MY Wealth Management Inc. Portfolio Holdings
Q3 2025•34 long positions•$114.0M portfolio value
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Holding34 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.8M 11.25% | +$38.9K Bought | — 234.3K shares | 233.6K → 234.3K +$38.9K | +0.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.7M 11.14% | -$2.6M Sold | — 248.8K shares | 299.4K → 248.8K −$2.6M | -16.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.3M 9.07% | +$182.0K Bought | — 133.4K shares | 131.1K → 133.4K +$182.0K | +1.79% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.3M 9.03% | +$1.7M Bought | — 15.4K shares | 12.9K → 15.4K +$1.7M | +19.55% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.4M 8.25% | +$108.2K Bought | — 185.3K shares | 183.2K → 185.3K +$108.2K | +1.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.5M 5.73% | +$41.1K Bought | — 8.7K shares | 8.7K → 8.7K +$41.1K | +0.63% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 4.7% | +$60.3K Bought | — 135.3K shares | 133.7K → 135.3K +$60.3K | +1.14% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 3.93% | -$5.9K Sold | — 46.5K shares | 46.6K → 46.5K −$5.9K | -0.13% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.4M 3.86% | -$5.7K Sold | — 252.9K shares | 253.2K → 252.9K −$5.7K | -0.13% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.4M 3.83% | +$44.8K Bought | — 17.2K shares | 17.0K → 17.2K +$44.8K | +1.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.3M 3.81% | +$19.7K Bought | — 14.8K shares | 14.7K → 14.8K +$19.7K | +0.46% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.2M 3.73% | +$26.9K Bought | — 145.0K shares | 144.0K → 145.0K +$26.9K | +0.64% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 3.11% | -$23.6K Sold | — 84.7K shares | 85.3K → 84.7K −$23.6K | -0.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 2.82% | +$3.2M New | — 128.9K shares | 0 → 128.9K +$3.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 2.24% | +$2.6M New | — 103.6K shares | 0 → 103.6K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 2.13% | -$49.9K Sold | — 37.3K shares | 38.0K → 37.3K −$49.9K | -2.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 1.93% | -$958.4 Sold | — 20.7K shares | 20.7K → 20.7K −$958.4 | -0.04% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $2.0M 1.75% | -$290.9K Sold | 0.013% 38.8K shares | 44.4K → 38.8K −$290.9K | -12.72% | $15.6B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 1.66% | +$22.2K Bought | — 15.8K shares | 15.6K → 15.8K +$22.2K | +1.19% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.14% | — | — 12.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Travel Lodging Consumer Cyclical | $1.1M 1.01% | — | 0.002% 4.4K shares | — | — | $70.7B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $593.1K 0.52% | -$22.1K Sold | — 6.6K shares | 6.9K → 6.6K −$22.1K | -3.59% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $505.4K 0.443% | -$676.1 Sold | — 3.7K shares | 3.7K → 3.7K −$676.1 | -0.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $493.6K 0.433% | — | — 6.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $479.9K 0.421% | — | — 10.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $365.4K 0.32% | -$1.2K Sold | — 1.2K shares | 1.2K → 1.2K −$1.2K | -0.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $283.9K 0.249% | — | — 2.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $273.9K 0.24% | — | — 571.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $273.4K 0.24% | — | — 999.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Household & Personal Products Consumer Defensive | $257.8K 0.226% | — | 0.0% 1.7K shares | — | — | $359.62B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $256.7K 0.225% | — | — 2.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $221.9K 0.195% | — | — 2.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $211.3K 0.185% | — | — 7.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $202.7K 0.178% | +$202.7K New | — 5.3K shares | 0 → 5.3K +$202.7K | New | — — | Q3 2025 Held for 2 months |
