Mascagni Wealth Management, Inc. has filed its 13F form on March 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 767 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Convertible Bond Et with a value of $5.22B, Apple Inc. with a value of $5.08B, Invesco Exchange Traded Fd Tr with a value of $5B, Ishares Tr Edge High Yield Def with a value of $4.28B, and Microsoft Corp with a value of $3.55B.

Examining the 13F form we can see an increase of $116B in the current position value.

Mascagni Wealth Management, Inc. is based out at Clinton, MS

Below you can find more details about Mascagni Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $74.1 Billion
Technology: $17.8 Billion
Communication Services: $3.54 Billion
Financial Services: $2.88 Billion
Energy: $2.77 Billion
Consumer Cyclical: $2.75 Billion
Healthcare: $1.82 Billion
Industrials: $1.78 Billion
Other: $2.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 767
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 766 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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