MFG Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), MFG Wealth Management, Inc. reported 58 stock positions worth $104.7 million. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 3.9% of the portfolio, followed by AT&T (T, 3.2%) and Nvidia (NVDA, 3.2%). Compared with Q4 2024, it opened 16 new positions, sold out of 10, added to 27 and reduced 15. The biggest buy was a new position in Waste Management (WM) and the biggest sale an exit from Intl Business Machines (IBM).
- Most Recent 13F
- Q2 2026
- Location
- Indianapolis, IN
- CIK
- 0002053046
- Portfolio Value
- $104.7M (Q1 2025)
- SEC Filing
- 0001667731-25-000501 ↗ filed Apr 24, 2025
Holdings Value
Holdings 58 stocks · $104.7M
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.92% | 37,759 | $4.1M | Add +0.1% |
| T AT&T Inc. | 3.20% | 118,588 | $3.4M | Reduce -18.6% |
| NVDA Nvidia Corp. | 3.15% | 30,456 | $3.3M | Add +3.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 3.13% | 41,617 | $3.3M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 2.74% | 16,790 | $2.9M | Add +13.4% |
| C Citigroup Inc. | 2.73% | 40,190 | $2.9M | Reduce -15.1% |
| AAPL Apple Inc. | 2.63% | 12,415 | $2.8M | Reduce -30.3% |
| D Dominion Energy Inc. | 2.62% | 48,909 | $2.7M | Add +60.1% |
| AMZN Amazon.com Inc. | 2.56% | 14,084 | $2.7M | Reduce -16.4% |
| DOC Healthpeak Properties Inc. | 2.42% | 125,119 | $2.5M | Add +1.2% |
| URTY Proshares Ultrapro RUSS2000 | 2.36% | 71,902 | $2.5M | Add +8.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.35% | 37,390 | $2.5M | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 2.31% | 12,077 | $2.4M | Reduce -33.4% |
| ABT Abbott Laboratories | 2.30% | 18,175 | $2.4M | Add +0.1% |
| UBER Uber Technologies Inc. | 2.26% | 32,533 | $2.4M | Reduce -1.7% |
| WM Waste Management Inc. | 2.15% | 9,735 | $2.3M | New |
| LLY Eli Lilly & Co. | 2.15% | 2,724 | $2.2M | Reduce -0.6% |
| ENB Enbridge Inc. | 2.12% | 49,979 | $2.2M | Reduce -0.9% |
| TSLA Tesla Inc. | 2.09% | 8,434 | $2.2M | Add +8.9% |
| CAT Caterpillar Inc. | 2.08% | 6,589 | $2.2M | Add +3.5% |
| BA The Boeing Co. | 2.03% | 12,461 | $2.1M | New |
| CARR Carrier Global Corp. | 1.97% | 32,535 | $2.1M | Reduce -32.2% |
| MSFT Microsoft Corp. | 1.93% | 5,395 | $2.0M | Add +0.6% |
| EXE Expand Energy Corp. | 1.93% | 18,169 | $2.0M | Add +18.3% |
| ABBV Abbvie Inc. | 1.91% | 9,550 | $2.0M | Add +0.8% |
| DOCU Docusign Inc. | 1.85% | 23,729 | $1.9M | Reduce -23.6% |
| DXCM Dexcom Inc. | 1.78% | 27,226 | $1.9M | Add +34.5% |
| SOFI Sofi Technologies Inc. | 1.74% | 156,277 | $1.8M | Add +27.7% |
| PLTR Palantir Technologies Inc. Class A | 1.71% | 21,260 | $1.8M | New |
| CCI Crown Castle Inc. | 1.70% | 17,073 | $1.8M | New |
| META Meta Platforms Inc. Class A | 1.61% | 2,920 | $1.7M | Reduce -45.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.59% | 39,762 | $1.7M | Add +0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.57% | 3,922 | $1.6M | Add +0.5% |
| UPS United Parcel Service Class B | 1.54% | 14,668 | $1.6M | New |
| ORCL Oracle Corp. | 1.54% | 11,534 | $1.6M | New |
| CRM Salesforce Inc. | 1.49% | 5,816 | $1.6M | Reduce -7.8% |
| RKT Rocket Cos Inc. Class A | 1.49% | 129,202 | $1.6M | Add +49.3% |
| TMUS T-Mobile US Inc. | 1.44% | 5,646 | $1.5M | New |
| STLD Steel Dynamics Inc. | 1.42% | 11,862 | $1.5M | Add +1.2% |
| OXY Occidental Petroleum Corp. | 1.34% | 28,452 | $1.4M | New |
| DE Deere & Co. | 1.28% | 2,864 | $1.3M | New |
| UNH Unitedhealth Group Inc. | 1.12% | 2,237 | $1.2M | New |
| VLO Valero Energy Corp. | 1.07% | 8,505 | $1.1M | Add +0.1% |
| KEY Keycorp | 1.07% | 70,088 | $1.1M | Add +1.7% |
| ZG Zillow Group Inc. Class A | 1.06% | 16,608 | $1.1M | Reduce -44.5% |
| CTVA Corteva Inc. | 1.05% | 17,418 | $1.1M | Add +0.7% |
| AVGO Broadcom Inc. | 1.04% | 6,522 | $1.1M | New |
| TLT iShares 20+ Year Treasury BD | 1.04% | 11,916 | $1.1M | Add +0.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.02% | 11,686 | $1.1M | Reduce -2.6% |
| MMM 3M Co. | 1.01% | 7,213 | $1.1M | New |
| GOOG Alphabet Inc. Class C | 0.96% | 6,462 | $1.0M | New |
| POOL Pool Corp. | 0.88% | 2,894 | $921K | New |
| CLF Cleveland-Cliffs Inc. | 0.75% | 95,586 | $786K | New |
