Power Wealth Management LLC Top Holdings and 13F Report (2024) → What President Biden's new law means for investors (From Stansberry Research) (Ad) About Power Wealth Management LLCInvestment ActivityPower Wealth Management LLC has $159.39 million in total holdings as of March 31, 2024.Power Wealth Management LLC owns shares of 95 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 14.16% of the portfolio was purchased this quarter.About 7.50% of the portfolio was sold this quarter.This quarter, Power Wealth Management LLC has purchased 93 new stocks and bought additional shares in 45 stocks.Power Wealth Management LLC sold shares of 35 stocks and completely divested from 11 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $19,752,124iShares Core S&P 500 ETF $10,738,887Vanguard Mortgage-Backed Securities ETF $10,418,698Vanguard Intermediate-Term Corporate Bond ETF $7,303,812Vanguard Long-Term Treasury Index ETF $5,733,543 Largest New Holdings this Quarter Equifax $1,587,196 HoldingExxon Mobil $532,844 HoldingPayPal $506,244 HoldingNavios Maritime Partners $453,539 HoldingThe Cigna Group $341,762 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 65,057 shares (about $2.95M)Vanguard Intermediate-Term Corporate Bond ETF 36,419 shares (about $2.93M)Vanguard Mortgage-Backed Securities ETF 35,096 shares (about $1.60M)Equifax 5,933 shares (about $1.59M)Schwab International Equity ETF 19,390 shares (about $756.60K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 3,029 shares (about $553.13K)iShares Core S&P 500 ETF 848 shares (about $445.81K)Microsoft 789 shares (about $331.97K)iShares Russell 2000 ETF 1,139 shares (about $239.53K)Vanguard FTSE Emerging Markets ETF 4,470 shares (about $186.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPower Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$19,752,124$2,947,733 ▲17.5%435,93312.4%ETFIVViShares Core S&P 500 ETF$10,738,887$445,811 ▼-4.0%20,4276.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$10,418,698$1,600,729 ▲18.2%228,4306.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,303,812$2,932,104 ▲67.1%90,7194.6%ETFVGLTVanguard Long-Term Treasury Index ETF$5,733,543$486,360 ▲9.3%96,7853.6%ETFJEPIJPMorgan Equity Premium Income ETF$5,424,548$723,539 ▲15.4%93,7533.4%ETFSPYSPDR S&P 500 ETF Trust$5,420,722$25,108 ▼-0.5%10,3633.4%FinanceXLUUtilities Select Sector SPDR Fund$4,946,662$490,471 ▲11.0%75,3493.1%ETFMUBiShares National Muni Bond ETF$4,729,128$482,156 ▲11.4%43,9513.0%ETFIVWiShares S&P 500 Growth ETF$4,503,553$37,745 ▲0.8%53,3342.8%ETFTBLLInvesco Short Term Treasury ETF$4,056,588$332,125 ▲8.9%38,4622.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,849,506$372,947 ▲10.7%76,8362.4%ETFVIGVanguard Dividend Appreciation ETF$3,503,191$553,126 ▼-13.6%19,1842.2%ETFMSFTMicrosoft$3,223,759$331,969 ▼-9.3%7,6622.0%Computer and TechnologySCHFSchwab International Equity ETF$3,209,903$756,598 ▲30.8%82,2632.0%ETFAMZNAmazon.com$3,100,733$110,212 ▲3.7%17,1901.9%Retail/WholesaleGOOGLAlphabet$2,745,417$135,082 ▲5.2%18,1901.7%Computer and TechnologyAAPLApple$2,400,892$65,162 ▼-2.6%14,0011.5%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$2,192,190$63,908 ▼-2.8%41,0601.4%ManufacturingCRMSalesforce$2,051,940$70,476 ▲3.6%6,8131.3%Computer and TechnologyMETAMeta Platforms$1,818,012$70,409 ▲4.0%3,7441.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,697,885$240,078 ▲16.5%23,2111.1%ETFTMOThermo Fisher Scientific$1,662,261$138,328 ▲9.1%2,8601.0%MedicalIWMiShares Russell 2000 ETF$1,649,383$239,532 ▼-12.7%7,8431.0%FinanceEFXEquifax$1,587,196$1,587,196 ▲New Holding5,9331.0%Business ServicesBNDVanguard Total Bond Market ETF$1,582,463$95,726 ▼-5.7%21,7881.0%ETFHDHome Depot$1,484,915$49,484 ▼-3.2%3,8710.9%Retail/WholesaleKDKyndryl$1,355,017$139,395 ▲11.5%62,2710.9%Business ServicesSHViShares Short Treasury Bond ETF$1,210,523$8,733 ▼-0.7%10,9510.8%ETFKRKroger$1,169,109$212,181 ▲22.2%20,4640.7%Retail/WholesaleNVDANVIDIA$1,142,100$238,540 ▲26.4%1,2640.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,022,270$120,230 ▲13.3%9,7610.6%ETFADSKAutodesk$1,006,003$185,159 ▲22.6%3,8630.6%Computer and TechnologyKOCoca-Cola$949,208$590,265 ▲164.4%15,5150.6%Consumer StaplesVOOVanguard S&P 500 ETF$937,365$3,846 ▼-0.4%1,9500.