Power Wealth Management

Power Wealth Management as of March 31, 2025

Portfolio Holdings for Power Wealth Management

Power Wealth Management holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 15.1 $37M 817k 45.65
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 11.4 $28M 610k 46.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.8 $22M 267k 81.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.6 $12M 225k 51.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $11M 538k 19.78
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 4.3 $11M 101k 105.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $9.8M 171k 57.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.8 $9.5M 118k 80.37
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.8 $7.0M 121k 57.61
Ishares Tr Core S&p500 Etf (IVV) 2.4 $5.8M 10k 561.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $4.9M 176k 27.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $4.0M 7.2k 559.42
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.5 $3.6M 25k 146.01
Amazon (AMZN) 1.3 $3.3M 17k 190.26
Microsoft Corporation (MSFT) 1.2 $2.9M 7.7k 375.40
Apple (AAPL) 1.1 $2.8M 13k 222.13
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.8M 18k 154.64
Charles Schwab Corporation (SCHW) 1.1 $2.6M 34k 78.28
Ishares Tr National Mun Etf (MUB) 1.0 $2.6M 24k 105.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.4M 4.5k 532.58
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.3M 25k 92.83
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $2.3M 46k 51.18
Home Depot (HD) 0.9 $2.3M 6.2k 366.49
Meta Platforms Cl A (META) 0.9 $2.2M 3.9k 576.37
Warner Bros Discovery Com Ser A (WBD) 0.9 $2.2M 206k 10.73
salesforce (CRM) 0.9 $2.2M 8.1k 268.37
Intercontinental Exchange (ICE) 0.8 $2.1M 12k 172.50
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.0M 10k 193.99
Autodesk (ADSK) 0.8 $2.0M 7.6k 261.80
Kroger (KR) 0.8 $1.9M 29k 67.69
Charter Communications Inc N Cl A (CHTR) 0.7 $1.9M 5.0k 368.53
Anthem (ELV) 0.7 $1.8M 4.1k 434.98
MGM Resorts International. (MGM) 0.7 $1.8M 60k 29.64
Godaddy Cl A (GDDY) 0.7 $1.7M 9.4k 180.14
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.7M 17k 100.62
Iqvia Holdings (IQV) 0.7 $1.6M 9.2k 176.30
BorgWarner (BWA) 0.6 $1.5M 52k 28.65
Viatris (VTRS) 0.5 $1.3M 153k 8.71
Nike CL B (NKE) 0.5 $1.2M 20k 63.48
Equifax (EFX) 0.4 $1.1M 4.5k 243.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.0M 13k 78.94
Nextera Energy (NEE) 0.4 $1.0M 14k 70.89
Capital One Financial (COF) 0.4 $1.0M 5.6k 179.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 2.0k 513.96
Citigroup Com New (C) 0.4 $1.0M 14k 70.99
Ishares Tr Russell 2000 Etf (IWM) 0.4 $992k 5.0k 199.49
Zoetis Cl A (ZTS) 0.4 $989k 6.0k 164.65
Hasbro (HAS) 0.4 $959k 16k 61.49
NVIDIA Corporation (NVDA) 0.4 $959k 8.8k 108.38
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $954k 17k 55.45
Apa Corporation (APA) 0.4 $947k 45k 21.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $945k 13k 73.45
Global Payments (GPN) 0.4 $925k 9.4k 97.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $910k 2.5k 361.09
Alphabet Cap Stk Cl C (GOOG) 0.3 $831k 5.3k 156.23
Jacobs Engineering Group (J) 0.3 $781k 6.5k 120.89
Cigna Corp (CI) 0.3 $780k 2.4k 329.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $759k 2.8k 274.84
Alight Com Cl A (ALIT) 0.3 $729k 123k 5.93
Fidelity National Information Services (FIS) 0.3 $665k 8.9k 74.68
Wal-Mart Stores (WMT) 0.3 $637k 7.3k 87.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $561k 5.3k 105.60
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $466k 4.7k 98.92
Tesla Motors (TSLA) 0.2 $446k 1.7k 259.16
Fiserv (FI) 0.2 $445k 2.0k 220.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $442k 7.4k 59.40
JPMorgan Chase & Co. (JPM) 0.2 $428k 1.7k 245.30
Exxon Mobil Corporation (XOM) 0.2 $407k 3.4k 118.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $401k 2.1k 188.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $389k 3.2k 122.01
Visa Com Cl A (V) 0.1 $317k 903.00 350.46
Southern Company (SO) 0.1 $295k 3.2k 91.96
Linde SHS (LIN) 0.1 $263k 565.00 465.64
Wells Fargo & Company (WFC) 0.1 $247k 3.4k 71.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $243k 3.1k 78.85
Microstrategy Cl A New (MSTR) 0.1 $240k 833.00 288.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $237k 639.00 370.82
Coca-Cola Company (KO) 0.1 $229k 3.2k 71.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $215k 4.8k 45.26
Uber Technologies (UBER) 0.1 $214k 2.9k 72.86
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $208k 3.6k 58.54
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $202k 2.8k 73.61
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $201k 2.2k 91.03