Sponsored

The Analysis of POWER WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, POWER WEALTH MANAGEMENT LLC holds 94 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in VZ (+32.5K shares, valued at $1.6M), FBND (+14.9K shares, valued at $681.1K), NVDA (+2.5K shares, valued at $433.7K); decreased their positions in VMBS (-56.9K shares, valued at $2.7M), VGIT (-19.1K shares, valued at $1.1M), JPIB (-22.2K shares, valued at $1.1M); initiated new positions in VZ (+32.5K shares, valued at $1.6M), EEM (+5.7K shares, valued at $321.0K), GEV (+318 shares, valued at $277.6K).

1M P&L

+808.5K+0.30%

3M P&L

-1.2M-0.43%

HY P&L

+1.4M+0.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A206.0M

80.7%

2Software - Application5.0M

2.0%

3Software - Infrastructure3.4M

1.3%

Top Industries by Stock Count

1N/A38 stocks

44.7%

2Software - Application7 stocks

8.2%

3Credit Services3 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR830.7K shares1.83%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS636.0K shares-8.21%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS268.6K shares0.03%2026-03-312026-05-14

SPYV SPDR SERIES TRUST272.5K shares1.77%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR570.6K shares2.01%2026-03-312026-05-14

SPYG SPDR SERIES TRUST129.2K shares2.57%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F194.3K shares2.73%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS174.6K shares-9.87%2026-03-312026-05-14

Sponsored

TBLL INVESCO EXCH TRADED FD TR II83.3K shares1.23%2026-03-312026-05-14

JPIB J P MORGAN EXCHANGE TRADED F142.1K shares-13.48%2026-03-312026-05-14

IVV ISHARES TR10.0K shares-0.80%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR191.3K shares3.24%2026-03-312026-05-14

ALPHABET INC ALPHABET INC16.4K shares-2.73%2026-03-312026-05-14

AMZN AMAZON COM INC16.0K shares-4.95%2026-03-312026-05-14

AAPL APPLE INC12.1K shares3.91%2026-03-312026-05-14

SPMD SPDR SERIES TRUST51.4K shares2.63%2026-03-312026-05-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.6K shares1.25%2026-03-312026-05-14

IVW ISHARES TR25.1K shares7.27%2026-03-312026-05-14

MSFT MICROSOFT CORP7.5K shares-3.31%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP24.1K shares-11.08%2026-03-312026-05-14

BWA BORGWARNER INC40.6K shares-8.42%2026-03-312026-05-14

MUB ISHARES TR17.9K shares-8.09%2026-03-312026-05-14

META META PLATFORMS INC3.3K shares-3.97%2026-03-312026-05-14

NVDA NVIDIA CORPORATION10.7K shares30.22%2026-03-312026-05-14

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN11.8K shares-13.33%2026-03-312026-05-14

KR KROGER CO25.5K shares-4.49%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-6.34%2026-03-312026-05-14

MGM MGM RESORTS INTERNATIONAL47.4K shares-12.54%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC8.0K shares-9.07%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC32.5K sharesnew addition2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY5.6K shares1.91%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS7.6K shares-3.13%2026-03-312026-05-14

Sponsored

ADSK AUTODESK INC6.5K shares-12.09%2026-03-312026-05-14

CRM SALESFORCE INC8.3K shares-7.11%2026-03-312026-05-14

HD HOME DEPOT INC4.6K shares0.74%2026-03-312026-05-14

ALPHABET INC ALPHABET INC5.0K shares-3.64%2026-03-312026-05-14

LLY ELI LILLY & CO1.5K shares-5.57%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC10.7K shares-4.86%2026-03-312026-05-14

ACWX ISHARES TR17.1K shares0.90%2026-03-312026-05-14

V VISA INC3.6K shares-6.18%2026-03-312026-05-14

Sponsored

DE DEERE & CO1.9K shares-7.32%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS13.3K shares3.92%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-5.37%2026-03-312026-05-14

NEE NEXTERA ENERGY INC10.3K shares-22.56%2026-03-312026-05-14

CTVA CORTEVA INC11.2K shares-6.98%2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.9K shares3.26%2026-03-312026-05-14

IWM ISHARES TR3.5K shares-11.27%2026-03-312026-05-14

ABNB AIRBNB INC6.8K shares-16.65%2026-03-312026-05-14

Sponsored

WMT WALMART INC6.6K shares-0.94%2026-03-312026-05-14

TSLA TESLA INC2.2K shares28.99%2026-03-312026-05-14

EFX EQUIFAX INC4.5K shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP4.3K shares-20.93%2026-03-312026-05-14

MINT PIMCO ETF TR7.7K shares-7.27%2026-03-312026-05-14

J JACOBS SOLUTIONS INC5.8K shares-6.18%2026-03-312026-05-14

IWF ISHARES TR1.7K shares0.00%2026-03-312026-05-14

ZTS ZOETIS INC6.0K shares-10.41%2026-03-312026-05-14

Sponsored

THE CIGNA GROUP THE CIGNA GROUP2.5K shares-2.36%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.3K shares-4.86%2026-03-312026-05-14

ITOT ISHARES TR4.4K shares4.06%2026-03-312026-05-14

NFLX NETFLIX INC.6.5K shares8.12%2026-03-312026-05-14

ORCL ORACLE CORP4.2K shares7.33%2026-03-312026-05-14

FI FISERV INC10.6K shares-0.06%2026-03-312026-05-14

GLD SPDR GOLD TR1.3K shares87.60%2026-03-312026-05-14

WDAY WORKDAY INC4.4K shares1.84%2026-03-312026-05-14

Sponsored

AGG ISHARES TR5.5K shares-14.38%2026-03-312026-05-14

BROADCOM INC BROADCOM INC1.7K shares40.48%2026-03-312026-05-14

SLV ISHARES SILVER TR7.7K shares101.52%2026-03-312026-05-14

SUB ISHARES TR4.6K shares0.00%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS6.6K shares-7.41%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.6K shares-4.48%2026-03-312026-05-14

SHOP SHOPIFY INC4.1K shares-6.37%2026-03-312026-05-14

NOW SERVICENOW INC4.6K shares5.54%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP2.8K shares7.81%2026-03-312026-05-14

IWD ISHARES TR2.1K shares0.00%2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2026-03-312026-05-14

EEM ISHARES TR5.7K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO & CO4.0K shares40.80%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC4.0K shares12.18%2026-03-312026-05-14

GEV GE VERNOVA INC318 sharesnew addition2026-03-312026-05-14

KO COCA COLA CO3.6K shares18.02%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO2.8K shares-19.07%2026-03-312026-05-14

VUG VANGUARD INDEX FDS606 shares0.66%2026-03-312026-05-14

TDIV FIRST TR EXCHANGE TRADED FD2.8K shares0.00%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF6.7K shares0.00%2026-03-312026-05-14

NMM NAVIOS MARITIME PARTNERS LP3.8K sharesnew addition2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD3.6K shares0.00%2026-03-312026-05-14

LITE LUMENTUM HLDGS INC341 sharesnew addition2026-03-312026-05-14

LINDE PLC LINDE PLC479 shares-10.97%2026-03-312026-05-14

Sponsored

FIX COMFORT SYS USA INC163 sharesnew addition2026-03-312026-05-14

DBP INVESCO DB MULTI-SECTOR COMM2.0K sharesnew addition2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-05-14

L LOEWS CORP1.9K shares0.00%2026-03-312026-05-14

ALIT ALIGHT INC53.1K shares0.00%2026-03-312026-05-14

FBND

FIDELITY MERRIMACK STR TR

1.83%

Shares830.7K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

-8.21%

Shares636.0K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

0.03%

Shares268.6K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

1.77%

Shares272.5K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

2.01%

Shares570.6K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

2.57%

Shares129.2K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

2.73%

Shares194.3K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

-9.87%

Shares174.6K

Event2026-03-31

Filed2026-05-14

TBLL

INVESCO EXCH TRADED FD TR II

1.23%

Shares83.3K

Event2026-03-31

Filed2026-05-14

JPIB

J P MORGAN EXCHANGE TRADED F

-13.48%

Shares142.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.80%

Shares10.0K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

3.24%

Shares191.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.73%

Shares16.4K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-4.95%

Shares16.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

3.91%

Shares12.1K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

2.63%

Shares51.4K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

1.25%

Shares4.6K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

7.27%

Shares25.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-3.31%

Shares7.5K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-11.08%

Shares24.1K

Event2026-03-31

Filed2026-05-14

BWA

BORGWARNER INC

-8.42%

Shares40.6K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

-8.09%

Shares17.9K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-3.97%

Shares3.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

30.22%

Shares10.7K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

-13.33%

Shares11.8K

Event2026-03-31

Filed2026-05-14

KROGER CO

-4.49%

Shares25.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-6.34%

Shares3.8K

Event2026-03-31

Filed2026-05-14

MGM

MGM RESORTS INTERNATIONAL

-12.54%

Shares47.4K

Event2026-03-31

Filed2026-05-14

TE CONNECTIVITY PLC

-9.07%

Shares8.0K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

New

Shares32.5K

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

1.91%

Shares5.6K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-3.13%

Shares7.6K

Event2026-03-31

Filed2026-05-14

ADSK

AUTODESK INC

-12.09%

Shares6.5K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-7.11%

Shares8.3K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

0.74%

Shares4.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-3.64%

Shares5.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-5.57%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-4.86%

Shares10.7K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

0.90%

Shares17.1K

Event2026-03-31

Filed2026-05-14

VISA INC

-6.18%

Shares3.6K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-7.32%

Shares1.9K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

3.92%

Shares13.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-5.37%

Shares1.8K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

-22.56%

Shares10.3K

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

-6.98%

Shares11.2K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

3.26%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-11.27%

Shares3.5K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

-16.65%

Shares6.8K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-0.94%

Shares6.6K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

28.99%

Shares2.2K

Event2026-03-31

Filed2026-05-14

EFX

EQUIFAX INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

-20.93%

Shares4.3K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

-7.27%

Shares7.7K

Event2026-03-31

Filed2026-05-14

JACOBS SOLUTIONS INC

-6.18%

Shares5.8K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

-10.41%

Shares6.0K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

-2.36%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-4.86%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

4.06%

Shares4.4K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

8.12%

Shares6.5K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

7.33%

Shares4.2K

Event2026-03-31

Filed2026-05-14

FISERV INC

-0.06%

Shares10.6K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

87.60%

Shares1.3K

Event2026-03-31

Filed2026-05-14

WDAY

WORKDAY INC

1.84%

Shares4.4K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-14.38%

Shares5.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

40.48%

Shares1.7K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

101.52%

Shares7.7K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-7.41%

Shares6.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-4.48%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

-6.37%

Shares4.1K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

5.54%

Shares4.6K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

7.81%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

40.80%

Shares4.0K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

12.18%

Shares4.0K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

New

Shares318

Event2026-03-31

Filed2026-05-14

COCA COLA CO

18.02%

Shares3.6K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-19.07%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.66%

Shares606

Event2026-03-31

Filed2026-05-14

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

NMM

NAVIOS MARITIME PARTNERS LP

New

Shares3.8K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

LITE

LUMENTUM HLDGS INC

New

Shares341

Event2026-03-31

Filed2026-05-14

LINDE PLC

-10.97%

Shares479

Event2026-03-31

Filed2026-05-14

FIX

COMFORT SYS USA INC

New

Shares163

Event2026-03-31

Filed2026-05-14

DBP

INVESCO DB MULTI-SECTOR COMM

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

LOEWS CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

ALIT

ALIGHT INC

0.00%

Shares53.1K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

ELV Call CallELEVANCE HEALTH INC FORMERLY600 sharesnew addition2026-03-312026-05-14

ELV Call

ELEVANCE HEALTH INC FORMERLY

New

Shares600

Event2026-03-31

Filed2026-05-14

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T200 sharesnew addition2026-03-312026-05-14

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares200

Event2026-03-31

Filed2026-05-14