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The Analysis of MFG WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, MFG WEALTH MANAGEMENT, INC. holds 61 types of securities in its portfolio with a total value $120.6M. In the most recent quarter, they have increased their positions in TGT (+18.7K shares, valued at $2.3M), GLW (+14.8K shares, valued at $2.0M), VLO (+7.9K shares, valued at $2.0M); decreased their positions in N/A (-7.4K shares, valued at $2.1M), AAPL (-5.4K shares, valued at $1.4M), MSFT (-2.1K shares, valued at $791.1K); initiated new positions in TGT (+18.7K shares, valued at $2.3M), GLW (+14.8K shares, valued at $2.0M), VLO (+7.9K shares, valued at $2.0M).

1M P&L

+6.7M+5.31%

3M P&L

+10.3M+8.41%

HY P&L

+17.8M+15.50%

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/A34.5M

29.8%

2Semiconductors5.4M

4.7%

3Auto Manufacturers4.4M

3.8%

Top Industries by Stock Count

1N/A16 stocks

27.6%

2Banks - Diversified2 stocks

3.4%

3Drug Manufacturers - General2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

URTY PROSHARES TR76.0K shares-2.77%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR81.5K shares-2.47%2026-03-312026-04-09

SCYB SCHWAB STRATEGIC TR139.5K shares55.63%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC31.4K shares45.12%2026-03-312026-04-09

NVDA NVIDIA CORPORATION17.6K shares-3.25%2026-03-312026-04-09

SCHI SCHWAB STRATEGIC TR132.7K shares1.79%2026-03-312026-04-09

SCHJ SCHWAB STRATEGIC TR120.9K shares1.12%2026-03-312026-04-09

D DOMINION ENERGY INC48.2K shares-1.77%2026-03-312026-04-09

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AMZN AMAZON COM INC14.0K shares-2.67%2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC179.1K shares64.35%2026-03-312026-04-09

RKT ROCKET COS INC195.1K shares3.24%2026-03-312026-04-09

F FORD MTR CO237.0K shares42.73%2026-03-312026-04-09

BA BOEING CO13.0K shares14.41%2026-03-312026-04-09

KEY KEYCORP126.6K shares-17.16%2026-03-312026-04-09

AAPL APPLE INC10.0K shares-34.94%2026-03-312026-04-09

SBUX STARBUCKS CORP28.1K shares100.37%2026-03-312026-04-09

Sponsored

EXE EXPAND ENERGY CORPORATION22.1K shares5.47%2026-03-312026-04-09

INTC INTEL CORP53.0K shares121.24%2026-03-312026-04-09

SCHQ SCHWAB STRATEGIC TR73.3K shares4.67%2026-03-312026-04-09

TGT TARGET CORP18.7K sharesnew addition2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR72.9K shares-0.46%2026-03-312026-04-09

SPYD SPDR SERIES TRUST48.6K shares0.98%2026-03-312026-04-09

T AT&T INC70.7K shares11.35%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS8.4K shares-14.57%2026-03-312026-04-09

Sponsored

GLW CORNING INC14.8K sharesnew addition2026-03-312026-04-09

VLO VALERO ENERGY CORP7.9K sharesnew addition2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC13.3K shares-0.54%2026-03-312026-04-09

LLY ELI LILLY & CO2.1K shares-26.08%2026-03-312026-04-09

STLD STEEL DYNAMICS INC10.6K shares-5.04%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE6.7K shares-3.22%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC11.2K sharesnew addition2026-03-312026-04-09

SPYM SPDR SERIES TRUST23.7K shares-2.43%2026-03-312026-04-09

Sponsored

META META PLATFORMS INC3.1K shares-4.33%2026-03-312026-04-09

BROADCOM INC BROADCOM INC5.7K shares-24.96%2026-03-312026-04-09

FITB FIFTH THIRD BANCORP38.0K sharesnew addition2026-03-312026-04-09

PWR QUANTA SVCS INC3.1K shares-4.52%2026-03-312026-04-09

UPRO PROSHARES TR17.5K sharesnew addition2026-03-312026-04-09

TSLA TESLA INC4.5K shares-4.48%2026-03-312026-04-09

KMI KINDER MORGAN INC DEL46.8K shares-2.14%2026-03-312026-04-09

ETHA ISHARES ETHEREUM TR98.7K shares36.15%2026-03-312026-04-09

Sponsored

DOC HEALTHPEAK PROPERTIES INC94.4K shares1.40%2026-03-312026-04-09

SCHR SCHWAB STRATEGIC TR60.2K shares6.44%2026-03-312026-04-09

USAR USA RARE EARTH INC95.5K shares72.55%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO4.8K shares-3.44%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR48.2K shares-1.74%2026-03-312026-04-09

