My Purposeful Wealth Corp. Incresed Positions in Q1 2025

My Purposeful Wealth Corp.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
12.2K
+ 33.02%
$156.61 - $168.02 $1.9M - $2.04M
49K $7.86B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.69K
+ 48.39%
$360.07 - $417.26 $2.05M - $2.37M
17.4K $6.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
10.3K
+ 26.46%
$114.9 - $139.6 $1.19M - $1.44M
49.4K $5.8B
SPYG
Spdr Portfolio

ETFs
11.4K
+ 123.66%
$80.05 - $92.39 $916K - $1.06M
20.7K $1.66B
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.7K
+ 27.32%
$21.75 - $24.28 $864K - $964K
185K $4.09B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
12.5K
+ 35.64%
$77.33 - $90.16 $969K - $1.13M
47.7K $3.74B
VBR
Vanguard Small Cap Value ETF

ETFs
3.76K
+ 40.36%
$183.02 - $207.75 $688K - $781K
13.1K $2.44B
IWN
Ishares Russell2000 Val ETF

ETFs
5.42K
+ 29.31%
$149.27 - $169.4 $808K - $917K
23.9K $3.61B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.77K
+ 47.46%
$121.0 - $142.28 $456K - $537K
11.7K $1.46B
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.2K
+ 19.62%
$23.16 - $27.04 $723K - $844K
190K $4.46B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.8K
+ 20.94%
$75.47 - $84.24 $286K - $320K
21.9K $1.69B
VOT
Vanguard Mid Cap Growth Index

ETFs
910
+ 18.76%
$237.72 - $276.98 $216K - $252K
5.76K $1.41B
VBK
Vanguard Small Cap Growth ETF

ETFs
716
+ 74.58%
$247.97 - $296.33 $178K - $212K
1.68K $422M
SPMD
Spdr Portfolio

ETFs
3.69K
+ 12.58%
$50.21 - $57.73 $185K - $213K
33K $1.69B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.61K
+ 38.11%
$25.58 - $29.24 $92.2K - $105K
13.1K $342M
GOOG
Alphabet Inc.

Communication Services
628
+ 49.8%
$156.06 - $207.71 $98K - $130K
1.89K $295M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.26K
+ 16.15%
$80.73 - $94.96 $102K - $120K
9.09K $755M
IJK
Ishares S&P Midcap 400 Growth

ETFs
843
+ 26.47%
$81.62 - $96.63 $68.8K - $81.5K
4.03K $335M
IEMG
Ishares Inc

ETFs
296
+ 2.98%
N/A
10.2K $551M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
965
+ 8.3%
$64.88 - $72.1 $62.6K - $69.6K
12.6K $828M
MLPA
Global X Mlp ETF

ETFs
62
+ 1.42%
$49.83 - $54.53 $3.09K - $3.38K
4.43K $236M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.29K
+ 5.98%
$67.03 - $74.61 $86.5K - $96.3K
22.9K $1.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 10.06%
$507.05 - $563.67 $23.8K - $26.5K
514 $264M
IWS
Ishares Russell Midcap Value E

ETFs
139
+ 4.27%
$122.59 - $135.24 $17K - $18.8K
3.39K $428M
VV
Vanguard Large Cap ETF

ETFs
150
+ 4.91%
$253.32 - $282.66 $38K - $42.4K
3.21K $824M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1K
+ 5.84%
$58.81 - $68.2 $58.9K - $68.3K
18.1K $1.08B
VGT
Vanguard Information Technolog

ETFs
14
+ 1.39%
$542.38 - $646.34 $7.59K - $9.05K
1.02K $555M
TSLA
Tesla, Inc.

Consumer Cyclical
514
+ 33.23%
$222.15 - $428.22 $114K - $220K
2.06K $534M
VUG
Vanguard Growth ETF

ETFs
4.94K
+ 3.23%
$369.1 - $427.61 $1.82M - $2.11M
158K $58.6B
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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