Filer Name: MY WEALTH MANAGEMENT INC.
CIK: 1827845
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 26
Portfolio Value: $0.10B

My Wealth Management Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IEF US ISHARES 7-10 YEAR TREASURY B 144,071 $13M 13.30% -0.3% -
TLT US ISHARES 20+ YEAR TREASURY BD 147,051 $13M 12.82% -20.7% -
IVV US ISHARES CORE S&P 500 ETF 17,982 $11M 10.57% 36.5% -
SPTS US SPDR PORT SHRT TRM TRSRY 283,468 $8M 8.21% -0.2% -
PTLC US PACER TRENDPILOT US LARGE CA 141,338 $8M 7.54% 100.0% -
QDPL US PACER MET US LRG CAP DVD 400 173,104 $7M 6.64% 35.8% -
SHM US SPDR NUVEEN BLOOMBERG SHORT 138,342 $7M 6.55% -0.4% -
VGT US VANGUARD INFO TECH ETF 8,934 $6M 5.55% -0.8% -
SLV US ISHARES SILVER TRUST 186,118 $5M 4.89% -34.8% -
GCOW US PACER GLOBAL CASH COWS DIVID 137,620 $5M 4.64% -0.1% -
VB US VANGUARD SMALL-CAP ETF 17,178 $4M 4.12% -0.1% -
VO US VANGUARD MID-CAP ETF 15,526 $4M 4.10% -0.5% -
IJH US ISHARES CORE S&P MIDCAP ETF 38,055 $2M 2.37% - -
BSY US BENTLEY SYSTEMS INC-CLASS B 48,695 $2M 2.27% - -
MAR US MARRIOTT INTERNATIONAL -CL A 4,407 $1M 1.23% - -
MLN US VANECK LONG MUNI ETF 65,896 $1M 1.18% -0.9% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 13,340 $1M 1.17% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 6,648 $0M 0.46% - -
XMMO US INVESCO S&P MIDCAP MOMENTUM 3,752 $0M 0.46% 6.0% -
VYM US VANGUARD HIGH DVD YIELD ETF 2,750 $0M 0.35% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us