My Wealth Management Inc. Top Holdings and 13F Report (2024) → Nvidia’s Quiet $1 Trillion Pivot (From Weiss Ratings) (Ad) About My Wealth Management Inc.Investment ActivityMy Wealth Management Inc. has $90.65 million in total holdings as of March 31, 2024.My Wealth Management Inc. owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 27.30% of the portfolio was purchased this quarter.About 45.54% of the portfolio was sold this quarter.This quarter, My Wealth Management Inc. has purchased 26 new stocks and bought additional shares in 2 stocks.My Wealth Management Inc. sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $16,844,063iShares 7-10 Year Treasury Bond ETF $11,809,119iShares Core S&P 500 ETF $6,986,426SPDR Portfolio Short Term Treasury ETF $6,568,050Pacer Global Cash Cows Dividend ETF $4,744,809 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $11,809,119 HoldingSPDR Portfolio Short Term Treasury ETF $6,568,050 HoldingVanguard Long-Term Treasury Index ETF $4,220,139 HoldingiShares Russell Top 200 Growth ETF $205,831 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 124,753 shares (about $11.81M)SPDR Portfolio Short Term Treasury ETF 227,111 shares (about $6.57M)Vanguard Long-Term Treasury Index ETF 71,238 shares (about $4.22M)iShares Core S&P Mid-Cap ETF 25,605 shares (about $1.56M)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 10,916 shares (about $390.79K) Largest Sales this Quarter VanEck Preferred Securities ex Financials ETF 690,219 shares (about $12.21M)Vanguard Information Technology ETF 18,791 shares (about $9.85M)iShares Core S&P 500 ETF 5,072 shares (about $2.67M)VanEck Fallen Angel High Yield Bond ETF 67,164 shares (about $1.95M)Vanguard Mid-Cap ETF 7,038 shares (about $1.76M) 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$16,844,063$877,695 ▼-5.0%178,01818.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$11,809,119$11,809,119 ▲New Holding124,75313.0%ETFIVViShares Core S&P 500 ETF$6,986,426$2,666,503 ▼-27.6%13,2897.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,568,050$6,568,050 ▲New Holding227,1117.2%ETFGCOWPacer Global Cash Cows Dividend ETF$4,744,809$297,865 ▼-5.9%136,7385.2%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$4,596,684$390,793 ▲9.3%128,3995.1%ETFVGTVanguard Information Technology ETF$4,592,694$9,852,873 ▼-68.2%8,7595.1%ETFANGLVanEck Fallen Angel High Yield Bond ETF$4,577,499$1,949,099 ▼-29.9%157,7365.0%ManufacturingPFXFVanEck Preferred Securities ex Financials ETF$4,560,128$12,209,974 ▼-72.8%257,7805.0%ETFSLViShares Silver Trust$4,546,838$1,546,431 ▼-25.4%199,8615.0%ETFVGLTVanguard Long-Term Treasury Index ETF$4,220,139$4,220,139 ▲New Holding71,2384.7%ETFVOVanguard Mid-Cap ETF$3,781,131$1,758,515 ▼-31.7%15,1334.2%ETFVBVanguard Small-Cap ETF$3,775,621$594,105 ▼-13.6%16,5174.2%ETFIJHiShares Core S&P Mid-Cap ETF$2,293,846$1,555,248 ▲210.6%37,7652.5%ETFBSYBentley Systems$2,232,248$313,320 ▼-12.3%42,7472.5%Computer and TechnologyMARMarriott International$1,111,930$82,001 ▼-6.9%4,4071.2%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$975,8210.0%13,3401.1%ETFXMMOInvesco S&P MidCap Momentum ETF$429,117$18,952 ▼-4.2%3,7360.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$385,9240.0%8,1350.4%FinanceVYMVanguard High Dividend Yield ETF$340,950$1,452 ▼-0.4%2,8180.4%ETFSPLGSPDR Portfolio S&P 500 ETF$335,215$119,860 ▼-26.3%5,4480.4%ETFPGProcter & Gamble$272,2560.0%1,6780.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$249,112$448,158 ▼-64.3%2,2540.3%ETFVUGVanguard Growth ETF$218,567$151,104 ▼-40.9%6350.2%ETFIWYiShares Russell Top 200 Growth ETF$205,831$205,831 ▲New Holding1,0550.2%ETFEFAiShares MSCI EAFE ETF$0$5,108,805 ▼-100.0%00.0%FinanceBLOKAmplify Transformational Data Sharing ETF$0$1,960,996 ▼-100.0%00.0%ETFITMVanEck Intermediate Muni ETF$0$636,692 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$431,501 ▼-100.0%00.0%ETFARKWARK Next Generation Internation ETF$0$255,859 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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