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CIK: 0002053046
Total reported value
$139.8M
$139.8M
52 檔
13.9%
As reported in its official Q4 2024 Form 13F filing, Mfg Wealth Management, Inc.'s tracked investment portfolio stood at $139.8M with 52 total positions.
During Q4 2024, Mfg Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.05% | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.69% | — | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | -1.20% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.39% | +0.05% | — | |
| 5 | C | Citigroup Inc | Stock-Financials | 3.05% | — | — | |
| 6 | T | At&t Inc | Stock-Comm Services | 3.04% | -0.15% | — | |
| 7 | CARR | Carrier Global CORP | Stock-Industrials | 3.00% | +2.24% | NEW | |
| 8 | URTY | Proshares Ultrapro Russ2000 | ETF-Other | 2.99% | +0.30% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.22% | — | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.87% | -0.33% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.87% | +0.01% | — | |
| 12 | GE | General Electric | Stock-Industrials | 2.77% | +0.36% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.56% | +1.36% | — | |
| 14 | DOCU | Docusign Inc | Stock-Tech | 2.56% | — | — | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.47% | +1.38% | NEW | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | — | — | |
| 17 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 2.30% | +0.21% | — | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.21% | — | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | — | — | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 2.11% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | +1.37% | — | |
| 22 | GLW | Corning Inc | Stock-Tech | 2.00% | +0.94% | — | |
| 23 | ENB | Enbridge Inc | Stock-Energy | 1.96% | — | — | |
| 24 | ZG | Zillow Group Inc - A | Stock-Comm Services | 1.94% | +1.54% | NEW | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.94% | +1.00% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.93% | — | — | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.88% | — | — | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.83% | — | — | |
| 29 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.73% | +0.09% | — | |
| 30 | AAON | Aaon Inc | Stock-Industrials | 1.69% | — | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +0.09% | — | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.57% | -0.18% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 1.54% | — | — | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.52% | — | — | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 1.51% | -2.47% | EXIT | |
| 36 | DXCM | Dexcom Inc | Stock-Healthcare | 1.44% | — | — | |
| 37 | EXE | Expand Energy CORP | Stock-Energy | 1.40% | -0.58% | — | |
| 38 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 1.38% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | — | — | |
| 40 | STLD | Steel Dynamics Inc | Stock-Materials | 1.22% | -0.23% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.14% | — | — | |
| 42 | KEY | Keycorp | Stock-Financials | 1.08% | -0.45% | — | |
| 43 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.03% | — | — | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.01% | +0.14% | — | |
| 45 | VUZI | Vuzix CORP | Stock-Other | 0.98% | — | — | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.95% | -0.36% | — | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.95% | — | — | |
| 48 | CTVA | Corteva Inc | Stock-Materials | 0.90% | — | — | |
| 49 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.89% | +0.33% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Mfg Wealth Management, Inc. reported a total U.S. public equity portfolio value of $139.8M across 52 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, LQD, NVDA) accounted for 13.9% of total reported equity market value during Q4 2024.
During Q4 2024, Mfg Wealth Management, Inc.'s top holdings by market value included AAPL (4.1%)、LQD (3.7%)、NVDA (3.6%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2024, Mfg Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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