My Purposeful Wealth Corp. Portfolio Holdings

My Purposeful Wealth Corp.

  • $213 Billion
  • Q1 2025

My Purposeful Wealth Corp. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $58.6B, Ishares Core S&P 500 ETF with a value of $18.3B, Ishares Core S&P Total U.S. St with a value of $13.4B, Vanguard Bd Index Fd Inc Total with a value of $9.79B, and Vanguard Mid Cap Value Index F with a value of $7.86B.

Examining the 13F form we can see an decrease of $8B in the current position value, from $221B to 213B.

My Purposeful Wealth Corp. is based out at Omaha, NE

Below you can find more details about My Purposeful Wealth Corp. portfolio as well as his latest detailed transactions.

Portfolio value $213 Billion
ETFs: $198 Billion
Industrials: $6.72 Billion
Technology: $3.19 Billion
Financial Services: $2.63 Billion
Consumer Cyclical: $1.66 Billion
Communication Services: $871 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$2.63 Billion 1.24% of portfolio
4,943
Q1 2025 Reduced 7.87%
$3.22T
$2.01 Billion 0.95% of portfolio
9,059
Q1 2025 Reduced 17.41%
$2.12T
$1.12 Billion 0.53% of portfolio
5,893
Q1 2025 Reduced 6.76%
$3.49T
$890 Million 0.42% of portfolio
2,371
Q1 2025 Reduced 33.55%
$899B
$534 Million 0.25% of portfolio
2,061
Q1 2025 Added 33.23%
$349B
$289 Million 0.14% of portfolio
2,662
Q1 2025 Reduced 47.28%
$1.03T
$295 Million 0.14% of portfolio
1,889
Q1 2025 Added 49.8%
$993B
$305 Million 0.14% of portfolio
1,969
Q1 2025 Reduced 22.11%
$1.5T
$271 Million 0.13% of portfolio
470
Q1 2025 Reduced 31.69%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $213 Billion
  • Prior Value $221 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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