Instuitional Investor - Mascagni Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mascagni Wealth Management, Inc. |
| Portfolio Value | $160,968,085 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Convertible Bond Etf - ETF | 81,824 | $9,961,304 | 6.19% | |
| 2. | NVDA | 34,519 | $6,907,001 | 4.29% | |
| 3. | Capital Group Dividend Value Etf - ETF | 133,244 | $6,566,268 | 4.08% | |
| 4. | Invesco S&P Midcap Quality Etf - ETF | 54,169 | $6,114,587 | 3.8% | |
| 5. | AAPL | 20,077 | $5,809,360 | 3.61% |
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