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  Name: MY PURPOSEFUL WEALTH CORP.
  City: OMAHA
  State: NE
  Zip: 68116
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $167,930,000
  Total Value Change : $24,108,000
  Securities Held Change : 8
   
All Securities Held : 58
  New Positions : 8
  Closed Positions : 0
  Increased Positions : 26
  Unchanged Positions : 0
  Decreased Positions : 24

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 19 New $96.52 $1,883,000 19,224 1.12% 1,883,000 19,224 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 34 New $195.01 $719,000 4,126 0.43% 719,000 4,126 0    Semiconductor- Broad...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 44 New $49.72 $412,000 8,143 0.25% 412,000 8,143 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 46 New $80.22 $360,000 3,934 0.21% 360,000 3,934 0    Specialty Eateries
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 47 New $57.83 $349,000 5,959 0.21% 349,000 5,959 0.001    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 49 New $1,096.33 $302,000 334 0.18% 302,000 334 0    Semiconductor - Speci...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 51 New $151.04 $296,000 2,174 0.18% 296,000 2,174 0    Semiconductor - Integ...
   (INTC)1 Year Chart         INTC Intel Corp 53 New $30.85 $257,000 5,812 0.15% 257,000 5,812 0    Semiconductor- Broad...

      8 Records Found
  1    
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