Power Wealth Management LLC Portfolio Holdings by Sector
Power Wealth Management LLC
- $275 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FBND VMBS VCIT SPYV SCHF SPYG VGIT JEPI 36 stocks |
$203 Million
74.9% of portfolio
|
14
|
19
|
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$8.09 Million
2.98% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK CRM NOW SHOP UBER MSTR ALIT 7 stocks |
$6.55 Million
2.41% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$5.17 Million
1.91% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD NFLX 2 stocks |
$4.63 Million
1.71% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.76 Million
1.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF MA 3 stocks |
$3.19 Million
1.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.07 Million
1.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$2.65 Million
0.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CI 2 stocks |
$2.32 Million
0.85% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
C JPM WFC 3 stocks |
$2.13 Million
0.78% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.07 Million
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2.06 Million
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$2.01 Million
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.99 Million
0.73% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$1.96 Million
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.89 Million
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1.79 Million
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR 1 stocks |
$1.44 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO 2 stocks |
$1.38 Million
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1.3 Million
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1.15 Million
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS 2 stocks |
$1.09 Million
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$957,640
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$931,439
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$906,406
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FIS FISV 2 stocks |
$906,367
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$799,393
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$764,474
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$708,854
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$288,640
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$207,847
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|