The Analysis of MY Wealth Management Inc.'s Holdings
Currently, MY Wealth Management Inc. holds 34 types of securities in its portfolio with a total value $114.0M. In the most recent quarter, they have increased their positions in HEGD (+128.9K shares, valued at $3.2M), RVNU (+103.6K shares, valued at $2.6M), IVV (+2.5K shares, valued at $1.7M); decreased their positions in JMST (-50.6K shares, valued at $2.6M), BSY (-5.7K shares, valued at $290.9K), IJH (-765 shares, valued at $49.9K); initiated new positions in HEGD (+128.9K shares, valued at $3.2M), RVNU (+103.6K shares, valued at $2.6M), UDEC (+5.3K shares, valued at $202.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PTLC PACER FDS TR234.3K shares0.30%2025-09-302025-10-15
JMST J P MORGAN EXCHANGE TRADED F248.8K shares-16.91%2025-09-302025-10-15 PTNQ PACER FDS TR133.4K shares1.79%2025-09-302025-10-15 IVV ISHARES TR15.4K shares19.55%2025-09-302025-10-15 ICSH ISHARES TR185.3K shares1.16%2025-09-302025-10-15 VGT VANGUARD WORLD FD8.7K shares0.63%2025-09-302025-10-15 GCOW PACER FDS TR135.3K shares1.14%2025-09-302025-10-15 IEF ISHARES TR46.5K shares-0.13%2025-09-302025-10-15 SMB VANECK ETF TRUST252.9K shares-0.13%2025-09-302025-10-15 VB VANGUARD INDEX FDS17.2K shares1.03%2025-09-302025-10-15 VO VANGUARD INDEX FDS14.8K shares0.46%2025-09-302025-10-15 SPTS SPDR SERIES TRUST144.9K shares0.64%2025-09-302025-10-15 QDPL PACER FDS TR84.7K shares-0.66%2025-09-302025-10-15 HEGD LISTED FDS TR128.9K sharesnew addition2025-09-302025-10-15 RVNU DBX ETF TR103.6K sharesnew addition2025-09-302025-10-15 IJH ISHARES TR37.3K shares-2.01%2025-09-302025-10-15 MUB ISHARES TR20.7K shares-0.04%2025-09-302025-10-15 BSY BENTLEY SYS INC38.8K shares-12.72%2025-09-302025-10-15 IEI ISHARES TR15.8K shares1.19%2025-09-302025-10-15 SPYG SPDR SERIES TRUST12.5K shares0.00%2025-09-302025-10-15 MAR MARRIOTT INTL INC NEW4.4K shares0.00%2025-09-302025-10-15 TLT ISHARES TR6.6K shares-3.59%2025-09-302025-10-15 XMMO INVESCO EXCHANGE TRADED FD T3.7K shares-0.13%2025-09-302025-10-15 SPYM SPDR SERIES TRUST6.3K shares0.00%2025-09-302025-10-15 SHM SPDR SERIES TRUST10.0K shares0.00%2025-09-302025-10-15 VV VANGUARD INDEX FDS1.2K shares-0.34%2025-09-302025-10-15 VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2025-09-302025-10-15 VUG VANGUARD INDEX FDS571 shares0.00%2025-09-302025-10-15 IWY ISHARES TR999 shares0.00%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO1.7K shares0.00%2025-09-302025-10-15 IJR ISHARES TR2.2K shares0.00%2025-09-302025-10-15 IEFA ISHARES TR2.5K shares0.00%2025-09-302025-10-15 ANGL VANECK ETF TRUST7.1K shares0.00%2025-09-302025-10-15 UDEC INNOVATOR ETFS TRUST5.3K sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available