My Purposeful Wealth Corp. Purchases and Sells in Q2 2025

My Purposeful Wealth Corp.

$279 Billion
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	154K + 83.29%	$19.6 - $24.44 $3.02M - $3.77M	339K $8.5B
IWF	5.41K + 31.03%	$320.42 - $424.58 $1.73M - $2.3M	22.8K $10.1B
IUSG	4.92K + 8.15%	$113.67 - $150.4 $559K - $739K	65.2K $10.2B
IWP	7.3K + 14.79%	$104.34 - $138.68 $761K - $1.01M	56.7K $7.99B
UNP	8.95K + 31.47%	$208.27 - $238.46 $1.86M - $2.14M	37.4K $8.43B
NVDA	8.03K + 301.8%	$94.31 - $157.99 $758K - $1.27M	10.7K $1.92B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	211K New	$24.32 - $27.87 $5.14M - $5.89M	211K $5.63B
MORGAN STANLEY ETF TRUST	40K New	N/A	40K $2.04B
SCHG	55.3K New	$22.27 - $29.21 $1.23M - $1.62M	55.3K $1.67B
MUB	7.07K New	$102.31 - $105.8 $723K - $748K	7.07K $735M
SGOV	6.45K New	$100.35 - $100.71 $647K - $649K	6.45K $647M
BLACKROCK ETF TRUST II	11.2K New	N/A	11.2K $592M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-4.2K - 23.4%	$96.84 - $99.46 $406K - $417K	13.7K $1.36B
SPLG	-2.39K - 18.97%	$58.41 - $72.69 $139K - $174K	10.2K $759M
VGIT	-166 - 2.58%	$58.63 - $59.9 $9.73K - $9.94K	6.27K $375M
VB	-23 - 1.57%	$193.73 - $237.37 $4.46K - $5.46K	1.44K $347M
MDYV	-291 - 1.33%	$66.87 - $79.47 $19.5K - $23.1K	21.6K $1.72B
DFAS	-569 - 3.14%	$52.31 - $63.72 $29.8K - $36.3K	17.6K $1.13B

Activity Summary All Purchases 68 New Holdings 24 Increased Positions 44 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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