MFG WEALTH MANAGEMENT, INC.

data from 31/12/2025

Capitalization

$ 128.330 M -3.09 %

Average holding period

3 ans

Performance

$ 16.354 M 15.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MFG WEALTH MANAGEMENT, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 APPLE INC 3.26% 4.179 M $ 15374 2024/12/31 271.404 K $ 6.76 %
2025/12/31 PROSHARES TR 3.24% 4.155 M $ 78135 2024/12/31 14.196 K $ 0.34 %
2025/12/31 ROCKET COS INC 2.85% 3.658 M $ 188970 2024/12/31 -2.959 K $ -0.10 %
2025/12/31 SELECT SECTOR SPDR TR 2.78% 3.569 M $ 83609 2024/12/31 -1.875 M $ -51.05 %
2025/12/31 C CITIGROUP INC 2.78% 3.567 M $ 30572 2024/12/31 509.487 K $ 14.97 %
2025/12/31 PROSHARES TR 2.77% 3.556 M $ 67453 2025/06/30 -1.724 M $ -49.01 %
2025/12/31 ALPHABET INC 2.67% 3.424 M $ 10912 2025/03/31 777.316 K $ 28.84 %
2025/12/31 NVIDIA CORPORATION 2.64% 3.393 M $ 18195 2024/12/31 -1.725 K $ -0.04 %
2025/12/31 AMAZON COM INC 2.60% 3.331 M $ 14432 2024/12/31 162.461 K $ 5.12 %
2025/12/31 KEYCORP 2.46% 3.155 M $ 152867 2024/12/31 297.805 K $ 10.43 %
2025/12/31 ELI LILLY & CO 2.35% 3.021 M $ 2811 2024/12/31 941.273 K $ 40.85 %
2025/12/31 SCHWAB STRATEGIC TR 2.33% 2.994 M $ 130346 2025/09/30 -14.378 K $ -0.48 %
2025/12/31 SCHWAB STRATEGIC TR 2.32% 2.977 M $ 119573 2025/09/30 -6.010 K $ -0.20 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 2.27% 2.914 M $ 9836 2025/12/31 0.000 $ 0.00 %
2025/12/31 DOMINION ENERGY INC 2.24% 2.875 M $ 49071 2024/12/31 -126.683 K $ -4.22 %
2025/12/31 SOFI TECHNOLOGIES INC 2.22% 2.853 M $ 108977 2024/12/31 -26.346 K $ -0.91 %
2025/12/31 PALO ALTO NETWORKS INC 2.17% 2.784 M $ 15113 2024/12/31 -220.048 K $ -9.54 %
2025/12/31 BROADCOM INC 2.05% 2.633 M $ 7607 2025/03/31 123.966 K $ 4.91 %
2025/12/31 MICROSOFT CORP 1.94% 2.487 M $ 5143 2024/12/31 -176.559 K $ -6.63 %
2025/12/31 BOEING CO 1.92% 2.460 M $ 11328 2025/03/31 11.883 K $ 0.60 %
2025/12/31 ORACLE CORP 1.90% 2.436 M $ 12496 2025/03/31 -1.151 M $ -30.70 %
2025/12/31 AES CORP 1.85% 2.372 M $ 165398 2025/09/30 121.280 K $ 8.97 %
2025/12/31 PALANTIR TECHNOLOGIES INC 1.85% 2.372 M $ 13343 2025/03/31 -75.920 K $ -2.56 %
2025/12/31 SCHWAB STRATEGIC TR 1.84% 2.367 M $ 89609 2025/09/30 -27.815 K $ -1.16 %
2025/12/31 EXPAND ENERGY CORPORATION 1.80% 2.315 M $ 20973 2024/12/31 69.718 K $ 3.88 %
2025/12/31 SCHWAB STRATEGIC TR 1.73% 2.221 M $ 70060 2025/09/30 -43.013 K $ -1.89 %
2025/12/31 FORD MTR CO 1.70% 2.179 M $ 166077 2025/12/31 0.000 $ 0.00 %
2025/12/31 META PLATFORMS INC 1.69% 2.164 M $ 3278 2024/12/31 -296.342 K $ -10.12 %
2025/12/31 UNITED PARCEL SERVICE INC 1.67% 2.149 M $ 21662 2025/03/31 206.821 K $ 18.75 %
2025/12/31 GE AEROSPACE 1.66% 2.125 M $ 6899 2024/12/31 49.424 K $ 2.40 %
2025/12/31 TESLA INC 1.64% 2.109 M $ 4690 2024/12/31 23.585 K $ 1.12 %
2025/12/31 SPDR SERIES TRUST 1.62% 2.081 M $ 48116 2024/12/31 -35.774 K $ -1.70 %
2025/12/31 SCHWAB STRATEGIC TR 1.57% 2.009 M $ 73230 2025/09/30 9.459 K $ 0.48 %
