My Purposeful Wealth Corp. Portfolio Holdings by Sector

My Purposeful Wealth Corp.

$279 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG IVV ITOT BND IUSG IWF VOE SCHX 60 stocks	$245 Million 88.8% of portfolio	46	14	13	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$8.43 Million 3.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6.79 Million 2.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.1 Million 1.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.65 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.35 Million 0.85% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.85 Million 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.84 Million 0.67% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.59 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$867,807 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$457,745 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$282,949 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$268,518 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$214,858 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$208,299 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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