MFG WEALTH MANAGEMENT, INC.

CIK: 0002053046SEC EDGAR →

Portfolio Value

$128.3M

Holdings

61

As of

Q4 2025

New Positions

18

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

15,374$4.2M
3.26%
2

PROSHARES TR

78,135$4.2M
3.24%
3

ROCKET COS INC

188,970$3.7M
2.85%
4

SELECT SECTOR SPDR TR

83,609$3.6M
2.78%
5

CITIGROUP INC

30,572$3.6M
2.78%
6

PROSHARES TR

67,453$3.6M
2.77%
7

ALPHABET INC

10,912$3.4M
2.67%
8

NVIDIA CORPORATION

18,195$3.4M
2.64%
9

AMAZON COM INC

14,432$3.3M
2.60%
10

KEYCORP

152,867$3.2M
2.46%

Quarterly Changes

Top Buys

IBMNEW
$2.9M
FNEW
$2.2M
ETHANEW
$1.6M
CAVANEW
$1.4M
PWRNEW
$1.4M

Top Sells

ABTCLOSED
$2.6M
UNHCLOSED
$2.3M
GLWCLOSED
$2.1M
CARRCLOSED
$1.9M
GDCLOSED
$1.9M

New Positions (12)

$2.9M · 10K shares
$2.2M · 166K shares
$1.6M · 72K shares
$1.4M · 25K shares
$1.4M · 3K shares
$1.2M · 14K shares
$1.1M · 20K shares
$993K · 28K shares
$883K · 24K shares
$670K · 9K shares
$658K · 55K shares
$543K · 41K shares

Closed Positions (11)

$2.6M · 19K shares
$2.3M · 7K shares
$2.1M · 26K shares
$1.9M · 32K shares
$1.9M · 6K shares
$1.8M · 8K shares
$1.5M · 1K shares
$1.5M · 20K shares
$1.5M · 8K shares
$991K · 15K shares
$242K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services21$48.2M37.6%
Technology10$25.4M19.8%
Consumer Cyclical5$10.2M8.0%
Industrials5$8.6M6.7%
Energy5$7.4M5.7%
Communication Services3$7.2M5.6%
Utilities4$6.8M5.3%
Healthcare3$5.6M4.3%
Unknown1$3.6M2.8%
Real Estate2$2.8M2.2%
Basic Materials2$2.6M2.0%