Power Wealth Management LLC Purchases in Q4 2024

Power Wealth Management LLC

  • $239 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
110K
+ 17.28%
$44.87 - $46.86 $4.92M - $5.14M
745K $33.4B
XLV
Select Sector Spdr Fund Health

ETFs
23.6K
New
$136.28 - $154.74 $3.21M - $3.65M
23.6K $3.24B
SCHW
Schwab Charles Corp

Financial Services
19.9K
+ 160.18%
$63.31 - $82.85 $1.26M - $1.65M
32.3K $2.39B
SPYG
Spdr Portfolio

ETFs
9.8K
+ 10.13%
$81.74 - $91.38 $801K - $895K
107K $9.36B
HD
Home Depot, Inc.

Consumer Cyclical
2.61K
+ 68.81%
$385.02 - $431.37 $1.01M - $1.13M
6.41K $2.49B
NEE
Nextera Energy Inc

Utilities
12.7K
+ 431.54%
$69.77 - $85.43 $888K - $1.09M
15.7K $1.12B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7.34K
+ 9.21%
N/A
87K $9.19B
TSLA
Tesla, Inc.

Consumer Cyclical
1.74K
New
$213.65 - $479.86 $372K - $836K
1.74K $704M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.8K
+ 8.43%
$80.13 - $83.77 $1.43M - $1.49M
229K $18.4B
AMZN
Amazon Com Inc

Consumer Cyclical
178
+ 1.06%
$180.88 - $232.93 $32.2K - $41.5K
17K $3.73B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.4K
+ 9.28%
$51.09 - $55.27 $886K - $959K
204K $10.4B
GNR
Spdr S&P Global Natural Resour

ETFs
6.18K
New
$48.67 - $58.43 $301K - $361K
6.18K $307M
MSTR
Microstrategy Inc

Technology
831
New
$162.69 - $473.83 $135K - $394K
831 $241M
GOOG
Alphabet Inc.

Communication Services
641
+ 13.45%
$163.08 - $198.16 $105K - $127K
5.41K $1.03B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.68K
New
$124.26 - $134.12 $209K - $226K
1.68K $216M
AVGO
Broadcom Inc.

Technology
896
New
$159.67 - $250.0 $143K - $224K
896 $208M
MGM
Mgm Resorts International

Consumer Cyclical
11.5K
+ 26.33%
$33.44 - $41.99 $385K - $484K
55.3K $1.92B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.79K
+ 5.74%
$57.53 - $60.83 $506K - $535K
162K $9.31B
SPMD
Spdr Portfolio

ETFs
3.44K
+ 9.38%
$54.13 - $59.56 $186K - $205K
40.1K $2.19B
ADSK
Autodesk, Inc.

Technology
22
+ 0.29%
N/A
7.48K $2.21B
KR
Kroger CO

Consumer Defensive
606
+ 2.11%
$55.21 - $63.3 $33.5K - $38.4K
29.4K $1.8B
VTRS
Viatris Inc

Healthcare
1.85K
+ 1.38%
$11.32 - $13.37 $21K - $24.8K
137K $1.7B
FISV
Fiserv Inc

Technology
394
+ 22.54%
N/A
2.14K $440M
C
Citigroup Inc

Financial Services
43
+ 0.3%
$61.31 - $72.5 $2.64K - $3.12K
14.2K $1B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.6K
+ 12.16%
$26.63 - $30.23 $441K - $501K
153K $4.07B
V
Visa Inc.

Financial Services
75
+ 8.71%
$273.87 - $320.91 $20.5K - $24.1K
936 $296M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.31K
+ 28.0%
$44.33 - $49.55 $58K - $64.8K
5.98K $269M
MUB
Ishares National Muni Bond ETF

ETFs
1.31K
+ 3.17%
$105.78 - $108.7 $138K - $142K
42.7K $4.55B
SUB
Ishares Short Term National Mu

ETFs
530
+ 6.98%
$104.94 - $106.2 $55.6K - $56.3K
8.12K $857M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 6.59%
$442.29 - $483.08 $64.1K - $70K
2.35K $1.06B
Jacobs Solutions Inc
206
+ 3.41%
N/A
6.24K $834M
XOM
Exxon Mobil Corp

Energy
615
+ 22.11%
$105.51 - $125.37 $64.9K - $77.1K
3.4K $365M
ATKR
Atkore Inc.

Industrials
369
+ 6.57%
$82.02 - $104.45 $30.3K - $38.5K
5.98K $499M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
265K
+ 122.07%
$18.41 - $40.87 $4.88M - $10.8M
482K $8.91B
APA
Apa Corp

Energy
1.06K
+ 3.73%
$20.47 - $27.07 $21.7K - $28.7K
29.5K $681M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
49
+ 0.33%
$77.86 - $79.27 $3.82K - $3.88K
15.1K $1.18B
SO
Southern CO

Utilities
17
+ 0.54%
$81.5 - $94.15 $1.39K - $1.6K
3.18K $262M
ALIT
Alight, Inc.

Technology
1.19K
+ 1.14%
$6.73 - $8.46 $8.03K - $10.1K
106K $731M
ICE
Intercontinental Exchange, Inc.

Financial Services
106
+ 1.95%
$148.29 - $166.93 $15.7K - $17.7K
5.54K $825M
UBER
Uber Technologies, Inc

Technology
37
+ 0.96%
$59.93 - $86.34 $2.22K - $3.19K
3.9K $235M
CI
Cigna Corp

Healthcare
67
+ 3.15%
$265.59 - $358.58 $17.8K - $24K
2.2K $606M
NKE
Nike, Inc.

Consumer Cyclical
530
+ 3.15%
$73.36 - $89.13 $38.9K - $47.2K
17.4K $1.32B
ZTS
Zoetis Inc.

Healthcare
60
+ 1.04%
$162.24 - $194.42 $9.73K - $11.7K
5.86K $954M
BWA
Borgwarner Inc

Consumer Cyclical
496
+ 1.08%
$31.48 - $35.49 $15.6K - $17.6K
46.2K $1.47B
IQV
Iqvia Holdings Inc.

Healthcare
283
+ 4.23%
$190.97 - $236.63 $54K - $67K
6.98K $1.37B
ELV
Elevance Health, Inc.

Healthcare
214
+ 7.76%
$365.96 - $514.62 $78.3K - $110K
2.97K $1.1B
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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