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Size ($ in 1000's)
At 12/31/2023: $106,291
At 09/30/2023: $100,633
MY Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MY Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the MY Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by MY Wealth Management Inc..
In the MY Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by MY Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the MY Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (TLT) |
187,294 |
+92,134 |
$18,520 | | TLT | 187,294 | +92,134 | $18,520 | | VANECK ETF TRUST (PFXF) |
947,999 |
+2,736 |
$16,287 | | PFXF | 947,999 | +2,736 | $16,287 | | VANGUARD WORLD FDS (VGT) |
27,550 |
+6,620 |
$13,334 | | VGT | 27,550 | +6,620 | $13,334 | | ISHARES TR (IVV) |
18,361 |
+5,363 |
$8,770 | | IVV | 18,361 | +5,363 | $8,770 | | VANECK ETF TRUST (ANGL) |
224,900 |
-145,733 |
$6,473 | | ANGL | 224,900 | -145,733 | $6,473 | | ISHARES SILVER TR (SLV) |
267,836 |
-5,564 |
$5,833 | | SLV | 267,836 | -5,564 | $5,833 | | VANGUARD INDEX FDS (VO) |
22,171 |
+827 |
$5,158 | | VO | 22,171 | +827 | $5,158 | | ISHARES TR (EFA) |
67,801 |
-1,105 |
$5,109 | | EFA | 67,801 | -1,105 | $5,109 | | PACER FDS TR |
145,322 |
+1,850 |
$4,980 | | GCOW | 145,322 | +1,850 | $4,980 | | VANGUARD INDEX FDS (VB) |
19,116 |
+832 |
$4,078 | | VB | 19,116 | +832 | $4,078 | | PACER FDS TR |
117,483 |
+8,847 |
$3,883 | | QDPL | 117,483 | +8,847 | $3,883 | | ISHARES TR (IJH) |
12,160 |
+634 |
$3,370 | | IJH | 12,160 | +634 | $3,370 | | BENTLEY SYS INC |
48,747 |
UNCH |
$2,544 | | BSY | 48,747 | UNCH | $2,544 | | AMPLIFY ETF TR (BLOK) |
65,695 |
-18,656 |
$1,961 | | BLOK | 65,695 | -18,656 | $1,961 | | MARRIOTT INTL INC NEW |
4,732 |
UNCH |
$1,067 | | MAR | 4,732 | UNCH | $1,067 | | SPDR SER TR (SPYG) |
13,340 |
UNCH |
$868 | | SPYG | 13,340 | UNCH | $868 | | ISHARES TR (IJR) |
6,309 |
+13 |
$683 | | IJR | 6,309 | +13 | $683 | | VANECK ETF TRUST (ITM) |
13,538 |
UNCH |
$637 | | ITM | 13,538 | UNCH | $637 | | VANGUARD INDEX FDS (VV) |
1,978 |
UNCH |
$432 | | VV | 1,978 | UNCH | $432 | | SPDR SER TR (SPLG) |
7,396 |
UNCH |
$413 | | SPLG | 7,396 | UNCH | $413 | | SPDR SER TR (SHM) |
8,135 |
UNCH |
$389 | | SHM | 8,135 | UNCH | $389 | | INVESCO EXCHANGE TRADED FD T (XMMO) |
3,901 |
-54,368 |
$350 | | XMMO | 3,901 | -54,368 | $350 | | VANGUARD INDEX FDS (VUG) |
1,074 |
-71 |
$334 | | VUG | 1,074 | -71 | $334 | | VANGUARD WHITEHALL FDS (VYM) |
2,830 |
-12 |
$316 | | VYM | 2,830 | -12 | $316 | | ARK ETF TR (ARKW) |
3,371 |
+3,371 |
$256 | | ARKW | 3,371 | +3,371 | $256 |
See Full List: All Stocks Held By MY Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MY Wealth Management Inc.
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