My Wealth Management Inc. Portfolio Holdings
My Wealth Management Inc.
- $98.6 Million
- Q3 2024
My Wealth Management Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $98.6 Million distributed in 26 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $18.2M, Ishares Barclays with a value of $14.2M, Spdr Portfolio Short Term Trea with a value of $8.36M, I Shares Silver Trust with a value of $8.11M, and Ishares Core S&P 500 ETF with a value of $7.6M.
Examining the 13F form we can see an increase of $10.8M in the current position value, from $87.8M to 98.6M.
Below you can find more details about My Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$98.6 Million
ETFs: $89.9 Million
Technology: $2.47 Million
Consumer Cyclical: $1.1 Million
Consumer Defensive: $290,000