MY PURPOSEFUL WEALTH CORP. Portfolio Holdings
Q3 2025•93 long positions•$335.0M portfolio value
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Holding94 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $75.5M 22.54% | +$1.4M Bought | — 157.5K shares | 154.5K → 157.5K +$1.4M | +1.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.8M 6.22% | +$55.6K Bought | — 31.2K shares | 31.1K → 31.2K +$55.6K | +0.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.3M 4.86% | +$389.8K Bought | — 111.7K shares | 109.1K → 111.7K +$389.8K | +2.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.3M 3.68% | +$10.3M Bought | — 239.6K shares | 40.0K → 239.6K +$10.3M | +499.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $11.5M 3.45% | +$818.6K Bought | — 70.2K shares | 65.2K → 70.2K +$818.6K | +7.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.5M 3.43% | +$805.7K Bought | — 24.6K shares | 22.8K → 24.6K +$805.7K | +7.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.5M 3.12% | +$1.5M Bought | — 397.4K shares | 339.1K → 397.4K +$1.5M | +17.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.2M 3.06% | +$537.0K Bought | — 58.7K shares | 55.6K → 58.7K +$537.0K | +5.53% | — — | Q4 2022 Held for 2y 11m | |
Luxury Goods Consumer Cyclical | $8.9M 2.65% | +$8.9M New | 0.038% 78.4K shares | 0 → 78.4K +$8.9M | New | $23.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $8.4M 2.5% | +$314.0K Bought | — 58.9K shares | 56.7K → 58.9K +$314.0K | +3.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.9M 2.35% | +$729.8K Bought | — 24.0K shares | 21.8K → 24.0K +$729.8K | +10.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.9M 2.35% | +$2.1M Bought | — 288.3K shares | 211.2K → 288.3K +$2.1M | +36.5% | — — | Q2 2025 Held for 5 months | |
Railroads Industrials | $7.8M 2.33% | -$1.0M Sold | 0.006% 33.0K shares | 37.4K → 33.0K −$1.0M | -11.82% | $140.18B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.8M 2.04% | +$469.9K Bought | — 123.6K shares | 115.1K → 123.6K +$469.9K | +7.38% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.2M 1.85% | +$1.0M Bought | — 69.8K shares | 58.4K → 69.8K +$1.0M | +19.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.1M 1.83% | +$409.5K Bought | — 219.3K shares | 204.6K → 219.3K +$409.5K | +7.17% | — — | Q4 2022 Held for 2y 11m | |
Advertising Agencies Communication Services | $5.7M 1.7% | +$5.7M New | 1.39% 435.6K shares | 0 → 435.6K +$5.7M | New | $411.4M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.4M 1.6% | -$480.6K Sold | — 28.8K shares | 31.3K → 28.8K −$480.6K | -8.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.0M 1.49% | -$263.4K Sold | — 49.8K shares | 52.5K → 49.8K −$263.4K | -5.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.7M 1.41% | -$5.8M Sold | — 63.5K shares | 142.0K → 63.5K −$5.8M | -55.32% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.7M 1.41% | +$264.5K Bought | — 26.6K shares | 25.2K → 26.6K +$264.5K | +5.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.2M 1.25% | -$20.8K Sold | — 13.0K shares | 13.1K → 13.0K −$20.8K | -0.5% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $3.9M 1.17% | +$765.7K Bought | 0.0% 15.5K shares | 12.4K → 15.5K +$765.7K | +24.16% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Apparel - Retail Consumer Cyclical | $3.6M 1.08% | +$3.6M New | 0.12% 61.4K shares | 0 → 61.4K +$3.6M | New | $3.0B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 1.03% | +$24.6K Bought | — 16.5K shares | 16.4K → 16.5K +$24.6K | +0.72% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.0M 0.894% | +$2.3M Bought | 0.0% 4.1K shares | 948.0 → 4.1K +$2.3M | +330.06% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $3.0M 0.892% | -$332.3K Sold | 0.0% 5.9K shares | 6.6K → 5.9K −$332.3K | -10.0% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 0.784% | +$29.9K Bought | — 18.6K shares | 18.4K → 18.6K +$29.9K | +1.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.708% | -$150.4K Sold | — 22.7K shares | 24.1K → 22.7K −$150.4K | -5.96% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.2M 0.652% | +$77.3K Bought | — 7.4K shares | 7.2K → 7.4K +$77.3K | +3.67% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.2M 0.649% | +$177.1K Bought | 0.0% 11.6K shares | 10.7K → 11.6K +$177.1K | +8.87% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.2M 0.646% | +$299.2K Bought | — 37.8K shares | 32.6K → 37.8K +$299.2K | +16.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.613% | -$133.8K Sold | — 25.5K shares | 27.1K → 25.5K −$133.8K | -6.11% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $2.1M 0.612% | +$229.5K Bought | 0.0% 4.0K shares | 3.5K → 4.0K +$229.5K | +12.6% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.585% | +$81.1K Bought | — 32.7K shares | 31.4K → 32.7K +$81.1K | +4.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.573% | +$253.1K Bought | — 2.9K shares | 2.5K → 2.9K +$253.1K | +15.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.562% | +$117.8K Bought | — 59.0K shares | 55.3K → 59.0K +$117.8K | +6.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 0.549% | +$36.9K Bought | — 22.1K shares | 21.6K → 22.1K +$36.9K | +2.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.534% | -$55.2K Sold | — 6.1K shares | 6.3K → 6.1K −$55.2K | -2.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.519% | +$226.5K Bought | — 40.6K shares | 35.3K → 40.6K +$226.5K | +14.98% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.512% | +$119.6K Bought | — 34.2K shares | 31.8K → 34.2K +$119.6K | +7.5% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $1.7M 0.496% | +$86.5K Bought | 0.0% 7.6K shares | 7.2K → 7.6K +$86.5K | +5.49% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.3M 0.39% | +$101.4K Bought | 0.0% 2.9K shares | 2.7K → 2.9K +$101.4K | +8.4% | $1.48T Mega Cap | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $1.3M 0.376% | +$1.3M New | 0.0% 2.2K shares | 0 → 2.2K +$1.3M | New | $514.21B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.371% | +$38.3K Bought | — 18.1K shares | 17.6K → 18.1K +$38.3K | +3.19% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.368% | +$7.5K Bought | — 14.1K shares | 14.0K → 14.1K +$7.5K | +0.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.367% | -$148.8K Sold | — 12.3K shares | 13.7K → 12.3K −$148.8K | -10.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.2M 0.349% | +$414.6K Bought | — 39.4K shares | 25.4K → 39.4K +$414.6K | +55.01% | — — | Q2 2023 Held for 2y 5m | |
Financial - Data & Stock Exchanges Financial Services | $1.1M 0.323% | +$1.1M New | 0.001% 2.2K shares | 0 → 2.2K +$1.1M | New | $148.59B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $966.9K 0.289% | +$13.7K Bought | — 3.2K shares | 3.2K → 3.2K +$13.7K | +1.44% | — — | Q4 2023 Held for 1y 11m |
