Power-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "ALIT",
  "COF",
  "HD",
  null,
  "ICE",
  "MUB",
  "META",
  "IVW",
  null,
  "IQV",
  null,
  "LIN",
  null,
  "APA",
  "MSFT",
  "FIS",
  "HAS",
  "IWD",
  "KR",
  "VGIT",
  null,
  null,
  null,
  "IWF",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "MSTR",
  null,
  "SPYG",
  null,
  "CI",
  "UBER",
  "SCHW",
  "VWO",
  null,
  "VCIT",
  "VIG",
  "GDDY",
  "GPN",
  null,
  "ADSK",
  "FI",
  "EFX",
  null,
  "AMZN",
  null,
  "VUG",
  null,
  "VGLT",
  "BND",
  "VOO",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WFC",
  null,
  "SCHF",
  "MGM",
  "SO",
  "CRM",
  "SPYV",
  "BRK-B",
  "BWA",
  "CHTR",
  "C",
  "KO",
  "J",
  "NEE",
  "NKE",
  "IWM",
  "ELV",
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 83
Total Value: 247081053
Accession Number: 0001398344-25-009311
Form Type: 13F-HR
CIK: power-wealth-management
Manager Name: Power-Wealth-Management

Data Enrichment

81% identified

67 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $247.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287309

IVW|464287309

Shares:25.3K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$247.1M)

78464A847

Shares:45.5K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$247.1M)

HOME DEPOT, INC.

HD|437076102

Shares:6.2K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$247.1M)

Meta Platforms, Inc.

META|30303M102

Shares:3.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$247.1M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:205.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$247.1M)

Salesforce, Inc.

CRM|79466L302

Shares:8.1K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$247.1M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:12.0K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$247.1M)

921908844

VIG|921908844

Shares:10.3K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$247.1M)

Autodesk, Inc.

ADSK|052769106

Shares:7.6K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$247.1M)

KROGER CO

KR|501044101

Shares:28.8K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$247.1M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:5.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$247.1M)

Elevance Health, Inc.

ELV|036752103

Shares:4.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$247.1M)

MGM Resorts International

MGM|552953101

Shares:59.5K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$247.1M)

GoDaddy Inc.

GDDY|380237107

Shares:9.4K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$247.1M)

72201R833

Shares:16.6K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$247.1M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:9.2K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$247.1M)

BORGWARNER INC

BWA|099724106

Shares:52.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$247.1M)

Viatris Inc

VTRS|92556V106

Shares:153.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$247.1M)

NIKE, Inc.

NKE|654106103

Shares:19.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$247.1M)

EQUIFAX INC

EFX|294429105

Shares:4.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$247.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	25.3K	QoQ -12.38% (-3.6K) YoY -52.58% (-28.0K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$247.1M)	QoQ -19.89% (-$583.1K) YoY -47.87% (-$2.2M)
(cusip78464A847)✕	45.5K	QoQ +13.30% (+5.3K) YoY +331.83% (+34.9K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$247.1M)	QoQ +6.03% (+$132.4K) YoY +314.35% (+$1.8M)
HOME DEPOT, INC.(HDcusip437076102)	6.2K	QoQ -3.85% (-247) YoY +59.15% (+2.3K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$247.1M)	QoQ -9.41% (-$234.7K) YoY +52.05% (+$773.0K)
Meta Platforms, Inc.(METAcusip30303M102)	3.9K	QoQ -4.19% (-170) YoY +3.57% (+134)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$247.1M)	QoQ -5.69% (-$135.0K) YoY +22.94% (+$417.2K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	205.9K	QoQ +0.63% (+1.3K) YoY +997.82% (+187.1K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$247.1M)	QoQ +2.15% (+$46.7K) YoY +1249.32% (+$2.0M)
Salesforce, Inc.(CRMcusip79466L302)	8.1K	QoQ +2.27% (-181) YoY +19.50% (+1.3K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$247.1M)	QoQ -17.90% (-$476.6K) YoY +6.48% (+$133.1K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	12.0K	QoQ +116.86% (+6.5K) YoY +336.40% (+9.3K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$247.1M)	QoQ +151.04% (+$1.2M) YoY +447.78% (+$1.7M)
(VIGcusip921908844)	10.3K	QoQ -28.85% (-4.2K) YoY -46.43% (-8.9K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$247.1M)	QoQ -29.52% (-$835.0K) YoY -43.10% (-$1.5M)
Autodesk, Inc.(ADSKcusip052769106)	7.6K	QoQ +1.57% (-118) YoY +96.73% (+3.7K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$247.1M)	QoQ -10.02% (-$221.8K) YoY +97.78% (+$983.7K)
KROGER CO(KRcusip501044101)	28.8K	QoQ -2.03% (-596) YoY +40.53% (+8.3K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$247.1M)	QoQ +8.44% (-$151.6K) YoY +66.51% (+$777.6K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	5.0K	QoQ -0.15% (-8) YoY +202.40% (+3.4K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$247.1M)	QoQ +7.34% (-$126.6K) YoY +283.46% (+$1.4M)
Elevance Health, Inc.(ELVcusip036752103)	4.1K	QoQ +37.05% (+1.1K) YoY +179.86% (+2.6K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$247.1M)	QoQ +61.60% (+$675.2K) YoY +134.76% (+$1.0M)
MGM Resorts International(MGMcusip552953101)	59.5K	QoQ +7.65% (-4.2K) YoY +1143.53% (+54.7K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$247.1M)	QoQ -7.91% (-$151.6K) YoY +680.72% (+$1.5M)
GoDaddy Inc.(GDDYcusip380237107)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$247.1M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip72201R833)✕	16.6K	QoQ +732.78% (+14.6K) YoY NEW(+16.6K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$247.1M)	QoQ +735.10% (+$1.5M) YoY NEW(+$1.7M)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	9.2K	QoQ +31.95% (+2.2K) YoY +163.00% (+5.7K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$247.1M)	QoQ +18.38% (+$252.0K) YoY +83.34% (+$737.7K)
BORGWARNER INC(BWAcusip099724106)	52.1K	QoQ +12.64% (+5.8K) YoY +226.86% (+36.1K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$247.1M)	QoQ +1.52% (+$22.4K) YoY +169.55% (+$938.4K)
Viatris Inc(VTRScusip92556V106)	153.4K	QoQ +12.22% (-16.7K) YoY +178.09% (+98.2K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$247.1M)	QoQ -21.48% (-$365.5K) YoY +102.86% (+$677.3K)
NIKE, Inc.(NKEcusip654106103)	19.5K	QoQ +12.37% (-2.1K) YoY +151.02% (+11.8K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$247.1M)	QoQ -5.73% (-$75.4K) YoY +69.56% (+$508.6K)
EQUIFAX INC(EFXcusip294429105)	4.5K	QoQ -2.78% (-128) YoY -24.67% (-1.5K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$247.1M)	QoQ -7.09% (-$83.1K) YoY -31.42% (-$498.7K)