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CIK: 0002001039
Total reported value
$290.9M
$290.9M
95 檔
18.5%
As reported in its official Q1 2024 Form 13F filing, Power Wealth Management LLC's tracked investment portfolio stood at $290.9M with 95 total positions.
During Q1 2024, Power Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 12.39% | -0.57% | +17.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.74% | +0.10% | -3.99% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.54% | -0.51% | +18.15% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.58% | -0.40% | +67.07% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.60% | — | +9.27% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.40% | -0.24% | +15.39% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.40% | +0.01% | -0.46% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 3.10% | — | +11.01% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.97% | -0.21% | +11.35% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.83% | +0.03% | +0.85% | |
| 11 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 2.55% | -0.25% | +8.92% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.42% | +0.13% | +10.73% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.20% | -0.03% | -13.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.19% | -9.34% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.01% | +0.29% | +30.84% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | -0.10% | +3.69% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.01% | +5.17% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.14% | -2.64% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.38% | +0.01% | -2.83% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.29% | -0.58% | EXIT | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.15% | +4.03% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | +0.72% | +16.47% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | — | +9.08% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | +0.03% | -12.68% | |
| 25 | EFX | Equifax Inc | Stock-Industrials | 1.00% | -0.06% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | -0.01% | -5.70% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.03% | -3.23% | |
| 28 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.85% | — | +11.47% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | — | -0.72% | |
| 30 | KR | Kroger Co | Stock-Consumer Staples | 0.73% | -0.30% | +22.17% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.22% | -62.91% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.64% | -0.01% | +13.33% | |
| 33 | ADSK | Autodesk Inc | Stock-Tech | 0.63% | -0.24% | +22.56% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | — | +164.45% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -0.41% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.03% | -1.80% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.57% | +0.07% | +93.38% | |
| 38 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.56% | — | +40.17% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.55% | — | -1.40% | |
| 40 | FIS | Fidelity National Info Serv | Stock-Tech | 0.55% | -0.04% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.04% | +11.21% | |
| 42 | J | Jacobs Solutions Inc | Stock-Industrials | 0.49% | -0.07% | +11.03% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.03% | +47.15% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.02% | -15.84% | |
| 45 | GPN | Global Payments Inc | Stock-Industrials | 0.47% | — | +7.32% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.47% | -0.10% | +63.30% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.46% | — | +36.47% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.46% | — | +0.89% | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.46% | -0.27% | EXIT | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.07% | -5.35% |
According to official SEC Form 13F filings, Power Wealth Management LLC reported a total U.S. public equity portfolio value of $290.9M across 95 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FBND, IVV, VMBS) accounted for 18.5% of total reported equity market value during Q1 2024.
During Q1 2024, Power Wealth Management LLC's top holdings by market value included FBND (12.4%)、IVV (6.7%)、VMBS (6.5%). The largest single position, FBND, represented 12.4% of total portfolio value.
In Q1 2024, Power Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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