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$918,520$16,854 ▼-1.8%11,8810.6%ETFSCHESchwab Emerging Markets Equity ETF$910,616$439,729 ▲93.4%36,0640.6%ETFIQVIQVIA$885,115$253,649 ▲40.2%3,5000.6%MedicalGNRSPDR S&P Global Natural Resources ETF$875,149$12,455 ▼-1.4%15,1070.5%ETFFISFidelity National Information Services$872,2090.0%11,7580.5%Business ServicesCCitigroup$791,955$79,809 ▲11.2%12,5230.5%FinanceJJacobs Solutions$781,564$77,634 ▲11.0%5,0840.5%Business ServicesIWFiShares Russell 1000 Growth ETF$765,670$245,338 ▲47.2%2,2720.5%ETFVTIVanguard Total Stock Market ETF$759,688$142,945 ▼-15.8%2,9230.5%ETFGPNGlobal Payments$754,912$51,459 ▲7.3%5,6480.5%Business ServicesELVElevance Health$754,476$292,457 ▲63.3%1,4550.5%MedicalNKENIKE$731,165$195,385 ▲36.5%7,7800.5%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$729,899$6,434 ▲0.9%7,7140.5%ETFZTSZoetis$727,096$25,720 ▲3.7%4,2970.5%MedicalGOOGAlphabet$719,124$40,653 ▼-5.4%4,7230.5%Computer and TechnologySCHWCharles Schwab$715,660$67,566 ▲10.4%9,8930.4%FinanceWMTWalmart$690,090$446,582 ▲183.4%11,4690.4%Retail/WholesaleLINDE PLC$679,765$38,074 ▼-5.3%1,4640.4%SHSGSThe Goldman Sachs Group$679,164$70,590 ▲11.6%1,6260.4%FinanceVTRSViatris$658,432$225,857 ▲52.2%55,1450.4%MedicalHASHasbro$592,551$85,797 ▲16.9%10,4840.4%Consumer DiscretionaryVGITVanguard Intermediate-Term Treasury Index ETF$563,134$3,396 ▼-0.6%9,6180.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$561,564$147,059 ▲35.5%10,5280.4%ETFIWDiShares Russell 1000 Value ETF$557,598$288,024 ▲106.8%3,1130.3%ETFUBERUber Technologies$555,868$88,923 ▼-13.8%7,2200.3%Computer and TechnologyBWABorgWarner$553,409$318,045 ▲135.1%15,9300.3%Auto/Tires/TrucksCVXChevron$552,721$32,968 ▼-5.6%3,5040.3%Oils/EnergyBRK.BBerkshire Hathaway$548,359$107,233 ▲24.3%1,3040.3%FinanceXOMExxon Mobil$532,844$532,844 ▲New Holding4,5840.3%Oils/EnergyPYPLPayPal$506,244$506,244 ▲New Holding7,5570.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$495,035$9,795 ▼-1.9%5,0540.3%FinanceCHTRCharter Communications$482,446$202,279 ▲72.2%1,6600.3%Consumer DiscretionaryINTUIntuit$455,650$37,700 ▼-7.6%7010.3%Computer and TechnologyNMMNavios Maritime Partners$453,539$453,539 ▲New Holding10,6410.3%TransportationTMUST-Mobile US$390,912$32,644 ▼-7.7%2,3950.2%Computer and TechnologyICEIntercontinental Exchange$378,208$115,854 ▲44.2%2,7520.2%FinanceATKRAtkore$363,398$122,021 ▲50.6%1,9090.2%Industrial ProductsCIThe Cigna Group$341,762$341,762 ▲New Holding9410.2%MedicalNEENextEra Energy$321,147$24,222 ▼-7.0%5,0250.2%UtilitiesADIAnalog Devices$314,091$24,922 ▼-7.4%1,5880.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$312,565$186,712 ▼-37.4%7,4830.2%ETFCOFCapital One Financial$309,989$309,989 ▲New Holding2,0820.2%FinanceJPMJPMorgan Chase & Co.$304,657$23,035 ▼-7.0%1,5210.2%FinanceCBChubb$289,708$22,026 ▼-7.1%1,1180.2%FinanceFIFiserv$279,366$118,107 ▼-29.7%1,7480.2%Business ServicesVUGVanguard Growth ETF$278,114$22,373 ▼-7.4%8080.2%ETFAPAAPA$268,096$268,096 ▲New Holding7,7980.2%Oils/EnergyALITAlight$250,969$250,969 ▲New Holding25,4790.2%Computer and TechnologyLULULululemon Athletica$230,484$11,329 ▼-4.7%5900.1%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$228,131$44,017 ▼-16.2%2,4100.1%ETFNOWServiceNow$227,196$12,961 ▼-5.4%2980.1%Computer and TechnologyMGMMGM Resorts International$225,995$225,995 ▲New Holding4,7870.1%Consumer DiscretionaryDUKDuke Energy$224,851$50,966 ▼-18.5%2,3250.1%UtilitiesPMPhilip Morris International$223,828$223,828 ▲New Holding2,4430.1%Consumer StaplesIWBiShares Russell 1000 ETF$221,208$221,208 ▲New Holding7680.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$216,190$7,102 ▼-3.2%5,0230.1%ETFVVisa$214,6130.0%7690.1%Business ServicesWFCWells Fargo & Company$212,250$212,250 ▲New Holding3,6620.1%FinanceORCLOracle$210,900$44,341 ▼-17.4%1,6790.1%Computer and TechnologyWBDWarner Bros. Discovery$163,723$163,723 ▲New Holding18,7540.1%Consumer DiscretionaryINVESCO QQQ TR$0$5,528,520 ▼-100.0%00.0%PUTILMNIllumina$0$1,110,439 ▼-100.0%00.0%MedicalDISWalt Disney$0$645,123 ▼-100.0%00.0%Consumer DiscretionaryCZRCaesars Entertainment$0$311,612 ▼-100.0%00.0%Consumer DiscretionaryEEMiShares MSCI Emerging Markets ETF$0$268,885 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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