MFG Wealth Management, Inc.
MFG Wealth Management, Inc. is a Registered Investment Adviser headquartered in Indianapolis, Indiana. The firm offers investment management, comprehensive financial planning, estate planning, and business planning services. Their team, led by President and CEO Michael McCracken, CFP®, serves individuals, families, and business clients with a focus on proactive communication and premium client service. Founded in 2003, the firm has 4 employees and emphasizes tailored planning for each client's life stage, investment goals, and business needs.
Investment Strategy
MFG Wealth Management, Inc. employs a client-focused, holistic approach, including tailored investment management, asset allocation, financial and estate planning, and business planning services. Their portfolio is diversified, holding a mix of stocks, ETFs, and other securities, with frequent adjustments based on market conditions and client objectives. The firm prioritizes education, collaboration, and designing plans aligned with each client's circumstances and risk tolerance, seeking to deliver long-term financial confidence and optimal wealth outcomes.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U URTY | PROSHARES TR | 3.16% | $4.2M | 78,867 | $45.35 | $53.00 | +$63.1K |
N NVDA | NVIDIA CORPORATION | 3.04% | $4.0M | 21,570 | $133.53 | $186.58 | -$530.6K |
A AAPL | APPLE INC | 3.03% | $4.0M | 15,761 | $248.15 | $254.63 | +$1.3M |
O ORCL | ORACLE CORP | 2.83% | $3.8M | 13,334 | $163.25 | $281.24 | +$160.8K |
X XLU | SELECT SECTOR SPDR TR | 2.77% | $3.7M | 42,125 | $75.79 | $87.21 | +$227.3K |