Power Wealth Management LLC Portfolio Holdings

Power Wealth Management LLC

  • $239 Billion
  • Q4 2024

Power Wealth Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 92 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 $33.4B, Vanguard Mortg Backed Sec ETF with a value of $24.4B, Vanguard Intermediate Term Cor with a value of $18.4B, Spdr Portfolio S&P 500 Value E with a value of $10.4B, and Spdr Portfolio with a value of $9.36B.

Examining the 13F form we can see an increase of $5.22B in the current position value, from $234B to 239B.

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 $239 Billion
ETFs: $174 Billion
Technology: $18.5 Billion
Consumer Cyclical: $12.5 Billion
Communication Services: $10.7 Billion
Financial Services: $8.5 Billion
Healthcare: $5.73 Billion
Consumer Defensive: $2.73 Billion
Industrials: $2.62 Billion
Other: $2.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98T
$3.73 Billion 1.56% of portfolio
17,005
Q4 2024 Added 1.06%
$974B
$3.41 Billion 1.42% of portfolio
17,997
Q4 2024 Reduced 0.35%
$2.82T
$3.27 Billion 1.37% of portfolio
7,765
Q4 2024 Reduced 2.23%
$3.37T
$3.22 Billion 1.34% of portfolio
12,851
Q4 2024 Reduced 4.81%
$7.65B
$2.72 Billion 1.13% of portfolio
78,499
Q4 2024 Reduced 0.08%
$272B
$2.66 Billion 1.11% of portfolio
7,961
Q4 2024 Reduced 0.81%
$355B
$2.49 Billion 1.04% of portfolio
6,408
Q4 2024 Added 68.81%
$134B
$2.39 Billion 1.0% of portfolio
32,275
Q4 2024 Added 160.18%
$1.34T
$2.37 Billion 0.99% of portfolio
4,048
Q4 2024 Reduced 1.41%
$53.1B
$2.21 Billion 0.92% of portfolio
7,482
Q4 2024 Added 0.29%
$24.4B
$2.16 Billion 0.9% of portfolio
204,587
Q4 2024 Reduced 0.77%
$11.9B
$1.92 Billion 0.8% of portfolio
55,295
Q4 2024 Added 26.33%
$47.3B
$1.8 Billion 0.75% of portfolio
29,355
Q4 2024 Added 2.11%
$55.5B
$1.72 Billion 0.72% of portfolio
5,028
Q4 2024 Reduced 1.1%
$10.9B
$1.7 Billion 0.71% of portfolio
136,646
Q4 2024 Added 1.38%
$6.5B
$1.47 Billion 0.61% of portfolio
46,222
Q4 2024 Added 1.08%
$288B
$1.33 Billion 0.56% of portfolio
9,900
Q4 2024 Reduced 6.67%
$91.5B
$1.32 Billion 0.55% of portfolio
17,380
Q4 2024 Added 3.15%
$29B
$1.17 Billion 0.49% of portfolio
4,597
Q4 2024 Reduced 33.1%
$143B
$1.12 Billion 0.47% of portfolio
15,675
Q4 2024 Added 431.54%
$99.3B
$1.1 Billion 0.46% of portfolio
2,971
Q4 2024 Added 7.76%
$179B
$1.07 Billion 0.45% of portfolio
1,874
Q4 2024 Reduced 1.94%
$656B
$1.06 Billion 0.44% of portfolio
2,346
Q4 2024 Added 6.59%
$63.8B
$1.05 Billion 0.44% of portfolio
5,895
Q4 2024 Reduced 2.51%
$1T
$1.03 Billion 0.43% of portfolio
5,407
Q4 2024 Added 13.45%
$130B
$1 Billion 0.42% of portfolio
14,229
Q4 2024 Added 0.3%
$74.9B
$954 Million 0.4% of portfolio
5,855
Q4 2024 Added 1.04%
$25.5B
$950 Million 0.4% of portfolio
8,476
Q4 2024 Reduced 0.7%
$8.19B
$875 Million 0.37% of portfolio
15,648
Q4 2024 Reduced 1.28%
$94.5B
$825 Million 0.34% of portfolio
5,538
Q4 2024 Added 1.95%
$2.75B
$731 Million 0.31% of portfolio
105,658
Q4 2024 Added 1.14%
$42.4B
$719 Million 0.3% of portfolio
8,908
Q4 2024 Reduced 24.29%
$229B
$719 Million 0.3% of portfolio
7,956
Q4 2024 Reduced 2.03%
$760B
$704 Million 0.29% of portfolio
1,743
Q4 2024 New
$6.15B
$681 Million 0.28% of portfolio
29,497
Q4 2024 Added 3.73%
$95.2B
$606 Million 0.25% of portfolio
2,195
Q4 2024 Added 3.15%
$2.59B
$499 Million 0.21% of portfolio
5,982
Q4 2024 Added 6.57%
$661B
$508 Million 0.21% of portfolio
2,120
Q4 2024 Reduced 0.93%
$79.5B
$440 Million 0.18% of portfolio
2,142
Q4 2024 Added 22.54%
$453B
$365 Million 0.15% of portfolio
3,396
Q4 2024 Added 22.11%
$301B
$307 Million 0.13% of portfolio
2,122
Q4 2024 Reduced 12.46%
$537B
$296 Million 0.12% of portfolio
936
Q4 2024 Added 8.71%
$260B
$297 Million 0.12% of portfolio
4,230
Q3 2024 Added 9.73%
$398B
$279 Million 0.12% of portfolio
1,674
Q4 2024 Reduced 3.63%
$97.6B
$262 Million 0.11% of portfolio
3,180
Q4 2024 Added 0.54%
$138B
$235 Million 0.1% of portfolio
3,904
Q4 2024 Added 0.96%
$2.46B
$241 Million 0.1% of portfolio
831
Q4 2024 New
$77.5B
$208 Million 0.09% of portfolio
896
Q4 2024 New
$164B
$212 Million 0.09% of portfolio
337
Q4 2024 Reduced 11.08%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $239 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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