Mach-1 Financial Group, LLC Top Holdings and 13F Report (2025) About Mach-1 Financial Group, LLCInvestment ActivityMach-1 Financial Group, LLC has $333.52 million in total holdings as of March 31, 2025.Mach-1 Financial Group, LLC owns shares of 238 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 87.14% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Mach-1 Financial Group, LLC has purchased 57 new stocks and bought additional shares in 31 stocks.Mach-1 Financial Group, LLC sold shares of 8 stocks and completely divested from 18 stocks this quarter.Largest Holdings Walmart $17,024,970JPMorgan Core Plus Bond ETF $16,434,695First Trust Growth Strength ETF $13,484,187FIRST TR EXCHANGE-TRADED FD $9,856,967Invesco QQQ $9,520,337 Largest New Holdings this Quarter 46641Q670 - JPMorgan Core Plus Bond ETF $16,434,695 Holding33738D788 - FIRST TR EXCHANGE-TRADED FD $9,856,967 Holding33738D796 - FIRST TR EXCHANGE-TRADED FD $5,882,446 Holding11135F101 - Broadcom $4,339,283 Holding17275R102 - Cisco Systems $3,914,923 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 349,377 shares (about $16.43M)First Trust Growth Strength ETF 423,786 shares (about $12.61M)FIRST TR EXCHANGE-TRADED FD 469,603 shares (about $9.86M)Invesco QQQ 19,859 shares (about $9.31M)Avantis U.S. Large Cap Value ETF 123,349 shares (about $8.04M) Largest Sales this Quarter Amazon.com 8,342 shares (about $1.59M)First Trust TCW Opportunistic Fixed Income ETF 19,270 shares (about $844.79K)Tyson Foods 8,833 shares (about $563.63K)Apple 1,551 shares (about $344.53K)JPMorgan Nasdaq Equity Premium Income ETF 5,565 shares (about $288.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMach-1 Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMTWalmart$17,024,970$369,598 ▲2.2%193,9275.1%Retail/WholesaleJCPBJPMorgan Core Plus Bond ETF$16,434,695$16,434,695 ▲New Holding349,3774.9%ETFFTGSFirst Trust Growth Strength ETF$13,484,187$12,607,633 ▲1,438.3%453,2504.0%ETFFIRST TR EXCHANGE-TRADED FD$9,856,967$9,856,967 ▲New Holding469,6033.0%CORE INVESTMENTQQQInvesco QQQ$9,520,337$9,312,598 ▲4,482.8%20,3022.9%FinanceAVLVAvantis U.S. Large Cap Value ETF$8,663,409$8,043,588 ▲1,297.7%132,8542.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$8,219,055$7,419,440 ▲927.9%245,3442.5%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$7,831,713$7,046,715 ▲897.7%316,4322.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,809,705$7,058,578 ▲939.7%133,4082.3%ManufacturingFDLFirst Trust Morningstar Dividend Leaders Index$7,035,670$6,697,705 ▲1,981.8%161,9622.1%ETFCWISPDR MSCI ACWI ex-US ETF$6,768,762$6,245,521 ▲1,193.6%228,8292.0%ETFJPSTJPMorgan Ultra-Short Income ETF$6,122,421$5,064,197 ▲478.6%120,9241.8%ETFFIRST TR EXCHANGE-TRADED FD$5,882,446$5,882,446 ▲New Holding283,4911.8%INTERMEDIATE DURAVGOBroadcom$4,339,283$4,339,283 ▲New Holding25,9171.