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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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