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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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