Top 50 Mfg Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| URTY | PROSHARES TR | 3.25% | 76.0K | $3.9M | -2.77%(-2.16K) | $45.97(+84.47%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 3.1% | 81.5K | $3.7M | -2.47%(-2.07K) | $39.12(+16.98%) | 2026-03-31 | |
| SCYB | SCHWAB STRATEGIC TR | 3.01% | 139.5K | $3.6M | +55.63%(+49.85K) | $26.48(-1.52%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 2.56% | 31.4K | $3.1M | +45.12%(+9.77K) | $104.20(+6.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.55% | 17.6K | $3.1M | -3.25%(-592) | $127.67(+52.60%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 2.5% | 132.7K | $3.0M | +1.79%(+2.34K) | $22.92(-1.59%) | 2026-03-31 | |
| SCHJ | SCHWAB STRATEGIC TR | 2.48% | 120.9K | $3.0M | +1.12%(+1.34K) | $24.88(-1.11%) | 2026-03-31 | |
| D | DOMINION ENERGY INC | 2.47% | 48.2K | $3.0M | -1.77%(-869) | $55.51(+25.66%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.43% | 14.0K | $2.9M | -2.67%(-385) | $203.00(+19.54%) | 2026-03-31 | |
| SOFI | SOFI TECHNOLOGIES INC | 2.36% | 179.1K | $2.8M | +64.35%(+70.12K) | $15.62(+16.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.40% | +20.45% |
| Top 20 Holdings Unweighted | +5.99% | +19.05% |
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