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Home > Institutional Investor > Mfg Wealth Management, Inc. > Profile

Instuitional Investor - Mfg Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mfg Wealth Management, Inc.
Portfolio Value $109,161,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 17,818 $4,461,858 4.08%
2.
Ishares Trust
 IEF 37,740 $4,032,142 3.69%
3.
Nvidia Corp
 NVDA 29,562 $3,969,881 3.63%
4.
Amazon Com Inc
 AMZN 16,847 $3,696,063 3.38%
5.
Citigroup Inc
 C 47,332 $3,331,699 3.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)