Portfolio (Quarterly)
Guide ↗
Mascagni Wealth Management, Inc.
· CIK 0002063074| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 8,653 | $1.5M | 1.05% | SOLD |
| 2 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | — | 2,950 | $256K | 0.18% | SOLD |
| 3 | IBIT | ISHARES BITCOIN TRUST | Financial Services | 6,326 | $243K | 0.17% | SOLD |
| 4 | AAAU | GOLDMAN PHYSICAL GOLD ETF | Financial Services | 4,733 | $219K | 0.16% | SOLD |
Sector Allocation
Technology
53.2%
Financial Services
13.4%
Communication Services
11.2%
Consumer Cyclical
6.3%
Industrials
5.1%
Consumer Defensive
3.7%
Energy
3.2%
Healthcare
3.0%
Utilities
1.0%