Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $234 Billion
  • Q3 2024

Power Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 93 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 $29.7B, Vanguard Mortg Backed Sec ETF with a value of $23.8B, Vanguard Intermediate Term Cor with a value of $17.7B, Spdr Portfolio S&P 500 Value E with a value of $9.88B, and Vanguard Long Term Treasury Et with a value of $9.38B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $209B to 234B.

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 $234 Billion
ETFs: $174 Billion
Technology: $16.8 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $9.49 Billion
Healthcare: $7.16 Billion
Financial Services: $6.36 Billion
Industrials: $3.61 Billion
Consumer Defensive: $2.56 Billion
Other: $1.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Billion 12.68% of portfolio
635,130
Q3 2024 Added 14.9%
$0
$23.8 Billion 10.17% of portfolio
504,271
Q3 2024 Added 15.43%
$0
$17.7 Billion 7.56% of portfolio
211,497
Q3 2024 Added 23.11%
$0
$9.88 Billion 4.22% of portfolio
186,875
Q3 2024 Added 14.71%
$0
$9.38 Billion 4.01% of portfolio
152,429
Q3 2024 Added 17.84%
$0
$9.11 Billion 3.89% of portfolio
153,122
Q3 2024 Added 13.9%
$0
$8.92 Billion 3.81% of portfolio
216,935
Q3 2024 Added 16.12%
$0
$8.42 Billion 3.59% of portfolio
79,653
Q3 2024 Added 27.7%
$0
$8.02 Billion 3.43% of portfolio
96,715
Q3 2024 Added 22.69%
$0
$7.61 Billion 3.25% of portfolio
13,196
Q3 2024 Reduced 9.16%
$0
$7.32 Billion 3.13% of portfolio
90,606
Q3 2024 Added 7.59%
$0
$4.49 Billion 1.92% of portfolio
41,358
Q3 2024 Added 0.71%
$0
$4.43 Billion 1.89% of portfolio
7,712
Q3 2024 Reduced 4.28%
$0
$3.98 Billion 1.7% of portfolio
136,234
Q3 2024 Added 10.03%
$3.09T
$3.42 Billion 1.46% of portfolio
7,942
Q3 2024 Added 9.85%
$3.79T
$3.15 Billion 1.34% of portfolio
13,501
Q3 2024 Reduced 25.47%
$0
$3.06 Billion 1.31% of portfolio
15,441
Q3 2024 Reduced 6.45%
$1.22T
$3 Billion 1.28% of portfolio
18,060
Q3 2024 Added 8.78%
$0
$2.82 Billion 1.2% of portfolio
29,455
Q3 2024 Reduced 2.45%
$1.55T
$2.35 Billion 1.0% of portfolio
4,106
Q3 2024 Added 7.74%
$342B
$2.2 Billion 0.94% of portfolio
8,026
Q3 2024 Added 12.69%
$53.1B
$2.06 Billion 0.88% of portfolio
7,460
Q3 2024 Added 15.25%
$0
$2.01 Billion 0.86% of portfolio
36,685
Q3 2024 Added 20.61%
$33.6B
$2.02 Billion 0.86% of portfolio
6,871
Q3 2024 Added 6.91%
$8.61B
$1.81 Billion 0.77% of portfolio
78,562
Q3 2024 Added 11.77%
$25.3B
$1.7 Billion 0.73% of portfolio
206,168
Q3 2024 Added 130.54%
$13.6B
$1.71 Billion 0.73% of portfolio
43,769
Q3 2024 Added 150.9%
$7.47B
$1.66 Billion 0.71% of portfolio
45,726
Q3 2024 Added 16.06%
$44.1B
$1.65 Billion 0.7% of portfolio
28,749
Q3 2024 Added 10.88%
$55.5B
$1.65 Billion 0.7% of portfolio
5,084
Q3 2024 Added 9.43%
$37.4B
$1.59 Billion 0.68% of portfolio
6,693
Q3 2024 Added 13.79%
$13.7B
$1.56 Billion 0.67% of portfolio
134,792
Q3 2024 Added 11.36%
$422B
$1.54 Billion 0.66% of portfolio
3,796
Q3 2024 Added 1.31%
$96.9B
$1.49 Billion 0.64% of portfolio
16,850
Q3 2024 Added 19.16%
$0
$1.49 Billion 0.63% of portfolio
25,976
Q3 2024 Added 1.32%
$0
$1.45 Billion 0.62% of portfolio
19,280
Q3 2024 Reduced 9.76%
$95B
$1.43 Billion 0.61% of portfolio
2,757
Q3 2024 Added 11.94%
$0
$1.34 Billion 0.57% of portfolio
6,051
Q3 2024 Reduced 9.54%
$299B
$1.29 Billion 0.55% of portfolio
10,607
Q3 2024 Added 6.46%
$0
$1.2 Billion 0.51% of portfolio
15,050
Q3 2024 Reduced 3.77%
$7.99B
$1.15 Billion 0.49% of portfolio
15,851
Q3 2024 Added 6.2%
$80B
$1.13 Billion 0.48% of portfolio
5,795
Q3 2024 Added 5.15%
$615B
$1.01 Billion 0.43% of portfolio
2,201
Q3 2024 Added 11.05%
$0
$996 Million 0.43% of portfolio
1,887
Q3 2024 Reduced 1.77%
$49.5B
$985 Million 0.42% of portfolio
11,766
Q3 2024 Added 0.07%
$219B
$946 Million 0.4% of portfolio
1,911
Q3 2024 Added 12.08%
$0
$946 Million 0.4% of portfolio
2,520
Q3 2024 Reduced 4.0%
$78.2B
$905 Million 0.39% of portfolio
6,047
Q3 2024 Added 11.98%
$158B
$888 Million 0.38% of portfolio
14,186
Q3 2024 Added 12.54%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $234 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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