385 ▲	0.4%	39,762	1.6%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,646,769	$8,817 ▲	0.5%	3,922	1.6%	Finance
UPS United Parcel Service	$1,613,333	$1,613,333 ▲	New Holding	14,668	1.5%	Transportation
ORCL Oracle	$1,612,569	$1,612,569 ▲	New Holding	11,534	1.5%	Computer and Technology
CRM Salesforce	$1,560,782	$131,765 ▼	-7.8%	5,816	1.5%	Computer and Technology
RKT Rocket Companies	$1,559,468	$514,870 ▲	49.3%	129,202	1.5%	Finance
TMUS T-Mobile US	$1,505,845	$1,505,845 ▲	New Holding	5,646	1.4%	Computer and Technology
STLD Steel Dynamics	$1,483,636	$17,636 ▲	1.2%	11,862	1.4%	Basic Materials
OXY Occidental Petroleum	$1,404,391	$1,404,391 ▲	New Holding	28,452	1.3%	Energy
DE Deere & Company	$1,344,218	$1,344,218 ▲	New Holding	2,864	1.3%	Industrials
UNH UnitedHealth Group	$1,171,629	$1,171,629 ▲	New Holding	2,237	1.1%	Medical
VLO Valero Energy	$1,123,255	$1,321 ▲	0.1%	8,505	1.1%	Energy
KEY KeyCorp	$1,120,707	$19,156 ▲	1.7%	70,088	1.1%	Finance
ZG Zillow Group	$1,110,411	$889,572 ▼	-44.5%	16,608	1.1%	Finance
CTVA Corteva	$1,096,115	$7,174 ▲	0.7%	17,418	1.0%	Consumer Staples
AVGO Broadcom	$1,091,978	$1,091,978 ▲	New Holding	6,522	1.0%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$1,084,713	$8,739 ▲	0.8%	11,916	1.0%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,071,957	$28,803 ▼	-2.6%	11,686	1.0%	ETF
MMM 3M	$1,059,301	$1,059,301 ▲	New Holding	7,213	1.0%	Multi-Sector Conglomerates
GOOG Alphabet	$1,009,558	$1,009,558 ▲	New Holding	6,462	1.0%	Computer and Technology
POOL Pool	$921,305	$921,305 ▲	New Holding	2,894	0.9%	Consumer Discretionary
CLF Cleveland-Cliffs	$785,717	$785,717 ▲	New Holding	95,586	0.8%	Basic Materials
AAON AAON	$780,675	$447,763 ▼	-36.4%	9,992	0.7%	Construction
JEPI JPMorgan Equity Premium Income ETF	$340,212	$22,285 ▲	7.0%	5,954	0.3%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$300,924	$68,824 ▲	29.7%	6,799	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$245,711	$62,563 ▲	34.2%	1,190	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$200,087	$200,087 ▲	New Holding	4,017	0.2%	ETF
IBM International Business Machines	$0	$2,796,457 ▼	-100.0%	0	0.0%	Computer and Technology
AMD Advanced Micro Devices	$0	$2,411,089 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$2,341,070 ▼	-100.0%	0	0.0%	Retail/Wholesale
GLW Corning	$0	$2,185,587 ▼	-100.0%	0	0.0%	Computer and Technology
BMY Bristol-Myers Squibb	$0	$1,719,254 ▼	-100.0%	0	0.0%	Medical
ZBH Zimmer Biomet	$0	$1,506,178 ▼	-100.0%	0	0.0%	Medical
XOM Exxon Mobil	$0	$1,381,844 ▼	-100.0%	0	0.0%	Energy
VZ Verizon Communications	$0	$1,241,510 ▼	-100.0%	0	0.0%	Computer and Technology
TTWO Take-Two Interactive Software	$0	$1,121,231 ▼	-100.0%	0	0.0%	Consumer Discretionary
VUZI Vuzix	$0	$1,074,864 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Mfg Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mfg Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mfg Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mfg Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMfg Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools