PW
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POWER WEALTH MANAGEMENT LLC13F | |
| POWER WEALTH MANAGEMENT LLC | |
| Last update 2025-05-14 | 83 Stocks (1 new) |
| Value $247.00 Mil | Turnover 10 % |
POWER WEALTH MANAGEMENT LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 817,233 | 37,306.7 | +9.72% | 15.100 | +1.34% | 0.200 | +1.65% | +1.78% | 19,400.7 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 609,976 | 28,248.0 | +13.42% | 11.430 | +1.35% | 0.140 | +1.30% | +1.72% | 14,467.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 267,231 | 21,848.8 | +16.53% | 8.840 | +1.25% | 0.040 | +2.88% | +2.95% | 53,435.3 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 224,715 | 11,476.2 | +10.03% | 4.640 | +0.42% | 0.040 | +11.74% | +4.24% | 27,142.9 | ||
SCHF | Schwab International Equity ETF | 537,655 | 10,634.8 | +11.60% | 4.300 | +0.45% | 0.020 | +10.84% | +19.95% | 49,150.8 | ||
CLTL | Invesco Treasury Collateral ETF | 100,698 | 10,627.2 | +15.76% | 4.300 | +0.59% | - | +1.01% | +2.27% | 0 | ||
JEPI | JPMorgan Equity Premium Income ETF | 171,185 | 9,781.5 | +5.73% | 3.960 | +0.21% | 0.030 | +6.17% | -0.66% | 41,268.0 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 118,054 | 9,488.0 | +10.83% | 3.840 | +0.38% | 0.030 | +26.86% | +10.32% | 38,705.6 | ||
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 120,843 | 6,961.8 | +12.47% | 2.820 | +0.31% | 0.070 | +0.24% | -0.38% | 9,815.1 | ||
IVV | iShares Core S&P 500 ETF | 10,357 | 5,819.6 | -15.76% | 2.360 | -0.48% | 0.000 | +19.34% | +7.31% | 636,576.3 |
POWER WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns
POWER WEALTH MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 2025-03-31 | Add Add | +1.35% | 44.68 ($45.73) 46.49 | $46.12 | 0.85% | Add 13.42% | 609,976 | 72,177 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +1.34% | 44.41 ($45.29) 45.98 | $45.67 | 0.84% | Add 9.72% | 817,233 | 72,381 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +1.25% | 79.17 ($80.9) 82.04 | $82.64 | 2.15% | Add 16.53% | 267,231 | 37,908 | |
KD | Kyndryl Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.13% | 31.32 ($37.48) 43.45 | $39.01 | 4.08% | Sold Out | 0 | -78,499 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.81% | 104.71 ($106.35) 107.68 | $103.62 | -2.57% | Reduce -42.8% | 24,405 | -18,262 | |
GDDY | GoDaddy Inc | 2025-03-31 | New Buy New Buy | +0.69% | 172.13 ($191.07) 214.35 | $169.40 | -11.34% | New holding | 9,424 | 9,424 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.60% | 100.32 ($100.52) 100.76 | $100.48 | -0.04% | Add 732.78% | 16,639 | 14,641 | |
CLTL | Invesco Treasury Collateral ETF | 2025-03-31 | Add Add | +0.59% | 105.37 ($105.62) 105.81 | $105.41 | -0.20% | Add 15.76% | 100,698 | 13,706 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.48% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Reduce -15.76% | 10,357 | -1,937 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.46% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | Add 90.96% | 4,480 | 2,134 |
POWER WEALTH MANAGEMENT LLC Total Holding History ($B)
POWER WEALTH MANAGEMENT LLC's Asset Allocation
POWER WEALTH MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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POWER WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
POWER WEALTH MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
POWER WEALTH MANAGEMENT LLC's Holdings Heat Map
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POWER WEALTH MANAGEMENT LLC's Holdings Bubble Chart
POWER WEALTH MANAGEMENT LLC News
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