| AAON Aaon Inc. | 0.75% | 9,992 | $781K | Reduce -36.5% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 5,954 | $340K | Add +7.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.29% | 6,799 | $301K | Add +29.6% |
| XLK SS Technology Select Sector | 0.23% | 1,190 | $246K | Add +34.2% |
| XLF SS Financial Select Sector | 0.19% | 4,017 | $200K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −2.56 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −2.21 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −2.14 |
| GLW Corning Inc. | Sold out | 0.00% | −2.00 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −1.57 |
| AAPL Apple Inc. | Reduce -30.3% | 2.63% | −1.45 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −1.38 |
| META Meta Platforms Inc. Class A | Reduce -45.7% | 1.61% | −1.28 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.27 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −1.14 |
| CARR Carrier Global Corp. | Reduce -32.2% | 1.97% | −1.03 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −1.03 |
| VUZI Vuzix Corp. | Sold out | 0.00% | −0.98 |
| AAON Aaon Inc. | Reduce -36.5% | 0.75% | −0.95 |
| ZG Zillow Group Inc. Class A | Reduce -44.5% | 1.06% | −0.88 |
| AMZN Amazon.com Inc. | Reduce -16.4% | 2.56% | −0.83 |
| DOCU Docusign Inc. | Reduce -23.6% | 1.85% | −0.72 |
| GE General Electric | Reduce -33.4% | 2.31% | −0.46 |
| CRM Salesforce Inc. | Reduce -7.8% | 1.49% | −0.44 |
| C Citigroup Inc. | Reduce -15.1% | 2.73% | −0.33 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.6% | 1.02% | +0.02 |
| ENB Enbridge Inc. | Reduce -0.9% | 2.12% | +0.15 |
| T AT&T Inc. | Reduce -18.6% | 3.20% | +0.16 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 2.15% | +0.21 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 2.26% | +0.44 |
Portfolio Buys Q4 2024 → Q1 2025
| WM Waste Management Inc. | New | 2.15% | +2.15 |
| BA The Boeing Co. | New | 2.03% | +2.03 |
| PLTR Palantir Technologies Inc. Class A | New | 1.71% | +1.71 |
| CCI Crown Castle Inc. | New | 1.70% | +1.70 |
| UPS United Parcel Service Class B | New | 1.54% | +1.54 |
| ORCL Oracle Corp. | New | 1.54% | +1.54 |
| TMUS T-Mobile US Inc. | New | 1.44% | +1.44 |
| OXY Occidental Petroleum Corp. | New | 1.34% | +1.34 |
| DE Deere & Co. | New | 1.28% | +1.28 |
| UNH Unitedhealth Group Inc. | New | 1.12% | +1.12 |
| D Dominion Energy Inc. | Add +60.1% | 2.62% | +1.11 |
| AVGO Broadcom Inc. | New | 1.04% | +1.04 |
| MMM 3M Co. | New | 1.01% | +1.01 |
| GOOG Alphabet Inc. Class C | New | 0.96% | +0.96 |
| POOL Pool Corp. | New | 0.88% | +0.88 |
| CLF Cleveland-Cliffs Inc. | New | 0.75% | +0.75 |
| RKT Rocket Cos Inc. Class A | Add +49.3% | 1.49% | +0.60 |
| EXE Expand Energy Corp. | Add +18.3% | 1.93% | +0.53 |
| ABT Abbott Laboratories | Add +0.1% | 2.30% | +0.42 |
| ABBV Abbvie Inc. | Add +0.8% | 1.91% | +0.37 |
| DXCM Dexcom Inc. | Add +34.5% | 1.78% | +0.33 |
| PANW Palo Alto Networks Inc. | Add +13.4% | 2.74% | +0.27 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.6% | 3.13% | +0.27 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.1% | 3.92% | +0.23 |
| STLD Steel Dynamics Inc. | Add +1.2% | 1.42% | +0.19 |
| XLF SS Financial Select Sector | New | 0.19% | +0.19 |
| CTVA Corteva Inc. | Add +0.7% | 1.05% | +0.14 |
| DOC Healthpeak Properties Inc. | Add +1.2% | 2.42% | +0.12 |
| VLO Valero Energy Corp. | Add +0.1% | 1.07% | +0.12 |
| TLT iShares 20+ Year Treasury BD | Add +0.8% | 1.04% | +0.09 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +29.6% | 0.29% | +0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.5% | 1.57% | +0.05 |
| XLK SS Technology Select Sector | Add +34.2% | 0.23% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.9% | 2.35% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +7.0% | 0.33% | +0.03 |
| SOFI Sofi Technologies Inc. | Add +27.7% | 1.74% | +0.01 |
| BAC Bank of America Corp. | Add +0.4% | 1.59% | −0.01 |
| KEY Keycorp | Add +1.7% | 1.07% | −0.01 |
| CAT Caterpillar Inc. | Add +3.5% | 2.08% | −0.04 |
| MSFT Microsoft Corp. | Add +0.6% | 1.93% | −0.14 |
| NVDA Nvidia Corp. | Add +3.0% | 3.15% | −0.48 |
| URTY Proshares Ultrapro RUSS2000 | Add +8.3% | 2.36% | −0.64 |
| TSLA Tesla Inc. | Add +8.9% | 2.09% | −0.78 |
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 |