My Wealth Management Inc. Portfolio Holdings by Sector
My Wealth Management Inc.
- $104 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JMST PTLC PTNQ ICSH IVV VGT GCOW IEF 27 stocks |
$97,120
96.17% of portfolio
|
  8  
|
  19  
|
  6  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
BSY 1 stocks |
$2,397
2.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,204
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$267
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|