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Latest MY Wealth Management Inc. Stock Portfolio

$106Million

Equity Portfolio Value

Last Reported on: 08 Feb, 2024

About MY Wealth Management Inc. and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MY Wealth Management Inc. reported an equity portfolio of $106.3 Millions as of 31 Dec, 2023.

The top stock holdings of MY Wealth Management Inc. are AGG, AFK, VAW. The fund has invested 17.4% of it's portfolio in ISHARES TR and 15.3% of portfolio in VANECK ETF TRUST.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), SPDR SER TR (BIL) and ISHARES U S ETF TR (CCRV) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), VANECK ETF TRUST (AFK) and AMPLIFY ETF TR (AMLX). MY Wealth Management Inc. opened new stock positions in ARK ETF TR (ARKF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), VANGUARD WORLD FDS (VAW) and PACER FDS TR (AFTY).

New Buys

Ticker	$ Bought
ARK ETF TR	255,859

New stocks bought by MY Wealth Management Inc.

Additions

Ticker	% Inc.
ISHARES TR	96.82
ISHARES TR	41.26
VANGUARD WORLD FDS	31.63
PACER FDS TR	8.14
ISHARES TR	5.5
VANGUARD INDEX FDS	4.55
VANGUARD INDEX FDS	3.87
PACER FDS TR	1.29

Additions to existing portfolio by MY Wealth Management Inc.

Reductions

Ticker	% Reduced
INVESCO EXCHANGE TRADED FD T	-93.31
VANECK ETF TRUST	-39.32
AMPLIFY ETF TR	-22.12
VANGUARD INDEX FDS	-6.2
ISHARES SILVER TR	-2.04
ISHARES TR	-1.6
VANGUARD WHITEHALL FDS	-0.42

MY Wealth Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
SELECT SECTOR SPDR TR	-4,862,890
SPDR SER TR	-2,054,260
ISHARES U S ETF TR	-2,045,540
ABBOTT LABS	-268,565

MY Wealth Management Inc. got rid off the above stocks

Current Stock Holdings of MY Wealth Management Inc.

Last Reported on: 08 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABT	ABBOTT LABS	0.00	0.00	0.00	SOLD OFF	-100
AFK	VANECK ETF TRUST	15.32	947,999	16,286,600	ADDED	0.29
AFK	VANECK ETF TRUST	6.09	224,900	6,472,620	REDUCED	-39.32
AFTY	PACER FDS TR	4.69	145,322	4,980,180	ADDED	1.29
AFTY	PACER FDS TR	3.65	117,483	3,882,810	ADDED	8.14
AGG	ISHARES TR	17.42	187,294	18,519,600	ADDED	96.82
AGG	ISHARES TR	8.25	18,361	8,769,760	ADDED	41.26
AGG	ISHARES TR	4.81	67,801	5,108,800	REDUCED	-1.6
AGG	ISHARES TR	3.17	12,160	3,370,140	ADDED	5.5
AGG	ISHARES TR	0.64	6,309	682,949	ADDED	0.21
AMLX	AMPLIFY ETF TR	1.84	65,695	1,961,000	REDUCED	-22.12
ARKF	ARK ETF TR	0.24	3,371	255,859	NEW
BIL	SPDR SER TR	0.82	13,340	867,900	UNCHANGED	0.00
BIL	SPDR SER TR	0.39	7,396	413,436	UNCHANGED	0.00
BIL	SPDR SER TR	0.37	8,135	388,772	UNCHANGED	0.00
BIL	SPDR SER TR	0.00	0.00	0.00	SOLD OFF	-100
BSY	BENTLEY SYS INC	2.39	48,747	2,543,620	UNCHANGED	0.00
BUZZ	VANECK ETF TRUST	0.60	13,538	636,692	UNCHANGED	0.00
CCRV	ISHARES U S ETF TR	0.00	0.00	0.00	SOLD OFF	-100
CSD	INVESCO EXCHANGE TRADED FD T	0.33	3,901	350,349	REDUCED	-93.31
MAR	MARRIOTT INTL INC NEW	1.00	4,732	1,067,110	UNCHANGED	0.00
PG	PROCTER AND GAMBLE CO	0.23	1,678	245,894	UNCHANGED	0.00
SLV	ISHARES SILVER TR	5.49	267,836	5,833,470	REDUCED	-2.04
VAW	VANGUARD WORLD FDS	12.54	27,550	13,334,200	ADDED	31.63
VIGI	VANGUARD WHITEHALL FDS	0.30	2,830	315,913	REDUCED	-0.42
VOO	VANGUARD INDEX FDS	4.85	22,171	5,157,860	ADDED	3.87
VOO	VANGUARD INDEX FDS	3.84	19,116	4,078,020	ADDED	4.55
VOO	VANGUARD INDEX FDS	0.41	1,978	431,501	UNCHANGED	0.00
VOO	VANGUARD INDEX FDS	0.31	1,074	333,885	REDUCED	-6.2
XLB	SELECT SECTOR SPDR TR	0.00	0.00	0.00	SOLD OFF	-100