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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$238 Million 0.1% of portfolio
3,800
Q3 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
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