Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $234 Billion
  • Q3 2024

Power Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 93 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 $29.7B, Vanguard Mortg Backed Sec ETF with a value of $23.8B, Vanguard Intermediate Term Cor with a value of $17.7B, Spdr Portfolio S&P 500 Value E with a value of $9.88B, and Vanguard Long Term Treasury Et with a value of $9.38B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $209B to 234B.

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 $234 Billion
ETFs: $174 Billion
Technology: $16.8 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $9.49 Billion
Healthcare: $7.16 Billion
Financial Services: $6.36 Billion
Industrials: $3.61 Billion
Consumer Defensive: $2.56 Billion
Other: $1.91 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Billion 12.68% of portfolio
635,130
Q3 2024 Added 14.9%
$0
$23.8 Billion 10.17% of portfolio
504,271
Q3 2024 Added 15.43%
$0
$17.7 Billion 7.56% of portfolio
211,497
Q3 2024 Added 23.11%
$0
$9.88 Billion 4.22% of portfolio
186,875
Q3 2024 Added 14.71%
$0
$9.38 Billion 4.01% of portfolio
152,429
Q3 2024 Added 17.84%
$0
$9.11 Billion 3.89% of portfolio
153,122
Q3 2024 Added 13.9%
$0
$8.92 Billion 3.81% of portfolio
216,935
Q3 2024 Added 16.12%
$0
$8.42 Billion 3.59% of portfolio
79,653
Q3 2024 Added 27.7%
$0
$8.02 Billion 3.43% of portfolio
96,715
Q3 2024 Added 22.69%
$0
$7.61 Billion 3.25% of portfolio
13,196
Q3 2024 Reduced 9.16%
$0
$7.32 Billion 3.13% of portfolio
90,606
Q3 2024 Added 7.59%
$0
$4.49 Billion 1.92% of portfolio
41,358
Q3 2024 Added 0.71%
$0
$4.43 Billion 1.89% of portfolio
7,712
Q3 2024 Reduced 4.28%
$0
$3.98 Billion 1.7% of portfolio
136,234
Q3 2024 Added 10.03%
$0
$3.06 Billion 1.31% of portfolio
15,441
Q3 2024 Reduced 6.45%
$0
$2.82 Billion 1.2% of portfolio
29,455
Q3 2024 Reduced 2.45%
$0
$1.49 Billion 0.63% of portfolio
25,976
Q3 2024 Added 1.32%
$0
$1.45 Billion 0.62% of portfolio
19,280
Q3 2024 Reduced 9.76%
$0
$1.34 Billion 0.57% of portfolio
6,051
Q3 2024 Reduced 9.54%
$0
$1.2 Billion 0.51% of portfolio
15,050
Q3 2024 Reduced 3.77%
$0
$996 Million 0.43% of portfolio
1,887
Q3 2024 Reduced 1.77%
$0
$946 Million 0.4% of portfolio
2,520
Q3 2024 Reduced 4.0%
$0
$828 Million 0.35% of portfolio
2,923
Q1 2024 Reduced 15.84%
$0
$806 Million 0.34% of portfolio
7,592
Q3 2024 Added 8.33%
$0
$614 Million 0.26% of portfolio
10,169
Q3 2024 Added 3.71%
$0
$554 Million 0.24% of portfolio
5,470
Q3 2024 Added 4.43%
$0
$425 Million 0.18% of portfolio
4,331
Q3 2024 Reduced 4.67%
$0
$410 Million 0.18% of portfolio
2,161
Q2 2024 Reduced 30.58%
$0
$367 Million 0.16% of portfolio
3,313
Q3 2024 Reduced 2.62%
$0
$344 Million 0.15% of portfolio
3,506
Q3 2024 Added 41.71%
$0
$333 Million 0.14% of portfolio
3,310
Q2 2024 New
$0
$310 Million 0.13% of portfolio
808
Q1 2024 Reduced 7.45%
$0
$275 Million 0.12% of portfolio
5,756
Q3 2024 Reduced 16.62%
$0
$226 Million 0.1% of portfolio
1,260
Q3 2024 New
$0
$214 Million 0.09% of portfolio
3,439
Q3 2024 New
$0
$213 Million 0.09% of portfolio
4,671
Q3 2024 Reduced 4.44%
$0
$210 Million 0.09% of portfolio
3,550
Q3 2024 New
$0
$221 Million 0.09% of portfolio
2,750
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $234 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 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