The Analysis of MFG WEALTH MANAGEMENT, INC.'s Holdings
Currently, MFG WEALTH MANAGEMENT, INC. holds 61 types of securities in its portfolio with a total value $128.3M. In the most recent quarter, they have increased their positions in IBM (+9.8K shares, valued at $2.9M), F (+166.1K shares, valued at $2.2M), XLU (+41.5K shares, valued at $1.8M); decreased their positions in UBER (-12.6K shares, valued at $1.0M), NVDA (-3.4K shares, valued at $629.4K), PLTR (-2.9K shares, valued at $518.0K); initiated new positions in IBM (+9.8K shares, valued at $2.9M), F (+166.1K shares, valued at $2.2M), ETHA (+72.5K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC15.4K shares-2.46%2025-12-312026-01-07
URTY PROSHARES TR78.1K shares-0.93%2025-12-312026-01-07 RKT ROCKET COS INC189.0K shares27.69%2025-12-312026-01-07 XLU SELECT SECTOR SPDR TR83.6K shares98.48%2025-12-312026-01-07 CITIGROUP INC CITIGROUP INC30.6K shares-8.85%2025-12-312026-01-07 TQQQ PROSHARES TR67.5K shares98.33%2025-12-312026-01-07 ALPHABET INC ALPHABET INC10.9K shares-1.38%2025-12-312026-01-07 NVDA NVIDIA CORPORATION18.2K shares-15.65%2025-12-312026-01-07 AMZN AMAZON COM INC14.4K shares-0.06%2025-12-312026-01-07 KEY KEYCORP152.9K shares0.10%2025-12-312026-01-07 LLY ELI LILLY & CO2.8K shares-6.92%2025-12-312026-01-07 SCHI SCHWAB STRATEGIC TR130.3K shares-0.28%2025-12-312026-01-07 SCHJ SCHWAB STRATEGIC TR119.6K shares-0.53%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS9.8K sharesnew addition2025-12-312026-01-07 D DOMINION ENERGY INC49.1K shares-0.06%2025-12-312026-01-07 SOFI SOFI TECHNOLOGIES INC109.0K shares-0.73%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC15.1K shares33.38%2025-12-312026-01-07 BROADCOM INC BROADCOM INC7.6K shares-0.65%2025-12-312026-01-07 MSFT MICROSOFT CORP5.1K shares0.00%2025-12-312026-01-07 BA BOEING CO11.3K shares22.97%2025-12-312026-01-07 ORCL ORACLE CORP12.5K shares-6.28%2025-12-312026-01-07 AES AES CORP165.4K shares60.92%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC13.3K shares-17.92%2025-12-312026-01-07 SCYB SCHWAB STRATEGIC TR89.6K shares-0.13%2025-12-312026-01-07 EXE EXPAND ENERGY CORPORATION21.0K shares23.94%2025-12-312026-01-07 SCHQ SCHWAB STRATEGIC TR70.1K shares-0.64%2025-12-312026-01-07 F FORD MTR CO166.1K sharesnew addition2025-12-312026-01-07 META META PLATFORMS INC3.3K shares-17.82%2025-12-312026-01-07 UPS UNITED PARCEL SERVICE INC21.7K shares64.02%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE6.9K shares0.64%2025-12-312026-01-07 TSLA TESLA INC4.7K shares-0.57%2025-12-312026-01-07 SPYD SPDR SERIES TRUST48.1K shares0.87%2025-12-312026-01-07 SCHD SCHWAB STRATEGIC TR73.2K shares0.63%2025-12-312026-01-07 SPYM SPDR SERIES TRUST24.3K shares0.73%2025-12-312026-01-07 STLD STEEL DYNAMICS INC11.2K shares-1.22%2025-12-312026-01-07 ENB ENBRIDGE INC35.1K shares0.70%2025-12-312026-01-07 ETHA ISHARES ETHEREUM TR72.5K sharesnew addition2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.5.0K shares0.52%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR49.1K shares-10.17%2025-12-312026-01-07 T AT&T INC63.5K shares2.57%2025-12-312026-01-07 BAC BANK AMERICA CORP28.1K shares0.51%2025-12-312026-01-07 DOC HEALTHPEAK PROPERTIES INC93.1K shares0.58%2025-12-312026-01-07 ABBV ABBVIE INC6.5K shares0.37%2025-12-312026-01-07 CAVA CAVA GROUP INC24.5K sharesnew addition2025-12-312026-01-07 SCHR SCHWAB STRATEGIC TR56.6K shares-0.10%2025-12-312026-01-07 PWR QUANTA SVCS INC3.3K sharesnew addition2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC16.2K shares-43.69%2025-12-312026-01-07 NNN NNN REIT INC33.2K shares0.83%2025-12-312026-01-07 KMI KINDER MORGAN INC DEL47.9K shares0.52%2025-12-312026-01-07 SCHO SCHWAB STRATEGIC TR53.1K shares-0.23%2025-12-312026-01-07 SBUX STARBUCKS CORP14.0K sharesnew addition2025-12-312026-01-07 BMY BRISTOL-MYERS SQUIBB CO20.2K sharesnew addition2025-12-312026-01-07 OXY OCCIDENTAL PETE CORP25.6K shares-14.64%2025-12-312026-01-07 IBIT ISHARES BITCOIN TRUST ETF20.1K shares2.03%2025-12-312026-01-07 KNTK KINETIK HOLDINGS INC27.6K sharesnew addition2025-12-312026-01-07 SMR NUSCALE PWR CORP63.0K shares-13.83%2025-12-312026-01-07 INTC INTEL CORP24.0K sharesnew addition2025-12-312026-01-07 OKLO OKLO INC9.3K sharesnew addition2025-12-312026-01-07 USAR USA RARE EARTH INC55.4K sharesnew addition2025-12-312026-01-07 BIL SPDR SERIES TRUST6.1K shares0.90%2025-12-312026-01-07 JOBY JOBY AVIATION INC41.1K sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available