Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $239 Billion
  • Q4 2024

Power Wealth Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 92 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 $33.4B, Vanguard Mortg Backed Sec ETF with a value of $24.4B, Vanguard Intermediate Term Cor with a value of $18.4B, Spdr Portfolio S&P 500 Value E with a value of $10.4B, and Spdr Portfolio with a value of $9.36B.

Examining the 13F form we can see an increase of $5.22B in the current position value, from $234B to 239B.

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 $239 Billion
ETFs: $174 Billion
Technology: $18.5 Billion
Consumer Cyclical: $12.5 Billion
Communication Services: $10.7 Billion
Financial Services: $8.5 Billion
Healthcare: $5.73 Billion
Consumer Defensive: $2.73 Billion
Industrials: $2.62 Billion
Other: $2.74 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.4 Billion 13.96% of portfolio
744,852
Q4 2024 Added 17.28%
$0
$24.4 Billion 10.18% of portfolio
537,799
Q4 2024 Added 6.65%
$0
$18.4 Billion 7.69% of portfolio
229,323
Q4 2024 Added 8.43%
$0
$10.4 Billion 4.36% of portfolio
204,226
Q4 2024 Added 9.28%
$0
$9.36 Billion 3.91% of portfolio
106,514
Q4 2024 Added 10.13%
$0
$9.31 Billion 3.89% of portfolio
161,914
Q4 2024 Added 5.74%
$0
$9.19 Billion 3.84% of portfolio
86,992
Q4 2024 Added 9.21%
$0
$8.91 Billion 3.72% of portfolio
481,758
Q4 2024 Added 122.07%
$0
$7.24 Billion 3.02% of portfolio
12,294
Q4 2024 Reduced 6.84%
$0
$5.95 Billion 2.48% of portfolio
107,447
Q4 2024 Reduced 29.51%
$0
$4.55 Billion 1.9% of portfolio
42,667
Q4 2024 Added 3.17%
$0
$4.48 Billion 1.87% of portfolio
7,647
Q4 2024 Reduced 0.84%
$0
$4.07 Billion 1.7% of portfolio
152,794
Q4 2024 Added 12.16%
$2.33T
$3.73 Billion 1.56% of portfolio
17,005
Q4 2024 Added 1.06%
$1.11T
$3.41 Billion 1.42% of portfolio
17,997
Q4 2024 Reduced 0.35%
$3.04T
$3.27 Billion 1.37% of portfolio
7,765
Q4 2024 Reduced 2.23%
$3.93T
$3.22 Billion 1.34% of portfolio
12,851
Q4 2024 Reduced 4.81%
$0
$2.93 Billion 1.22% of portfolio
28,864
Q4 2024 Reduced 2.01%
$0
$2.83 Billion 1.18% of portfolio
14,443
Q4 2024 Reduced 6.46%
$9.48B
$2.72 Billion 1.13% of portfolio
78,499
Q4 2024 Reduced 0.08%
$327B
$2.66 Billion 1.11% of portfolio
7,961
Q4 2024 Reduced 0.81%
$419B
$2.49 Billion 1.04% of portfolio
6,408
Q4 2024 Added 68.81%
$146B
$2.39 Billion 1.0% of portfolio
32,275
Q4 2024 Added 160.18%
$1.66T
$2.37 Billion 0.99% of portfolio
4,048
Q4 2024 Reduced 1.41%
$0
$2.19 Billion 0.92% of portfolio
40,125
Q4 2024 Added 9.38%
$53.1B
$2.21 Billion 0.92% of portfolio
7,482
Q4 2024 Added 0.29%
$25.1B
$2.16 Billion 0.9% of portfolio
204,587
Q4 2024 Reduced 0.77%
$15.6B
$1.92 Billion 0.8% of portfolio
55,295
Q4 2024 Added 26.33%
$46.6B
$1.8 Billion 0.75% of portfolio
29,355
Q4 2024 Added 2.11%
$57.9B
$1.72 Billion 0.72% of portfolio
5,028
Q4 2024 Reduced 1.1%
$13.1B
$1.7 Billion 0.71% of portfolio
136,646
Q4 2024 Added 1.38%
$7.08B
$1.47 Billion 0.61% of portfolio
46,222
Q4 2024 Added 1.08%
$35.9B
$1.37 Billion 0.57% of portfolio
6,976
Q4 2024 Added 4.23%
$346B
$1.33 Billion 0.56% of portfolio
9,900
Q4 2024 Reduced 6.67%
$0
$1.35 Billion 0.56% of portfolio
18,746
Q4 2024 Reduced 2.77%
$92B
$1.32 Billion 0.55% of portfolio
17,380
Q4 2024 Added 3.15%
$0
$1.31 Billion 0.55% of portfolio
25,137
Q4 2024 Reduced 3.23%
$0
$1.29 Billion 0.54% of portfolio
5,855
Q4 2024 Reduced 3.24%
$0
$1.18 Billion 0.49% of portfolio
15,099
Q4 2024 Added 0.33%
$30.5B
$1.17 Billion 0.49% of portfolio
4,597
Q4 2024 Reduced 33.1%
$134B
$1.12 Billion 0.47% of portfolio
15,675
Q4 2024 Added 431.54%
$93.4B
$1.1 Billion 0.46% of portfolio
2,971
Q4 2024 Added 7.76%
$225B
$1.07 Billion 0.45% of portfolio
1,874
Q4 2024 Reduced 1.94%
$624B
$1.06 Billion 0.44% of portfolio
2,346
Q4 2024 Added 6.59%
$77.6B
$1.05 Billion 0.44% of portfolio
5,895
Q4 2024 Reduced 2.51%
$1.14T
$1.03 Billion 0.43% of portfolio
5,407
Q4 2024 Added 13.45%
$0
$1.01 Billion 0.42% of portfolio
2,520
Q3 2024 Reduced 4.0%
$0
$1 Billion 0.42% of portfolio
1,861
Q4 2024 Reduced 1.38%
$164B
$1 Billion 0.42% of portfolio
14,229
Q4 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $239 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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