My Wealth Management Inc. Top Holdings and 13F Report (2024) About My Wealth Management Inc.Investment ActivityMy Wealth Management Inc. has $98.59 million in total holdings as of September 30, 2024.My Wealth Management Inc. owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 6.33% of the portfolio was sold this quarter.This quarter, My Wealth Management Inc. has purchased 24 new stocks and bought additional shares in 9 stocks.My Wealth Management Inc. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $18,190,052iShares 7-10 Year Treasury Bond ETF $14,172,300SPDR Portfolio Short Term Treasury ETF $8,357,351iShares Silver Trust $8,112,191iShares Core S&P 500 ETF $7,600,180 Largest New Holdings this Quarter iShares Core S&P Small-Cap ETF $263,628 HoldingVanguard Growth ETF $243,796 HoldingiShares Russell Top 200 Growth ETF $232,153 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 54,013 shares (about $5.30M)SPDR Portfolio Short Term Treasury ETF 100,138 shares (about $2.95M)iShares Silver Trust 88,157 shares (about $2.50M)iShares 20+ Year Treasury Bond ETF 5,568 shares (about $546.21K)Bentley Systems 5,948 shares (about $302.22K) Largest Sales this Quarter VanEck Fallen Angel High Yield Bond ETF 97,492 shares (about $2.87M)Vanguard Long-Term Treasury Index ETF 4,444 shares (about $273.48K)iShares Core S&P Mid-Cap ETF 970 shares (about $60.45K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 722 shares (about $34.76K)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 774 shares (about $29.38K) 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 PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$18,190,052$546,211 ▲3.1%185,42718.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$14,172,300$5,299,625 ▲59.7%144,44214.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$8,357,351$2,945,058 ▲54.4%284,1678.5%ETFSLViShares Silver Trust$8,112,191$2,504,540 ▲44.7%285,5408.2%ETFIVViShares Core S&P 500 ETF$7,600,180$25,380 ▲0.3%13,1767.7%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$6,684,095$34,757 ▼-0.5%138,8476.8%FinanceVGTVanguard Information Technology ETF$5,279,853$17,009 ▼-0.3%9,0025.4%ETFGCOWPacer Global Cash Cows Dividend ETF$5,027,401$4,306 ▼-0.1%137,7765.1%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$4,837,270$29,380 ▼-0.6%127,4354.9%ETFVOVanguard Mid-Cap ETF$4,116,453$78,620 ▲1.9%15,6034.2%ETFVBVanguard Small-Cap ETF$4,079,697$63,334 ▲1.6%17,1994.1%ETFBSYBentley Systems$2,474,193$302,218 ▲13.9%48,6952.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,371,588$60,450 ▼-2.5%38,0552.4%ETFMLNVanEck Long Muni ETF$1,216,621$7,906 ▼-0.6%66,4821.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,106,4200.0%13,3401.1%ETFMARMarriott International$1,095,5800.0%4,4071.1%Consumer DiscretionaryVGLTVanguard Long-Term Treasury Index ETF$1,055,534$273,484 ▼-20.6%17,1521.1%ETFSPLGSPDR Portfolio S&P 500 ETF$448,806$81,012 ▲22.0%6,6480.5%ETFXMMOInvesco S&P MidCap Momentum ETF$426,0890.0%3,5410.4%ETFVYMVanguard High Dividend Yield ETF$352,550$4,872 ▼-1.4%2,7500.4%ETFVVVanguard Large-Cap ETF$326,4800.0%1,2400.3%ETFPGProcter & Gamble$290,6300.0%1,6780.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$263,628$263,628 ▲New Holding2,2540.3%ETFVUGVanguard Growth ETF$243,796$243,796 ▲New Holding6350.2%ETFIWYiShares Russell Top 200 Growth ETF$232,153$232,153 ▲New Holding1,0550.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$224,405$2,865,448 ▼-92.7%7,6350.2%ManufacturingPFXFVanEck Preferred Securities ex Financials ETF$0$2,943,729 ▼-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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