Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $209 Billion
  • Q2 2024

Power Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $209 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $24.8B, Vanguard Mortg Backed Sec ETF with a value of $19.8B, Vanguard Intermediate Term Cor with a value of $13.7B, Ishares Core S&P 500 ETF with a value of $7.95B, and Spdr Portfolio S&P 500 Value E with a value of $7.94B.

Examining the 13F form we can see an increase of $49.9B in the current position value, from $159B to 209B.

Power Wealth Management LLC is based out at Roswell, GA

Below you can find more details about Power Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
ETFs: $151 Billion
Technology: $16.1 Billion
Financial Services: $10.8 Billion
Consumer Cyclical: $8.26 Billion
Communication Services: $7.87 Billion
Healthcare: $7.35 Billion
Industrials: $2.87 Billion
Consumer Defensive: $2.06 Billion
Other: $1.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Billion 11.87% of portfolio
552,753
Q2 2024 Added 26.8%
$0
$19.8 Billion 9.48% of portfolio
436,881
Q2 2024 Added 91.25%
$0
$13.7 Billion 6.56% of portfolio
171,797
Q2 2024 Added 89.37%
$0
$7.95 Billion 3.8% of portfolio
14,527
Q2 2024 Reduced 28.88%
$0
$7.94 Billion 3.79% of portfolio
162,917
Q2 2024 Added 112.03%
$0
$7.62 Billion 3.64% of portfolio
134,433
Q2 2024 Added 43.39%
$0
$7.46 Billion 3.56% of portfolio
129,350
Q2 2024 Added 33.65%
$0
$7.18 Billion 3.43% of portfolio
186,815
Q2 2024 Added 127.09%
$0
$6.58 Billion 3.14% of portfolio
62,373
Q2 2024 Added 62.17%
$0
$6.32 Billion 3.02% of portfolio
78,828
Q2 2024 Added 239.61%
$0
$5.74 Billion 2.74% of portfolio
84,217
Q2 2024 Added 11.77%
$149B
$4.41 Billion 2.11% of portfolio
21,233
Q2 2024 New
$0
$4.38 Billion 2.09% of portfolio
41,068
Q2 2024 Reduced 6.56%
$0
$4.38 Billion 2.09% of portfolio
8,057
Q2 2024 Reduced 22.25%
$3.55T
$3.82 Billion 1.82% of portfolio
18,114
Q2 2024 Added 29.38%
$0
$3.29 Billion 1.57% of portfolio
123,812
Q2 2024 Added 243.31%
$0
$3.01 Billion 1.44% of portfolio
16,505
Q2 2024 Reduced 13.96%
$934B
$3.02 Billion 1.44% of portfolio
16,602
Q2 2024 Reduced 8.73%
$1.77T
$2.99 Billion 1.43% of portfolio
15,470
Q2 2024 Reduced 10.01%
$0
$2.79 Billion 1.34% of portfolio
30,196
Q2 2024 Reduced 43.38%
$1.15T
$1.92 Billion 0.92% of portfolio
3,811
Q2 2024 Added 1.79%
$5.3B
$1.85 Billion 0.88% of portfolio
70,286
Q2 2024 Added 12.87%
$248B
$1.83 Billion 0.87% of portfolio
7,122
Q2 2024 Added 4.54%
$240B
$1.7 Billion 0.81% of portfolio
3,081
Q2 2024 Added 7.73%
$53.1B
$1.6 Billion 0.77% of portfolio
6,473
Q2 2024 Added 67.56%
$0
$1.56 Billion 0.75% of portfolio
30,416
Q2 2024 Added 188.91%
$37B
$1.56 Billion 0.74% of portfolio
6,427
Q2 2024 Added 8.33%
$0
$1.54 Billion 0.74% of portfolio
21,365
Q2 2024 Reduced 1.94%
$53.3B
$1.39 Billion 0.66% of portfolio
4,646
Q2 2024 Added 179.88%
$0
$1.36 Billion 0.65% of portfolio
25,637
Q2 2024 Reduced 37.56%
$0
$1.36 Billion 0.65% of portfolio
6,689
Q2 2024 Reduced 14.71%
$131B
$1.33 Billion 0.64% of portfolio
2,463
Q2 2024 Added 69.28%
$38.2B
$1.29 Billion 0.62% of portfolio
25,929
Q2 2024 Added 26.71%
$373B
$1.29 Billion 0.62% of portfolio
3,747
Q2 2024 Reduced 3.2%
$14.3B
$1.29 Billion 0.61% of portfolio
121,043
Q2 2024 Added 119.5%
$7.74B
$1.27 Billion 0.61% of portfolio
39,400
Q2 2024 Added 147.33%
$265B
$1.23 Billion 0.59% of portfolio
9,963
Q2 2024 Added 688.21%
$46.2B
$1.24 Billion 0.59% of portfolio
5,882
Q2 2024 Added 68.06%
$0
$1.21 Billion 0.58% of portfolio
15,639
Q2 2024 Added 31.63%
$102B
$1.07 Billion 0.51% of portfolio
14,141
Q2 2024 Added 81.76%
$84B
$997 Million 0.48% of portfolio
17,173
Q2 2024 Added 127.25%
$0
$961 Million 0.46% of portfolio
1,921
Q2 2024 Reduced 1.49%
$87.7B
$955 Million 0.46% of portfolio
5,511
Q2 2024 Added 28.25%
$0
$957 Million 0.46% of portfolio
2,625
Q2 2024 Added 15.54%
$960B
$871 Million 0.42% of portfolio
4,748
Q2 2024 Added 0.53%
$9.39B
$873 Million 0.42% of portfolio
14,926
Q2 2024 Added 42.37%
$50.1B
$886 Million 0.42% of portfolio
11,758
Q4 2023 New
$623B
$806 Million 0.39% of portfolio
1,982
Q2 2024 Added 51.99%
$116B
$797 Million 0.38% of portfolio
10,815
Q2 2024 Added 9.32%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $209 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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