My Purposeful Wealth Corp. Purchases and Sells in Q3 2025

My Purposeful Wealth Corp.

$335 Billion
Q3 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MORGAN STANLEY ETF TRUST	200K + 499.48%	N/A	240K $12.3B
VUG	2.96K + 1.91%	$433.97 - $484.08 $1.28M - $1.43M	157K $75.5B
META	3.13K + 330.06%	$695.21 - $791.73 $2.18M - $2.48M	4.08K $2.99B
SCHD	77.1K + 36.5%	$26.38 - $27.95 $2.03M - $2.15M	288K $7.87B
SCHX	58.3K + 17.18%	$24.46 - $26.5 $1.43M - $1.54M	397K $10.5B
SLYV	11.4K + 19.47%	$79.39 - $90.39 $903K - $1.03M	69.8K $6.19B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPR	78.4K New	$86.48 - $116.14 $6.78M - $9.11M	78.4K $8.88B
BOC	436K New	$12.43 - $14.45 $5.41M - $6.29M	436K $5.7B
BKE	61.4K New	$46.95 - $61.58 $2.88M - $3.78M	61.4K $3.6B
MA	2.21K New	$550.18 - $598.96 $1.22M - $1.33M	2.21K $1.26B
SPGI	2.23K New	$484.94 - $564.15 $1.08M - $1.26M	2.23K $1.08B
TMO	1.36K New	$404.94 - $499.99 $551K - $680K	1.36K $660M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-78.6K - 55.32%	$72.57 - $74.72 $5.7M - $5.87M	63.5K $4.72B
UNP	-4.42K - 11.82%	$214.91 - $237.16 $950K - $1.05M	33K $7.8B
VTV	-2.58K - 8.22%	$175.51 - $186.57 $452K - $481K	28.8K $5.36B
AGG	-1.48K - 10.8%	$97.75 - $100.75 $145K - $150K	12.3K $1.23B
VV	-575 - 17.93%	$285.05 - $309.14 $164K - $178K	2.63K $810M
BRK-B	-661 - 10.0%	$459.11 - $506.91 $303K - $335K	5.95K $2.99B

Activity Summary All Purchases 72 New Holdings 12 Increased Positions 60 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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