Power Wealth Management

Power Wealth Management as of June 30, 2025

Portfolio Holdings for Power Wealth Management

Power Wealth Management holds 90 positions in its portfolio as reported in the June 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) 14.6 $38M 830k 45.75
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 11.0 $29M 619k 46.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.7 $23M 273k 82.92
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.8 $12M 237k 52.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $12M 552k 22.10
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.4 $12M 121k 95.32
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 4.1 $11M 101k 105.54
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.8 $9.9M 173k 56.85
Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.6 $6.8M 121k 56.12
Ishares Tr Core S&p500 Etf (IVV) 2.4 $6.3M 10k 620.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $5.4M 180k 30.14
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.6 $4.1M 40k 100.53
Microsoft Corporation (MSFT) 1.5 $3.9M 7.9k 497.38
Amazon (AMZN) 1.5 $3.8M 17k 219.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.2M 5.2k 617.89
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.2M 18k 176.23
Charles Schwab Corporation (SCHW) 1.1 $2.9M 32k 91.24
Meta Platforms Cl A (META) 1.1 $2.8M 3.8k 738.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $2.7M 20k 134.79
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.7M 24k 110.10
Spdr Series Trust Portfolio S&p400 (SPMD) 1.0 $2.6M 48k 54.38
Apple (AAPL) 1.0 $2.6M 13k 205.17
Ishares Tr National Mun Etf (MUB) 1.0 $2.5M 24k 104.48
Warner Bros Discovery Com Ser A (WBD) 0.9 $2.3M 205k 11.46
Autodesk (ADSK) 0.9 $2.3M 7.5k 309.57
Home Depot (HD) 0.9 $2.3M 6.2k 366.64
Intercontinental Exchange (ICE) 0.9 $2.2M 12k 183.46
salesforce (CRM) 0.8 $2.2M 8.0k 272.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.0M 4.1k 485.77
Charter Communications Inc N Cl A (CHTR) 0.8 $2.0M 4.8k 408.81
Kroger (KR) 0.8 $2.0M 28k 71.73
MGM Resorts International. (MGM) 0.8 $2.0M 57k 34.39
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 9.2k 204.67
BorgWarner (BWA) 0.6 $1.7M 51k 33.48
Anthem (ELV) 0.6 $1.6M 4.0k 388.98
NVIDIA Corporation (NVDA) 0.5 $1.4M 8.9k 157.99
Capital One Financial (COF) 0.5 $1.2M 5.7k 212.78
Equifax (EFX) 0.4 $1.2M 4.5k 259.37
Citigroup Com New (C) 0.4 $1.1M 14k 85.12
Iqvia Holdings (IQV) 0.4 $1.1M 7.2k 157.59
Nike CL B (NKE) 0.4 $1.1M 15k 71.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.1M 2.5k 424.58
Viatris (VTRS) 0.4 $1.0M 117k 8.93
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.0M 4.8k 215.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 1.8k 568.03
Nextera Energy (NEE) 0.4 $1.0M 14k 69.42
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $996k 16k 60.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $995k 13k 79.50
Airbnb Com Cl A (ABNB) 0.4 $980k 7.4k 132.34
Zoetis Cl A (ZTS) 0.4 $945k 6.1k 155.95
Alphabet Cap Stk Cl C (GOOG) 0.4 $922k 5.2k 177.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $845k 12k 73.63
Jacobs Engineering Group (J) 0.3 $841k 6.4k 131.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $839k 2.8k 303.93
Cigna Corp (CI) 0.3 $767k 2.3k 330.61
Fidelity National Information Services (FIS) 0.3 $725k 8.9k 81.41
Wal-Mart Stores (WMT) 0.3 $686k 7.0k 97.78
Apa Corporation (APA) 0.3 $670k 37k 18.29
Visa Com Cl A (V) 0.2 $620k 1.7k 355.05
Global Payments (GPN) 0.2 $612k 7.6k 80.04
Alight Com Cl A (ALIT) 0.2 $556k 98k 5.66
Tesla Motors (TSLA) 0.2 $547k 1.7k 317.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $535k 5.0k 106.34
JPMorgan Chase & Co. (JPM) 0.2 $502k 1.7k 289.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $484k 3.6k 135.04
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $484k 4.9k 99.20
Eli Lilly & Co. (LLY) 0.2 $465k 597.00 779.55
Te Connectivity Ord Shs (TEL) 0.2 $464k 2.8k 168.67
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $441k 7.4k 59.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $414k 2.1k 194.23
Oracle Corporation (ORCL) 0.2 $411k 1.9k 218.63
Fiserv (FI) 0.2 $394k 2.3k 172.41
Exxon Mobil Corporation (XOM) 0.1 $358k 3.3k 107.80
Deere & Company (DE) 0.1 $336k 661.00 508.49
Microstrategy Cl A New (MSTR) 0.1 $334k 827.00 404.23
Wells Fargo & Company (WFC) 0.1 $323k 4.0k 80.12
Southern Company (SO) 0.1 $316k 3.4k 91.82
Netflix (NFLX) 0.1 $308k 230.00 1339.13
Servicenow (NOW) 0.1 $298k 290.00 1028.08
Mastercard Incorporated Cl A (MA) 0.1 $271k 483.00 561.94
Vanguard Index Fds Growth Etf (VUG) 0.1 $267k 608.00 438.40
Linde SHS (LIN) 0.1 $264k 563.00 469.18
Corteva (CTVA) 0.1 $260k 3.5k 74.53
Uber Technologies (UBER) 0.1 $258k 2.8k 93.30
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $248k 2.8k 90.17
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $241k 3.0k 81.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $235k 4.8k 49.46
Coca-Cola Company (KO) 0.1 $224k 3.2k 70.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $223k 3.6k 62.74
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $201k 3.9k 52.06