StockDriftsStockDriftsTop 50 Mascagni Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICVT | ISHARES CONVERTIBLE BOND ETF | 5.89% | 81.2K | $8.3M | +9.27%(+6.89K) | $86.56(+35.67%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.27% | 34.3K | $6.0M | +3.53%(+1.17K) | $136.40(+42.84%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.08% | 134.7K | $5.7M | +7.15%(+8.99K) | $38.67(+26.57%) | 2026-03-31 | |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 4.07% | 55.3K | $5.7M | +9.14%(+4.63K) | $100.44(+12.83%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.67% | 20.3K | $5.1M | -0.73%(-150) | $232.54(+32.72%) | 2026-03-31 | |
| HYDB | ISHARES HIGH YIELD BOND ETF | 3.48% | 105.1K | $4.9M | +3.08%(+3.14K) | $47.52(-2.00%) | 2026-03-31 | |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 2.75% | 34.4K | $3.9M | +3.66%(+1.21K) | $107.02(+40.94%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.73% | 155.0K | $3.8M | +123.37%(+85.63K) | $22.52(+22.00%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.47% | 9.4K | $3.5M | +6.48%(+569) | $427.52(-8.66%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 2.05% | 63.1K | $2.9M | -2.03%(-1.31K) | $45.81(-0.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.70% | +18.09% |
| Top 20 Holdings Unweighted | +5.42% | +17.15% |
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