My Wealth Management Inc. Top Holdings and 13F Report (2025) About My Wealth Management Inc.Investment ActivityMy Wealth Management Inc. has $103.35 million in total holdings as of March 31, 2025.My Wealth Management Inc. owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 3.25% of the portfolio was sold this quarter.This quarter, My Wealth Management Inc. has purchased 26 new stocks and bought additional shares in 6 stocks.My Wealth Management Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $15,626,248iShares 7-10 Year Treasury Bond ETF $13,609,056iShares Core S&P 500 ETF $11,407,132Pacer Trendpilot US Large Cap ETF $9,000,295SPDR Portfolio Short Term Treasury ETF $8,209,833 Largest New Holdings this Quarter 46641Q654 - JPMorgan Ultra-Short Municipal ETF $1,930,140 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 24,670 shares (about $2.24M)JPMorgan Ultra-Short Municipal ETF 37,958 shares (about $1.93M)Pacer Trendpilot US Large Cap ETF 33,595 shares (about $1.73M)iShares Core S&P 500 ETF 2,319 shares (about $1.30M)Vanguard Information Technology ETF 109 shares (about $59.28K) Largest Sales this Quarter iShares Silver Trust 49,726 shares (about $1.54M)Bentley Systems 4,266 shares (about $167.82K)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 3,546 shares (about $129.50K)iShares 7-10 Year Treasury Bond ETF 1,323 shares (about $126.13K)SPDR Portfolio Short Term Treasury ETF 2,646 shares (about $77.36K) 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$15,626,248$2,244,918 ▲16.8%171,72115.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$13,609,056$126,130 ▼-0.9%142,74813.2%ETFIVViShares Core S&P 500 ETF$11,407,132$1,303,046 ▲12.9%20,30111.0%ETFPTLCPacer Trendpilot US Large Cap ETF$9,000,295$1,728,461 ▲23.8%174,9338.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$8,209,833$77,356 ▼-0.9%280,8227.9%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$6,568,514$16,565 ▼-0.3%137,9946.4%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$6,192,258$129,500 ▼-2.0%169,5586.0%ETFGCOWPacer Global Cash Cows Dividend ETF$5,046,122$44,276 ▼-0.9%136,4234.9%ETFVGTVanguard Information Technology ETF$4,917,699$59,276 ▲1.2%9,0434.8%ETFSLViShares Silver Trust$4,224,888$1,540,316 ▼-26.7%136,3924.1%ETFVOVanguard Mid-Cap ETF$3,962,779$54,334 ▼-1.4%15,3163.8%ETFVBVanguard Small-Cap ETF$3,790,880$21,528 ▼-0.6%17,0813.7%ETFIJHiShares Core S&P Mid-Cap ETF$2,222,2610.0%38,0552.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,930,140$1,930,140 ▲New Holding37,9581.9%ETFBSYBentley Systems$1,747,837$167,824 ▼-8.8%44,4291.7%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,072,1360.0%13,3401.0%ETFMARMarriott International$1,049,7470.0%4,4071.0%Consumer DiscretionaryXMMOInvesco S&P MidCap Momentum ETF$463,854$36,976 ▲8.7%4,0770.4%ETFSPLGSPDR Portfolio S&P 500 ETF$437,1720.0%6,6480.4%ETFVYMVanguard High Dividend Yield ETF$354,6400.0%2,7500.3%ETFVVVanguard Large-Cap ETF$334,386$10,252 ▲3.2%1,2720.3%ETFPGProcter & Gamble$285,9650.0%1,6780.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$234,7600.0%2,2450.2%ETFVUGVanguard Growth ETF$230,2790.0%6210.2%ETFIWYiShares Russell Top 200 Growth ETF$218,5340.0%1,0360.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$215,786$4,560 ▼-2.1%7,4770.2%ManufacturingMLNVanEck Long Muni ETF$0$1,178,220 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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