NNN NNN REIT INC33.3K shares0.35%2026-03-312026-04-09

DOW DOW HLDGS INC32.3K sharesnew addition2026-03-312026-04-09

IBRX IMMUNITYBIO INC175.3K sharesnew addition2026-03-312026-04-09

Sponsored

BAC BANK AMERICA CORP27.3K shares-2.79%2026-03-312026-04-09

LYB LYONDELLBASELL INDUSTRIES NV16.4K sharesnew addition2026-03-312026-04-09

KNTK KINETIK HOLDINGS INC27.1K shares-1.68%2026-03-312026-04-09

CTRE CARETRUST REIT INC35.1K sharesnew addition2026-03-312026-04-09

NOW SERVICENOW INC11.9K sharesnew addition2026-03-312026-04-09

CSX CSX CORP29.9K sharesnew addition2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO19.6K shares-2.90%2026-03-312026-04-09

MSFT MICROSOFT CORP3.0K shares-41.55%2026-03-312026-04-09

Sponsored

EEM ISHARES TR19.5K sharesnew addition2026-03-312026-04-09

QXO QXO INC54.4K sharesnew addition2026-03-312026-04-09

ALPHABET INC ALPHABET INC3.5K shares-67.49%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF23.5K shares16.77%2026-03-312026-04-09

BIL SPDR SERIES TRUST5.4K shares-10.32%2026-03-312026-04-09

URTY

PROSHARES TR

-2.77%

Shares76.0K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

-2.47%

Shares81.5K

Event2026-03-31

Filed2026-04-09

SCYB

SCHWAB STRATEGIC TR

55.63%

Shares139.5K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

45.12%

Shares31.4K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-3.25%

Shares17.6K

Event2026-03-31

Filed2026-04-09

SCHI

SCHWAB STRATEGIC TR

1.79%

Shares132.7K

Event2026-03-31

Filed2026-04-09

SCHJ

SCHWAB STRATEGIC TR

1.12%

Shares120.9K

Event2026-03-31

Filed2026-04-09

DOMINION ENERGY INC

-1.77%

Shares48.2K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-2.67%

Shares14.0K

Event2026-03-31

Filed2026-04-09

SOFI

SOFI TECHNOLOGIES INC

64.35%

Shares179.1K

Event2026-03-31

Filed2026-04-09

RKT

ROCKET COS INC

3.24%

Shares195.1K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

42.73%

Shares237.0K

Event2026-03-31

Filed2026-04-09

BOEING CO

14.41%

Shares13.0K

Event2026-03-31

Filed2026-04-09

KEY

KEYCORP

-17.16%

Shares126.6K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-34.94%

Shares10.0K

Event2026-03-31

Filed2026-04-09

SBUX

STARBUCKS CORP

100.37%

Shares28.1K

Event2026-03-31

Filed2026-04-09

EXE

EXPAND ENERGY CORPORATION

5.47%

Shares22.1K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

121.24%

Shares53.0K

Event2026-03-31

Filed2026-04-09

SCHQ

SCHWAB STRATEGIC TR

4.67%

Shares73.3K

Event2026-03-31

Filed2026-04-09

TGT

TARGET CORP

New

Shares18.7K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-0.46%

Shares72.9K

Event2026-03-31

Filed2026-04-09

SPYD

SPDR SERIES TRUST

0.98%

Shares48.6K

Event2026-03-31

Filed2026-04-09

AT&T INC

11.35%

Shares70.7K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

-14.57%

Shares8.4K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

New

Shares14.8K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

New

Shares7.9K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

-0.54%

Shares13.3K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-26.08%

Shares2.1K

Event2026-03-31

Filed2026-04-09

STLD

STEEL DYNAMICS INC

-5.04%

Shares10.6K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-3.22%

Shares6.7K

Event2026-03-31

Filed2026-04-09

DELL

DELL TECHNOLOGIES INC

New

Shares11.2K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

-2.43%

Shares23.7K

Event2026-03-31

Filed2026-04-09