My Purposeful Wealth Corp. Purchases in Q2 2025

My Purposeful Wealth Corp.

  • $279 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
211K
New
$24.32 - $27.87 $5.14M - $5.89M
211K $5.63B
SCHX
Schwab Strategic Tr Us Large C

ETFs
154K
+ 83.29%
$19.6 - $24.44 $3.02M - $3.77M
339K $8.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.41K
+ 31.03%
$320.42 - $424.58 $1.73M - $2.3M
22.8K $10.1B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.92K
+ 8.15%
$113.67 - $150.4 $559K - $739K
65.2K $10.2B
IWP
Ishares Russell Mid Cap Growth

ETFs
7.3K
+ 14.79%
$104.34 - $138.68 $761K - $1.01M
56.7K $7.99B
Morgan Stanley ETF Trust
40K
New
N/A
40K $2.04B
UNP
Union Pacific Corp

Industrials
8.95K
+ 31.47%
$208.27 - $238.46 $1.86M - $2.14M
37.4K $8.43B
SCHG
Schwab Strategic Tr Us Large C

ETFs
55.3K
New
$22.27 - $29.21 $1.23M - $1.62M
55.3K $1.67B
NVDA
Nvidia Corp

Technology
8.03K
+ 301.8%
$94.31 - $157.99 $758K - $1.27M
10.7K $1.92B
VTI
Vanguard Total Stock Market Et

ETFs
2.59K
+ 13.49%
$243.75 - $303.93 $632K - $788K
21.8K $6.79B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.8K
+ 22.57%
$67.03 - $80.35 $721K - $864K
58.4K $4.75B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.64K
+ 56.64%
$108.87 - $133.04 $723K - $883K
18.4K $2.46B
MSFT
Microsoft Corp

Technology
1.15K
+ 48.29%
$354.56 - $497.45 $406K - $570K
3.52K $1.85B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.9K
+ 145.89%
$48.13 - $49.85 $909K - $942K
31.8K $1.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.2K
+ 92.17%
$496.48 - $617.85 $596K - $742K
2.5K $1.58B
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.2K
+ 7.48%
$20.42 - $25.3 $291K - $360K
205K $5.29B
VBR
Vanguard Small Cap Value ETF

ETFs
3.28K
+ 25.12%
$162.76 - $195.77 $535K - $643K
16.4K $3.24B
MUB
Ishares National Muni Bond ETF

ETFs
7.07K
New
$102.31 - $105.8 $723K - $748K
7.07K $735M
SPYG
Spdr Portfolio

ETFs
3.44K
+ 16.63%
$71.83 - $95.32 $247K - $328K
24.1K $2.39B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.76K
+ 6.57%
$72.02 - $73.82 $631K - $647K
142K $10.5B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
738
+ 5.96%
$224.16 - $285.86 $165K - $211K
13.1K $3.83B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.41K
+ 24.42%
$216.28 - $284.39 $304K - $400K
7.17K $2.07B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.45K
New
$100.35 - $100.71 $647K - $649K
6.45K $647M
AAPL
Apple Inc.

Technology
3.39K
+ 37.37%
$172.42 - $223.89 $584K - $758K
12.4K $2.65B
VEA
Vanguard Ftse Developed Market

ETFs
7.7K
+ 32.53%
$45.65 - $57.01 $352K - $439K
31.4K $1.8B
Blackrock ETF Trust Ii
11.2K
New
N/A
11.2K $592M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.25K
+ 18.57%
$60.34 - $74.89 $256K - $318K
27.1K $2.08B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.53K
+ 91.11%
$219.76 - $276.94 $336K - $423K
3.2K $899M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 21.7%
$167.32 - $223.3 $214K - $286K
7.17K $1.59B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.66K
+ 33.66%
$483.48 - $539.8 $805K - $898K
6.61K $3.1B
META
Meta Platforms, Inc.

Communication Services
478
+ 101.7%
$484.66 - $738.09 $232K - $353K
948 $732M
IWN
Ishares Russell2000 Val ETF

ETFs
1.26K
+ 5.26%
$131.84 - $157.76 $166K - $198K
25.2K $4.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
767
New
$416.06 - $551.64 $319K - $423K
767 $435M
AVGO
Broadcom Inc.

Technology
1.42K
New
$146.29 - $275.65 $208K - $392K
1.42K $429M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.3K
New
$34.72 - $42.74 $323K - $398K
9.3K $405M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.99K
New
$114.78 - $133.31 $343K - $398K
2.99K $402M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.4K
+ 94.58%
$22.92 - $28.05 $283K - $347K
25.4K $723M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
12.2K
New
$23.87 - $29.82 $292K - $365K
12.2K $373M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.29K
New
$56.88 - $70.77 $301K - $374K
5.29K $372M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.88K
+ 2.57%
$45.11 - $52.34 $130K - $151K
115K $6.07B
TSLA
Tesla, Inc.

Consumer Cyclical
652
+ 31.64%
$221.86 - $362.89 $145K - $237K
2.71K $868M
SBUX
Starbucks Corp

Consumer Cyclical
3.18K
New
$79.69 - $99.41 $253K - $316K
3.18K $283M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 55.0%
$146.58 - $180.01 $152K - $187K
2.93K $577M
JPM
Jpmorgan Chase & CO

Financial Services
921
New
$210.28 - $289.91 $194K - $267K
921 $269M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.39K
New
$62.73 - $78.42 $212K - $266K
3.39K $259M
Ishares Bitcoin Trust ETF
3.91K
New
N/A
3.91K $256M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.1K
New
$24.38 - $30.18 $197K - $244K
8.1K $250M
WMT
Walmart Inc.

Consumer Defensive
2.39K
New
$81.79 - $99.98 $195K - $239K
2.39K $247M
VTV
Vanguard Value ETF

ETFs
592
+ 1.93%
$153.67 - $176.74 $91K - $105K
31.3K $5.55B
Activity Summary
Buys All Purchases 68 New Holdings 24 Increased Positions 44 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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