Power Wealth Management LLC Reduced Holdings in Q4 2024

Power Wealth Management LLC

  • $239 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-85.8K
- 94.68%
$74.89 - $82.93 $6.42M - $7.11M
4.82K $365M
VGLT
Vanguard Long Term Treasury Et

ETFs
-45K
- 29.51%
$55.1 - $61.74 $2.48M - $2.78M
107K $5.95B
EFX
Equifax Inc

Industrials
-2.27K
- 33.1%
$245.03 - $293.5 $557K - $667K
4.6K $1.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-902
- 6.84%
$570.51 - $610.59 $515K - $551K
12.3K $7.24B
HAS
Hasbro, Inc.

Consumer Cyclical
-203
- 1.28%
$55.71 - $72.94 $11.3K - $14.8K
15.6K $875M
FIS
Fidelity National Information Services, Inc.

Technology
-2.86K
- 24.29%
$80.14 - $90.95 $229K - $260K
8.91K $719M
VIG
Vanguard Dividend Appreciation

ETFs
-998
- 6.46%
N/A
14.4K $2.83B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-839
- 3.23%
$52.1 - $57.26 $43.7K - $48K
25.1K $1.31B
MSFT
Microsoft Corp

Technology
-177
- 2.23%
$406.35 - $454.46 $71.9K - $80.4K
7.77K $3.27B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.31K
- 39.64%
$100.22 - $100.73 $131K - $132K
2K $200M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-379
- 8.75%
$87.1 - $98.49 $33K - $37.3K
3.95K $345M
Linde PLC
-59
- 6.5%
N/A
849 $355M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-475
- 8.68%
$96.64 - $101.23 $45.9K - $48.1K
5K $484M
VGIT
Vanguard Intermediate Term Tre

ETFs
-581
- 5.71%
$57.78 - $60.4 $33.6K - $35.1K
9.59K $556M
CVX
Chevron Corp

Energy
-302
- 12.46%
$141.15 - $162.53 $42.6K - $49.1K
2.12K $307M
IWM
Ishares Russell 2000 ETF

ETFs
-196
- 3.24%
$216.13 - $242.4 $42.4K - $47.5K
5.86K $1.29B
KO
Coca Cola CO

Consumer Defensive
-89
- 2.49%
$61.74 - $71.71 $5.49K - $6.38K
3.48K $217M
INTU
Intuit Inc

Technology
-42
- 11.08%
$602.01 - $706.25 $25.3K - $29.7K
337 $212M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16
- 0.28%
$44.04 - $49.49 $705 - $792
5.74K $253M
VUG
Vanguard Growth ETF

ETFs
-97
- 12.0%
$378.79 - $428.11 $36.7K - $41.5K
711 $292M
ORCL
Oracle Corp

Technology
-63
- 3.63%
$165.41 - $192.43 $10.4K - $12.1K
1.67K $279M
SHV
Ishares Tr

ETFs
-30
- 0.91%
$109.92 - $110.57 $3.3K - $3.32K
3.28K $361M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 1.38%
$521.84 - $558.82 $13.6K - $14.5K
1.86K $1B
META
Meta Platforms, Inc.

Communication Services
-58
- 1.41%
$554.08 - $632.68 $32.1K - $36.7K
4.05K $2.37B
NVDA
Nvidia Corp

Technology
-707
- 6.67%
$117.0 - $148.88 $82.7K - $105K
9.9K $1.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
-65
- 0.84%
$567.81 - $607.81 $36.9K - $39.5K
7.65K $4.48B
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.93%
$205.18 - $250.29 $4.1K - $5.01K
2.12K $508M
WMT
Walmart Inc.

Consumer Defensive
-165
- 2.03%
$79.1 - $95.7 $13.1K - $15.8K
7.96K $719M
AAPL
Apple Inc.

Technology
-650
- 4.81%
$221.69 - $259.02 $144K - $168K
12.9K $3.22B
GPN
Global Payments Inc

Industrials
-60
- 0.7%
$97.57 - $119.38 $5.85K - $7.16K
8.48K $950M
CHTR
Charter Communications, Inc.

Communication Services
-56
- 1.1%
$315.38 - $408.02 $17.7K - $22.8K
5.03K $1.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
-591
- 2.01%
$94.43 - $105.47 $55.8K - $62.3K
28.9K $2.93B
GS
Goldman Sachs Group Inc

Financial Services
-37
- 1.94%
$486.1 - $608.57 $18K - $22.5K
1.87K $1.07B
COF
Capital One Financial Corp

Financial Services
-152
- 2.51%
$145.19 - $192.01 $22.1K - $29.2K
5.9K $1.05B
GOOGL
Alphabet Inc.

Communication Services
-63
- 0.35%
$161.86 - $196.66 $10.2K - $12.4K
18K $3.41B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.58K
- 0.77%
$7.33 - $12.37 $11.6K - $19.6K
205K $2.16B
CRM
Salesforce, Inc.

Technology
-65
- 0.81%
$270.87 - $367.87 $17.6K - $23.9K
7.96K $2.66B
KD
Kyndryl Holdings, Inc.

Technology
-63
- 0.08%
$22.43 - $35.79 $1.41K - $2.25K
78.5K $2.72B
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
Track This Portfolio

Track Power Wealth Management LLC Portfolio

Follow Power Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Power Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Power Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email