MFG Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), MFG Wealth Management, Inc. reported 52 stock positions worth $109.2 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 3.7%) and Nvidia (NVDA, 3.6%).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $109.2M (Q4 2024)
- SEC Filing
- 0001667731-25-000164 ↗ filed Jan 29, 2025
Holdings Value
Holdings 52 stocks · $109.2M
| AAPL Apple Inc. | 4.09% | 17,818 | $4.5M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.69% | 37,740 | $4.0M | — |
| NVDA Nvidia Corp. | 3.64% | 29,562 | $4.0M | — |
| AMZN Amazon.com Inc. | 3.39% | 16,847 | $3.7M | — |
| C Citigroup Inc. | 3.05% | 47,332 | $3.3M | — |
| T AT&T Inc. | 3.04% | 145,762 | $3.3M | — |
| CARR Carrier Global Corp. | 3.00% | 47,966 | $3.3M | — |
| URTY Proshares Ultrapro RUSS2000 | 2.99% | 66,382 | $3.3M | — |
| META Meta Platforms Inc. Class A | 2.89% | 5,379 | $3.1M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.87% | 41,373 | $3.1M | — |
| TSLA Tesla Inc. | 2.87% | 7,745 | $3.1M | — |
| GE General Electric filed as GE AEROSPACE | 2.77% | 18,140 | $3.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.56% | 12,721 | $2.8M | — |
| DOCU Docusign Inc. | 2.56% | 31,077 | $2.8M | — |
| PANW Palo Alto Networks Inc. | 2.47% | 14,809 | $2.7M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.32% | 36,683 | $2.5M | — |
| DOC Healthpeak Properties Inc. | 2.30% | 123,623 | $2.5M | — |
| AMD Advanced Micro Devices | 2.21% | 19,961 | $2.4M | — |
| COST Costco Wholesale Corp. | 2.14% | 2,555 | $2.3M | — |
| CAT Caterpillar Inc. | 2.11% | 6,363 | $2.3M | — |
| MSFT Microsoft Corp. | 2.07% | 5,363 | $2.3M | — |
| GLW Corning Inc. | 2.00% | 45,993 | $2.2M | — |
| ENB Enbridge Inc. | 1.96% | 50,447 | $2.1M | — |
| ZG Zillow Group Inc. Class A | 1.94% | 29,913 | $2.1M | — |
| LLY Eli Lilly & Co. | 1.94% | 2,739 | $2.1M | — |
| CRM Salesforce Inc. | 1.93% | 6,307 | $2.1M | — |
| ABT Abbott Laboratories | 1.88% | 18,165 | $2.1M | — |
| UBER Uber Technologies Inc. | 1.83% | 33,100 | $2.0M | — |
| SOFI Sofi Technologies Inc. | 1.73% | 122,390 | $1.9M | — |
| AAON Aaon Inc. | 1.70% | 15,723 | $1.9M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.59% | 39,609 | $1.7M | — |
| BMY Bristol-Myers Squibb Co. | 1.57% | 30,397 | $1.7M | — |
| ABBV Abbvie Inc. | 1.54% | 9,477 | $1.7M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.52% | 3,901 | $1.7M | — |
| D Dominion Energy Inc. | 1.51% | 30,544 | $1.6M | — |
| DXCM Dexcom Inc. | 1.44% | 20,239 | $1.6M | — |
| EXE Expand Energy Corp. | 1.40% | 15,356 | $1.5M | — |
| ZBH Zimmer Biomet Holdings Inc. | 1.38% | 14,259 | $1.5M | — |
| XOM Exxon Mobil Corp. | 1.27% | 12,846 | $1.4M | — |
| STLD Steel Dynamics Inc. | 1.22% | 11,721 | $1.3M | — |
| VZ Verizon Communications Inc. | 1.14% | 31,046 | $1.2M | — |
| KEY Keycorp | 1.08% | 68,890 | $1.2M | — |
| TTWO Take-Two Interactive Softwre | 1.03% | 6,091 | $1.1M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.01% | 12,000 | $1.1M | — |
| VUZI Vuzix Corp. | 0.98% | 272,808 | $1.1M | — |
| VLO Valero Energy Corp. | 0.95% | 8,495 | $1.0M | — |
| TLT iShares 20+ Year Treasury BD | 0.95% | 11,820 | $1.0M | — |
| CTVA Corteva Inc. | 0.90% | 17,304 | $986K | — |
| RKT Rocket Cos Inc. Class A | 0.89% | 86,545 | $974K | — |
| JEPI JPMorgan Equity Premium Inco | 0.29% | 5,564 | $320K | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 5,244 | $227K | — |
| XLK SS Technology Select Sector | 0.19% | 887 | $206K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 63 | $139.8M | URTY, IBM, SCYB, XLU, RKT |
| Q1 2026 | 61 | $120.6M | URTY, XLU, SCYB, UPS, NVDA |
| Q4 2025 | 61 | $128.3M | AAPL, URTY, RKT, XLU, C |
| Q3 2025 | 60 | $132.4M | URTY, NVDA, AAPL, ORCL, XLU |
| Q2 2025 | 51 | $118.7M | NVDA, URTY, PLTR, ORCL, PANW |
| Q1 2025 | 58 | $104.7M | LQD, T, NVDA, XLU, PANW |
| Q4 2024 | 52 | $109.2M | AAPL, LQD, NVDA, AMZN, C |