Top 50 Power Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 14.12% | 830.7K | $37.9M | +1.83%(+14.93K) | $45.25(+0.54%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 11.12% | 636.0K | $29.9M | -8.21%(-56.87K) | $45.70(+2.14%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.28% | 268.6K | $22.2M | +0.03%(+79) | $80.69(+2.20%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.74% | 272.5K | $15.4M | +1.77%(+4.73K) | $49.17(+22.67%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.26% | 570.6K | $14.1M | +2.01%(+11.22K) | $19.24(+41.82%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.71% | 129.2K | $12.7M | +2.57%(+3.24K) | $78.11(+53.98%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.1% | 194.3K | $11.0M | +2.73%(+5.16K) | $56.07(-0.13%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.87% | 174.6K | $10.4M | -9.87%(-19.13K) | $59.86(-1.57%) | 2026-03-31 | |
| TBLL | INVESCO EXCH TRADED FD TR II | 3.28% | 83.3K | $8.8M | +1.23%(+1.01K) | $105.55(+0.18%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.53% | 142.1K | $6.8M | -13.48%(-22.15K) | $48.83(-1.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.48% | +27.66% |
| Top 20 Holdings Unweighted | +13.45% | +46.01% |
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