Skip to content
Disclosery

MFG WEALTH MANAGEMENT, INC.

Follow

13F filer, CIK 2053046, Indianapolis, IN

MFG WEALTH MANAGEMENT, INC. reported $118,705,495 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 30.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000757

Period
2025-06-30
Reported value
$119M
Holdings
51
Top 10 weight
30.64%
New
9
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TQQQnew+39,346$3.27M
GDnew+8,861$2.58M
FLRnew+41,035$2.1M
KEYadded+108,537$1.89M
SMRnew+46,231$1.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CATexited-6,589-$2.17M
ABBVexited-9,550-$2M
DXCMexited-27,226-$1.86M
Treduced-56,412-$1.63M
CRMexited-5,816-$1.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-000757, largest first. % of portfolio is the value over $118,705,495, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,562 shares; 2025Q1: 30,456 shares; 2025Q2: 28,832 shares 28,832$4.56M3.84%-1,624Timeline
URTYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,382 shares; 2025Q1: 71,902 shares; 2025Q2: 104,568 shares 104,568$4.12M3.47%+32,666Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,260 shares; 2025Q2: 28,904 shares 28,904$3.94M3.32%+7,644Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,534 shares; 2025Q2: 16,417 shares 16,417$3.59M3.02%+4,883Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,809 shares; 2025Q1: 16,790 shares; 2025Q2: 16,856 shares 16,856$3.45M2.91%+66Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,373 shares; 2025Q1: 41,617 shares; 2025Q2: 42,204 shares 42,204$3.45M2.9%+587Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,332 shares; 2025Q1: 40,190 shares; 2025Q2: 40,456 shares 40,456$3.44M2.9%+266Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,100 shares; 2025Q1: 32,533 shares; 2025Q2: 36,633 shares 36,633$3.42M2.88%+4,100Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,346 shares 39,346$3.27M2.75%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,847 shares; 2025Q1: 14,084 shares; 2025Q2: 14,371 shares 14,371$3.15M2.66%+287Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,461 shares; 2025Q2: 14,978 shares 14,978$3.14M2.64%+2,517Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,890 shares; 2025Q1: 70,088 shares; 2025Q2: 178,625 shares 178,625$3.11M2.62%+108,537Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,140 shares; 2025Q1: 12,077 shares; 2025Q2: 12,035 shares 12,035$3.1M2.61%-42Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,379 shares; 2025Q1: 2,920 shares; 2025Q2: 4,009 shares 4,009$2.96M2.49%+1,089Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,390 shares; 2025Q1: 156,277 shares; 2025Q2: 161,825 shares 161,825$2.95M2.48%+5,548Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,522 shares; 2025Q2: 10,467 shares 10,467$2.89M2.43%+3,945Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,544 shares; 2025Q1: 48,909 shares; 2025Q2: 49,049 shares 49,049$2.77M2.34%+140Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,818 shares; 2025Q1: 12,415 shares; 2025Q2: 13,424 shares 13,424$2.75M2.32%+1,009Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,745 shares; 2025Q1: 8,434 shares; 2025Q2: 8,641 shares 8,641$2.74M2.31%+207Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,740 shares; 2025Q1: 37,759 shares; 2025Q2: 24,998 shares 24,998$2.74M2.31%-12,761Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,683 shares; 2025Q1: 37,390 shares; 2025Q2: 36,990 shares 36,990$2.69M2.27%-400Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,363 shares; 2025Q1: 5,395 shares; 2025Q2: 5,333 shares 5,333$2.65M2.23%-62Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,966 shares; 2025Q1: 32,535 shares; 2025Q2: 35,657 shares 35,657$2.61M2.2%+3,122Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,861 shares 8,861$2.58M2.18%newTimeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,545 shares; 2025Q1: 129,202 shares; 2025Q2: 177,762 shares 177,762$2.52M2.12%+48,560Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,165 shares; 2025Q1: 18,175 shares; 2025Q2: 18,001 shares 18,001$2.45M2.06%-174Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,447 shares; 2025Q1: 49,979 shares; 2025Q2: 49,590 shares 49,590$2.25M1.89%-389Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,735 shares; 2025Q2: 9,779 shares 9,779$2.24M1.89%+44Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,623 shares; 2025Q1: 125,119 shares; 2025Q2: 127,546 shares 127,546$2.23M1.88%+2,427Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,356 shares; 2025Q1: 18,169 shares; 2025Q2: 18,072 shares 18,072$2.11M1.78%-97Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,035 shares 41,035$2.1M1.77%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,609 shares; 2025Q1: 39,762 shares; 2025Q2: 39,937 shares 39,937$1.89M1.59%+175Timeline
SMRNUSCALE PWR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,231 shares 46,231$1.83M1.54%newTimeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,073 shares; 2025Q2: 17,619 shares 17,619$1.81M1.52%+546Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,762 shares; 2025Q1: 118,588 shares; 2025Q2: 62,176 shares 62,176$1.8M1.52%-56,412Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,993 shares; 2025Q1: not reported; 2025Q2: 33,081 shares 33,081$1.74M1.47%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares 6,000$1.74M1.47%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,901 shares; 2025Q1: 3,922 shares; 2025Q2: 3,942 shares 3,942$1.74M1.46%+20Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,272 shares 1,272$1.7M1.43%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,668 shares; 2025Q2: 16,791 shares 16,791$1.69M1.43%+2,123Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,739 shares; 2025Q1: 2,724 shares; 2025Q2: 2,097 shares 2,097$1.63M1.38%-627Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,721 shares; 2025Q1: 11,862 shares; 2025Q2: 11,933 shares 11,933$1.53M1.29%+71Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,820 shares; 2025Q1: 11,916 shares; 2025Q2: 15,521 shares 15,521$1.37M1.15%+3,605Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,304 shares; 2025Q1: 17,418 shares; 2025Q2: 17,371 shares 17,371$1.29M1.09%-47Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,866 shares 161,866$1.1M0.93%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,026 shares 17,026$1.04M0.88%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,077 shares; 2025Q1: 23,729 shares; 2025Q2: 13,179 shares 13,179$1.03M0.86%-10,550Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 11,686 shares; 2025Q2: 9,982 shares 9,982$916K0.77%-1,704Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 1,190 shares; 2025Q2: 1,308 shares 1,308$331K0.28%+118Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,244 shares; 2025Q1: 6,799 shares; 2025Q2: 6,565 shares 6,565$279K0.23%-234Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,564 shares; 2025Q1: 5,954 shares; 2025Q2: 4,820 shares 4,820$274K0.23%-1,134Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CATCATERPILLAR INC6,589$2.17Mshares
ABBVABBVIE INC9,550$2Mshares
DXCMDEXCOM INC27,226$1.86Mshares
CRMSALESFORCE INC5,816$1.56Mshares
TMUST-MOBILE US INC5,646$1.51Mshares
OXYOCCIDENTAL PETE CORP28,452$1.4Mshares
DEDEERE & CO2,864$1.34Mshares
UNHUNITEDHEALTH GROUP INC2,237$1.17Mshares
VLOVALERO ENERGY CORP8,505$1.12Mshares
ZGZILLOW GROUP INC16,608$1.11Mshares
MMM3M CO7,213$1.06Mshares
GOOGALPHABET INC6,462$1.01Mshares
POOLPOOL CORP2,894$921Kshares
CLFCLEVELAND-CLIFFS INC NEW95,586$786Kshares
AAONAAON INC9,992$781Kshares
XLFSELECT SECTOR SPDR TR4,017$200Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000757 base2025-07-09acceptance time not in the bulk data set