Portfolio (Quarterly)
Guide ↗
MFG WEALTH MANAGEMENT, INC.
· CIK 0002053046| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP INC | Financial Services | 30,572 | $3.6M | 2.78% | SOLD |
| 2 | TQQQ | PROSHARES TR | — | 67,453 | $3.6M | 2.77% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 15,113 | $2.8M | 2.17% | SOLD |
| 4 | ORCL | ORACLE CORP | Technology | 12,496 | $2.4M | 1.90% | SOLD |
| 5 | AES | AES CORP | Utilities | 165,398 | $2.4M | 1.85% | SOLD |
| 6 | ENB | ENBRIDGE INC | Energy | 35,087 | $1.7M | 1.31% | SOLD |
| 7 | ABBV | ABBVIE INC | Healthcare | 6,455 | $1.5M | 1.15% | SOLD |
| 8 | CAVA | CAVA GROUP INC | Consumer Cyclical | 24,534 | $1.4M | 1.12% | SOLD |
| 9 | UBER | UBER TECHNOLOGIES INC | Technology | 16,235 | $1.3M | 1.03% | SOLD |
| 10 | SCHO | SCHWAB STRATEGIC TR | — | 53,088 | $1.3M | 1.01% | SOLD |
| 11 | OXY | OCCIDENTAL PETE CORP | Energy | 25,576 | $1.1M | 0.82% | SOLD |
| 12 | SMR | NUSCALE PWR CORP | Utilities | 62,983 | $892K | 0.69% | SOLD |
| 13 | OKLO | OKLO INC | Utilities | 9,339 | $670K | 0.52% | SOLD |
| 14 | JOBY | JOBY AVIATION INC | Industrials | 41,146 | $543K | 0.42% | SOLD |
Sector Allocation
Technology
23.5%
Financial Services
17.9%
Industrials
13.6%
Consumer Cyclical
11.6%
Basic Materials
7.1%
Communication Services
5.7%
Energy
5.7%
Real Estate
5.0%
Healthcare
3.7%
Utilities
3.5%