MW

MY Wealth Management Inc.

13F
MY Wealth Management Inc.
Last update 2025-07-14 31 Stocks (6 new)
Value $104.00 Mil Turnover 42 %
Countries:
Top Holdings: JMST(14.61%)PTLC(11.36%)PTNQ(8.96%)ICSH(8.90%)IVV(7.66%)
Summary Stock Picks Current Portfolio
MY Wealth Management Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
299,420
15,246.5
+688.82%
14.610
+12.76%
0.370
+1.32%
+1.92%
4,093.6
 
PTLC
Pacer Trendpilot US Large Cap ETF
233,575
11,856.3
+33.52%
11.360
+2.85%
0.360
+6.07%
-3.57%
3,346.9
 
PTNQ
Pacer Trendpilot 100 ETF
131,087
9,355.7
New Holding
8.960
+8.96%
0.750
+7.84%
-2.12%
1,267.8
 
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
183,200
9,290.1
New Holding
8.900
+8.90%
0.150
+1.22%
+2.71%
5,970.3
 
IVV
iShares Core S&P 500 ETF
12,873
7,992.9
-36.59%
7.660
-4.04%
0.000
+19.67%
+7.80%
634,518.9
 
VGT
Vanguard Information Technology ETF
8,690
5,763.6
-3.90%
5.520
-0.19%
0.010
+35.75%
+10.51%
87,513.6
 
GCOW
Pacer Global Cash Cows Dividend ETF
133,743
5,078.2
-1.96%
4.870
-0.10%
0.220
+7.98%
+14.36%
2,335.3
 
IEF
iShares 7-10 Year Treasury Bond ETF
46,552
4,458.3
-67.39%
4.270
-8.88%
0.010
+0.68%
+4.07%
34,824.0
 
SMB
VanEck Short Muni ETF
253,241
4,370.9
New Holding
4.190
+4.19%
1.590
+2.73%
+2.38%
277.1
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
144,032
4,218.7
-48.71%
4.040
-3.87%
0.070
+0.78%
+2.65%
5,786.4
 

MY Wealth Management Inc.'s Historical Top Holdings Breakdowns

MY Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Reduce
Reduce
-14.51%
●
83.97 ($87.25) 92.85
$85.24
-2.30%
Reduce -95.99%
6,883
-164,838
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-06-30
Add
Add
+12.76%
●
50.52 ($50.75) 50.92
$50.91
0.33%
Add 688.82%
299,420
261,462
PTNQ
Pacer Trendpilot 100 ETF
2025-06-30
New Buy
New Buy
+8.96%
●
65.75 ($67.93) 71.57
$72.44
6.65%
New holding
131,087
131,087
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-06-30
New Buy
New Buy
+8.90%
●
50.48 ($50.57) 50.71
$50.62
0.10%
New holding
183,200
183,200
IEF
iShares 7-10 Year Treasury Bond ETF
2025-06-30
Reduce
Reduce
-8.88%
●
93.15 ($94.57) 96.56
$94.40
-0.18%
Reduce -67.39%
46,552
-96,196
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF
2025-06-30
Reduce
Reduce
-5.90%
●
47.02 ($47.43) 47.83
$47.87
0.93%
Reduce -92.79%
9,953
-128,041
SMB
VanEck Short Muni ETF
2025-06-30
New Buy
New Buy
+4.19%
●
16.86 ($17.09) 17.26
$17.27
1.05%
New holding
253,241
253,241
SLV
iShares Silver Trust
2025-06-30
Sold Out
Sold Out
-4.09%
●
27.08 ($30.59) 33.74
$34.61
13.14%
Sold Out
0
-136,392
IVV
iShares Core S&P 500 ETF
2025-06-30
Reduce
Reduce
-4.04%
●
498.8 ($573.99) 620.9
$630.67
9.87%
Reduce -36.59%
12,873
-7,428
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-06-30
Reduce
Reduce
-3.87%
●
29.07 ($29.19) 29.38
$29.18
-0.03%
Reduce -48.71%
144,032
-136,790

MY Wealth Management Inc. Total Holding History ($B)

To

MY Wealth Management Inc.'s Asset Allocation

To

MY Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MY Wealth Management Inc.'s Hypothetical Growth since 2025-06-30

MY Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

MY Wealth Management Inc.'s Holdings Heat Map

Size field:

MY Wealth Management Inc.'s Holdings Bubble Chart

MY Wealth Management Inc. News

  • 1

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