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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Power-Wealth-Management
Data Enrichment
81% identified67 identified16 unidentified
Holdings
83 positions • $247.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip33738R506)✕ | 3.5K | QoQ 0.00% (-0)YoY NEW(+3.5K) | All Managers (Combined) | $207.8K | 0.1% ($207.8K/$247.1M) | YoY NEW(+$207.8K) |
(cusip33738R118)✕ | 2.8K | QoQ 0.00% (-0)YoY NEW(+2.8K) | All Managers (Combined) | $202.4K | 0.1% ($202.4K/$247.1M) | YoY NEW(+$202.4K) |
(cusip464287432)✕ | 2.2K | All Managers (Combined) | $200.8K | 0.1% ($200.8K/$247.1M) |