Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $209 Billion
  • Q2 2024

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
$153B
$4.41 Billion 2.11% of portfolio
21,233
Q2 2024 New
$3.65T
$3.82 Billion 1.82% of portfolio
18,114
Q2 2024 Added 29.38%
$3.15T
$3.23 Billion 1.54% of portfolio
7,230
Q2 2024 Reduced 5.64%
$1.08T
$3.02 Billion 1.44% of portfolio
16,602
Q2 2024 Reduced 8.73%
$2.12T
$2.99 Billion 1.43% of portfolio
15,470
Q2 2024 Reduced 10.01%
$1.33T
$1.92 Billion 0.92% of portfolio
3,811
Q2 2024 Added 1.79%
$6.28B
$1.85 Billion 0.88% of portfolio
70,286
Q2 2024 Added 12.87%
$322B
$1.83 Billion 0.87% of portfolio
7,122
Q2 2024 Added 4.54%
$216B
$1.7 Billion 0.81% of portfolio
3,081
Q2 2024 Added 7.73%
$53.1B
$1.6 Billion 0.77% of portfolio
6,473
Q2 2024 Added 67.56%
$33.2B
$1.56 Billion 0.74% of portfolio
6,427
Q2 2024 Added 8.33%
$63.3B
$1.39 Billion 0.66% of portfolio
4,646
Q2 2024 Added 179.88%
$102B
$1.33 Billion 0.64% of portfolio
2,463
Q2 2024 Added 69.28%
$42.9B
$1.29 Billion 0.62% of portfolio
25,929
Q2 2024 Added 26.71%
$416B
$1.29 Billion 0.62% of portfolio
3,747
Q2 2024 Reduced 3.2%
$15.7B
$1.29 Billion 0.61% of portfolio
121,043
Q2 2024 Added 119.5%
$368B
$1.23 Billion 0.59% of portfolio
9,963
Q2 2024 Added 688.21%
$40.7B
$1.24 Billion 0.59% of portfolio
5,882
Q2 2024 Added 68.06%
$95.6B
$1.07 Billion 0.51% of portfolio
14,141
Q2 2024 Added 81.76%
$96B
$997 Million 0.48% of portfolio
17,173
Q2 2024 Added 127.25%
$82.8B
$955 Million 0.46% of portfolio
5,511
Q2 2024 Added 28.25%
$1.09T
$871 Million 0.42% of portfolio
4,748
Q2 2024 Added 0.53%
$8.89B
$873 Million 0.42% of portfolio
14,926
Q2 2024 Added 42.37%
$53.5B
$886 Million 0.42% of portfolio
11,758
Q4 2023 New
$599B
$806 Million 0.39% of portfolio
1,982
Q2 2024 Added 51.99%
$134B
$797 Million 0.38% of portfolio
10,815
Q2 2024 Added 9.32%
$133B
$800 Million 0.38% of portfolio
12,605
Q2 2024 Added 0.65%
$14.4B
$775 Million 0.37% of portfolio
17,445
Q2 2024 Added 264.42%
$201B
$771 Million 0.37% of portfolio
1,705
Q2 2024 Added 4.86%
$71.1B
$748 Million 0.36% of portfolio
5,400
Q2 2024 Added 159.37%
$30.7B
$760 Million 0.36% of portfolio
7,864
Q2 2024 Added 39.24%
$7.35B
$731 Million 0.35% of portfolio
24,821
Q2 2024 Added 218.3%
$87.4B
$667 Million 0.32% of portfolio
4,871
Q2 2024 Added 77.0%
$22.6B
$665 Million 0.32% of portfolio
89,428
Q2 2024 Added 376.85%
$3.42B
$658 Million 0.31% of portfolio
89,193
Q2 2024 Added 250.06%
$97.6B
$607 Million 0.29% of portfolio
1,835
Q2 2024 Added 95.01%
$3.94B
$554 Million 0.26% of portfolio
4,109
Q2 2024 Added 115.24%
$230B
$526 Million 0.25% of portfolio
7,773
Q2 2024 Reduced 32.23%
$307B
$338 Million 0.16% of portfolio
2,163
Q2 2024 Reduced 38.27%
$695B
$323 Million 0.15% of portfolio
1,599
Q2 2024 Added 5.13%
$143B
$283 Million 0.14% of portfolio
3,898
Q2 2024 Reduced 46.01%
$505B
$263 Million 0.13% of portfolio
2,286
Q2 2024 Reduced 50.13%
$79.5B
$261 Million 0.12% of portfolio
1,748
Q1 2024 Reduced 29.71%
$266B
$229 Million 0.11% of portfolio
3,855
Q2 2024 Added 5.27%
$193B
$231 Million 0.11% of portfolio
352
Q2 2024 Reduced 49.79%
$276B
$235 Million 0.11% of portfolio
3,692
Q2 2024 Reduced 76.2%
$510B
$232 Million 0.11% of portfolio
1,646
Q2 2024 Reduced 1.97%
$503B
$207 Million 0.1% of portfolio
788
Q2 2024 Added 2.47%
$151B
$208 Million 0.1% of portfolio
2,937
Q2 2024 Reduced 41.55%

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
Track This Portfolio

Track Power Wealth Management LLC Portfolio

Follow Power Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Power Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Power Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email