Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $247 Billion
  • Q1 2025

Power Wealth Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Billion distributed in 83 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 $37.3B, Vanguard Mortg Backed Sec ETF with a value of $28.2B, Vanguard Intermediate Term Cor with a value of $21.8B, Spdr Portfolio S&P 500 Value E with a value of $11.5B, and Invesco ETF Tr Ii Treas Collat with a value of $10.6B.

Examining the 13F form we can see an increase of $7.66B in the current position value, from $239B to 247B.

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 $247 Billion
ETFs: $186 Billion
Technology: $14.8 Billion
Consumer Cyclical: $11.4 Billion
Financial Services: $10.1 Billion
Communication Services: $9.92 Billion
Healthcare: $6.5 Billion
Consumer Defensive: $2.81 Billion
Industrials: $2.01 Billion
Other: $2.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.3 Billion 15.1% of portfolio
817,233
Q1 2025 Added 9.72%
$0
$28.2 Billion 11.43% of portfolio
609,976
Q1 2025 Added 13.42%
$0
$21.8 Billion 8.84% of portfolio
267,231
Q1 2025 Added 16.53%
$0
$11.5 Billion 4.64% of portfolio
224,715
Q1 2025 Added 10.03%
$0
$10.6 Billion 4.3% of portfolio
100,698
Q1 2025 Added 15.76%
$0
$10.6 Billion 4.3% of portfolio
537,655
Q1 2025 Added 11.6%
$0
$9.78 Billion 3.96% of portfolio
171,185
Q1 2025 Added 5.73%
$0
$9.49 Billion 3.84% of portfolio
118,054
Q1 2025 Added 10.83%
$0
$6.96 Billion 2.82% of portfolio
120,843
Q1 2025 Added 12.47%
$0
$5.82 Billion 2.36% of portfolio
10,357
Q1 2025 Reduced 15.76%
$0
$4.85 Billion 1.96% of portfolio
176,084
Q1 2025 Added 15.24%
$0
$4.04 Billion 1.63% of portfolio
7,213
Q1 2025 Reduced 5.68%
$0
$3.63 Billion 1.47% of portfolio
24,860
Q1 2025 Added 5.46%
$2.22T
$3.27 Billion 1.32% of portfolio
17,195
Q1 2025 Added 1.12%
$3.51T
$2.89 Billion 1.17% of portfolio
7,700
Q1 2025 Reduced 0.84%
$3.26T
$2.8 Billion 1.13% of portfolio
12,602
Q1 2025 Reduced 1.94%
$160B
$2.64 Billion 1.07% of portfolio
33,674
Q1 2025 Added 4.33%
$0
$2.57 Billion 1.04% of portfolio
24,405
Q1 2025 Reduced 42.8%
$648B
$2.39 Billion 0.97% of portfolio
4,480
Q1 2025 Added 90.96%
$0
$2.35 Billion 0.95% of portfolio
25,288
Q1 2025 Reduced 12.39%
$0
$2.33 Billion 0.94% of portfolio
45,464
Q1 2025 Added 13.31%
$377B
$2.26 Billion 0.91% of portfolio
6,161
Q1 2025 Reduced 3.85%
$1.5T
$2.24 Billion 0.9% of portfolio
3,878
Q1 2025 Reduced 4.2%
$24.1B
$2.21 Billion 0.89% of portfolio
205,886
Q1 2025 Added 0.63%
$268B
$2.19 Billion 0.88% of portfolio
8,142
Q1 2025 Added 2.27%
$98B
$2.07 Billion 0.84% of portfolio
12,010
Q1 2025 Added 116.87%
$0
$1.99 Billion 0.81% of portfolio
10,275
Q1 2025 Reduced 28.86%
$53.1B
$1.99 Billion 0.81% of portfolio
7,600
Q1 2025 Added 1.58%
$46.8B
$1.95 Billion 0.79% of portfolio
28,759
Q1 2025 Reduced 2.03%
$65.3B
$1.85 Billion 0.75% of portfolio
5,020
Q1 2025 Reduced 0.16%
$91B
$1.77 Billion 0.72% of portfolio
4,072
Q1 2025 Added 37.06%
$13.1B
$1.76 Billion 0.71% of portfolio
59,528
Q1 2025 Added 7.66%
$27.9B
$1.7 Billion 0.69% of portfolio
9,424
Q1 2025 New
$0
$1.67 Billion 0.68% of portfolio
16,639
Q1 2025 Added 732.78%
$29.7B
$1.62 Billion 0.66% of portfolio
9,205
Q1 2025 Added 31.95%
$7.94B
$1.49 Billion 0.6% of portfolio
52,069
Q1 2025 Added 12.65%
$11B
$1.34 Billion 0.54% of portfolio
153,357
Q1 2025 Added 12.23%
$80.5B
$1.24 Billion 0.5% of portfolio
19,530
Q1 2025 Added 12.37%
$33.3B
$1.09 Billion 0.44% of portfolio
4,469
Q1 2025 Reduced 2.78%
$0
$1.03 Billion 0.42% of portfolio
12,993
Q1 2025 Reduced 13.95%
$77.1B
$1.01 Billion 0.41% of portfolio
5,632
Q1 2025 Reduced 4.46%
$151B
$1 Billion 0.41% of portfolio
14,127
Q1 2025 Reduced 0.72%
$143B
$1.02 Billion 0.41% of portfolio
14,430
Q1 2025 Reduced 7.94%
$0
$1 Billion 0.41% of portfolio
1,953
Q1 2025 Added 4.94%
$78.2B
$989 Million 0.4% of portfolio
6,004
Q1 2025 Added 2.54%
$0
$992 Million 0.4% of portfolio
4,973
Q1 2025 Reduced 15.06%
$9.51B
$959 Million 0.39% of portfolio
15,603
Q1 2025 Reduced 0.29%
$0
$954 Million 0.39% of portfolio
17,202
Q1 2025 Reduced 31.57%
$359B
$959 Million 0.39% of portfolio
8,844
Q1 2025 Reduced 10.67%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $247 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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