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The Analysis of Macco Financial Group, Inc.'s Holdings & P&L

Currently, Macco Financial Group, Inc. holds 22 types of securities in its portfolio with a total value $153.9M. In the most recent quarter, they have increased their positions in N/A (+132.3K shares, valued at $11.6M), SPYG (+60.1K shares, valued at $7.2M), VTV (+17.3K shares, valued at $3.8M); decreased their positions in VIG (-57.3K shares, valued at $13.6M), N/A (-46.0K shares, valued at $4.4M), IWM (-10.8K shares, valued at $3.3M); initiated new positions in VYMI (+2.8K shares, valued at $273.5K), WFC (+2.6K shares, valued at $214.9K).

1M P&L

+3.9M+4.41%

3M P&L

+2.6M+2.87%

HY P&L

-3.1M-3.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.5M

99.3%

2Banks - Regional322.2K

0.4%

3Banks - Diversified214.9K

0.2%

Top Industries by Stock Count

1N/A17 stocks

85.0%

2Banks - Regional1 stocks

5.0%

3Specialty Industrial Machinery1 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST633.4K shares26.39%2026-06-302026-08-07

SPDW SPDR INDEX SHS FDS347.2K shares8.92%2026-06-302026-08-07

SPYG SPDR SERIES TRUST129.9K shares86.08%2026-06-302026-08-07

VTV VANGUARD INDEX FDS53.5K shares47.84%2026-06-302026-08-07

JMEE J P MORGAN EXCHANGE TRADED F139.0K shares30.04%2026-06-302026-08-07

BAPR INNOVATOR ETFS TRUST141.3K shares25.51%2026-06-302026-08-07

ISHARES TR ISHARES TR74.2K shares-38.28%2026-06-302026-08-07

IWM ISHARES TR22.6K shares-32.41%2026-06-302026-08-07

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VO VANGUARD INDEX FDS49.0K shares257.01%2026-06-302026-08-07

ZALT INNOVATOR ETFS TRUST103.1K shares-5.54%2026-06-302026-08-07

PULS PGIM ETF TR57.4K shares128.53%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS10.2K shares-84.83%2026-06-302026-08-07

BIL SPDR SERIES TRUST26.3K shares-17.28%2026-06-302026-08-07

VOO VANGUARD INDEX FDS2.5K shares11.86%2026-06-302026-08-07

VXF VANGUARD INDEX FDS5.0K shares-1.50%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS7.2K shares81.32%2026-06-302026-08-07

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IWD ISHARES TR2.8K shares51.24%2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR4.6K shares69.77%2026-06-302026-08-07

BFC BANK FIRST CORP2.2K shares0.00%2026-06-302026-08-07

VYMI VANGUARD WHITEHALL FDS2.8K sharesnew addition2026-06-302026-08-07

WFC WELLS FARGO & CO2.6K sharesnew addition2026-06-302026-08-07

BWEN BROADWIND INC21.0K shares0.00%2026-06-302026-08-07

SPDR SERIES TRUST

26.39%

Shares633.4K

Event2026-06-30

Filed2026-08-07

SPDW

SPDR INDEX SHS FDS

8.92%

Shares347.2K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

86.08%

Shares129.9K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

47.84%

Shares53.5K

Event2026-06-30

Filed2026-08-07

JMEE

J P MORGAN EXCHANGE TRADED F

30.04%

Shares139.0K

Event2026-06-30

Filed2026-08-07

BAPR

INNOVATOR ETFS TRUST

25.51%

Shares141.3K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-38.28%

Shares74.2K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-32.41%

Shares22.6K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

257.01%

Shares49.0K

Event2026-06-30

Filed2026-08-07

ZALT

INNOVATOR ETFS TRUST

-5.54%

Shares103.1K

Event2026-06-30

Filed2026-08-07

PULS

PGIM ETF TR

128.53%

Shares57.4K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-84.83%

Shares10.2K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-17.28%

Shares26.3K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

11.86%

Shares2.5K

Event2026-06-30

Filed2026-08-07

VXF

VANGUARD INDEX FDS

-1.50%

Shares5.0K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

81.32%

Shares7.2K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

51.24%

Shares2.8K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

69.77%

Shares4.6K

Event2026-06-30

Filed2026-08-07

BFC

BANK FIRST CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

BWEN

BROADWIND INC

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available