Power Wealth Management

Power Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Power Wealth Management

Power Wealth Management holds 89 positions in its portfolio as reported in the September 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) 13.1 $36M 780k 46.24
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 11.4 $31M 666k 46.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.8 $21M 254k 84.11
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 5.3 $15M 263k 55.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.8 $13M 564k 23.28
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.7 $13M 124k 104.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.0 $11M 183k 60.03
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $11M 186k 57.10
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 3.1 $8.4M 79k 105.64
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.8 $7.6M 155k 49.03
Ishares Tr Core S&p500 Etf (IVV) 2.5 $6.8M 10k 669.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $6.2M 185k 33.37
Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.3M 18k 243.10
Microsoft Corporation (MSFT) 1.5 $4.1M 7.9k 517.98
Warner Bros Discovery Com Ser A (WBD) 1.4 $3.8M 195k 19.53
Amazon (AMZN) 1.4 $3.8M 17k 219.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.3M 4.9k 666.18
Apple (AAPL) 1.1 $3.1M 12k 254.64
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $2.9M 24k 120.72
Spdr Series Trust Portfolio S&p400 (SPMD) 1.0 $2.8M 49k 57.19
Charles Schwab Corporation (SCHW) 1.0 $2.7M 28k 95.47
Meta Platforms Cl A (META) 0.9 $2.5M 3.4k 734.38
Autodesk (ADSK) 0.9 $2.4M 7.4k 317.67
Ishares Tr National Mun Etf (MUB) 0.8 $2.1M 20k 106.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.1M 4.1k 502.74
Intercontinental Exchange (ICE) 0.7 $2.1M 12k 168.49
salesforce (CRM) 0.7 $2.0M 8.5k 237.00
BorgWarner (BWA) 0.7 $2.0M 46k 43.96
Te Connectivity Ord Shs (TEL) 0.7 $2.0M 9.0k 219.53
MGM Resorts International. (MGM) 0.7 $2.0M 56k 34.66
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 8.8k 215.79
Home Depot (HD) 0.7 $1.9M 4.7k 405.19
Kroger (KR) 0.7 $1.8M 27k 67.41
Anthem (ELV) 0.6 $1.6M 5.0k 323.14
NVIDIA Corporation (NVDA) 0.6 $1.6M 8.5k 186.58
Charter Communications Inc N Cl A (CHTR) 0.5 $1.4M 5.2k 275.11
Eli Lilly & Co. (LLY) 0.5 $1.3M 1.7k 763.01
Visa Com Cl A (V) 0.5 $1.3M 3.7k 341.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 5.2k 243.55
Citigroup Com New (C) 0.4 $1.2M 12k 101.50
Capital One Financial (COF) 0.4 $1.2M 5.5k 212.58
Equifax (EFX) 0.4 $1.2M 4.5k 256.53
Oracle Corporation (ORCL) 0.4 $1.1M 3.9k 281.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.1M 1.8k 612.38
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $1.1M 17k 65.01
Nextera Energy (NEE) 0.4 $1.1M 14k 75.49
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.0M 4.3k 241.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.0M 13k 79.93
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $1.0M 10k 100.69
Airbnb Com Cl A (ABNB) 0.3 $958k 7.9k 121.42
Jacobs Engineering Group (J) 0.3 $939k 6.3k 149.86
Deere & Company (DE) 0.3 $931k 2.0k 457.26
Zoetis Cl A (ZTS) 0.3 $931k 6.4k 146.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $906k 2.8k 328.17
Netflix (NFLX) 0.3 $817k 681.00 1198.92
Corteva (CTVA) 0.3 $799k 12k 67.63
Servicenow (NOW) 0.3 $786k 854.00 920.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $773k 1.7k 468.41
Tesla Motors (TSLA) 0.3 $765k 1.7k 444.72
Mastercard Incorporated Cl A (MA) 0.3 $751k 1.3k 568.81
Wal-Mart Stores (WMT) 0.3 $709k 6.9k 103.06
Cigna Corp (CI) 0.3 $698k 2.4k 288.27
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $677k 4.6k 148.61
Fidelity National Information Services (FIS) 0.2 $587k 8.9k 65.94
JPMorgan Chase & Co. (JPM) 0.2 $546k 1.7k 315.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $545k 7.3k 74.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $543k 3.7k 145.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $502k 4.7k 106.78
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $460k 4.6k 100.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $434k 2.1k 203.59
Broadcom (AVGO) 0.2 $415k 1.3k 329.91
Wells Fargo & Company (WFC) 0.1 $363k 4.3k 83.82
Uber Technologies (UBER) 0.1 $355k 3.6k 97.97
Southern Company (SO) 0.1 $328k 3.5k 94.76
Fiserv (FI) 0.1 $319k 2.5k 128.93
Vanguard Index Fds Growth Etf (VUG) 0.1 $291k 607.00 479.61
Exxon Mobil Corporation (XOM) 0.1 $289k 2.6k 112.75
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $271k 2.8k 98.59
Strategy Cl A New (MSTR) 0.1 $267k 827.00 322.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $260k 4.8k 54.18
Linde SHS (LIN) 0.1 $256k 538.00 475.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $246k 2.8k 87.21
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $239k 3.6k 67.26
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $230k 2.4k 97.82
Spdr Gold Tr Gold Shs (GLD) 0.1 $217k 611.00 355.47
Coca-Cola Company (KO) 0.1 $208k 3.1k 66.32
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $206k 4.4k 46.32
Viatris (VTRS) 0.1 $159k 16k 9.90
Alight Com Cl A (ALIT) 0.0 $85k 26k 3.26