My Purposeful Wealth Corp. has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.7B, Ishares Core S&P 500 ETF with a value of $17.4B, Ishares Core S&P Total U.S. St with a value of $14.5B, Vanguard Value ETF with a value of $7.4B, and Ishares Core S&P U.S. Value Et with a value of $6.96B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $144B to 168B.

My Purposeful Wealth Corp. is based out at Omaha, NE

Below you can find more details about My Purposeful Wealth Corp. portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
ETFs: $159 Billion
Technology: $4.58 Billion
Financial Services: $2.22 Billion
Consumer Cyclical: $1.54 Billion
Industrials: $446 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $168 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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