Power Wealth Management LLC Reduced Holdings in Q3 2025

Power Wealth Management LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-21.3K
- 21.11%
N/A
79.4K $8.39B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-37.3K
- 4.56%
$45.26 - $46.63 $1.69M - $1.74M
780K $36.1B
VTRS
Viatris Inc

Healthcare
-137K
- 89.52%
$8.74 - $10.69 $1.2M - $1.47M
16.1K $159M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.31K
- 32.03%
$617.65 - $666.84 $1.43M - $1.54M
4.9K $3.27B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.57K
- 39.51%
$100.16 - $100.7 $658K - $662K
10.1K $1.01B
ALIT
Alight, Inc.

Technology
-96.6K
- 78.67%
$3.07 - $5.98 $297K - $578K
26.2K $85.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-13.6K
- 5.1%
$81.75 - $84.54 $1.11M - $1.15M
254K $21.3B
MUB
Ishares National Muni Bond ETF

ETFs
-4.68K
- 19.16%
$103.24 - $106.68 $483K - $499K
19.7K $2.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.53K
- 43.0%
$72.57 - $74.72 $401K - $413K
7.33K $545M
HD
Home Depot, Inc.

Consumer Cyclical
-1.49K
- 24.23%
$357.4 - $423.42 $534K - $632K
4.67K $1.89B
KR
Kroger CO

Consumer Defensive
-2.18K
- 7.58%
$64.52 - $74.35 $141K - $162K
26.6K $1.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-870
- 34.52%
$420.11 - $472.68 $365K - $411K
1.65K $773M
XOM
Exxon Mobil Corp

Energy
-864
- 25.23%
$105.83 - $117.22 $91.4K - $101K
2.56K $289M
VIG
Vanguard Dividend Appreciation

ETFs
-1.46K
- 14.17%
N/A
8.82K $1.9B
SUB
Ishares Short Term National Mu

ETFs
-604
- 11.38%
$106.17 - $107.3 $64.1K - $64.8K
4.71K $502M
KO
Coca Cola CO

Consumer Defensive
-69
- 2.15%
$65.67 - $71.67 $4.53K - $4.95K
3.13K $208M
Linde PLC
-27
- 4.78%
N/A
538 $256M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-242
- 1.86%
$78.96 - $80.04 $19.1K - $19.4K
12.8K $1.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-120
- 2.55%
$97.75 - $100.75 $11.7K - $12.1K
4.59K $460M
XLU
Utilities Sector Spdr

ETFs
-260
- 8.45%
$81.14 - $87.32 $21.1K - $22.7K
2.82K $246M
SCHW
Schwab Charles Corp

Financial Services
-5.89K
- 17.48%
$91.03 - $98.69 $536K - $581K
27.8K $2.65B
MSTR
Microstrategy Inc

Technology
-6
- 0.72%
$300.7 - $455.9 $1.8K - $2.74K
827 $266M
NEE
Nextera Energy Inc

Utilities
-520
- 3.6%
$69.77 - $77.54 $36.3K - $40.3K
13.9K $1.05B
IWM
Ishares Russell 2000 ETF

ETFs
-699
- 14.06%
$214.92 - $244.84 $150K - $171K
4.27K $1.03B
VUG
Vanguard Growth ETF

ETFs
-32
- 5.01%
$433.97 - $484.08 $13.9K - $15.5K
607 $291M
WMT
Walmart Inc.

Consumer Defensive
-383
- 5.27%
$94.4 - $104.27 $36.2K - $39.9K
6.88K $709M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-172
- 8.81%
$567.77 - $614.76 $97.7K - $106K
1.78K $1.09B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-743
- 4.32%
$60.01 - $65.01 $44.6K - $48.3K
16.5K $1.07B
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.8%
$282.78 - $316.06 $3.96K - $4.42K
1.73K $546M
Jacobs Solutions Inc
-197
- 3.05%
N/A
6.26K $939M
COF
Capital One Financial Corp

Financial Services
-117
- 2.08%
$207.29 - $229.74 $24.3K - $26.9K
5.52K $1.17B
MGM
Mgm Resorts International

Consumer Cyclical
-3.09K
- 5.19%
$34.18 - $39.77 $106K - $123K
56.4K $1.96B
C
Citigroup Inc

Financial Services
-2.13K
- 15.1%
$85.57 - $103.49 $183K - $221K
12K $1.22B
AAPL
Apple Inc.

Technology
-556
- 4.41%
$202.38 - $256.87 $113K - $143K
12K $3.07B
META
Meta Platforms, Inc.

Communication Services
-459
- 11.84%
$695.21 - $791.73 $319K - $363K
3.42K $2.51B
ADSK
Autodesk, Inc.

Technology
-185
- 2.43%
N/A
7.42K $2.36B
GOOG
Alphabet Inc.

Communication Services
-167
- 3.14%
$175.16 - $255.24 $29.3K - $42.6K
5.15K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
-62
- 0.36%
$211.65 - $238.24 $13.1K - $14.8K
17.1K $3.76B
BWA
Borgwarner Inc

Consumer Cyclical
-6.35K
- 12.2%
$34.53 - $44.44 $219K - $282K
45.7K $2.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.04K
- 4.1%
$108.97 - $121.65 $113K - $126K
24.3K $2.93B
NVDA
Nvidia Corp

Technology
-390
- 4.41%
$153.3 - $186.58 $59.8K - $72.8K
8.45K $1.58B
IVV
Ishares Core S&P 500 ETF

ETFs
-235
- 2.27%
$620.67 - $670.08 $146K - $157K
10.1K $6.77B
GOOGL
Alphabet Inc.

Communication Services
-290
- 1.61%
$174.36 - $254.72 $50.6K - $73.9K
17.8K $4.32B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.7K
- 5.19%
$10.78 - $19.82 $115K - $212K
195K $3.81B
Activity Summary
Buys All Purchases 39 New Holdings 15 Increased Positions 24 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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