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,997,351$2,809,307 ▲236.5%16,2951.2%FinanceCSCOCisco Systems$3,914,923$3,914,923 ▲New Holding63,4391.2%Computer and TechnologyNFTYFirst Trust India NIFTY 50 Equal Weight ETF$3,646,592$3,303,445 ▲962.7%65,3981.1%ManufacturingSCHWCharles Schwab$3,499,383$3,499,383 ▲New Holding44,7021.0%FinanceJ P MORGAN EXCHANGE TRADED F$3,468,081$3,173,678 ▲1,078.0%58,1111.0%HEDGED EQUITY LAAIRRFirst Trust RBA American Industrial Renaissance ETF$3,361,252$3,083,228 ▲1,109.0%49,2781.0%ManufacturingNVDANVIDIA$3,219,754$437,313 ▲15.7%29,7081.0%Computer and TechnologyWFCWells Fargo & Company$3,075,461$2,666,539 ▲652.1%42,8390.9%FinanceORLYO'Reilly Automotive$3,068,587$3,068,587 ▲New Holding2,1420.9%Retail/WholesaleHDHome Depot$2,978,881$2,978,881 ▲New Holding8,1280.9%Retail/WholesaleAAPLApple$2,946,389$344,530 ▼-10.5%13,2640.9%Computer and TechnologyPNCThe PNC Financial Services Group$2,837,229$2,837,229 ▲New Holding16,1410.9%FinanceMSMorgan Stanley$2,836,579$2,276,077 ▲406.1%24,3120.9%FinanceBIVVanguard Intermediate-Term Bond ETF$2,737,990$2,737,990 ▲New Holding35,7580.8%ETFILDRFirst Trust Innovation Leaders ETF$2,659,409$2,659,409 ▲New Holding114,0310.8%ETFMSFTMicrosoft$2,635,202$559,107 ▲26.9%7,0180.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,376,316$2,376,316 ▲New Holding4,2480.7%FinanceADIAnalog Devices$2,128,076$2,128,076 ▲New Holding10,5520.6%Computer and TechnologyUNHUnitedHealth Group$2,109,262$2,109,262 ▲New Holding4,0260.6%MedicalTAT&T$2,040,508$1,597,441 ▲360.5%72,1530.6%Computer and TechnologyJNJJohnson & Johnson$2,034,990$2,034,990 ▲New Holding12,2700.6%MedicalCBChubb$2,028,237$2,028,237 ▲New Holding6,7150.6%FinanceMETAMeta Platforms$2,009,787$730,832 ▲57.1%3,4870.6%Computer and TechnologyABBVAbbVie$1,977,347$1,977,347 ▲New Holding9,4360.6%MedicalPMPhilip Morris International$1,949,548$1,949,548 ▲New Holding12,2820.6%Consumer StaplesCVXChevron$1,874,854$1,874,854 ▲New Holding11,2060.6%EnergyGOOGLAlphabet$1,871,299$943,923 ▲101.8%12,1010.6%Computer and TechnologyKOCoca-Cola$1,858,536$1,858,536 ▲New Holding25,9490.6%Consumer StaplesQCOMQUALCOMM$1,853,304$1,647,774 ▲801.7%12,0650.6%Computer and TechnologyKLACKLA$1,838,859$1,838,859 ▲New Holding2,7050.6%Computer and TechnologyCOPConocoPhillips$1,830,553$1,830,553 ▲New Holding17,4290.5%EnergyCIThe Cigna Group$1,787,128$1,787,128 ▲New Holding5,4320.5%MedicalHIGThe Hartford Financial Services Group$1,775,402$1,775,402 ▲New Holding14,3490.5%FinanceNEENextEra Energy$1,740,194$1,740,194 ▲New Holding24,5470.5%UtilitiesMMCMarsh & McLennan Companies$1,722,119$1,722,119 ▲New Holding7,0570.5%FinanceBDXBecton, Dickinson and Company$1,705,048$1,705,048 ▲New Holding7,4430.5%MedicalLOWLowe's Companies$1,688,282$1,431,238 ▲556.8%7,2380.5%Retail/WholesaleNOCNorthrop Grumman$1,674,272$1,316,889 ▲368.5%3,2700.5%AerospaceBACBank of America$1,615,340$1,351,138 ▲511.4%38,7080.5%FinanceCMCSAComcast$1,610,589$1,610,589 ▲New Holding43,6460.5%Consumer DiscretionaryEOGEOG Resources$1,566,644$1,566,644 ▲New Holding12,2150.5%EnergyTXNTexas Instruments$1,566,522$1,566,522 ▲New Holding8,7160.5%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,517,493$1,517,493 ▲New Holding66,0210.5%ETFDISWalt Disney$1,488,100$1,309,256 ▲732.1%15,0770.4%Consumer DiscretionaryNFLXNetflix$1,486,452$1,486,452 ▲New Holding1,5940.4%Consumer DiscretionaryXOMExxon