Power Wealth Management LLC Portfolio Holdings by Sector
Power Wealth Management LLC
- $239 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FBND VMBS VCIT SPYV SPYG JEPI CLTL SCHF 38 stocks |
$173 Million
72.78% of portfolio
|
17
|
17
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6.81 Million
2.86% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK ALIT MSTR UBER INTU 6 stocks |
$6.29 Million
2.64% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
KD FIS FISV 3 stocks |
$3.88 Million
1.63% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.73 Million
1.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3.55 Million
1.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$3.46 Million
1.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.22 Million
1.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS ZTS 2 stocks |
$2.66 Million
1.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2.49 Million
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD 1 stocks |
$2.16 Million
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$1.92 Million
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
C JPM WFC 3 stocks |
$1.81 Million
0.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1.8 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR 1 stocks |
$1.72 Million
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CI 2 stocks |
$1.7 Million
0.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.54 Million
0.65% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$1.47 Million
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO 2 stocks |
$1.39 Million
0.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$1.37 Million
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF V 2 stocks |
$1.35 Million
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1.32 Million
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1.17 Million
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.06 Million
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$949,823
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$874,877
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$847,115
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$825,246
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$718,825
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$703,893
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
APA 1 stocks |
$681,095
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$672,658
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ATKR 1 stocks |
$499,214
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$216,852
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|