• 13F History

MY Wealth Management Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$100M
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 $100M as of Q4 2024. Top holdings included IEF, TLT, IVV, SPTS, and PTLC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 26 $100M +$12.2M -$7.2M +$4.96M IEF, TLT, IVV, SPTS, PTLC 13F-HR 2/7/2025, 05:11 PM
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 -$112K +$34.2M PFXF, ANGL, TLT, VGT, IVV 13F-HR 4/27/2023, 09:05 PM
Q4 2022 23 $65.6M +$9.75M -$21.2M -$11.4M PFXF, ANGL, VGT, IVV, VO 13F-HR 2/1/2023, 11:55 AM
Q3 2022 25 $93.2M +$28.5M -$10.6M +$17.9M VV, PFXF, VGT, ANGL, VCIT 13F-HR 11/9/2022, 01:47 PM
Q2 2022 27 $92.6M +$714K -$319K +$395K VV, VGT, SNUG, IEF, VCIT 13F-HR 7/29/2022, 08:49 PM
Q1 2022 26 $108M +$27M -$15.1M +$11.8M VV, VGT, SNUG, VO, VB 13F-HR 5/3/2022, 08:58 PM
Q4 2021 27 $114M VGT, VV, XMMO, SNUG, WIZ 13F-HR 2/3/2022, 08:36 PM