Mobil$1,482,377$1,482,377 ▲New Holding12,4630.4%EnergyARISTA NETWORKS INC$1,473,437$1,473,437 ▲New Holding19,0170.4%COM SHSAPPLOVIN CORP$1,472,704$1,472,704 ▲New Holding5,5580.4%COM CL AVS TRUST$1,462,703$1,462,703 ▲New Holding39,2830.4%2X LONG VIX FUTUBLACKROCK INC$1,408,363$1,408,363 ▲New Holding1,4880.4%COMACNAccenture$1,396,763$1,396,763 ▲New Holding4,4760.4%Computer and TechnologyLAM RESEARCH CORP$1,394,822$1,394,822 ▲New Holding19,1860.4%COM NEWFTNTFortinet$1,389,513$1,389,513 ▲New Holding14,4350.4%Computer and TechnologyPHParker-Hannifin$1,342,741$1,342,741 ▲New Holding2,2090.4%IndustrialsSFMSprouts Farmers Market$1,319,572$1,319,572 ▲New Holding8,6450.4%Retail/WholesaleTTTrane Technologies$1,289,056$1,289,056 ▲New Holding3,8260.4%ConstructionEXELExelixis$1,274,515$1,274,515 ▲New Holding34,5210.4%MedicalEWBCEast West Bancorp$1,261,756$1,261,756 ▲New Holding14,0570.4%FinanceVTIVanguard Total Stock Market ETF$1,226,637$1,226,637 ▲New Holding4,4630.4%ETFPANWPalo Alto Networks$1,209,497$1,209,497 ▲New Holding7,0880.4%Computer and TechnologyBKRBaker Hughes$1,151,622$1,151,622 ▲New Holding26,2030.3%EnergyAMZNAmazon.com$1,136,234$1,587,151 ▼-58.3%5,9720.3%Retail/WholesalePGProcter & Gamble$1,123,921$566,817 ▲101.7%6,5950.3%Consumer StaplesDOCUDocuSign$1,120,064$1,120,064 ▲New Holding13,7600.3%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$1,092,766$1,092,766 ▲New Holding22,2650.3%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$1,083,023$1,083,023 ▲New Holding21,8660.3%ETFSYFSynchrony Financial$1,068,700$1,068,700 ▲New Holding20,1870.3%FinanceMCDMcDonald's$1,051,457$1,051,457 ▲New Holding3,3650.3%Retail/WholesaleVVisa$1,034,344$1,034,344 ▲New Holding2,9500.3%Business ServicesRMDResMed$1,016,727$1,016,727 ▲New Holding4,5420.3%MedicalPODDInsulet$1,005,534$1,005,534 ▲New Holding3,8290.3%MedicalTSCOTractor Supply$1,002,104$1,002,104 ▲New Holding18,1870.3%Retail/WholesaleHONHoneywell International$1,000,519$1,000,519 ▲New Holding4,7250.3%Multi-Sector ConglomeratesTPRTapestry$989,683$989,683 ▲New Holding14,0560.3%Retail/WholesaleSKORFlexShares Credit-Scored US Corporate Bond Index Fund$989,122$989,122 ▲New Holding20,4660.3%ETFSPBOSPDR Portfolio Corporate Bond ETF$984,930$984,930 ▲New Holding33,9280.3%ETFTJXTJX Companies$970,259$970,259 ▲New Holding7,9660.3%Retail/WholesaleCFRCullen/Frost Bankers$963,414$963,414 ▲New Holding7,6950.3%FinanceCMICummins$962,888$962,888 ▲New Holding3,0720.3%Auto/Tires/TrucksMDLZMondelez International$957,810$957,810 ▲New Holding14,1160.3%Consumer StaplesILTBiShares Core 10+ Year USD Bond ETF$954,050$954,050 ▲New Holding19,0810.3%ETFMRKMerck & Co., Inc.$953,206$953,206 ▲New Holding10,6180.3%MedicalXTWYBondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF$933,508$933,508 ▲New Holding23,2730.3%ETFWTFCWintrust Financial$925,434$925,434 ▲New Holding8,2290.3%FinanceAMATApplied Materials$922,818$922,818 ▲New Holding6,3590.3%Computer and TechnologyGMGeneral Motors$918,026$918,026 ▲New Holding19,5200.3%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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