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Mach-1 Financial Group

Latest statistics and disclosures from Mach-1 Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are WMT, AAPL, NVDA, AMZN, MSFT, and represent 53.68% of Mach-1 Financial Group's stock portfolio.
Added to shares of these 10 stocks: WMT, AVLV, MSFT, TSN, AAPL, NOC, VOO, QABA, PLTR, BRK.B.
Started 4 new stock positions in PLTR, QABA, AVLV, NOC.
Reduced shares in these 10 stocks: FIXD (-$20M), FTGS (-$10M), BUFR (-$8.3M), SDVY (-$8.0M), RDVY (-$7.1M), JEPQ (-$6.8M), UCON (-$6.5M), CWI (-$5.4M), FIIG (-$5.2M), JPST (-$5.1M).
Sold out of its positions in ABBV, AMD, AVIG, AVGO, CVX, KO, DFAC, XOM, FIIG, RDVI.
Mach-1 Financial Group was a net seller of stock by $-109M.
Mach-1 Financial Group has $56M in assets under management (AUM), dropping by -65.97%.
Central Index Key (CIK): 0001843358

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Positions held by Mach-1 Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mach-1 Financial Group

Mach-1 Financial Group holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	30.9	$17M	+12%	190k	90.35	View chart
Apple (AAPL)	6.7	$3.7M	+11%	15k	250.44	View chart
NVIDIA Corporation (NVDA)	6.2	$3.4M		26k	134.29	View chart
Amazon (AMZN)	5.7	$3.1M		14k	219.39	View chart
Microsoft Corporation (MSFT)	4.2	$2.3M	+19%	5.5k	421.58	View chart
Meta Platforms Cl A (META)	2.3	$1.3M	+10%	2.2k	585.52	View chart
JPMorgan Chase & Co. (JPM)	2.1	$1.2M	+10%	4.8k	239.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$1.1M	+14%	6.0k	189.30	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.0	$1.1M	-94%	26k	42.97	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$1.1M	-82%	21k	50.37	View chart
Tyson Foods Cl A (TSN)	1.7	$948k	+66%	17k	57.44	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.7	$925k	-91%	30k	31.40	View chart
Tesla Motors (TSLA)	1.5	$859k	-13%	2.1k	403.84	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.5	$856k	-90%	24k	35.85	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.4	$782k	-89%	32k	24.65	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.4	$759k	-90%	13k	59.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.2	$641k	-92%	21k	30.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$635k	NEW	9.5k	66.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$614k	+45%	1.4k	453.28	View chart
Morgan Stanley Com New (MS)	1.1	$604k	-18%	4.8k	125.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.1	$585k	-92%	10k	56.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$563k	+74%	1.0k	538.81	View chart
Procter & Gamble Company (PG)	1.0	$548k	+12%	3.3k	167.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.9	$520k	-85%	17k	31.43	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.9	$512k	+4%	10k	50.21	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.9	$494k	-91%	18k	27.94	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$479k	-5%	9.9k	48.16	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$464k	-31%	11k	43.64	View chart
Wells Fargo & Company (WFC)	0.7	$400k	-15%	5.7k	70.24	View chart
Eli Lilly & Co. (LLY)	0.7	$378k	-38%	490.00	772.00	View chart
At&t (T)	0.6	$357k	+31%	16k	22.77	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.6	$345k	-89%	6.2k	55.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$338k	-23%	1.4k	242.13	View chart
Northrop Grumman Corporation (NOC)	0.6	$328k	NEW	698.00	469.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$320k	+15%	4.0k	80.27	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.6	$314k	-91%	4.1k	77.04	View chart
First Tr Morningstar Divid L SHS (FDL)	0.6	$313k	-91%	7.8k	40.26	View chart
First Tr Exchange-traded Nasdaq Buywrite (FTQI)	0.6	$311k		15k	20.82	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.6	$306k	-91%	4.9k	62.04	View chart
Lululemon Athletica (LULU)	0.5	$300k	-9%	785.00	382.41	View chart
Travelers Companies (TRV)	0.5	$280k		1.2k	240.89	View chart
Bank of America Corporation (BAC)	0.5	$278k	-16%	6.3k	43.95	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.5	$278k	-32%	5.6k	49.93	View chart
Lowe's Companies (LOW)	0.5	$272k		1.1k	247.00	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.5	$261k		5.8k	45.14	View chart
Stanley Black & Decker (SWK)	0.5	$259k		3.2k	80.31	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$253k		2.9k	87.82	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.4	$244k	-89%	2.0k	124.96	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.4	$234k		5.7k	41.33	View chart
First Tr Nasdaq Aba Cmnty Bk Ut Com Shs Etf (QABA)	0.4	$230k	NEW	4.1k	55.56	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$229k		3.6k	63.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$227k	-87%	443.00	511.23	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$226k	-19%	7.8k	29.01	View chart
salesforce (CRM)	0.4	$223k	-22%	666.00	334.33	View chart
Palantir Technologies Cl A (PLTR)	0.4	$215k	NEW	2.8k	75.63	View chart
Qualcomm (QCOM)	0.4	$206k	-4%	1.3k	153.62	View chart
Walt Disney Company (DIS)	0.4	$202k	-34%	1.8k	111.35	View chart

Past Filings by Mach-1 Financial Group

SEC 13F filings are viewable for Mach-1 Financial Group going back to 2020

Mach-1 Financial Group 2024 Q4 filed Feb. 13, 2025
Mach-1 Financial Group 2024 Q3 filed Nov. 1, 2024
Mach-1 Financial Group 2024 Q2 filed July 31, 2024
Mach-1 Financial Group 2024 Q1 filed May 10, 2024
Mach-1 Financial Group 2023 Q4 filed Feb. 5, 2024
Mach-1 Financial Group 2023 Q3 filed Oct. 17, 2023
Mach-1 Financial Group 2023 Q2 filed July 28, 2023
Mach-1 Financial Group 2023 Q1 filed May 10, 2023
Mach-1 Financial Group 2022 Q4 filed Feb. 2, 2023
Mach-1 Financial Group 2022 Q3 filed Nov. 8, 2022
Mach-1 Financial Group 2022 Q2 filed Aug. 4, 2022
Mach-1 Financial Group 2022 Q1 filed May 6, 2022
Mach-1 Financial Group 2021 Q4 filed Feb. 11, 2022
Mach-1 Financial Group 2021 Q3 filed Oct. 18, 2021
Mach-1 Financial Group 2021 Q2 filed Aug. 4, 2021
Mach-1 Financial Group 2021 Q1 filed May 13, 2021

View all past filings

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