The Analysis of MY Wealth Management Inc.'s Holdings

Currently, MY Wealth Management Inc. holds 37 types of securities in its portfolio with a total value $114.7M. In the most recent quarter, they have increased their positions in HEGD (+255.6K shares, valued at $6.4M), HYMB (+146.7K shares, valued at $3.7M), VEA (+4.0K shares, valued at $246.7K); decreased their positions in JMST (-129.9K shares, valued at $6.6M), PTLC (-15.7K shares, valued at $872.2K), SMB (-40.9K shares, valued at $712.1K); initiated new positions in HYMB (+146.7K shares, valued at $3.7M), VEA (+4.0K shares, valued at $246.7K), VONG (+2.0K shares, valued at $241.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PTLC PACER FDS TR218.6K shares-6.70%2025-12-312026-02-10

PTNQ PACER FDS TR128.9K shares-3.43%2025-12-312026-02-10

IVV ISHARES TR14.8K shares-3.98%2025-12-312026-02-10

HEGD LISTED FDS TR384.5K shares198.38%2025-12-312026-02-10

ICSH ISHARES TR184.4K shares-0.53%2025-12-312026-02-10

VGT VANGUARD WORLD FD8.5K shares-3.03%2025-12-312026-02-10

JMST J P MORGAN EXCHANGE TRADED F118.9K shares-52.22%2025-12-312026-02-10

GCOW PACER FDS TR128.2K shares-5.21%2025-12-312026-02-10

Sponsored

IEF ISHARES TR45.8K shares-1.58%2025-12-312026-02-10

VB VANGUARD INDEX FDS17.1K shares-0.83%2025-12-312026-02-10

SPTS SPDR SERIES TRUST143.4K shares-1.10%2025-12-312026-02-10

VO VANGUARD INDEX FDS14.3K shares-3.21%2025-12-312026-02-10

SMB VANECK ETF TRUST212.0K shares-16.17%2025-12-312026-02-10

HYMB SPDR SERIES TRUST146.7K sharesnew addition2025-12-312026-02-10

QDPL PACER FDS TR86.1K shares1.61%2025-12-312026-02-10

IJH ISHARES TR35.5K shares-4.64%2025-12-312026-02-10

Sponsored

RVNU DBX ETF TR93.8K shares-9.53%2025-12-312026-02-10

IEI ISHARES TR15.8K shares-0.25%2025-12-312026-02-10

MUB ISHARES TR17.2K shares-16.84%2025-12-312026-02-10

BSY BENTLEY SYS INC38.8K shares0.00%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW4.4K shares0.00%2025-12-312026-02-10

SPYG SPDR SERIES TRUST12.5K shares0.00%2025-12-312026-02-10

XMMO INVESCO EXCHANGE TRADED FD T4.0K shares5.94%2025-12-312026-02-10

TLT ISHARES TR6.0K shares-10.08%2025-12-312026-02-10

Sponsored

SPYM SPDR SERIES TRUST6.3K shares0.00%2025-12-312026-02-10

SHM SPDR SERIES TRUST10.0K shares0.00%2025-12-312026-02-10

VV VANGUARD INDEX FDS1.2K shares-2.19%2025-12-312026-02-10

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2025-12-312026-02-10

VUG VANGUARD INDEX FDS571 shares0.00%2025-12-312026-02-10

IWY ISHARES TR999 shares0.00%2025-12-312026-02-10

IJR ISHARES TR2.2K shares0.00%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS4.0K sharesnew addition2025-12-312026-02-10

Sponsored

VONG VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2025-12-312026-02-10

PG PROCTER AND GAMBLE CO1.7K shares0.00%2025-12-312026-02-10

IEFA ISHARES TR2.5K shares0.00%2025-12-312026-02-10

UDEC INNOVATOR ETFS TRUST5.3K shares0.00%2025-12-312026-02-10

ANGL VANECK ETF TRUST7.1K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available