MY Wealth Management

Latest statistics and disclosures from MY Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TLT, PFXF, VGT, IVV, ANGL, and represent 59.63% of MY Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: TLT (+$9.1M), VGT, IVV, QDPL, ARKW, VO, VB, IJH, GCOW, PFXF.
  • Started 1 new stock position in ARKW.
  • Reduced shares in these 10 stocks: XMMO, , ANGL, , NEAR, BLOK, ABT, SLV, EFA, VUG.
  • Sold out of its positions in ABT, NEAR, SPTS, XLF.
  • MY Wealth Management was a net seller of stock by $-3.0M.
  • MY Wealth Management has $106M in assets under management (AUM), dropping by 5.62%.
  • Central Index Key (CIK): 0001827845

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Portfolio Holdings for MY Wealth Management

MY Wealth Management holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 17.4 $19M +96% 187k 98.88
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Vaneck Etf Trust Preferred Securt (PFXF) 15.3 $16M 948k 17.18
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Vanguard World Fds Inf Tech Etf (VGT) 12.5 $13M +31% 28k 484.00
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Ishares Tr Core S&p500 Etf (IVV) 8.3 $8.8M +41% 18k 477.63
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 6.1 $6.5M -39% 225k 28.78
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Ishares Silver Tr Ishares (SLV) 5.5 $5.8M -2% 268k 21.78
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Vanguard Index Fds Mid Cap Etf (VO) 4.9 $5.2M +3% 22k 232.64
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Ishares Tr Msci Eafe Etf (EFA) 4.8 $5.1M 68k 75.35
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Pacer Fds Tr Globl Cash Etf (GCOW) 4.7 $5.0M 145k 34.27
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Vanguard Index Fds Small Cp Etf (VB) 3.8 $4.1M +4% 19k 213.33
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 3.7 $3.9M +8% 118k 33.05
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Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $3.4M +5% 12k 277.15
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Bentley Sys Com Cl B (BSY) 2.4 $2.5M 49k 52.18
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Amplify Etf Tr Blockchain Ldr (BLOK) 1.8 $2.0M -22% 66k 29.85
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Marriott Intl Cl A (MAR) 1.0 $1.1M 4.7k 225.51
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $868k 13k 65.06
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $683k 6.3k 108.25
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.6 $637k 14k 47.03
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $432k 2.0k 218.15
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $413k 7.4k 55.90
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $389k 8.1k 47.79
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $350k -93% 3.9k 89.81
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Vanguard Index Fds Growth Etf (VUG) 0.3 $334k -6% 1.1k 310.88
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $316k 2.8k 111.63
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $256k NEW 3.4k 75.90
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Procter & Gamble Company (PG) 0.2 $246k 1.7k 146.54
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Past Filings by MY Wealth Management

SEC 13F filings are viewable for MY Wealth Management going back to 2021