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

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $98.6 Million
  • Prior Value $87.8 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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