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
TMFCMOTLEY FOOL 100 INDEX ETF
$8K
VUSBVANGUARD ULTRA-SHORT BOND ETF
$7K
GEGGEO GROUP INC
$7K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$7K
MGKVANGUARD MEGA-CAP GROWTH ETF
$7K
FTECFIDELITY MSCI INFO TECH IDX ETF
$7K
VDCVANGUARD CONSUMER STAPLES INDEX ETF
$7K
DDOGDATADOG INC CL A COM
$7K
AXPAMERICAN EXPRESS CO COM
$7K
VALEVALE S A SPONSORED ADS
$7K
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF
$7K
PHOINVESCO WATER RESOURCES ETF
$7K
LWLAMB WESTON HOLDINGS
$7K
RXORXO INC
$7K
VPLVANGUARD FTSE PACIFIC ETF
$7K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$7K
EQNREQUINOR ASA SPONSORED ADR
$7K
ITBISHARES U.S. HOME CONSTRUCTION ETF
$7K
AMLPALERIAN MLP ETF
$6K
BWXSPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF
$6K
DGXQUEST DIAGNOSTICS INC
$6K
FEFIRSTENERGY CORP COM
$6K
JPINJPMORGAN DIVSFD RETURN INT'L EQTY ETF
$6K
TIPISHARES TIPS BOND ETF
$6K
APAAPA CORPORATION COM
$6K
SCHXSCHWAB U.S. LARGE-CAP ETF
$6K
APHAMPHENOL CORP NEW CL A
$6K
INCYINCYTE CORP COM
$6K
MDTMEDTRONIC PLC SHS
$6K
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
$6K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$5K
VEEVVEEVA SYS INC CL A COM
$5K
FHLCFIDELITY MSCI HEALTH CARE IDX ETF
$5K
WYWEYERHAEUSER CO
$5K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$5K
LUVSOUTHWEST AIRLS CO COM
$5K
KMIKINDER MORGAN INC DEL COM
$5K
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$5K
SAPSAP SE SPON ADR
$5K
SHELSHELL PLC SPON ADS
$5K
TRVTRAVELERS COMPANIES INC COM
$5K
ORIOLD REP INTL CORP COM
$5K
AQLTISHARES U.S. TREASURY BOND ETF
$5K
GEVGE VERNOVA INC COM
$5K
BABOEING COMPANY (THE)
$5K
ULUNILEVER PLC SPON ADR NEW
$5K
HYGISHARES IBOXX HIGH YIELD CORP BD ETF
$4K
GMFSPDR S&P EMERGING ASIA PACIFIC ETF
$4K
EPREPR PPTYS COM SH BEN INT
$4K
SCHHSCHWAB U.S. REIT ETF
$4K
RIGTRANSOCEAN LTD REGISTERED SHS
$4K
CHTRCHARTER COMMUNICATIONS INC
$4K
ESGEISHARES ESG AWARE MSCI EM ETF
$4K
WENWENDYS CO COM
$4K
GPCGENUINE PARTS CO COM
$4K
FITBFIFTH THIRD BANCORP COM
$4K
BSXBOSTON SCIENTIFIC CORP COM
$4K
YUMCYUM CHINA HLDGS INC COM
$4K
JETSU.S. GLOBAL JETS ETF
$4K
GGGGRACO INC COM
$4K
MPCMARATHON PETE CORP COM
$4K
USHYISHARES HIGH YLD CORP BOND ETF
$4K
SHLDGLOBAL X DEFENSE TECH ETF
$4K
DECKDECKERS OUTDOOR CORP COM
$4K
OHIOMEGA HEALTHCARE INVS INC
$4K
EFAISHARES MSCI EAFE ETF
$4K
GILDGILEAD SCIENCES INC COM
$4K
ASMLASML HOLDING N V N Y REGISTRY SHS
$3K
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
$3K
PFXFVANECK VECTORS PREFERRED SECS EX-FIN ETF
$3K
ABNBAIRBNB INC
$3K
RDDTREDDIT INC CL A
$3K
IGEBISHARES INV GR BOND FACTOR ETF
$3K
FCXFREEPORT-MCMORAN INC CL B
$3K
SNYSANOFI SPONSORED ADR
$3K
SATSECHOSTAR CORP CL A
$3K
CODICOMPASS DIVERSIFIED SH BEN INT
$3K
GSKGSK PLC SPONSORED ADR
$3K
NIONIO INC SPON ADS
$3K
CITHE CIGNA GROUP COM
$3K
PCGPG&E CORP COM
$3K
GMGENERAL MTRS CO COM
$3K
PRUPRUDENTIAL FINANCIAL INC
$3K
KVUEKENVUE INC COM
$3K
SCHZSCHWAB US AGGREGATE BOND ETF
$3K
EMGFISHARES MSCI MULTIFACTOR EMG MKTS ETF
$3K
CXWCORECIVIC INC
$3K
CAGCONAGRA BRANDS INC
$3K
RCSPIMCO STRATEGIC INCOME FD COM
$3K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$3K
TTENTOTALENERGIES SE SPONSORED ADS
$3K
RTXRAYTHEON TECHNOLOGIES
$3K
SCHASCHWAB U.S. SMALL-CAP ETF
$3K
KBESPDR S&P BANK ETF
$2K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$2K
NEWTNEWTEK BUSINESS SVCS CORP
$2K
WBDWARNER BROS DISCOVERY INC COM SER A
$2K
ORLYOREILLY AUTOMOTIVE INC COM
$2K
OXY/WSOCCIDENTAL PETE CORP WT EXP 080327
$2K
MCOMOODYS CORP COM
$2K
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