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| Happy Holidays!! thanks for using AUM13F!! |
| MFG Wealth Management Inc
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| CRD # | 125963 |
| SEC # | 801-132898 |
| CIK # | 0002053046 |
| AUM | $111.8 M (2025-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 317-780-1006 |
| Address | 6920 South East St Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053046 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Palantir Technologies Inc | 3.9 | ||
| Oracle Corp | 3.6 | ||
| Palo Alto Networks Inc | 3.4 | ||
| Citigroup Inc | 3.4 | ||
| Uber Technologies Inc | 3.4 | ||
| Amazon Com Inc | 3.2 | ||
| Boeing Co | 3.1 | ||
| KeyCorp /New/ | 3.1 | ||
| General Electric Co | 3.1 | ||
| Facebook Inc | 3.0 | ||
| Social Capital Hedosophia Holdings Corp V | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| Dominion Resources Inc /VA/ | 2.8 | ||
| Apple Inc | 2.8 | ||
| Tesla Motors Inc | 2.7 | ||
| Microsoft Corp | 2.7 | ||
| Carrier Global Corp | 2.6 | ||
| General Dynamics Corp | 2.6 | ||
| Rocket Companies Inc | 2.5 | ||
| Abbott Laboratories | 2.4 | ||
| Enbridge Inc | 2.2 | ||
| Waste Management Inc | 2.2 | ||
| HCP Inc | 2.2 | ||
| Chesapeake Energy Corp | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 56.2 |
| (b) Individuals (high net worth individuals) | 29 | 55.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 111.8 |
| By Discretionary | ||
| Discretionary | 755 | 111.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 755 | 111.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.8 | |
| Total | 755 | 111.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053046] |
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