Mascagni Wealth Management, Inc. New Holdings in Q4 2024

Mascagni Wealth Management, Inc.

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.34K
New
$38.37 - $42.82 $243K - $271K
6.34K $243M
VFH
Vanguard Financial ETF

ETFs
2.05K
New
$108.87 - $126.2 $223K - $258K
2.05K $242M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4.51K
New
$51.31 - $55.61 $231K - $251K
4.51K $241M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.08K
New
$72.18 - $81.41 $222K - $250K
3.08K $232M
DIS
Walt Disney CO

Communication Services
2K
New
$92.39 - $117.6 $185K - $235K
2K $223M
TY
Tri Continental Corp

Financial Services
6.69K
New
$31.01 - $34.67 $207K - $232K
6.69K $212M
GOOG
Alphabet Inc.

Communication Services
1.08K
New
$163.08 - $198.16 $177K - $215K
1.08K $206M
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
New
$148.14 - $166.23 $191K - $214K
1.29K $205M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.55K
New
$79.93 - $88.06 $204K - $224K
2.55K $204M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.94K
New
$66.77 - $71.52 $196K - $210K
2.94K $202M
CNI
Canadian National Railway CO

Industrials
1.94K
New
$100.62 - $117.12 $195K - $227K
1.94K $197M
IXN
Ishares Global Information Tec

ETFs
2.18K
New
$80.67 - $87.84 $176K - $191K
2.18K $184M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.6K
New
$69.58 - $74.87 $181K - $194K
2.6K $182M
KO
Coca Cola CO

Consumer Defensive
2.9K
New
$61.74 - $71.71 $179K - $208K
2.9K $181M
Jpmorgan U.S. Tech Leaders ETF
2.38K
New
N/A
2.38K $180M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.15K
New
$56.06 - $61.35 $176K - $193K
3.15K $178M
HD
Home Depot, Inc.

Consumer Cyclical
442
New
$385.02 - $431.37 $170K - $191K
442 $172M
ACN
Accenture PLC

Technology
465
New
$343.9 - $376.86 $160K - $175K
465 $164M
NEE
Nextera Energy Inc

Utilities
2.24K
New
$69.77 - $85.43 $156K - $191K
2.24K $161M
CRWD
Crowd Strike Holdings, Inc.

Technology
465
New
$275.15 - $388.2 $128K - $181K
465 $159M
DOCU
Docusign, Inc.

Technology
1.72K
New
$61.42 - $106.99 $105K - $184K
1.72K $154M
JNJ
Johnson & Johnson

Healthcare
1.06K
New
$143.34 - $165.86 $152K - $176K
1.06K $154M
VLO
Valero Energy Corp

Energy
1.22K
New
$118.59 - $144.02 $144K - $175K
1.22K $149M
Ishares Bitcoin Trust
2.8K
New
N/A
2.8K $149M
SO
Southern CO

Utilities
1.78K
New
$81.5 - $94.15 $145K - $167K
1.78K $146M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.4K
New
$75.41 - $112.24 $105K - $157K
1.4K $144M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.37K
New
$60.1 - $66.4 $142K - $157K
2.37K $143M
DVN
Devon Energy Corp

Energy
4.31K
New
$30.52 - $42.96 $132K - $185K
4.31K $141M
NSC
Norfolk Southern Corp

Industrials
600
New
$230.6 - $277.0 $138K - $166K
600 $141M
ETN
Eaton Corp PLC

Industrials
421
New
$326.96 - $377.52 $138K - $159K
421 $140M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.31K
New
$54.6 - $68.9 $126K - $159K
2.31K $139M
NWFL
Norwood Financial Corp

Financial Services
5.05K
New
$25.18 - $32.49 $127K - $164K
5.05K $137M
IWM
Ishares Russell 2000 ETF

ETFs
612
New
$216.13 - $242.4 $132K - $148K
612 $135M
CAT
Caterpillar Inc

Industrials
369
New
$360.37 - $416.88 $133K - $154K
369 $134M
MRVL
Marvell Technology, Inc.

Technology
1.19K
New
$70.31 - $124.78 $83.6K - $148K
1.19K $131M
IWS
Ishares Russell Midcap Value E

ETFs
973
New
$128.08 - $140.32 $125K - $137K
973 $126M
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.11K
New
$40.15 - $42.9 $125K - $133K
3.11K $125M
SOXX
Ishares Semiconductor ETF

ETFs
578
New
$211.27 - $239.8 $122K - $139K
578 $125M
COP
Conocophillips

Energy
1.22K
New
$95.12 - $114.72 $116K - $140K
1.22K $121M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
3.21K
New
$31.2 - $41.46 $100K - $133K
3.21K $120M
FNDF
Schwab Fundamental Intl Large

ETFs
3.55K
New
$32.92 - $37.15 $117K - $132K
3.55K $118M
PSX
Phillips 66

Energy
1.01K
New
$110.35 - $138.93 $112K - $140K
1.01K $115M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
253
New
$442.29 - $483.08 $112K - $122K
253 $115M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.86K
New
$57.38 - $61.11 $106K - $113K
1.86K $108M
COF
Capital One Financial Corp

Financial Services
604
New
$145.19 - $192.01 $87.7K - $116K
604 $108M
CGCP
Capital Group Core Plus Income

ETFs
4.81K
New
$22.13 - $23.17 $106K - $111K
4.81K $107M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.52K
New
$29.77 - $30.19 $105K - $106K
3.52K $105M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.68K
New
$61.68 - $67.87 $104K - $114K
1.68K $105M
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.79K
New
$53.26 - $60.98 $95.4K - $109K
1.79K $104M
Activity Summary
Buys All Purchases 766 New Holdings 766 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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