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CIK: 0002053046
Total reported value
$139.8M
$139.8M
58 檔
12.1%
According to the latest 13F quarterly dataset, Mfg Wealth Management, Inc. managed an equity portfolio of $139.8M at the end of Q1 2025, spanning 58 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.92% | — | +0.05% | |
| 2 | T | At&t Inc | Stock-Comm Services | 3.20% | -0.15% | -18.64% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.15% | -1.20% | +3.02% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.13% | -0.33% | +0.59% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.74% | +1.38% | NEW | |
| 6 | C | Citigroup Inc | Stock-Financials | 2.73% | — | -15.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.63% | -0.05% | -30.32% | |
| 8 | D | Dominion Energy Inc | Stock-Utilities | 2.62% | -2.47% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | +0.05% | -16.40% | |
| 10 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 2.42% | +0.21% | +1.21% | |
| 11 | URTY | Proshares Ultrapro Russ2000 | ETF-Other | 2.36% | +0.30% | +8.32% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | — | +1.93% | |
| 13 | GE | General Electric | Stock-Industrials | 2.31% | +0.36% | -33.42% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.30% | — | +0.06% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 2.26% | — | -1.71% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.15% | +0.92% | NEW | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.15% | +1.00% | -0.55% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 2.12% | — | -0.93% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.09% | +0.01% | +8.90% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 2.08% | — | +3.55% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 2.03% | -0.08% | — | |
| 22 | CARR | Carrier Global CORP | Stock-Industrials | 1.97% | +2.24% | NEW | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | +1.37% | +0.60% | |
| 24 | EXE | Expand Energy CORP | Stock-Energy | 1.93% | -0.58% | +18.32% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.91% | — | +0.77% | |
| 26 | DOCU | Docusign Inc | Stock-Tech | 1.85% | — | -23.64% | |
| 27 | DXCM | Dexcom Inc | Stock-Healthcare | 1.78% | — | +34.52% | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.74% | +0.09% | +27.69% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.71% | -0.37% | — | |
| 30 | CCI | Crown Castle Inc | Stock-Real Estate | 1.70% | — | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.22% | -45.71% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +0.09% | +0.39% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.57% | — | +0.54% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.54% | -0.13% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 1.54% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.49% | — | -7.79% | |
| 37 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.49% | +0.33% | +49.29% | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.44% | — | — | |
| 39 | STLD | Steel Dynamics Inc | Stock-Materials | 1.42% | -0.23% | +1.20% | |
| 40 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.34% | — | — | |
| 41 | DE | Deere & Co | Stock-Industrials | 1.28% | — | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | — | — | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 1.07% | -0.36% | +0.12% | |
| 44 | KEY | Keycorp | Stock-Financials | 1.07% | -0.45% | +1.74% | |
| 45 | ZG | Zillow Group Inc - A | Stock-Comm Services | 1.06% | +1.54% | NEW | |
| 46 | CTVA | Corteva Inc | Stock-Materials | 1.05% | — | +0.66% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | -0.57% | — | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.04% | — | +0.81% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.02% | +0.14% | -2.62% | |
| 50 | MMM | 3m Co | Stock-Industrials | 1.01% | — | — |
According to official SEC Form 13F filings, Mfg Wealth Management, Inc. reported a total U.S. public equity portfolio value of $139.8M across 58 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQD, T, NVDA) accounted for 12.1% of total reported equity market value during Q1 2025.
During Q1 2025, Mfg Wealth Management, Inc.'s top holdings by market value included LQD (3.9%)、T (3.2%)、NVDA (3.1%). The largest single position, LQD, represented 3.9% of total portfolio value.
In Q1 2025, 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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