My Purposeful Wealth Corp. Reduced Holdings in Q1 2025

My Purposeful Wealth Corp.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.45K
- 16.51%
$554.06 - $615.85 $3.58M - $3.97M
32.6K $18.3B
UNP
Union Pacific Corp

Industrials
-15.8K
- 35.74%
$225.21 - $254.42 $3.56M - $4.03M
28.5K $6.72B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14.3K
- 11.49%
$120.29 - $134.6 $1.72M - $1.92M
110K $13.4B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-22.3K
- 29.83%
$90.0 - $96.32 $2.01M - $2.15M
52.5K $4.84B
VTV
Vanguard Value ETF

ETFs
-11.6K
- 27.42%
$167.73 - $179.21 $1.95M - $2.08M
30.8K $5.31B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-29.5K
- 20.79%
$49.78 - $53.19 $1.47M - $1.57M
112K $5.73B
VTI
Vanguard Total Stock Market Et

ETFs
-2.62K
- 12.02%
$271.18 - $303.12 $712K - $795K
19.2K $5.28B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-394
- 0.65%
$126.86 - $146.45 $50K - $57.7K
60.3K $7.66B
AAPL
Apple Inc.

Technology
-1.91K
- 17.41%
$209.68 - $247.1 $400K - $472K
9.06K $2.01B
MSFT
Microsoft Corp

Technology
-1.2K
- 33.55%
$375.39 - $447.2 $449K - $535K
2.37K $890M
VO
Vanguard Mid Cap ETF

ETFs
-1.33K
- 17.38%
$251.87 - $277.95 $335K - $370K
6.33K $1.64B
AMZN
Amazon Com Inc

Consumer Cyclical
-427
- 6.76%
$190.26 - $242.06 $81.2K - $103K
5.89K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-337
- 20.55%
$551.42 - $612.93 $186K - $207K
1.3K $729M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.54K
- 18.38%
$33.84 - $37.77 $289K - $323K
37.9K $1.38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.24K
- 11.1%
$95.85 - $99.25 $215K - $222K
17.9K $1.77B
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.84K
- 26.47%
$82.81 - $92.93 $152K - $171K
5.11K $434M
GOOGL
Alphabet Inc.

Communication Services
-559
- 22.11%
$154.33 - $206.19 $86.3K - $115K
1.97K $305M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.65K
- 42.53%
$18.36 - $20.51 $159K - $177K
11.7K $231M
META
Meta Platforms, Inc.

Communication Services
-218
- 31.69%
$576.36 - $736.67 $126K - $161K
470 $271M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.45K
- 15.87%
$57.21 - $65.8 $83.1K - $95.5K
7.7K $449M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.05K
- 13.65%
$49.25 - $50.66 $101K - $104K
13K $643M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.37K
- 17.54%
$57.44 - $59.4 $78.6K - $81.3K
6.44K $382M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.6K
- 20.6%
$32.5 - $33.3 $51.9K - $53.2K
6.16K $205M
IEFA
Ishares Tr

ETFs
-1.58K
- 10.19%
$69.57 - $78.65 $110K - $124K
13.9K $1.05B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-418
- 4.2%
$42.5 - $46.71 $17.8K - $19.5K
9.55K $432M
VEA
Vanguard Ftse Developed Market

ETFs
-1.39K
- 5.53%
$47.4 - $52.99 $65.7K - $73.5K
23.7K $1.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-422
- 7.87%
$442.66 - $534.52 $187K - $226K
4.94K $2.63B
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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