My Purposeful Wealth Corp. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $56.5B, Ishares Core S&P 500 ETF with a value of $22.4B, Ishares Core S&P Total U.S. St with a value of $15.5B, Union Pacific Corp with a value of $9.98B, and Ishares Core S&P U.S Growth Et with a value of $8.13B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $194B to 209B.

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 $209 Billion
ETFs: $189 Billion
Industrials: $9.98 Billion
Technology: $5.37 Billion
Financial Services: $2.5 Billion
Consumer Cyclical: $1.76 Billion
Communication Services: $543 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $209 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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