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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 $104,675,697
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 37,759 $4,104,026 3.92%
2.
At&T Inc.
 T 118,588 $3,353,669 3.2%
3.
Nvidia Corp
 NVDA 30,456 $3,300,821 3.15%
4.
Sector Spdr Trust
 XLB 41,617 $3,281,500 3.13%
5.
Palo Alto Networks Inc
 PANW 16,790 $2,865,046 2.74%
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)