My Wealth Management Inc. Portfolio Holdings by Sector
My Wealth Management Inc.
- $114 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
PTLC JMST PTNQ IVV ICSH VGT GCOW IEF 30 stocks |
$107,059
96.92% of portfolio
|
  13  
|
  8  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
BSY 1 stocks |
$1,996
1.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,147
1.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$257
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|