MFG WEALTH MANAGEMENT, INC. Portfolio Holdings
Q3 2025•60 long positions•$132.4M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $4.2M 3.16% | -$1.4M Sold | — 78.9K shares | 104.6K → 78.9K −$1.4M | -24.58% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.0M 3.04% | -$1.4M Sold | 0.0% 21.6K shares | 28.8K → 21.6K −$1.4M | -25.19% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $4.0M 3.03% | +$595.1K Bought | 0.0% 15.8K shares | 13.4K → 15.8K +$595.1K | +17.41% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.8M 2.83% | -$867.1K Sold | 0.0% 13.3K shares | 16.4K → 13.3K −$867.1K | -18.78% | $801.76B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.7M 2.77% | -$6.9K Sold | — 42.1K shares | 42.2K → 42.1K −$6.9K | -0.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.66% | -$551.6K Sold | — 34.0K shares | 39.3K → 34.0K −$551.6K | -13.56% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $3.4M 2.57% | -$701.9K Sold | 0.002% 33.5K shares | 40.5K → 33.5K −$701.9K | -17.09% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.2M 2.39% | +$15.4K Bought | 0.0% 14.4K shares | 14.4K → 14.4K +$15.4K | +0.49% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 2.28% | +$3.0M New | — 130.7K shares | 0 → 130.7K +$3.0M | New | — — | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $3.0M 2.27% | +$3.2K Bought | 0.006% 49.1K shares | 49.0K → 49.1K +$3.2K | +0.11% | $52.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 2.26% | +$3.0M New | — 120.2K shares | 0 → 120.2K +$3.0M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $3.0M 2.24% | -$2.3M Sold | 0.001% 16.3K shares | 28.9K → 16.3K −$2.3M | -43.76% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $2.9M 2.21% | -$14.7K Sold | 0.0% 4.0K shares | 4.0K → 4.0K −$14.7K | -0.5% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $2.9M 2.19% | -$1.4M Sold | 0.009% 109.8K shares | 161.8K → 109.8K −$1.4M | -32.16% | $31.6B Large Cap | Q4 2024 Held for 11 months | |
Financial - Mortgages Financial Services | $2.9M 2.17% | -$577.0K Sold | 0.007% 148.0K shares | 177.8K → 148.0K −$577.0K | -16.75% | $40.8B Large Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $2.9M 2.16% | -$484.1K Sold | 0.014% 152.7K shares | 178.6K → 152.7K −$484.1K | -14.5% | $20.5B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $2.8M 2.13% | -$764.1K Sold | 0.001% 28.8K shares | 36.6K → 28.8K −$764.1K | -21.29% | $204.31B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.7M 2.04% | +$2.7M Bought | 0.0% 11.1K shares | — | — | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $2.7M 2.01% | -$98.4K Sold | 0.0% 5.1K shares | 5.3K → 5.1K −$98.4K | -3.56% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $2.6M 1.99% | +$967.0K Bought | 0.055% 73.1K shares | 46.2K → 73.1K +$967.0K | +58.1% | $4.8B Mid Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $2.6M 1.96% | +$178.9K Bought | 0.001% 19.3K shares | 18.0K → 19.3K +$178.9K | +7.42% | $233.12B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.5M 1.91% | -$927.0K Sold | 0.0% 7.7K shares | 10.5K → 7.7K −$927.0K | -26.85% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.4M 1.81% | +$2.4M New | — 89.7K shares | 0 → 89.7K +$2.4M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.3M 1.74% | -$1.1M Sold | 0.002% 11.3K shares | 16.9K → 11.3K −$1.1M | -32.78% | $137.82B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.3M 1.74% | +$704.2K Bought | 0.0% 3.0K shares | 2.1K → 3.0K +$704.2K | +44.02% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.72% | +$2.3M New | — 70.5K shares | 0 → 70.5K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $2.3M 1.71% | +$2.3M Bought | 0.001% 6.6K shares | — | — | $312.73B Mega Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $2.1M 1.59% | -$608.1K Sold | 0.003% 25.7K shares | 33.1K → 25.7K −$608.1K | -22.41% | $70.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.58% | +$1.8M Bought | — 47.7K shares | 6.6K → 47.7K +$1.8M | +626.57% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $2.1M 1.58% | -$1.7M Sold | 0.0% 4.7K shares | 8.6K → 4.7K −$1.7M | -45.41% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.1M 1.56% | -$1.6M Sold | 0.001% 6.9K shares | 12.0K → 6.9K −$1.6M | -43.04% | $319.00B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.0M 1.5% | -$1.2M Sold | 0.001% 9.2K shares | 15.0K → 9.2K −$1.2M | -38.5% | $163.20B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.0M 1.5% | +$2.0M New | — 72.8K shares | 0 → 72.8K +$2.0M | New | — — | Q3 2025 Held for 2 months | |
Construction Industrials | $1.9M 1.46% | -$194.3K Sold | 0.004% 32.4K shares | 35.7K → 32.4K −$194.3K | -9.13% | $50.8B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $1.9M 1.43% | -$1.1M Sold | 0.002% 5.6K shares | 8.9K → 5.6K −$1.1M | -37.25% | $91.7B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.43% | -$1.0M Sold | — 24.1K shares | 37.0K → 24.1K −$1.0M | -34.87% | — — | Q4 2024 Held for 11 months | |
Waste Management Industrials | $1.8M 1.39% | -$323.3K Sold | 0.002% 8.3K shares | 9.8K → 8.3K −$323.3K | -14.97% | $89.0B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.8M 1.36% | -$122.2K Sold | 0.007% 16.9K shares | 18.1K → 16.9K −$122.2K | -6.36% | $25.3B Large Cap | Q4 2024 Held for 11 months | |
REIT - Healthcare Facilities Real Estate | $1.8M 1.34% | -$669.6K Sold | 0.013% 92.6K shares | 127.5K → 92.6K −$669.6K | -27.41% | $13.3B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $1.8M 1.33% | -$744.1K Sold | 0.002% 34.8K shares | 49.6K → 34.8K −$744.1K | -29.74% | $110.03B Large Cap | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $1.7M 1.32% | -$8.6K Sold | 0.001% 61.9K shares | 62.2K → 61.9K −$8.6K | -0.49% | $201.93B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.32% | +$1.7M New | — 54.6K shares | 0 → 54.6K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
Steel Basic Materials | $1.6M 1.19% | -$86.3K Sold | 0.008% 11.3K shares | 11.9K → 11.3K −$86.3K | -5.19% | $20.5B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.6M 1.18% | -$325.8K Sold | 0.0% 5.0K shares | 6.0K → 5.0K −$325.8K | -17.22% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $1.5M 1.13% | -$22.8K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$22.8K | -1.49% | $509.45B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.5M 1.13% | +$1.5M Bought | 0.008% 20.1K shares | — | — | $18.0B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.5M 1.12% | +$1.5M Bought | 0.0% 6.4K shares | — | — | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.5M 1.12% | +$1.5M New | — 8.3K shares | 0 → 8.3K +$1.5M | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.4M 1.09% | -$618.5K Sold | 0.0% 27.9K shares | 39.9K → 27.9K −$618.5K | -30.02% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.08% | +$1.4M New | — 56.7K shares | 0 → 56.7K +$1.4M | New | — — | Q3 2025 Held for 2 months |
