Power Wealth Management LLC Incresed Positions in Q3 2024

Power Wealth Management LLC

  • $234 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82.4K
+ 14.9%
$44.65 - $47.21 $3.68M - $3.89M
635K $29.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
39.7K
+ 23.11%
$79.29 - $84.02 $3.15M - $3.34M
211K $17.7B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
67.4K
+ 15.43%
$44.9 - $47.55 $3.03M - $3.2M
504K $23.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
24K
+ 14.71%
$48.51 - $52.86 $1.16M - $1.27M
187K $9.88B
VGLT
Vanguard Long Term Treasury Et

ETFs
23.1K
+ 17.84%
$56.52 - $63.23 $1.3M - $1.46M
152K $9.38B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
17.3K
+ 27.7%
N/A
79.7K $8.42B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.1K
+ 16.12%
$36.98 - $41.55 $1.11M - $1.25M
217K $8.92B
SPYG
Spdr Portfolio

ETFs
17.9K
+ 22.69%
$73.38 - $84.1 $1.31M - $1.5M
96.7K $8.02B
XLU
Utilities Sector Spdr

ETFs
6.39K
+ 7.59%
$67.67 - $80.78 $432K - $516K
90.6K $7.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.7K
+ 13.9%
$54.98 - $59.51 $1.03M - $1.11M
153K $9.11B
MGM
Mgm Resorts International

Consumer Cyclical
26.3K
+ 150.9%
$34.07 - $46.78 $897K - $1.23M
43.8K $1.71B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.4K
+ 10.03%
$25.45 - $29.53 $316K - $367K
136K $3.98B
EFX
Equifax Inc

Industrials
444
+ 6.91%
$236.42 - $307.13 $105K - $136K
6.87K $2.02B
ADSK
Autodesk, Inc.

Technology
987
+ 15.25%
$245.83 - $245.83 $243K - $243K
7.46K $2.06B
SPMD
Spdr Portfolio

ETFs
6.27K
+ 20.61%
$50.29 - $54.92 $315K - $344K
36.7K $2.01B
META
Meta Platforms, Inc.

Communication Services
295
+ 7.74%
$453.41 - $572.44 $134K - $169K
4.11K $2.35B
NKE
Nike, Inc.

Consumer Cyclical
2.71K
+ 19.16%
$71.09 - $89.44 $193K - $242K
16.9K $1.49B
BWA
Borgwarner Inc

Consumer Cyclical
6.33K
+ 16.06%
$31.19 - $36.75 $197K - $232K
45.7K $1.66B
CRM
Salesforce, Inc.

Technology
904
+ 12.69%
$238.42 - $276.53 $216K - $250K
8.03K $2.2B
KR
Kroger CO

Consumer Defensive
2.82K
+ 10.88%
$50.43 - $57.3 $142K - $162K
28.7K $1.65B
IQV
Iqvia Holdings Inc.

Healthcare
811
+ 13.79%
$206.81 - $251.55 $168K - $204K
6.69K $1.59B
VTRS
Viatris Inc

Healthcare
13.7K
+ 11.36%
$10.32 - $12.13 $142K - $167K
135K $1.56B
HAS
Hasbro, Inc.

Consumer Cyclical
925
+ 6.2%
$56.54 - $72.32 $52.3K - $66.9K
15.9K $1.15B
CHTR
Charter Communications, Inc.

Communication Services
438
+ 9.43%
$290.56 - $383.07 $127K - $168K
5.08K $1.65B
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 1.31%
$333.64 - $405.2 $16.3K - $19.9K
3.8K $1.54B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
219
+ 11.05%
$405.19 - $478.57 $88.7K - $105K
2.2K $1.01B
ICE
Intercontinental Exchange, Inc.

Financial Services
561
+ 11.52%
$136.93 - $162.81 $76.8K - $91.3K
5.43K $873M
MSFT
Microsoft Corp

Technology
712
+ 9.85%
$395.15 - $467.56 $281K - $333K
7.94K $3.42B
ZTS
Zoetis Inc.

Healthcare
284
+ 5.15%
$172.58 - $196.48 $49K - $55.8K
5.8K $1.13B
GS
Goldman Sachs Group Inc

Financial Services
206
+ 12.08%
$459.02 - $510.25 $94.6K - $105K
1.91K $946M
COF
Capital One Financial Corp

Financial Services
647
+ 11.98%
$131.42 - $153.05 $85K - $99K
6.05K $905M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 8.77%
$161.02 - $200.0 $219K - $271K
16.8K $3.14B
CI
Cigna Corp

Healthcare
293
+ 15.97%
$319.12 - $367.1 $93.5K - $108K
2.13K $737M
WMT
Walmart Inc.

Consumer Defensive
348
+ 4.48%
$66.91 - $81.4 $23.3K - $28.3K
8.12K $656M
JPM
Jpmorgan Chase & CO

Financial Services
541
+ 33.83%
$194.9 - $224.8 $105K - $122K
2.14K $451M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
339
+ 1.32%
$50.99 - $57.81 $17.3K - $19.6K
26K $1.49B
MUB
Ishares National Muni Bond ETF

ETFs
290
+ 0.71%
$106.13 - $108.7 $30.8K - $31.5K
41.4K $4.49B
ALIT
Alight, Inc.

Technology
15.3K
+ 17.12%
$6.52 - $7.65 $99.6K - $117K
104K $773M
GPN
Global Payments Inc

Industrials
672
+ 8.55%
$92.66 - $112.97 $62.3K - $75.9K
8.54K $874M
IEF
Ishares Barclays

ETFs
1.03K
+ 41.71%
$92.67 - $99.14 $95.6K - $102K
3.51K $344M
FIS
Fidelity National Information Services, Inc.

Technology
8
+ 0.07%
$72.8 - $85.04 $582 - $680
11.8K $985M
ELV
Elevance Health, Inc.

Healthcare
294
+ 11.94%
$500.12 - $562.29 $147K - $165K
2.76K $1.43B
C
Citigroup Inc

Financial Services
1.58K
+ 12.54%
$56.11 - $67.61 $88.7K - $107K
14.2K $888M
SUB
Ishares Short Term National Mu

ETFs
584
+ 8.33%
$104.3 - $106.3 $60.9K - $62.1K
7.59K $806M
ORCL
Oracle Corp

Technology
91
+ 5.53%
$125.9 - $170.35 $11.5K - $15.5K
1.74K $296M
XOM
Exxon Mobil Corp

Energy
495
+ 21.65%
$109.72 - $119.0 $54.3K - $58.9K
2.78K $326M
NVDA
Nvidia Corp

Technology
644
+ 6.46%
$98.91 - $134.91 $63.7K - $86.9K
10.6K $1.29B
Linde PLC
46
+ 5.34%
N/A
908 $433M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
232
+ 4.43%
$96.25 - $101.98 $22.3K - $23.7K
5.47K $554M
Activity Summary
Buys All Purchases 70 New Holdings 6 Increased Positions 64 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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