Instuitional Investor - Power Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Power Wealth Management Llc |
Portfolio Value | $239,418,701 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Fidelity Merrimack Str Tr | 744,852 | $33,421,495 | 13.95% | |
2. | Vanguard Scottsdale Funds | 537,799 | $24,383,791 | 10.18% | |
3. | Vanguard Scottsdale Funds | 229,323 | $18,407,782 | 7.68% | |
4. | Spdr Series Trust | 204,226 | $10,444,110 | 4.36% | |
5. | Spdr Series Trust | 106,514 | $9,362,544 | 3.91% |