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CIK: 0001827845
Total reported value
$142.0M
$142.0M
24 檔
31.0%
As reported in its official Q2 2024 Form 13F filing, MY Wealth Management Inc.'s tracked investment portfolio stood at $142.0M with 24 total positions.
During Q2 2024, MY Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 18.80% | -15.13% | EXIT | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.64% | -13.17% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.18% | -7.58% | -1.18% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 7.50% | -6.03% | +1615.66% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 6.05% | -4.66% | -18.97% | |
| 6 | SLV | Ishares Silver Trust | ETF-Commodities | 5.97% | -4.09% | EXIT | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.93% | +2.45% | +3.11% | |
| 8 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 5.36% | -4.93% | -0.15% | |
| 9 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 5.29% | -2.56% | +0.85% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.22% | -2.30% | +1.14% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 4.20% | -1.70% | +2.51% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.39% | -0.21% | EXIT | |
| 13 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 3.35% | — | -33.99% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.60% | -0.29% | +3.34% | |
| 15 | BSY | Bentley Systems Inc-class B | Stock-Tech | 2.40% | -0.99% | — | |
| 16 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.42% | — | -69.68% | |
| 17 | MLN | Vaneck Long Muni ETF | ETF-Other | 1.36% | — | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | — | — | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.21% | +0.09% | — | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.46% | +1.56% | -5.22% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.05% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | -0.12% | -1.06% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | -0.05% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.11% | — |
According to official SEC Form 13F filings, MY Wealth Management Inc. reported a total U.S. public equity portfolio value of $142.0M across 24 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TLT, IEF, IVV) accounted for 31.0% of total reported equity market value during Q2 2024.
During Q2 2024, MY Wealth Management Inc.'s top holdings by market value included TLT (18.8%)、IEF (9.6%)、IVV (8.2%). The largest single position, TLT, represented 18.8% of total portfolio value.
In Q2 2024, MY Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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