My Purposeful Wealth Corp. Incresed Positions in Q3 2025

My Purposeful Wealth Corp.

  • $335 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
200K
+ 499.48%
N/A
240K $12.3B
VUG
Vanguard Growth ETF

ETFs
2.96K
+ 1.91%
$433.97 - $484.08 $1.28M - $1.43M
157K $75.5B
META
Meta Platforms, Inc.

Communication Services
3.13K
+ 330.06%
$695.21 - $791.73 $2.18M - $2.48M
4.08K $2.99B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.1K
+ 36.5%
$26.38 - $27.95 $2.03M - $2.15M
288K $7.87B
SCHX
Schwab Strategic Tr Us Large C

ETFs
58.3K
+ 17.18%
$24.46 - $26.5 $1.43M - $1.54M
397K $10.5B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.4K
+ 19.47%
$79.39 - $90.39 $903K - $1.03M
69.8K $6.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.72K
+ 7.53%
$420.11 - $472.68 $723K - $813K
24.6K $11.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.98K
+ 7.63%
$148.97 - $165.88 $741K - $825K
70.2K $11.5B
AAPL
Apple Inc.

Technology
3.01K
+ 24.16%
$202.38 - $256.87 $609K - $772K
15.5K $3.93B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.68K
+ 2.45%
$135.0 - $146.02 $361K - $391K
112K $16.3B
IVV
Ishares Core S&P 500 ETF

ETFs
83
+ 0.27%
$620.67 - $670.08 $51.5K - $55.6K
31.2K $20.8B
VOE
Vanguard Mid Cap Value Index F

ETFs
3.08K
+ 5.53%
$164.63 - $174.58 $506K - $537K
58.7K $10.2B
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.7K
+ 7.17%
$25.29 - $28.33 $371K - $416K
219K $6.12B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.49K
+ 7.38%
$52.12 - $55.33 $443K - $470K
124K $6.84B
IWN
Ishares Russell2000 Val ETF

ETFs
1.5K
+ 5.95%
$157.1 - $178.94 $235K - $268K
26.6K $4.71B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14K
+ 55.01%
$28.15 - $30.13 $394K - $421K
39.4K $1.17B
TSLA
Tesla, Inc.

Consumer Cyclical
228
+ 8.4%
$293.94 - $444.72 $67K - $101K
2.94K $1.31B
IWP
Ishares Russell Mid Cap Growth

ETFs
2.21K
+ 3.89%
$137.51 - $145.26 $303K - $320K
58.9K $8.38B
SPMD
Spdr Portfolio

ETFs
5.23K
+ 16.05%
$54.43 - $58.29 $285K - $305K
37.8K $2.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
380
+ 15.18%
$617.65 - $666.84 $235K - $253K
2.88K $1.92B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.29K
+ 14.98%
$39.8 - $42.86 $211K - $227K
40.6K $1.74B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.6K
+ 106.41%
$75.26 - $80.19 $271K - $289K
6.99K $558M
NVDA
Nvidia Corp

Technology
949
+ 8.87%
$153.3 - $186.58 $145K - $177K
11.6K $2.17B
GOOGL
Alphabet Inc.

Communication Services
411
+ 15.25%
$174.36 - $254.72 $71.7K - $105K
3.11K $755M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.69K
+ 6.67%
$28.92 - $32.19 $107K - $119K
59K $1.88B
MSFT
Microsoft Corp

Technology
443
+ 12.6%
$491.09 - $535.64 $218K - $237K
3.96K $2.05B
VBR
Vanguard Small Cap Value ETF

ETFs
118
+ 0.72%
$195.41 - $212.37 $23.1K - $25.1K
16.5K $3.44B
GOOG
Alphabet Inc.

Communication Services
149
+ 5.09%
$175.16 - $255.24 $26.1K - $38K
3.08K $749M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
211
+ 1.15%
$131.47 - $143.64 $27.7K - $30.3K
18.6K $2.63B
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 4.31%
$56.02 - $60.3 $75.8K - $81.6K
32.7K $1.96B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.39K
+ 7.5%
$48.5 - $50.19 $116K - $120K
34.2K $1.71B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.9K
+ 48.19%
$30.13 - $33.37 $118K - $130K
12K $401M
IEMG
Ishares Inc

ETFs
1.25K
+ 12.2%
N/A
11.5K $758M
VB
Vanguard Small Cap ETF

ETFs
404
+ 28.02%
$237.58 - $259.17 $96K - $105K
1.85K $469M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
443
+ 2.05%
$78.88 - $85.2 $34.9K - $37.7K
22.1K $1.84B
VOT
Vanguard Mid Cap Growth Index

ETFs
263
+ 3.67%
$282.75 - $294.19 $74.4K - $77.4K
7.43K $2.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
149
+ 23.1%
$567.77 - $614.76 $84.6K - $91.6K
794 $486M
DFAS
Dimensional ETF Tr U S Small C

ETFs
560
+ 3.19%
$63.41 - $69.69 $35.5K - $39K
18.1K $1.24B
AVGO
Broadcom Inc.

Technology
202
+ 14.2%
$264.74 - $369.57 $53.5K - $74.7K
1.63K $536M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.23K
+ 23.17%
$69.02 - $73.57 $84.5K - $90.1K
6.51K $479M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 13.3%
$42.67 - $46.91 $52.8K - $58K
10.5K $493M
JPM
Jpmorgan Chase & CO

Financial Services
201
+ 21.82%
$282.78 - $316.06 $56.8K - $63.5K
1.12K $354M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.96K
+ 22.36%
$21.69 - $23.34 $64.2K - $69.1K
16.2K $377M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 11.08%
$546.99 - $602.2 $46.5K - $51.2K
852 $512M
VBK
Vanguard Small Cap Growth ETF

ETFs
46
+ 1.44%
$276.51 - $305.12 $12.7K - $14K
3.25K $967M
AMZN
Amazon Com Inc

Consumer Cyclical
394
+ 5.49%
$211.65 - $238.24 $83.4K - $93.9K
7.57K $1.66B
IWS
Ishares Russell Midcap Value E

ETFs
284
+ 6.18%
$132.83 - $140.61 $37.7K - $39.9K
4.88K $682M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
614
+ 9.52%
$100.37 - $100.74 $61.6K - $61.9K
7.06K $711M
IEFA
Ishares Tr

ETFs
86
+ 0.61%
$81.7 - $87.53 $7.03K - $7.53K
14.1K $1.23B
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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