Mascagni Wealth Management, Inc. Q4 2024 Filing

Filed March 24, 2025

Portfolio Value

$116.4M

Holdings

766

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (766 positions)

StockValue
PGRPROGRESSIVE CORP COM
$54K
VSSVANGUARD FTSE ALL-WLD EX-US SM-CP ETF
$54K
PANWPALO ALTO NETWORKS INC COM
$54K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$53K
GSLCGOLDMAN SACHS ACTIVE BETA US LG CAP EQ ETF
$53K
JMUBJPMORGAN MUNICIPAL ETF
$52K
TAT&T INC
$52K
BXBLACKSTONE INC COM
$52K
VTVANGUARD TOTAL WORLD STOCK INDEX ETF
$52K
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$52K
PFEPFIZER INC
$51K
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
$51K
BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
$51K
AMDADVANCED MICRO DEVICES INC
$50K
TOTLSPDR DOUBLELINE TOTAL RET TACT ETF
$50K
ETENERGY TRANSFER L P COM UT LTD PTN
$50K
DYHTARGET CORP
$49K
KRKROGER CO COM
$49K
PYPLPAYPAL HLDGS INC COM
$47K
JGROJPMORGAN ACTIVE GROWTH ETF
$47K
IAU*ISHARES GOLD TRUST ETF
$47K
QTECFIRST TRUST NASDAQ-100 TECH ETF
$47K
BACVERIZON COMMUNICATIONS INC
$46K
AQLTISHARES CORE MSCI EAFE ETF
$46K
CMGCHIPOTLE MEXICAN GRILL INC COM
$45K
IWNISHARES RUSSELL 2000 VALUE ETF
$45K
UBERUBER TECHNOLOGIES INC COM
$44K
XHESPDR S&P HEALTH CARE EQUIP ETF
$44K
IVEISHARES S&P 500 VALUE ETF
$44K
AMATAPPLIED MATLS INC COM
$44K
RNSTRENASANT CORP COM
$44K
LLYELI LILLY & CO COM
$43K
IBMINTERNATIONAL BUSINESS MACHINES
$43K
OXYOCCIDENTAL PETE CORP COM
$43K
LDURPIMCO ENHANCED LOW DUR ACTIVE ETF
$42K
DFSEURDISCOVER FINL SVCS COM
$41K
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF
$40K
NVONOVO-NORDISK A S ADR
$40K
BACBANK AMERICA CORP COM
$40K
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
$40K
DEDEERE & CO COM
$39K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$39K
TPLCTIMOTHY PLAN US LARGE/MID CORE EHD ETF
$37K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$37K
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
$36K
QUALISHARES MSCI USA QUAL FACTOR ETF
$36K
CARRCARRIER GLOBAL CORPORATION COM
$35K
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF
$35K
TRVCCITIGROUP INC
$34K
XLISPDR INDUSTRIAL SECTOR ETF
$34K
WWJDINSPIRE INTERNATIONAL ETF
$34K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$34K
BPBP PLC SPONSORED ADR
$33K
VBKVANGUARD SMALL-CAP GROWTH INDEX ETF
$33K
ESGVVANGUARD ESG US STOCK ETF
$33K
TRGPTARGA RES CORP COM
$32K
KKRKKR & CO INC COM
$31K
ARANTERO RESOURCES CORP COM
$31K
VRTXVERTEX PHARMACEUTICALS INC COM
$31K
GSGOLDMAN SACHS GROUP INC COM
$31K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$30K
TPLCTIMOTHY PLAN MARKET NEUTRAL ETF
$30K
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
$30K
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
$30K
QCOMQUALCOMM INC COM
$30K
AZNASTRAZENECA PLC SPONSORED ADR
$29K
MTUMISHARES MSCI USA MOMENTUM ETF
$29K
MGMMGM RESORTS INTERNATIONAL COM
$28K
HALHALLIBURTON CO COM
$28K
GWXSPDR S&P INTL SMALL CAP ETF
$28K
XLFSPDR FINANCIAL SECTOR ETF
$28K
DOWDOW INC COM
$27K
BSVVANGUARD SHORT-TERM BOND INDEX ETF
$27K
RWXSPDR DJ INTL REAL ESTATE ETF
$27K
MMM3M COMPANY
$27K
WTVWISDOMTREE US VALUE FUND ETF
$27K
FAUGFT CBOE U.S. EQUITY BUFFER ETF - AUGUST
$26K
IEMGISHARES CORE EMG MKTS ETF
$26K
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF
$26K
IOOISHARES GLOBAL 100 ETF
$25K
MCDMCDONALDS CORP COM
$25K
COINCOINBASE GLOBAL INC COM CL A
$25K
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$24K
LAMRLAMAR ADVERTISING CO NEW CL A
$24K
TMOTHERMO FISHER SCIENTIFIC INC COM
$24K
SHWSHERWIN WILLIAMS CO COM
$23K
XBISPDR S&P BIOTECH ETF
$23K
AEPAMERICAN ELEC PWR INC
$23K
USMVISHARES MSCI MIN VOL USA ETF
$23K
JAAAJANUS HENDERSON AAA ETF
$23K
XLGINVESCO S&P 500 TOP 50 ETF
$23K
CTRECARETRUST REIT INC COM
$22K
JEMAJPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
$22K
SECTMAIN SECTOR ROTATION ETF
$22K
SPIBSPDR INTM TERM CORP BOND ETF
$22K
DGROISHARES CORE DIVIDEND GROWTH ETF
$22K
OZKBANK OZK LITTLE ROCK ARK COM
$22K
XSVMINVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
$22K
DUKDUKE ENERGY CORP
$22K
VXFVANGUARD EXTENDED MARKET ETF
$22K
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