My Purposeful Wealth Corp. Portfolio Holdings

My Purposeful Wealth Corp.

  • $221 Billion
  • Q4 2024

My Purposeful Wealth Corp. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $62.8B, Ishares Core S&P 500 ETF with a value of $23B, Ishares Core S&P Total U.S. St with a value of $16B, Union Pacific Corp with a value of $10.1B, and Ishares Core S&P U.S Growth Et with a value of $8.46B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $209B to 221B.

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 $221 Billion
ETFs: $199 Billion
Industrials: $10.1 Billion
Technology: $6.13 Billion
Financial Services: $2.43 Billion
Consumer Cyclical: $2.3 Billion
Communication Services: $1.12 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$2.75 Billion 1.24% of portfolio
10,969
Q4 2024 Added 14.69%
$614B
$2.43 Billion 1.1% of portfolio
5,365
Q4 2024 Reduced 1.11%
$3.07T
$1.5 Billion 0.68% of portfolio
3,568
Q4 2024 Added 14.54%
$2.38T
$1.39 Billion 0.63% of portfolio
6,320
Q4 2024 Added 12.12%
$333B
$678 Million 0.31% of portfolio
5,049
Q4 2024 Added 2.96%
$1.11T
$625 Million 0.28% of portfolio
1,547
Q4 2024 Added 19.83%
$1.11T
$479 Million 0.22% of portfolio
2,528
Q4 2024 Added 63.73%
$1.08T
$441 Million 0.2% of portfolio
2,234
Q4 2024 Added 3.0%
$1.61T
$403 Million 0.18% of portfolio
688
Q4 2024 Added 37.33%
$1.15T
$240 Million 0.11% of portfolio
1,261
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $221 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track My Purposeful Wealth Corp. Portfolio

Follow My Purposeful Wealth Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email