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

About Mfg Wealth Management, Inc.

Investment Activity

  • Mfg Wealth Management, Inc. has $109.16 million in total holdings as of December 31, 2024.
  • Mfg Wealth Management, Inc. owns shares of 52 different stocks, but just 33 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple
$4,461,858
NVIDIA
$3,969,881
Amazon.com
$3,696,063
Citigroup
$3,331,699

Sector Allocation

Map of 500 Largest Holdings ofMfg Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$4,461,85817,8184.1%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$4,032,14237,7403.7%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,969,88129,5623.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,696,06316,8473.4%Retail/Wholesale
Citigroup Inc. stock logo
C
Citigroup
$3,331,69947,3323.1%Finance
AT&T Inc. stock logo
T
AT&T
$3,319,001145,7623.0%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$3,274,15947,9663.0%Computer and Technology
URTY
ProShares UltraPro Russell2000
$3,266,65866,3823.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,149,4585,3792.9%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$3,131,52241,3732.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,127,7417,7452.9%Auto/Tires/Trucks
General Electric stock logo
GE
General Electric
$3,025,57118,1402.8%Transportation
International Business Machines Co. stock logo
IBM
International Business Machines
$2,796,45712,7212.6%Computer and Technology
DocuSign, Inc. stock logo
DOCU
DocuSign
$2,795,06531,0772.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,694,64614,8092.5%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,528,92636,6832.3%ETF
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$2,505,838123,6232.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,411,08919,9612.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,341,0702,5552.1%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,308,2426,3632.1%Industrial Products
Microsoft Co. stock logo
MSFT
Microsoft
$2,260,5055,3632.1%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$2,185,58745,9932.0%Computer and Technology
Enbridge Inc. stock logo
ENB
Enbridge
$2,140,46650,4472.0%Oils/Energy
Zillow Group, Inc. stock logo
ZG
Zillow Group
$2,119,33629,9131.9%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,114,5062,7391.9%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$2,108,6196,3071.9%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,054,64318,1651.9%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,996,59233,1001.8%Computer and Technology
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,884,806122,3901.7%Finance
AAON, Inc. stock logo
AAON
AAON
$1,850,28315,7231.7%Construction
Bank of America Co. stock logo
BAC
Bank of America
$1,740,81639,6091.6%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,719,25430,3971.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$1,683,9749,4771.5%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,659,8763,9011.5%Finance
Dominion Energy, Inc. stock logo
D
Dominion Energy
$1,645,10030,5441.5%Utilities
DexCom, Inc. stock logo
DXCM
DexCom
$1,573,98720,2391.4%Medical
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$1,528,69015,3561.4%Oils/Energy
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$1,506,17814,2591.4%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,381,84412,8461.3%Oils/Energy
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$1,336,95711,7211.2%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,241,51031,0461.1%Computer and Technology
KeyCorp stock logo
KEY
KeyCorp
$1,180,77568,8901.1%Finance
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$1,121,2316,0911.0%Consumer Discretionary
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$1,097,16012,0001.0%ETF
Vuzix Co. stock logo
VUZI
Vuzix
$1,074,864272,8081.0%Computer and Technology
Valero Energy Co. stock logo
VLO
Valero Energy
$1,041,4028,4951.0%Oils/Energy
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$1,032,24111,8200.9%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$985,63617,3040.9%Consumer Staples
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$974,49786,5450.9%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$320,0975,5640.3%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$226,7515,2440.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$206,2458870.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data