MY Wealth Management Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$98.6M
Signature - Title
Melissa Price - Office Manager
Location
Germantown, MD
Summary
This page shows a list of all the recent 13F filings made by MY Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MY Wealth Management Inc. reported 26 stock holdings with total value $98.6M as of Q3 2024. Top holdings included TLT, IEF, SPTS, SLV, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 26 $98.6M +$12.6M -$6.24M +$6.34M TLT, IEF, SPTS, SLV, IVV 13F-HR 11/7/2024, 11:55 AM
Q2 2024 24 $87.8M +$8.28M -$11.2M -$2.91M TLT, IEF, IVV, SHM, SPTS 13F-HR 8/7/2024, 07:21 PM
Q1 2024 25 $90.7M +$24.7M -$41.3M -$16.5M TLT, IEF, IVV, SPTS, GCOW 13F-HR 5/13/2024, 12:26 PM
Q4 2023 26 $106M +$16.1M -$19.1M -$3.01M TLT, PFXF, VGT, IVV, ANGL 13F-HR 2/8/2024, 05:26 PM
Q3 2023 29 $101M +$319K -$3.89M -$3.58M PFXF, ANGL, VGT, TLT, IVV 13F-HR 11/14/2023, 01:51 PM
Q2 2023 29 $110M +$6.59M -$612K +$5.98M PFXF, ANGL, TLT, VGT, IVV 13F-HR 7/31/2023, 05:10 PM
Q1 2023 27 $99.9M +$34.3M -$4.32M +$30M PFXF, ANGL, TLT, VGT, IVV 13F-HR 4/27/2023, 09:05 PM
Q4 2022 23 $65.6M +$9.75M -$39.9M -$30.2M PFXF, ANGL, VGT, IVV, VO 13F-HR 2/1/2023, 12:55 PM
Q3 2022 25 $93.2M +$28.5M -$24.2M +$4.33M VV, PFXF, VGT, ANGL, VCIT 13F-HR 11/9/2022, 02:47 PM
Q2 2022 27 $92.6M +$714K -$569K +$145K VV, VGT, SNUG, IEF, VCIT 13F-HR 7/29/2022, 08:49 PM
Q1 2022 26 $108M +$27M -$26.7M +$300K VV, VGT, SNUG, VO, VB 13F-HR 5/3/2022, 08:58 PM
Q4 2021 27 $114M $0 $0 VGT, VV, XMMO, SNUG, WIZ 13F-HR 2/3/2022, 09:36 PM