My Purposeful Wealth Corp. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $53.7B, Ishares Core S&P 500 ETF with a value of $20.8B, Ishares Core S&P Total U.S. St with a value of $14.7B, Union Pacific Corp with a value of $9.98B, and Ishares Core S&P U.S Growth Et with a value of $7.85B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $168B to 194B.

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 $194 Billion
ETFs: $175 Billion
Industrials: $9.98 Billion
Technology: $4.71 Billion
Financial Services: $2.16 Billion
Consumer Cyclical: $1.54 Billion
Communication Services: $209 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $194 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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