My Wealth Management Inc. Top Holdings and 13F Report (2025) About My Wealth Management Inc.Investment ActivityMy Wealth Management Inc. has $100.14 million in total holdings as of December 31, 2024.My Wealth Management Inc. owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.14% of the portfolio was purchased this quarter.About 7.19% of the portfolio was sold this quarter.This quarter, My Wealth Management Inc. has purchased 26 new stocks and bought additional shares in 3 stocks.My Wealth Management Inc. sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $13,319,457iShares 20+ Year Treasury Bond ETF $12,842,295iShares Core S&P 500 ETF $10,585,644SPDR Portfolio Short Term Treasury ETF $8,223,407Pacer Trendpilot US Large Cap ETF $7,553,103 Largest New Holdings this Quarter Pacer Trendpilot US Large Cap ETF $7,553,103 Holding Largest Purchases this Quarter Pacer Trendpilot US Large Cap ETF 141,338 shares (about $7.55M)iShares Core S&P 500 ETF 4,806 shares (about $2.83M)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 45,669 shares (about $1.75M)Invesco S&P MidCap Momentum ETF 211 shares (about $26.07K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 38,376 shares (about $3.35M)iShares Silver Trust 99,422 shares (about $2.62M)Vanguard Information Technology ETF 68 shares (about $42.28K)iShares 7-10 Year Treasury Bond ETF 371 shares (about $34.30K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 505 shares (about $23.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMy Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$13,319,457$34,299 ▼-0.3%144,07113.3%ETFTLTiShares 20+ Year Treasury Bond ETF$12,842,295$3,351,463 ▼-20.7%147,05112.8%ETFIVViShares Core S&P 500 ETF$10,585,644$2,829,196 ▲36.5%17,98210.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$8,223,407$20,278 ▼-0.2%283,4688.2%ETFPTLCPacer Trendpilot US Large Cap ETF$7,553,103$7,553,103 ▲New Holding141,3387.5%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$6,645,260$1,753,179 ▲35.8%173,1046.6%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$6,556,027$23,932 ▼-0.4%138,3426.5%FinanceVGTVanguard Information Technology ETF$5,555,161$42,282 ▼-0.8%8,9345.5%ETFSLViShares Silver Trust$4,900,487$2,617,781 ▼-34.8%186,1184.9%ETFGCOWPacer Global Cash Cows Dividend ETF$4,643,347$5,263 ▼-0.1%137,6204.6%ETFVBVanguard Small-Cap ETF$4,127,542$5,046 ▼-0.1%17,1784.1%ETFVOVanguard Mid-Cap ETF$4,100,795$20,338 ▼-0.5%15,5264.1%ETFIJHiShares Core S&P Mid-Cap ETF$2,371,2070.0%38,0552.4%ETFBSYBentley Systems$2,274,0570.0%48,6952.3%Computer and TechnologyMARMarriott International$1,229,2890.0%4,4071.2%Consumer DiscretionaryMLNVanEck Long Muni ETF$1,178,220$10,478 ▼-0.9%65,8961.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,172,5860.0%13,3401.2%ETFXMMOInvesco S&P MidCap Momentum ETF$463,493$26,065 ▲6.0%3,7520.5%ETFSPLGSPDR Portfolio S&P 500 ETF$458,3130.0%6,6480.5%ETFVYMVanguard High Dividend Yield ETF$350,8730.0%2,7500.4%ETFVVVanguard Large-Cap ETF$332,540$1,888 ▼-0.6%1,2330.3%ETFPGProcter & Gamble$281,3170.0%1,6780.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$258,669$1,037 ▼-0.4%2,2450.3%ETFVUGVanguard Growth ETF$254,883$5,746 ▼-2.2%6210.3%ETFIWYiShares Russell Top 200 Growth ETF$243,740$4,470 ▼-1.8%1,0360.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$218,8720.0%7,6350.2%ManufacturingVGLTVanguard Long-Term Treasury Index ETF$0$1,055,534 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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