Power Wealth Management LLC Purchases in Q3 2025

Power Wealth Management LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
176K
+ 2363.46%
$58.97 - $60.36 $10.4M - $10.6M
183K $11B
JPIB
Jpmorgan International Bond Op

ETFs
155K
New
$48.32 - $49.13 $7.48M - $7.61M
155K $7.59B
SPYG
Spdr Portfolio

ETFs
6.38K
+ 5.4%
$94.33 - $105.31 $601K - $671K
124K $13B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37.9K
+ 16.88%
$52.12 - $55.33 $1.98M - $2.1M
263K $14.5B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
56.1K
+ 9.2%
$45.72 - $47.27 $2.56M - $2.65M
666K $31.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25.9K
+ 4.82%
$21.69 - $23.34 $563K - $605K
564K $13.1B
Te Connectivity PLC
8.98K
New
N/A
8.98K $1.97B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.59K
+ 4.88%
$30.13 - $33.37 $259K - $287K
185K $6.16B
LLY
Eli Lilly & CO

Healthcare
1.71K
New
$625.65 - $812.69 $1.07M - $1.39M
1.71K $1.3B
MSFT
Microsoft Corp

Technology
155
+ 2.01%
$491.09 - $535.64 $76.1K - $83K
7.86K $4.07B
ABNB
Airbnb, Inc.

Consumer Cyclical
7.89K
New
$118.3 - $142.16 $933K - $1.12M
7.89K $958M
V
Visa Inc.

Financial Services
2.8K
+ 309.97%
$332.09 - $358.86 $930K - $1M
3.7K $1.26B
DE
Deere & CO

Industrials
2.04K
New
$457.26 - $524.37 $931K - $1.07M
2.04K $931M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.7K
+ 8.56%
$55.61 - $57.37 $815K - $841K
186K $10.6B
NFLX
Netflix Inc

Communication Services
681
New
$1147.87 - $1297.18 $782K - $883K
681 $816M
CTVA
Corteva, Inc.

Basic Materials
11.8K
New
$67.08 - $77.12 $793K - $912K
11.8K $799M
NOW
Service Now, Inc.

Technology
854
New
$850.86 - $1044.69 $727K - $892K
854 $786M
MA
Mastercard Inc

Financial Services
1.32K
New
$550.18 - $598.96 $727K - $791K
1.32K $751M
SHOP
Shopify Inc.

Technology
4.55K
New
$112.11 - $157.12 $510K - $715K
4.55K $676M
SPMD
Spdr Portfolio

ETFs
3.68K
+ 8.1%
$54.43 - $58.29 $200K - $215K
49.1K $2.81B
AVGO
Broadcom Inc.

Technology
1.26K
New
$264.74 - $369.57 $333K - $465K
1.26K $415M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.35K
New
$86.92 - $99.32 $205K - $234K
2.35K $230M
GLD
Spdr Gold Trust

ETFs
611
New
$300.96 - $355.47 $184K - $217K
611 $217M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.44K
New
$42.26 - $47.16 $188K - $209K
4.44K $206M
ITOT
Ishares Core S&P Total U.S. St

ETFs
540
+ 16.95%
$135.0 - $146.02 $72.9K - $78.9K
3.73K $543M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.07%
$303.93 - $329.86 $608 - $660
2.76K $906M
UBER
Uber Technologies, Inc

Technology
690
+ 23.52%
$86.91 - $99.57 $60K - $68.7K
3.62K $355M
WFC
Wells Fargo & Company

Financial Services
887
+ 25.8%
$77.05 - $85.16 $68.3K - $75.5K
4.33K $363M
EFX
Equifax Inc

Industrials
31
+ 0.69%
$234.03 - $265.73 $7.25K - $8.24K
4.5K $1.15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40
+ 0.84%
$49.43 - $54.52 $1.98K - $2.18K
4.79K $260M
SO
Southern CO

Utilities
255
+ 7.96%
$90.83 - $96.0 $23.2K - $24.5K
3.46K $328M
ICE
Intercontinental Exchange, Inc.

Financial Services
201
+ 1.67%
$167.28 - $188.45 $33.6K - $37.9K
12.2K $2.06B
ZTS
Zoetis Inc.

Healthcare
359
+ 5.98%
$141.13 - $159.19 $50.7K - $57.1K
6.36K $931M
CI
Cigna Corp

Healthcare
48
+ 2.02%
$262.23 - $334.39 $12.6K - $16.1K
2.42K $698M
FISV
Fiserv Inc

Technology
460
+ 22.84%
N/A
2.47K $319M
ELV
Elevance Health, Inc.

Healthcare
939
+ 23.06%
$274.66 - $395.76 $258K - $372K
5.01K $1.62B
CRM
Salesforce, Inc.

Technology
402
+ 4.94%
$231.66 - $273.65 $93.1K - $110K
8.54K $2.02B
CHTR
Charter Communications, Inc.

Communication Services
200
+ 3.98%
$256.57 - $418.22 $51.3K - $83.6K
5.22K $1.44B
Activity Summary
Buys All Purchases 39 New Holdings 15 Increased Positions 24 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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