Power Wealth Management

Power Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Power Wealth Management

Power Wealth Management holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 14.0 $33M 745k 44.87
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 10.2 $24M 538k 45.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.7 $18M 229k 80.27
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.4 $10M 204k 51.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.9 $9.4M 107k 87.90
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $9.3M 162k 57.53
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 3.8 $9.2M 87k 105.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $8.9M 482k 18.50
Ishares Tr Core S&p500 Etf (IVV) 3.0 $7.2M 12k 588.68
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.5 $5.9M 107k 55.35
Ishares Tr National Mun Etf (MUB) 1.9 $4.5M 43k 106.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.5M 7.6k 586.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $4.1M 153k 26.63
Amazon (AMZN) 1.6 $3.7M 17k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.4M 18k 189.30
Microsoft Corporation (MSFT) 1.4 $3.3M 7.8k 421.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $3.2M 24k 137.57
Apple (AAPL) 1.3 $3.2M 13k 250.42
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $2.9M 29k 101.53
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.8M 14k 195.83
Kyndryl Hldgs Common Stock (KD) 1.1 $2.7M 79k 34.60
salesforce (CRM) 1.1 $2.7M 8.0k 334.34
Home Depot (HD) 1.0 $2.5M 6.4k 388.99
Charles Schwab Corporation (SCHW) 1.0 $2.4M 32k 74.01
Meta Platforms Cl A (META) 1.0 $2.4M 4.0k 585.52
Autodesk (ADSK) 0.9 $2.2M 7.5k 295.57
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $2.2M 40k 54.69
Warner Bros Discovery Com Ser A (WBD) 0.9 $2.2M 205k 10.57
MGM Resorts International. (MGM) 0.8 $1.9M 55k 34.65
Kroger (KR) 0.7 $1.8M 29k 61.15
Charter Communications Inc N Cl A (CHTR) 0.7 $1.7M 5.0k 342.77
Viatris (VTRS) 0.7 $1.7M 137k 12.45
BorgWarner (BWA) 0.6 $1.5M 46k 31.79
Iqvia Holdings (IQV) 0.6 $1.4M 7.0k 196.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.3M 19k 71.91
NVIDIA Corporation (NVDA) 0.6 $1.3M 9.9k 134.29
Nike CL B (NKE) 0.5 $1.3M 17k 75.67
Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $1.3M 25k 52.16
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M 5.9k 220.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.2M 15k 78.01
Equifax (EFX) 0.5 $1.2M 4.6k 254.85
Nextera Energy (NEE) 0.5 $1.1M 16k 71.69
Anthem (ELV) 0.5 $1.1M 3.0k 368.92
Goldman Sachs (GS) 0.4 $1.1M 1.9k 572.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 2.3k 453.28
Capital One Financial (COF) 0.4 $1.1M 5.9k 178.33
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 5.4k 190.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.0M 2.5k 401.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 1.9k 538.81
Citigroup Com New (C) 0.4 $1.0M 14k 70.39
Zoetis Cl A (ZTS) 0.4 $954k 5.9k 162.93
Global Payments (GPN) 0.4 $950k 8.5k 112.06
Hasbro (HAS) 0.4 $875k 16k 55.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $857k 8.1k 105.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $847k 2.9k 289.81
Jacobs Engineering Group (J) 0.3 $834k 6.2k 133.62
Intercontinental Exchange (ICE) 0.3 $825k 5.5k 149.02
Alight Com Cl A (ALIT) 0.3 $731k 106k 6.92
Fidelity National Information Services (FIS) 0.3 $720k 8.9k 80.77
Wal-Mart Stores (WMT) 0.3 $719k 8.0k 90.35
Tesla Motors (TSLA) 0.3 $704k 1.7k 403.84
Apa Corporation (APA) 0.3 $681k 30k 23.09
Cigna Corp (CI) 0.3 $606k 2.2k 276.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $556k 9.6k 58.00
JPMorgan Chase & Co. (JPM) 0.2 $508k 2.1k 239.71
Atkore Intl (ATKR) 0.2 $499k 6.0k 83.45
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $484k 5.0k 96.90
Fiserv (FI) 0.2 $440k 2.1k 205.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $400k 2.2k 185.13
Exxon Mobil Corporation (XOM) 0.2 $365k 3.4k 107.57
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $365k 4.8k 75.69
Ishares Tr Short Treas Bd (SHV) 0.2 $361k 3.3k 110.09
Linde SHS (LIN) 0.1 $356k 849.00 418.67
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $345k 4.0k 87.33
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $308k 6.2k 49.76
Chevron Corporation (CVX) 0.1 $307k 2.1k 144.84
Wells Fargo & Company (WFC) 0.1 $297k 4.2k 70.24
Visa Com Cl A (V) 0.1 $296k 936.00 316.04
Vanguard Index Fds Growth Etf (VUG) 0.1 $292k 711.00 410.44
Oracle Corporation (ORCL) 0.1 $279k 1.7k 166.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $269k 6.0k 44.92
Southern Company (SO) 0.1 $262k 3.2k 82.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $253k 5.7k 44.04
Microstrategy Cl A New (MSTR) 0.1 $241k 831.00 289.62
Uber Technologies (UBER) 0.1 $236k 3.9k 60.32
Coca-Cola Company (KO) 0.1 $217k 3.5k 62.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $216k 1.7k 128.62
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $216k 2.8k 78.46
Intuit (INTU) 0.1 $212k 337.00 628.50
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $210k 3.6k 59.14
Broadcom (AVGO) 0.1 $208k 896.00 231.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.34