My Purposeful Wealth Corp. Incresed Positions in Q3 2024

My Purposeful Wealth Corp.

  • $209 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.62K
+ 2.52%
$341.08 - $391.94 $1.24M - $1.42M
147K $56.5B
IVV
Ishares Core S&P 500 ETF

ETFs
790
+ 2.08%
$520.18 - $576.82 $411K - $456K
38.8K $22.4B
VOE
Vanguard Mid Cap Value Index F

ETFs
917
+ 2.61%
$149.02 - $167.67 $137K - $154K
36.1K $6.05B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.49K
+ 2.54%
$48.51 - $52.86 $169K - $184K
141K $7.44B
VTV
Vanguard Value ETF

ETFs
396
+ 0.92%
$159.75 - $174.57 $63.3K - $69.1K
43.3K $7.56B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
278
+ 0.38%
$87.56 - $95.49 $24.3K - $26.5K
74.2K $7.09B
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.81K
+ 6.7%
$46.9 - $51.96 $226K - $250K
76.6K $3.95B
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.14K
+ 18.85%
$61.11 - $67.85 $375K - $416K
38.7K $2.62B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.65K
+ 5.19%
$77.23 - $87.97 $127K - $145K
33.3K $2.89B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.18K
+ 3.2%
$103.87 - $117.59 $123K - $139K
38.1K $4.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 2.05%
$405.19 - $478.57 $44.2K - $52.2K
5.43K $2.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
72
+ 0.12%
$116.79 - $133.54 $8.41K - $9.61K
61.6K $8.13B
NVDA
Nvidia Corp

Technology
2.36K
+ 92.46%
$98.91 - $134.91 $233K - $318K
4.9K $595M
AAPL
Apple Inc.

Technology
222
+ 2.38%
$207.23 - $234.82 $46K - $52.1K
9.56K $2.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.23K
+ 50.72%
$49.93 - $51.15 $211K - $216K
12.6K $642M
SPMD
Spdr Portfolio

ETFs
1.96K
+ 7.91%
$50.29 - $54.92 $98.7K - $108K
26.8K $1.46B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.88K
+ 12.94%
$59.25 - $65.33 $111K - $123K
16.4K $1.06B
VBR
Vanguard Small Cap Value ETF

ETFs
103
+ 1.15%
$179.99 - $201.6 $18.5K - $20.8K
9.03K $1.81B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.69K
+ 3.5%
$33.74 - $37.96 $56.9K - $64K
49.8K $1.87B
IWF
Ishares Russell 1000 Gr ETF

ETFs
90
+ 0.77%
$332.02 - $382.76 $29.9K - $34.4K
11.9K $4.45B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.69K
+ 18.49%
$60.84 - $67.51 $103K - $114K
10.8K $730M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
514
+ 2.74%
$96.25 - $101.98 $49.5K - $52.4K
19.3K $1.95B
TSLA
Tesla, Inc.

Consumer Cyclical
235
+ 22.25%
$191.76 - $263.26 $45.1K - $61.9K
1.29K $338M
VEA
Vanguard Ftse Developed Market

ETFs
781
+ 3.33%
$47.6 - $53.31 $37.2K - $41.6K
24.3K $1.28B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
81
+ 0.99%
$127.29 - $141.5 $10.3K - $11.5K
8.25K $1.15B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
105
+ 0.5%
$63.28 - $70.06 $6.64K - $7.36K
21.1K $1.48B
IEMG
Ishares Inc

ETFs
838
+ 8.73%
$53.64 - $53.64 $45K - $45K
10.4K $599M
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.27%
$218.05 - $243.47 $2.83K - $3.17K
4.87K $1.19B
MSFT
Microsoft Corp

Technology
268
+ 9.41%
$395.15 - $467.56 $106K - $125K
3.12K $1.34B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.12%
$517.38 - $573.86 $1.03K - $1.15K
1.73K $994M
TXN
Texas Instruments Inc

Technology
16
+ 0.4%
$194.6 - $194.6 $3.11K - $3.11K
4.02K $830M
GOOGL
Alphabet Inc.

Communication Services
398
+ 34.73%
$148.65 - $191.18 $59.2K - $76.1K
1.54K $256M
IWS
Ishares Russell Midcap Value E

ETFs
49
+ 1.52%
$119.52 - $132.25 $5.86K - $6.48K
3.28K $434M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
101
+ 1.03%
$36.98 - $41.55 $3.73K - $4.2K
9.94K $409M
VGIT
Vanguard Intermediate Term Tre

ETFs
242
+ 3.66%
$57.8 - $60.8 $14K - $14.7K
6.86K $414M
SPYG
Spdr Portfolio

ETFs
13
+ 0.14%
$73.38 - $84.1 $954 - $1.09K
9.23K $765M
AMZN
Amazon Com Inc

Consumer Cyclical
325
+ 6.12%
$161.02 - $200.0 $52.3K - $65K
5.64K $1.05B
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.28%
$236.92 - $263.4 $948 - $1.05K
1.42K $375M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.31%
$240.48 - $267.94 $721 - $804
963 $257M
SPIB
Spdr Portfolio Intermediate Te

ETFs
264
+ 4.16%
$32.36 - $33.78 $8.54K - $8.92K
6.62K $223M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.16%
$84.81 - $93.54 $424 - $468
3.08K $283M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.12%
$514.43 - $606.85 $514 - $607
814 $478M
MLPA
Global X Mlp ETF

ETFs
67
+ 1.58%
$45.78 - $49.84 $3.07K - $3.34K
4.31K $207M
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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