2025/12/31 SPDR SERIES TRUST 1.52% 1.947 M $ 24268 2024/12/31 45.294 K $ 2.40 %
2025/12/31 STEEL DYNAMICS INC 1.48% 1.894 M $ 11176 2024/12/31 339.533 K $ 21.52 %
2025/12/31 ENBRIDGE INC 1.31% 1.678 M $ 35087 2024/12/31 -91.637 K $ -5.21 %
2025/12/31 ISHARES ETHEREUM TR 1.27% 1.626 M $ 72497 2025/12/31 0.000 $ 0.00 %
2025/12/31 JPM JPMORGAN CHASE & CO. 1.25% 1.609 M $ 4993 2025/06/30 33.725 K $ 2.15 %
2025/12/31 SCHWAB STRATEGIC TR 1.25% 1.601 M $ 49069 2025/09/30 38.782 K $ 2.23 %
2025/12/31 AT&T INC 1.23% 1.576 M $ 63462 2024/12/31 -210.357 K $ -12.04 %
2025/12/31 BANK AMERICA CORP 1.20% 1.545 M $ 28091 2024/12/31 95.302 K $ 6.61 %
2025/12/31 HEALTHPEAK PROPERTIES INC 1.17% 1.497 M $ 93119 2024/12/31 -284.223 K $ -16.03 %
2025/12/31 ABBVIE INC 1.15% 1.475 M $ 6455 2024/12/31 -19.614 K $ -1.32 %
2025/12/31 CAVA GROUP INC 1.12% 1.440 M $ 24534 2025/12/31 0.000 $ 0.00 %
2025/12/31 SCHWAB STRATEGIC TR 1.11% 1.419 M $ 56595 2025/09/30 -2.832 K $ -0.20 %
2025/12/31 QUANTA SVCS INC 1.07% 1.374 M $ 3255 2025/12/31 0.000 $ 0.00 %
2025/12/31 UBER TECHNOLOGIES INC 1.03% 1.327 M $ 16235 2024/12/31 -468.840 K $ -16.60 %
2025/12/31 NNN REIT INC 1.03% 1.316 M $ 33204 2025/09/30 -96.817 K $ -6.91 %
2025/12/31 KINDER MORGAN INC DEL 1.03% 1.316 M $ 47862 2025/09/30 -39.044 K $ -2.90 %
2025/12/31 SCHWAB STRATEGIC TR 1.01% 1.294 M $ 53088 2025/09/30 -1.596 K $ -0.12 %
2025/12/31 STARBUCKS CORP 0.92% 1.179 M $ 14006 2025/12/31 0.000 $ 0.00 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.85% 1.087 M $ 20156 2025/12/31 0.000 $ 0.00 %
2025/12/31 OCCIDENTAL PETE CORP 0.82% 1.052 M $ 25576 2025/03/31 -183.667 K $ -12.97 %
2025/12/31 ISHARES BITCOIN TRUST ETF 0.78% 997.369 K $ 20088 2025/06/30 -302.210 K $ -23.62 %
2025/12/31 KINETIK HOLDINGS INC 0.77% 993.538 K $ 27560 2025/12/31 0.000 $ 0.00 %
2025/12/31 NUSCALE PWR CORP 0.70% 892.469 K $ 62983 2025/06/30 -1.596 M $ -60.64 %
2025/12/31 INTEL CORP 0.69% 883.903 K $ 23954 2025/12/31 0.000 $ 0.00 %
2025/12/31 OKLO INC 0.52% 670.167 K $ 9339 2025/12/31 0.000 $ 0.00 %
2025/12/31 USA RARE EARTH INC 0.51% 658.748 K $ 55357 2025/12/31 0.000 $ 0.00 %
2025/12/31 SPDR SERIES TRUST 0.43% 554.494 K $ 6068 2024/12/31 -2.225 K $ -0.40 %
2025/12/31 JOBY AVIATION INC 0.42% 543.127 K $ 41146 2025/12/31 0.000 $ 0.00 %
2025/12/31 GD GENERAL DYNAMICS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 NFLX NETFLIX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 ZG ZILLOW GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 ABT ABBOTT LABS 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 CTVA CORTEVA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 GLW CORNING INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 SE SEA LTD 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 WM WASTE MGMT INC DEL 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 CARR CARRIER GLOBAL CORPORATION 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 XLC SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %