Power Wealth Management LLC Reduced Holdings in Q1 2025

Power Wealth Management LLC

  • $247 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-18.3K
- 42.8%
$104.71 - $107.69 $1.91M - $1.97M
24.4K $2.57B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.94K
- 15.76%
$554.06 - $615.85 $1.07M - $1.19M
10.4K $5.82B
VIG
Vanguard Dividend Appreciation

ETFs
-4.17K
- 28.86%
N/A
10.3K $1.99B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.58K
- 12.39%
$92.45 - $106.69 $331K - $382K
25.3K $2.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
-434
- 5.68%
$551.42 - $612.93 $239K - $266K
7.21K $4.04B
AAPL
Apple Inc.

Technology
-249
- 1.94%
$209.68 - $247.1 $52.2K - $61.5K
12.6K $2.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.88K
- 31.38%
$71.17 - $73.66 $419K - $433K
12.9K $945M
MSFT
Microsoft Corp

Technology
-65
- 0.84%
$375.39 - $447.2 $24.4K - $29.1K
7.7K $2.89B
NVDA
Nvidia Corp

Technology
-1.06K
- 10.67%
$106.98 - $149.43 $113K - $158K
8.84K $959M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.94K
- 31.57%
$51.39 - $57.43 $408K - $456K
17.2K $954M
SUB
Ishares Short Term National Mu

ETFs
-2.81K
- 34.63%
$105.3 - $106.24 $296K - $299K
5.31K $561M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 1.38%
$222.15 - $428.22 $5.33K - $10.3K
1.72K $445M
HD
Home Depot, Inc.

Consumer Cyclical
-247
- 3.85%
$347.25 - $424.87 $85.8K - $105K
6.16K $2.26B
GOOG
Alphabet Inc.

Communication Services
-89
- 1.65%
$156.06 - $207.71 $13.9K - $18.5K
5.32K $831M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.11K
- 13.95%
$77.7 - $78.94 $164K - $166K
13K $1.03B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.75K
- 44.18%
$85.29 - $92.57 $149K - $162K
2.21K $201M
META
Meta Platforms, Inc.

Communication Services
-170
- 4.2%
$576.36 - $736.67 $98K - $125K
3.88K $2.24B
XLU
Utilities Sector Spdr

ETFs
-1.74K
- 36.15%
$74.7 - $80.27 $130K - $140K
3.08K $243M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.14K
- 22.34%
$57.44 - $59.4 $123K - $127K
7.45K $442M
NEE
Nextera Energy Inc

Utilities
-1.25K
- 7.94%
$66.96 - $76.16 $83.4K - $94.8K
14.4K $1.02B
Linde PLC
-284
- 33.45%
N/A
565 $263M
VTI
Vanguard Total Stock Market Et

ETFs
-163
- 5.58%
$271.18 - $303.12 $44.2K - $49.4K
2.76K $759M
EFX
Equifax Inc

Industrials
-128
- 2.78%
$235.63 - $278.34 $30.2K - $35.6K
4.47K $1.09B
WMT
Walmart Inc.

Consumer Defensive
-695
- 8.74%
$84.5 - $105.05 $58.7K - $73K
7.26K $637M
JPM
Jpmorgan Chase & CO

Financial Services
-374
- 17.64%
$225.19 - $279.95 $84.2K - $105K
1.75K $428M
VUG
Vanguard Growth ETF

ETFs
-72
- 10.13%
$369.1 - $427.61 $26.6K - $30.8K
639 $237M
WFC
Wells Fargo & Company

Financial Services
-792
- 18.72%
$66.78 - $81.42 $52.9K - $64.5K
3.44K $247M
COF
Capital One Financial Corp

Financial Services
-263
- 4.46%
$163.87 - $209.82 $43.1K - $55.2K
5.63K $1.01B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-990
- 17.25%
$42.5 - $46.71 $42.1K - $46.2K
4.75K $215M
UBER
Uber Technologies, Inc

Technology
-970
- 24.85%
$63.17 - $81.49 $61.3K - $79K
2.93K $214M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-282
- 5.65%
$95.85 - $99.25 $27K - $28K
4.71K $466M
IWD
Ishares Russell 1000 Val ETF

ETFs
-30
- 1.39%
$182.82 - $196.21 $5.48K - $5.89K
2.13K $401M
C
Citigroup Inc

Financial Services
-102
- 0.72%
$67.23 - $84.63 $6.86K - $8.63K
14.1K $1B
FISV
Fiserv Inc

Technology
-128
- 5.98%
N/A
2.01K $445M
KO
Coca Cola CO

Consumer Defensive
-280
- 8.04%
$60.81 - $72.32 $17K - $20.2K
3.2K $229M
V
Visa Inc.

Financial Services
-33
- 3.53%
$306.92 - $362.71 $10.1K - $12K
903 $316M
HAS
Hasbro, Inc.

Consumer Cyclical
-45
- 0.29%
$56.16 - $69.06 $2.53K - $3.11K
15.6K $959M
CHTR
Charter Communications, Inc.

Communication Services
-8
- 0.16%
$334.89 - $384.77 $2.68K - $3.08K
5.02K $1.85B
KR
Kroger CO

Consumer Defensive
-596
- 2.03%
$58.36 - $67.72 $34.8K - $40.4K
28.8K $1.95B
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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