The Analysis of POWER WEALTH MANAGEMENT LLC's Holdings
Currently, POWER WEALTH MANAGEMENT LLC holds 89 types of securities in its portfolio with a total value $274.6M. In the most recent quarter, they have increased their positions in VGIT (+176.1K shares, valued at $10.6M), JPIB (+154.8K shares, valued at $7.6M), VMBS (+47.4K shares, valued at $2.2M); decreased their positions in MINT (-30.3K shares, valued at $3.0M), FBND (-50.1K shares, valued at $2.3M), TBLL (-21.7K shares, valued at $2.3M); initiated new positions in JPIB (+154.8K shares, valued at $7.6M), SHOP (+4.6K shares, valued at $676.5K), AVGO (+1.3K shares, valued at $414.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR780.0K shares-6.03%2025-09-302025-11-12
VMBS VANGUARD SCOTTSDALE FDS666.1K shares7.67%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS253.6K shares-6.96%2025-09-302025-11-12 SPYV SPDR SERIES TRUST262.6K shares10.71%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR563.6K shares2.17%2025-09-302025-11-12 SPYG SPDR SERIES TRUST124.4K shares3.03%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS183.4K shares2387.17%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F185.8K shares7.20%2025-09-302025-11-12 TBLL INVESCO EXCH TRADED FD TR II79.4K shares-21.44%2025-09-302025-11-12 JPIB J P MORGAN EXCHANGE TRADED F154.8K sharesnew addition2025-09-302025-11-12 IVV ISHARES TR10.1K shares-0.23%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR184.7K shares2.70%2025-09-302025-11-12 GOOGL ALPHABET INC17.8K shares-2.37%2025-09-302025-11-12 MSFT MICROSOFT CORP7.9K shares-0.28%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY INC195.2K shares-4.54%2025-09-302025-11-12 AMZN AMAZON COM INC17.1K shares-0.96%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR4.9K shares-6.57%2025-09-302025-11-12 AAPL APPLE INC12.0K shares-4.33%2025-09-302025-11-12 IVW ISHARES TR24.3K shares0.00%2025-09-302025-11-12 SPMD SPDR SERIES TRUST49.1K shares3.36%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP27.8K shares-13.77%2025-09-302025-11-12 META META PLATFORMS INC3.4K shares-8.97%2025-09-302025-11-12 ADSK AUTODESK INC7.4K shares-0.63%2025-09-302025-11-12 MUB ISHARES TR19.7K shares-17.15%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares-0.51%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN12.2K shares1.06%2025-09-302025-11-12 CRM SALESFORCE INC8.5K shares6.91%2025-09-302025-11-12 BWA BORGWARNER INC45.7K shares-9.47%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC9.0K shares226.51%2025-09-302025-11-12 MGM MGM RESORTS INTERNATIONAL56.4K shares-0.89%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS8.8K shares-4.25%2025-09-302025-11-12 HD HOME DEPOT INC4.7K shares-24.17%2025-09-302025-11-12 KR KROGER CO26.6K shares-3.49%2025-09-302025-11-12 ELV ELEVANCE HEALTH INC FORMERLY5.0K shares24.13%2025-09-302025-11-12 NVDA NVIDIA CORPORATION8.5K shares-5.27%2025-09-302025-11-12 CHTR CHARTER COMMUNICATIONS INC N5.2K shares7.65%2025-09-302025-11-12 LLY ELI LILLY & CO1.7K shares185.76%2025-09-302025-11-12 V VISA INC3.7K shares112.03%2025-09-302025-11-12 GOOG ALPHABET INC5.2K shares-0.89%2025-09-302025-11-12 C CITIGROUP INC12.0K shares-10.94%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP5.5K shares-2.63%2025-09-302025-11-12 EFX EQUIFAX INC4.5K shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP3.9K shares109.05%2025-09-302025-11-12 VOO VANGUARD INDEX FDS1.8K shares-0.28%2025-09-302025-11-12 ACWX ISHARES TR16.5K shares0.66%2025-09-302025-11-12 NEE NEXTERA ENERGY INC13.9K shares-3.58%2025-09-302025-11-12 IWM ISHARES TR4.3K shares-10.98%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS12.8K shares1.86%2025-09-302025-11-12 MINT PIMCO ETF TR10.1K shares-75.05%2025-09-302025-11-12 ABNB AIRBNB INC7.9K shares6.55%2025-09-302025-11-12 J JACOBS SOLUTIONS INC6.3K shares-2.05%2025-09-302025-11-12 DE DEERE & CO2.0K shares208.17%2025-09-302025-11-12 ZTS ZOETIS INC6.4K shares4.98%2025-09-302025-11-12 VTI VANGUARD INDEX FDS2.8K shares0.07%2025-09-302025-11-12 NFLX NETFLIX INC681 shares196.09%2025-09-302025-11-12 CTVA CORTEVA INC11.8K shares238.39%2025-09-302025-11-12 NOW SERVICENOW INC854 shares194.48%2025-09-302025-11-12 IWF ISHARES TR1.6K shares-34.52%2025-09-302025-11-12 TSLA TESLA INC1.7K shares-0.12%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.3K shares173.50%2025-09-302025-11-12 WMT WALMART INC6.9K shares-2.01%2025-09-302025-11-12 CI THE CIGNA GROUP2.4K shares4.31%2025-09-302025-11-12 SHOP SHOPIFY INC4.6K sharesnew addition2025-09-302025-11-12 FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS7.3K shares-36.09%2025-09-302025-11-12 ITOT ISHARES TR3.7K shares3.88%2025-09-302025-11-12 SUB ISHARES TR4.7K shares-6.39%2025-09-302025-11-12 AGG ISHARES TR4.6K shares-5.77%2025-09-302025-11-12 IWD ISHARES TR2.1K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC1.3K sharesnew addition2025-09-302025-11-12 WFC WELLS FARGO CO NEW4.3K shares7.29%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC3.6K shares31.30%2025-09-302025-11-12 SO SOUTHERN CO3.5K shares0.49%2025-09-302025-11-12 FI FISERV INC2.5K shares8.18%2025-09-302025-11-12 VUG VANGUARD INDEX FDS607 shares-0.16%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.6K shares-22.94%2025-09-302025-11-12 TDIV FIRST TR EXCHANGE TRADED FD2.8K shares0.00%2025-09-302025-11-12 MSTR STRATEGY INC827 shares0.00%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F4.8K shares0.84%2025-09-302025-11-12 LIN LINDE PLC538 shares-4.44%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR2.8K shares-4.64%2025-09-302025-11-12 RDVY FIRST TR EXCHANGE TRADED FD3.5K shares0.00%2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2025-09-302025-11-12 GLD SPDR GOLD TR611 sharesnew addition2025-09-302025-11-12 KO COCA COLA CO3.1K shares-0.89%2025-09-302025-11-12 SPSM SPDR SERIES TRUST4.4K sharesnew addition2025-09-302025-11-12 VTRS VIATRIS INC16.1K shares-86.23%2025-09-302025-11-12 ALIT ALIGHT INC26.2K shares-73.30%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available