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

Currently, Macco Financial Group, Inc. holds 21 types of securities in its portfolio with a total value $132.1M. In the most recent quarter, they have increased their positions in VTV (+36.2K shares, valued at $7.1M), SPYM (+91.3K shares, valued at $7.0M), IWM (+22.6K shares, valued at $5.6M); decreased their positions in JMEE (-23.4K shares, valued at $1.6M), SPYG (-8.1K shares, valued at $791.3K), VO (-1.8K shares, valued at $504.0K); initiated new positions in VTV (+36.2K shares, valued at $7.1M), VGIT (+54.5K shares, valued at $3.2M), PULS (+25.1K shares, valued at $1.2M).

1M P&L

+4.4M+3.09%

3M P&L

-1.4M-0.95%

HY P&L

-958.5K-0.65%

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/A130.4M

99.7%

2Banks - Regional293.4K

0.2%

3Specialty Industrial Machinery43.7K

0.0%

Top Industries by Stock Count

1N/A18 stocks

90.0%

2Banks - Regional1 stocks

5.0%

3Specialty Industrial Machinery1 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST501.1K shares22.27%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS318.8K shares25.75%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS67.5K shares39.51%2026-03-312026-04-23

IEFA ISHARES TR120.2K shares15.04%2026-03-312026-04-23

IWM ISHARES TR33.5K shares208.34%2026-03-312026-04-23

JMEE J P MORGAN EXCHANGE TRADED F106.9K shares-17.97%2026-03-312026-04-23

VTV VANGUARD INDEX FDS36.2K sharesnew addition2026-03-312026-04-23

SPYG SPDR SERIES TRUST69.8K shares-10.38%2026-03-312026-04-23

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BAPR INNOVATOR ETFS TRUST112.6K shares18.22%2026-03-312026-04-23

VO VANGUARD INDEX FDS13.7K shares-11.33%2026-03-312026-04-23

ZALT INNOVATOR ETFS TRUST109.2K shares-1.59%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS54.5K sharesnew addition2026-03-312026-04-23

BIL SPDR SERIES TRUST31.8K shares13.94%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares38.97%2026-03-312026-04-23

PULS PGIM ETF TR25.1K sharesnew addition2026-03-312026-04-23

VXF VANGUARD INDEX FDS5.1K sharesnew addition2026-03-312026-04-23

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VYM VANGUARD WHITEHALL FDS4.0K sharesnew addition2026-03-312026-04-23

IWD ISHARES TR1.9K sharesnew addition2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR2.7K sharesnew addition2026-03-312026-04-23

BFC BANK FIRST CORP2.2K sharesnew addition2026-03-312026-04-23

BWEN BROADWIND INC21.0K shares0.00%2026-03-312026-04-23

SPYM

SPDR SERIES TRUST

22.27%

Shares501.1K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

25.75%

Shares318.8K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

39.51%

Shares67.5K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

15.04%

Shares120.2K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

208.34%

Shares33.5K

Event2026-03-31

Filed2026-04-23

JMEE

J P MORGAN EXCHANGE TRADED F

-17.97%

Shares106.9K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

New

Shares36.2K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

-10.38%

Shares69.8K

Event2026-03-31

Filed2026-04-23

BAPR

INNOVATOR ETFS TRUST

18.22%

Shares112.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-11.33%

Shares13.7K

Event2026-03-31

Filed2026-04-23

ZALT

INNOVATOR ETFS TRUST

-1.59%

Shares109.2K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares54.5K

Event2026-03-31

Filed2026-04-23

BIL

SPDR SERIES TRUST

13.94%

Shares31.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

38.97%

Shares2.2K

Event2026-03-31

Filed2026-04-23

PULS

PGIM ETF TR

New

Shares25.1K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD INDEX FDS

New

Shares5.1K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-23

BFC

BANK FIRST CORP

New

Shares2.2K

Event2026-03-31

Filed2026-04-23

BWEN

BROADWIND INC

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available