My Purposeful Wealth Corp. Portfolio Holdings by Sector
My Purposeful Wealth Corp.
- $209 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG IVV ITOT IUSG VTV SPYV IUSV VOE 49 stocks |
$183 Million
87.4% of portfolio
|
  37  
|
  12  
|
  2  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$9.98 Million
4.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.24 Million
2.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.5 Million
1.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.23 Million
1.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN NVDA TSM 3 stocks |
$1.8 Million
0.86% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.34 Million
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.05 Million
0.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$543,094
0.26% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$371,435
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$337,764
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|