My Wealth Management Inc. Portfolio Holdings
My Wealth Management Inc.
- $103 Million
- Q1 2025
My Wealth Management Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 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 $15.6M, Ishares Barclays with a value of $13.6M, Ishares Core S&P 500 ETF with a value of $11.4M, Pacer Fds Tr Trendpilot Us Lar with a value of $9M, and Spdr Portfolio Short Term Trea with a value of $8.21M.
Examining the 13F form we can see an increase of $3.2M in the current position value, from $100M to 103M.
Below you can find more details about My Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$103 Million
ETFs: $94.1 Million
Technology: $1.75 Million
Consumer Cyclical: $1.05 Million
Consumer Defensive: $285,000