Latest MY Wealth Management Inc. Stock Portfolio
$90.65Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About MY Wealth Management Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MY Wealth Management Inc. reported an equity portfolio of $90.7 Millions as of 31 Mar, 2024.
The top stock holdings of MY Wealth Management Inc. are AGG, AGG, AGG. The fund has invested 18.6% of it's portfolio in ISHARES TR and 13% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGG), AMPLIFY ETF TR (AMLX) and VANECK ETF TRUST (BUZZ) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), VANGUARD WORLD FD (VAW) and ISHARES TR (AGG). MY Wealth Management Inc. opened new stock positions in ISHARES TR (AGG), SPDR SER TR (BIL) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG) and PACER FDS TR (AFTY).
The top stock holdings of MY Wealth Management Inc. are AGG, AGG, AGG. The fund has invested 18.6% of it's portfolio in ISHARES TR and 13% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGG), AMPLIFY ETF TR (AMLX) and VANECK ETF TRUST (BUZZ) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), VANGUARD WORLD FD (VAW) and ISHARES TR (AGG). MY Wealth Management Inc. opened new stock positions in ISHARES TR (AGG), SPDR SER TR (BIL) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG) and PACER FDS TR (AFTY).
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 11,809,100 |
| SPDR SER TR | 6,568,050 |
| VANGUARD SCOTTSDALE FDS | 4,220,140 |
| ISHARES TR | 205,831 |
New stocks bought by MY Wealth Management Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 210 |
| PACER FDS TR | 9.29 |
Additions to existing portfolio by MY Wealth Management Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| VANECK ETF TRUST | -72.81 |
| VANGUARD WORLD FD | -68.21 |
| ISHARES TR | -64.27 |
| VANGUARD INDEX FDS | -40.88 |
| VANGUARD INDEX FDS | -31.74 |
| VANECK ETF TRUST | -29.86 |
| ISHARES TR | -27.62 |
| SPDR SER TR | -26.34 |
MY Wealth Management Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -5,108,800 |
| AMPLIFY ETF TR | -1,961,000 |
| VANECK ETF TRUST | -636,692 |
| ARK ETF TR | -255,859 |
| VANGUARD INDEX FDS | -431,501 |
MY Wealth Management Inc. got rid off the above stocks
Current Stock Holdings of MY Wealth Management Inc.
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AFK | VANECK ETF TRUST | 5.05 | 157,736 | 4,577,500 | REDUCED | -29.86 | |
| AFK | VANECK ETF TRUST | 5.03 | 257,780 | 4,560,130 | REDUCED | -72.81 | |
| AFTY | PACER FDS TR | 5.23 | 136,738 | 4,744,810 | REDUCED | -5.91 | |
| AFTY | PACER FDS TR | 5.07 | 128,399 | 4,596,680 | ADDED | 9.29 | |
| AGG | ISHARES TR | 18.58 | 178,018 | 16,844,100 | REDUCED | -4.95 | |
| AGG | ISHARES TR | 13.03 | 124,753 | 11,809,100 | NEW | ||
| AGG | ISHARES TR | 7.71 | 13,289 | 6,986,430 | REDUCED | -27.62 | |
| AGG | ISHARES TR | 2.53 | 37,765 | 2,293,850 | ADDED | 210 | |
| AGG | ISHARES TR | 0.28 | 2,254 | 249,112 | REDUCED | -64.27 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMLX | AMPLIFY ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AOA | ISHARES TR | 0.23 | 1,055 | 205,831 | NEW | ||
| ARKF | ARK ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 7.24 | 227,111 | 6,568,050 | NEW | ||
| BIL | SPDR SER TR | 1.08 | 13,340 | 975,821 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.43 | 8,135 | 385,924 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.37 | 5,448 | 335,215 | REDUCED | -26.34 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 4.66 | 71,238 | 4,220,140 | NEW | ||
| BSY | BENTLEY SYS INC | 2.46 | 42,747 | 2,232,250 | REDUCED | -12.31 | |
| BUZZ | VANECK ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.47 | 3,736 | 429,117 | REDUCED | -4.23 | |
| MAR | MARRIOTT INTL INC NEW | 1.23 | 4,407 | 1,111,930 | REDUCED | -6.87 | |
| PG | PROCTER AND GAMBLE CO | 0.30 | 1,678 | 272,256 | UNCHANGED | 0.00 | |
| SLV | ISHARES SILVER TR | 5.02 | 199,861 | 4,546,840 | REDUCED | -25.38 | |
| VAW | VANGUARD WORLD FD | 5.07 | 8,759 | 4,592,690 | REDUCED | -68.21 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.38 | 2,818 | 340,950 | REDUCED | -0.42 | |
| VOO | VANGUARD INDEX FDS | 4.17 | 15,133 | 3,781,130 | REDUCED | -31.74 | |
| VOO | VANGUARD INDEX FDS | 4.16 | 16,517 | 3,775,620 | REDUCED | -13.6 | |
| VOO | VANGUARD INDEX FDS | 0.24 | 635 | 218,567 | REDUCED | -40.88 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |