The Analysis of POWER WEALTH MANAGEMENT LLC's Holdings
Currently, POWER WEALTH MANAGEMENT LLC holds 94 types of securities in its portfolio with a total value $284.0M. In the most recent quarter, they have increased their positions in IJR (+19.2K shares, valued at $2.3M), FBND (+35.8K shares, valued at $1.6M), VMBS (+26.8K shares, valued at $1.3M); decreased their positions in WBD (-159.1K shares, valued at $4.6M), N/A (-942 shares, valued at $294.8K), SPY (-352 shares, valued at $240.0K); initiated new positions in IJR (+19.2K shares, valued at $2.3M), WDAY (+4.3K shares, valued at $933.4K), IBIT (+6.7K shares, valued at $332.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR815.7K shares4.58%2025-12-312026-02-17
VMBS VANGUARD SCOTTSDALE FDS692.9K shares4.03%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS268.5K shares5.87%2025-12-312026-02-17 SPYV SPDR SERIES TRUST267.7K shares1.94%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR559.4K shares-0.75%2025-12-312026-02-17 SPYG SPDR SERIES TRUST126.0K shares1.24%2025-12-312026-02-17 VGIT VANGUARD SCOTTSDALE FDS193.7K shares5.62%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F189.1K shares1.75%2025-12-312026-02-17 TBLL INVESCO EXCH TRADED FD TR II82.3K shares3.63%2025-12-312026-02-17 JPIB J P MORGAN EXCHANGE TRADED F164.3K shares6.13%2025-12-312026-02-17 IVV ISHARES TR10.1K shares-0.45%2025-12-312026-02-17 SCHE SCHWAB STRATEGIC TR185.3K shares0.32%2025-12-312026-02-17 ALPHABET INC ALPHABET INC16.8K shares-5.30%2025-12-312026-02-17 AMZN AMAZON COM INC16.9K shares-1.46%2025-12-312026-02-17 MSFT MICROSOFT CORP7.8K shares-0.87%2025-12-312026-02-17 AAPL APPLE INC11.7K shares-3.26%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR4.6K shares-7.18%2025-12-312026-02-17 SPMD SPDR SERIES TRUST50.1K shares1.94%2025-12-312026-02-17 IVW ISHARES TR23.4K shares-3.35%2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP27.1K shares-2.63%2025-12-312026-02-17 CRM SALESFORCE INC9.0K shares4.99%2025-12-312026-02-17 IJR ISHARES TR19.2K sharesnew addition2025-12-312026-02-17 META META PLATFORMS INC3.4K shares0.82%2025-12-312026-02-17 ICE INTERCONTINENTAL EXCHANGE IN13.6K shares11.20%2025-12-312026-02-17 ADSK AUTODESK INC7.4K shares0.15%2025-12-312026-02-17 MUB ISHARES TR19.5K shares-1.33%2025-12-312026-02-17 BWA BORGWARNER INC44.3K shares-3.02%2025-12-312026-02-17 MGM MGM RESORTS INTERNATIONAL54.2K shares-3.96%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY5.5K shares8.84%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS7.8K shares-11.58%2025-12-312026-02-17 LLY ELI LILLY & CO1.6K shares-8.50%2025-12-312026-02-17 KR KROGER CO26.7K shares0.63%2025-12-312026-02-17 ALPHABET INC ALPHABET INC5.2K shares0.23%2025-12-312026-02-17 HD HOME DEPOT INC4.6K shares-1.48%2025-12-312026-02-17 NVDA NVIDIA CORPORATION8.2K shares-2.65%2025-12-312026-02-17 V VISA INC3.8K shares2.70%2025-12-312026-02-17 CHTR CHARTER COMMUNICATIONS INC N6.4K shares22.13%2025-12-312026-02-17 CITIGROUP INC CITIGROUP INC11.3K shares-5.99%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP5.4K shares-1.87%2025-12-312026-02-17 ACWX ISHARES TR16.9K shares2.83%2025-12-312026-02-17 ABNB AIRBNB INC8.1K shares2.75%2025-12-312026-02-17 NEE NEXTERA ENERGY INC13.3K shares-4.74%2025-12-312026-02-17 WBD WARNER BROS DISCOVERY INC36.1K shares-81.52%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS12.8K shares0.30%2025-12-312026-02-17 IWM ISHARES TR3.9K shares-7.65%2025-12-312026-02-17 EFX EQUIFAX INC4.5K shares-0.69%2025-12-312026-02-17 DE DEERE & CO2.1K shares1.33%2025-12-312026-02-17 WDAY WORKDAY INC4.3K sharesnew addition2025-12-312026-02-17 VTI VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-02-17 ZTS ZOETIS INC6.7K shares5.78%2025-12-312026-02-17 MINT PIMCO ETF TR8.3K shares-18.01%2025-12-312026-02-17 J JACOBS SOLUTIONS INC6.2K shares-1.55%2025-12-312026-02-17 IWF ISHARES TR1.7K shares3.94%2025-12-312026-02-17 CTVA CORTEVA INC12.1K shares1.95%2025-12-312026-02-17 MA MASTERCARD INCORPORATED1.4K shares2.73%2025-12-312026-02-17 TSLA TESLA INC1.7K shares-0.47%2025-12-312026-02-17 ORCL ORACLE CORP3.9K shares0.33%2025-12-312026-02-17 WMT WALMART INC6.7K shares-2.85%2025-12-312026-02-17 FI FISERV INC10.6K shares328.54%2025-12-312026-02-17 SHOP SHOPIFY INC4.3K shares-4.88%2025-12-312026-02-17 NOW SERVICENOW INC4.4K shares409.48%2025-12-312026-02-17 AGG ISHARES TR6.4K shares39.04%2025-12-312026-02-17 ITOT ISHARES TR4.3K shares14.42%2025-12-312026-02-17 FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2025-12-312026-02-17 NFLX NETFLIX INC6.0K shares787.67%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.1.7K shares-0.69%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS7.2K shares-2.25%2025-12-312026-02-17 SUB ISHARES TR4.6K shares-1.72%2025-12-312026-02-17 IWD ISHARES TR2.1K shares0.00%2025-12-312026-02-17 BROADCOM INC BROADCOM INC1.2K shares-3.90%2025-12-312026-02-17 IBIT ISHARES BITCOIN TRUST ETF6.7K sharesnew addition2025-12-312026-02-17 XOM EXXON MOBIL CORP2.6K shares0.00%2025-12-312026-02-17 SO SOUTHERN CO3.5K shares0.52%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC3.6K shares-0.80%2025-12-312026-02-17 VUG VANGUARD INDEX FDS602 shares-0.82%2025-12-312026-02-17 GLD SPDR GOLD TR718 shares17.51%2025-12-312026-02-17 TDIV FIRST TR EXCHANGE TRADED FD2.8K shares0.00%2025-12-312026-02-17 WFC WELLS FARGO CO NEW2.8K shares-34.66%2025-12-312026-02-17 RDVY FIRST TR EXCHANGE TRADED FD3.6K shares0.68%2025-12-312026-02-17 SLV ISHARES SILVER TR3.8K sharesnew addition2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F4.3K shares-10.08%2025-12-312026-02-17 LINDE PLC LINDE PLC538 shares0.00%2025-12-312026-02-17 IQV IQVIA HLDGS INC979 sharesnew addition2025-12-312026-02-17 KO COCA COLA CO3.1K shares-2.07%2025-12-312026-02-17 GM GENERAL MTRS CO2.6K sharesnew addition2025-12-312026-02-17 VTWO VANGUARD SCOTTSDALE FDS2.1K shares-10.37%2025-12-312026-02-17 SPSM SPDR SERIES TRUST4.4K shares0.00%2025-12-312026-02-17 L LOEWS CORP1.9K sharesnew addition2025-12-312026-02-17 VTRS VIATRIS INC16.1K shares0.00%2025-12-312026-02-17 ALIT ALIGHT INC53.1K shares102.60%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available