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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.1B
$2.06 Billion 0.88% of portfolio
7,460
Q3 2024 Added 15.25%
$31.6B
$2.02 Billion 0.86% of portfolio
6,871
Q3 2024 Added 6.91%
$26B
$1.7 Billion 0.73% of portfolio
206,168
Q3 2024 Added 130.54%
$13.4B
$1.71 Billion 0.73% of portfolio
43,769
Q3 2024 Added 150.9%
$44.3B
$1.65 Billion 0.7% of portfolio
28,749
Q3 2024 Added 10.88%
$56.5B
$1.65 Billion 0.7% of portfolio
5,084
Q3 2024 Added 9.43%
$36.6B
$1.59 Billion 0.68% of portfolio
6,693
Q3 2024 Added 13.79%
$15.2B
$1.56 Billion 0.67% of portfolio
134,792
Q3 2024 Added 11.36%
$96.9B
$1.49 Billion 0.64% of portfolio
16,850
Q3 2024 Added 19.16%
$87.8B
$1.43 Billion 0.61% of portfolio
2,757
Q3 2024 Added 11.94%
$77.2B
$1.13 Billion 0.48% of portfolio
5,795
Q3 2024 Added 5.15%
$49.5B
$985 Million 0.42% of portfolio
11,766
Q3 2024 Added 0.07%
$193B
$946 Million 0.4% of portfolio
1,911
Q3 2024 Added 12.08%
$68.6B
$905 Million 0.39% of portfolio
6,047
Q3 2024 Added 11.98%
$134B
$888 Million 0.38% of portfolio
14,186
Q3 2024 Added 12.54%
$83.9B
$873 Million 0.37% of portfolio
5,432
Q3 2024 Added 11.52%
$135B
$804 Million 0.34% of portfolio
12,405
Q3 2024 Added 14.7%
$84.5B
$737 Million 0.31% of portfolio
2,128
Q3 2024 Added 15.97%
$79.5B
$314 Million 0.13% of portfolio
1,748
Q1 2024 Reduced 29.71%
$90.2B
$285 Million 0.12% of portfolio
3,163
Q3 2024 New
$120B
$291 Million 0.12% of portfolio
3,867
Q3 2024 Reduced 0.8%
$141B
$249 Million 0.11% of portfolio
2,949
Q3 2024 Added 0.41%
$181B
$235 Million 0.1% of portfolio
379
Q3 2024 Added 7.67%

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
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