The Analysis of Mann Financial Group, Inc.'s Holdings


Currently, Mann Financial Group, Inc. holds 32 types of securities in its portfolio with a total value $101.2M. In the most recent quarter, they have increased their positions in IVV (+57.6K shares, valued at $38.5M), IEFA (+234.1K shares, valued at $20.4M), AGG (+138.6K shares, valued at $13.9M); initiated new positions in IVV (+57.6K shares, valued at $38.5M), IEFA (+234.1K shares, valued at $20.4M), AGG (+138.6K shares, valued at $13.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR57.6K sharesnew addition2025-09-302025-11-12history
IEFA ISHARES TR234.1K sharesnew addition2025-09-302025-11-12history
AGG ISHARES TR138.6K sharesnew addition2025-09-302025-11-12history
USMV ISHARES TR81.8K sharesnew addition2025-09-302025-11-12history
IEMG ISHARES INC47.3K sharesnew addition2025-09-302025-11-12history
IJR ISHARES TR16.6K sharesnew addition2025-09-302025-11-12history
CGGR CAPITAL GROUP GROWTH ETF40.3K sharesnew addition2025-09-302025-11-12history
XMHQ INVESCO EXCHANGE TRADED FD T13.5K sharesnew addition2025-09-302025-11-12history
Sponsored
QQQ INVESCO QQQ TR2.3K sharesnew addition2025-09-302025-11-12history
CGDV CAPITAL GROUP DIVIDEND VALUE26.8K sharesnew addition2025-09-302025-11-12history
CGXU CAPITAL GROUP INTL FOCUS EQT37.7K sharesnew addition2025-09-302025-11-12history
HTRB HARTFORD FDS EXCHANGE TRADED32.0K sharesnew addition2025-09-302025-11-12history
MSFT MICROSOFT CORP1.9K sharesnew addition2025-09-302025-11-12history
CGCP CAPITAL GRP FIXED INCM ETF T40.0K sharesnew addition2025-09-302025-11-12history
DE DEERE & CO1.3K sharesnew addition2025-09-302025-11-12history
IJH ISHARES TR9.1K sharesnew addition2025-09-302025-11-12history
Sponsored
GE GE AEROSPACE1.4K sharesnew addition2025-09-302025-11-12history
IDEV ISHARES TR4.8K sharesnew addition2025-09-302025-11-12history
AMZN AMAZON COM INC1.6K sharesnew addition2025-09-302025-11-12history
PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2025-09-302025-11-12history
OXY OCCIDENTAL PETE CORP6.6K sharesnew addition2025-09-302025-11-12history
PULS PGIM ETF TR6.0K sharesnew addition2025-09-302025-11-12history
NVDA NVIDIA CORPORATION1.5K sharesnew addition2025-09-302025-11-12history
TSLA TESLA INC615 sharesnew addition2025-09-302025-11-12history
Sponsored
HYG ISHARES TR3.3K sharesnew addition2025-09-302025-11-12history
OTTR OTTER TAIL CORP3.1K sharesnew addition2025-09-302025-11-12history
GEV GE VERNOVA INC412 sharesnew addition2025-09-302025-11-12history
AAPL APPLE INC976 sharesnew addition2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC5.6K sharesnew addition2025-09-302025-11-12history
IBIT ISHARES BITCOIN TRUST ETF3.3K sharesnew addition2025-09-302025-11-12history
APLD APPLIED DIGITAL CORP9.1K sharesnew addition2025-09-302025-11-12history
VTI VANGUARD INDEX FDS625 sharesnew addition2025-09-302025-11-12history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available