Instuitional Investor - Mascagni Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mascagni Wealth Management, Inc. |
| Portfolio Value | $134,171,761 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Convertible Bond Etf - ETF | 74,350 | $7,323,503 | 5.46% | |
| 2. | NVDA | 33,166 | $6,185,367 | 4.61% | |
| 3. | AAPL | 20,442 | $5,557,463 | 4.14% | |
| 4. | Capital Group Dividend Value Etf - ETF | 125,712 | $5,486,056 | 4.09% | |
| 5. | Invesco S&P Midcap Quality Etf - ETF | 50,692 | $5,191,915 | 3.87% |