POWER WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW POWER WEALTH MANAGEMENT LLC | Institutional Filer | ▼ 5.37% | $268.8M | 94 |
Current Portfolio Holdings
Showing all 94 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | — | 831K | $37.9M | 14.10% |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | — | 636K | $29.9M | 11.11% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | — | 269K | $22.2M | 8.27% |
| 4 | SPYV | SPDR SERIES TRUST | — | 272K | $15.4M | 5.74% |
| 5 | SCHF | SCHWAB STRATEGIC TR | — | 571K | $14.1M | 5.25% |
| 6 | SPYG | SPDR SERIES TRUST | — | 129K | $12.7M | 4.71% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 194K | $11.0M | 4.10% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 175K | $10.4M | 3.87% |
| 9 | TBLL | INVESCO EXCH TRADED FD TR II | — | 83K | $8.8M | 3.27% |
| 10 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 142K | $6.8M | 2.53% |
| 11 | IVV | ISHARES TR | — | 10K | $6.5M | 2.43% |
| 12 | SCHE | SCHWAB STRATEGIC TR | — | 191K | $6.3M | 2.34% |
| 13 | GOOGL | Alphabet Inc. | Technology | 16K | $4.7M | 1.75% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 16K | $3.3M | 1.24% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.1M | 1.16% |
Showing 1 to 15 of 94 holdings