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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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