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CIK: 0002001039
Total reported value
$290.9M
$290.9M
83 檔
37.6%
According to the latest 13F quarterly dataset, Power Wealth Management LLC managed an equity portfolio of $290.9M at the end of Q1 2025, spanning 83 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 15.10% | -0.57% | +9.72% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 11.43% | -0.51% | +13.42% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.84% | -0.40% | +16.53% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.64% | +0.13% | +10.03% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.30% | +0.29% | +11.60% | |
| 6 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 4.30% | -0.25% | +15.76% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.96% | -0.24% | +5.73% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.84% | +0.72% | +10.83% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.82% | — | +12.47% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | +0.10% | -15.76% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.96% | +0.07% | +15.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +0.01% | -5.68% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.47% | — | +5.46% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.10% | +1.12% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.19% | -0.84% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.14% | -1.94% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.01% | +0.37% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.07% | -0.22% | +4.33% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.21% | -42.80% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.15% | +90.96% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | -12.39% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.94% | +0.09% | +13.31% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.03% | -3.85% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.15% | -4.20% | |
| 25 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.89% | — | +0.63% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.58% | EXIT | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.84% | -0.31% | +116.87% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.03% | -28.86% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | -0.24% | +1.58% | |
| 30 | KR | Kroger Co | Stock-Consumer Staples | 0.79% | -0.30% | -2.03% | |
| 31 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.75% | — | -0.16% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 0.72% | -0.10% | +37.06% | |
| 33 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.71% | -0.05% | +7.66% | |
| 34 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.69% | +0.15% | NEW | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.68% | -0.02% | +732.78% | |
| 36 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.66% | — | +31.95% | |
| 37 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.60% | -0.10% | +12.65% | |
| 38 | VTRS | Viatris Inc | Stock-Healthcare | 0.54% | — | +12.23% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | — | +12.37% | |
| 40 | EFX | Equifax Inc | Stock-Industrials | 0.44% | -0.06% | -2.78% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.42% | -0.03% | -13.95% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.04% | -7.94% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.41% | -0.06% | -4.46% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | +4.94% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.41% | -0.04% | -0.72% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | -15.06% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.40% | -0.27% | EXIT | |
| 48 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.39% | — | -0.29% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.22% | -10.67% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.39% | +0.01% | -31.57% |
According to official SEC Form 13F filings, Power Wealth Management LLC reported a total U.S. public equity portfolio value of $290.9M across 83 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FBND, VMBS, VCIT) accounted for 37.6% of total reported equity market value during Q1 2025.
During Q1 2025, Power Wealth Management LLC's top holdings by market value included FBND (15.1%)、VMBS (11.4%)、VCIT (8.8%). The largest single position, FBND, represented 15.1% of total portfolio value.
In Q1 2025, 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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