Mascagni Wealth Management, Inc.
Mascagni Wealth Management, Inc. is a registered investment adviser headquartered in Clinton, Mississippi. The firm specializes in providing investment management and financial advisory services to individual and institutional clients. Mascagni Wealth Management was founded in 2001 and employs approximately 6 staff. The firm serves clients across Mississippi and potentially beyond, subject to registration and regulatory requirements.
Investment Strategy
Mascagni Wealth Management, Inc. focuses on tailored investment strategies for its clients, utilizing a mix of ETFs, equities, and fixed income instruments. The firm emphasizes diversification across asset classes and uses both passive and active management approaches to meet clients’ financial objectives. The portfolio construction process is guided by clients’ risk tolerance, goals, and time horizons, with an emphasis on rigorous analysis and prudent risk management.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ICVT | ISHARES CONVERTIBLE BOND ETF | 5.60% | $7.2M | 72,453 | $85.92 | $100.05 | +$971.6K |
N NVDA | NVIDIA CORP | 4.34% | $5.6M | 30,068 | $136.95 | $186.58 | +$1.0M |
X XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 4.14% | $5.4M | 51,036 | $98.46 | $104.96 | -$81.0K |
A AAPL | APPLE INC COM | 3.98% | $5.1M | 20,217 | $250.04 | $254.63 | +$952.8K |
H HYDB | ISHARES HIGH YIELD BOND ETF | 3.64% | $4.7M | 98,398 | $47.04 | $47.85 | +$171.2K |