MUSTICO FINANCIAL GROUP, INC. - Portfolio overview

MUSTICO FINANCIAL GROUP, INC. has 48 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 21.11%
2. IVV - ISHARES TR, 12.07%
3. LQD - ISHARES TR, 9.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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