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  Name: POWER WEALTH MANAGEMENT LLC
  City: ROSWELL
  State: GA
  Zip: 30076
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,396,000
  Total Value Change : $21,772,000
  Securities Held Change : 4
   
All Securities Held : 95
  New Positions : 13
  Closed Positions : 9
  Increased Positions : 44
  Unchanged Positions : 2
  Decreased Positions : 36

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EFX)1 Year Chart         EFX Equifax Inc 25 New $242.11 $1,587,000 5,933 1% 1,587,000 5,933 0.005    Business Services
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 64 New $115.48 $533,000 4,584 0.33% 533,000 4,584 0    Integrated Oil & Gas
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 65 New $62.19 $506,000 7,557 0.32% 506,000 7,557 0.001    N/A
   (NMM)1 Year Chart         NMM Navios Maritime Partners L.P 69 New $48.64 $454,000 10,641 0.28% 454,000 10,641 0.094    Gold
   (CI)1 Year Chart         CI Cigna Corporation 73 New $336.47 $342,000 941 0.21% 342,000 941 0    Health Care Plans
   (COF)1 Year Chart         COF Capital One Financial Corp 77 New $139.43 $310,000 2,082 0.19% 310,000 2,082 0    Credit Services
   (APA)1 Year Chart         APA Apache Corp 82 New $30.13 $268,000 7,798 0.17% 268,000 7,798 0.002    Independent Oil & Gas
   (ALIT)1 Year Chart         ALIT Alight, Inc 83 New $8.26 $251,000 25,479 0.16% 251,000 25,479 0.005    N/A
   (MGM)1 Year Chart         MGM MGM Resorts International 87 New $40.20 $226,000 4,787 0.14% 226,000 4,787 0.001    Gambling/Resorts
   (PM)1 Year Chart         PM Philip Morris International... 89 New $101.07 $224,000 2,443 0.14% 224,000 2,443 0    Cigarettes & Other To...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 90 New $290.85 $221,000 768 0.14% 221,000 768 0.001    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 93 New $60.93 $212,000 3,662 0.13% 212,000 3,662 0    Domestic Money Center...
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 95 New $8.06 $164,000 18,754 0.1% 164,000 18,754 0.001    Broadcasting - TV

      13 Records Found
  1    
Page 1 of 1
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