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
BBMCJPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF
$21K
CERYSPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF
$21K
ABBVABBVIE INC
$21K
VGKVANGUARD FTSE EUROPE ETF
$21K
TXNTEXAS INSTRS INC COM
$21K
PNCPNC FINL SVCS GROUP INC COM
$21K
OZEMROUNDHILL GLP-1 & WEIGHT LOSS ETF
$20K
EBNDSPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
$20K
SSENTINELONE INC
$20K
PDIPIMCO DYNAMIC INCOME FD SHS
$19K
DALDELTA AIR LINES INC DEL COM NEW
$19K
VNQVANGUARD REAL ESTATE ETF
$18K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$18K
HLTHILTON WORLDWIDE HLDGS INC COM
$18K
EVRGEVERGY INC COM
$18K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$18K
SNOWSNOWFLAKE INC CL A
$17K
TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF
$17K
CRMSALESFORCE INC COM
$17K
NEARISHARES SHORT DURATION BOND ACTIVE ETF
$17K
ESGUISHARES ESG AWARE MSCI USA ETF
$17K
LRCXLAM RESEARCH CORP COM NEW
$17K
ZMZOOM COMMUNICATIONS INC CL A
$17K
LMTLOCKHEED MARTIN CORP
$17K
XLUSPDR UTILITIES SECTOR ETF
$16K
SBUXSTARBUCKS CORP COM
$16K
RISNINSPIRE TACTICAL BALANCED ETF
$16K
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
$15K
CDNSCADENCE DESIGN SYSTEM INC COM
$15K
AOKISHARES CONSERVATIVE ALLOC ETF
$15K
EFVISHARES MSCI EAFE VALUE ETF
$15K
INTCINTEL CORP COM
$15K
CITCINTAS CORP COM
$15K
SLBSCHLUMBERGER LTD COM STK
$15K
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$14K
TFCTRUIST FINANCIAL CORP
$14K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$14K
XSWSPDR S&P SOFTWARE & SERVICES ETF
$14K
FXUFIRST TRUST UTILITIES ALPHADEX FUND
$14K
CRAKVANECK OIL REFINERS ETF
$14K
GISGENERAL MLS INC COM
$14K
AMCAMC ENTMT HLDGS INC CL A NEW
$14K
EOGEOG RES INC COM
$13K
VLUEISHARES MSCI USA VALUE ETF
$13K
BLESINSPIRE GLOBAL HOPE ETF
$13K
TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ETF
$13K
EMHCSPDR BLOOMBERG EMERGING MARKETS USD BOND ETF
$13K
CVSCVS HEALTH CORP COM
$13K
AOAISHARES CORE AGGR ALLOCATION ETF
$13K
ELFE L F BEAUTY INC COM
$13K
BLDRBUILDERS FIRSTSOURCE INC COM
$12K
ROKUROKU INC COM CL A
$12K
SCHPSCHWAB US TIPS ETF
$12K
VXUSVANGUARD TOTAL INTL STOCK INDEX ETF
$12K
RHCRH PLC ORD
$12K
MOALTRIA GROUP INC COM
$11K
CMCSACOMCAST CORP NEW CL A
$11K
AALAMERICAN AIRLS GROUP INC COM
$11K
XELXCEL ENERGY INC COM
$11K
WFCWELLS FARGO COMPANY
$11K
YUMYUM BRANDS INC COM
$11K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$11K
CQPCHENIERE ENERGY PARTNERS LP COM UNIT
$11K
EFGISHARES MSCI EAFE GROWTH ETF
$11K
WTWISDOMTREE INC COM
$11K
SOUNSOUNDHOUND AI INC
$10K
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$10K
GEGENERAL ELECTRIC COMPANY
$10K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$10K
ZBHZIMMER BIOMET HOLDINGS INC COM
$10K
VNTVONTIER CORPORATION COM
$10K
VDEVANGUARD ENERGY ETF
$10K
TSCOTRACTOR SUPPLY CO COM
$10K
SCHWSCHWAB CHARLES CORP COM
$10K
VTWOVANGUARD RUSSELL 2000 ETF
$10K
XLYSPDR CONSUMER DISCRTNY SECTORT ETF
$10K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$10K
DINOHF SINCLAIR CORP COM
$9K
BMYBRISTOL-MYERS SQUIBB CO COM
$9K
MOOVANECK AGRIBUSINESS ETF
$9K
ARWRARROWHEAD PHARMACEUTICALS INC COM
$9K
FXGFIRST TRUST CONSUMER STAPLES ALPHADEX FUND
$9K
SYYSYSCO CORP COM
$9K
TPIFTIMOTHY PLAN INTERNATIONAL ETF
$9K
MUMICRON TECHNOLOGY INC COM
$9K
HEESEURH&E EQUIPMENT SERVICES INC
$9K
CELHCELSIUS HLDGS INC COM NEW
$9K
DELLDELL TECHNOLOGIES INC CL C
$9K
TFXTELEFLEX INCORPORATED COM
$9K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$9K
CPRXCATALYST PHARMACEUTICALS INC COM
$9K
ANGLVANECK VECTORS FALLEN AGL HIGH YLD ETF
$9K
IUSBISHARES CORE TOTAL USD BOND MKT ETF
$9K
ANETARISTA NETWORKS INC COM SHS
$9K
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF
$8K
SOFISOFI TECHNOLOGIES INC COM
$8K
INTFISHARES MSCI MULTIFACTOR INTL ETF
$8K
ITOTISHARES CORE TOT US STK MKT ETF
$8K
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$8K
LYBLYONDELLBASELL INDUSTRIES NV
$8K
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