Position in ELV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,668,739
+$41,635 QoQ
Shares Held
4,315
-22.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#633
of 1,597 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Derivatives in ELV
reported options exposure · as of Mar 31, 2026CallValue
$175,650
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026POWER WEALTH MANAGEMENT LLC holds $2,204,936 across 2 Healthcare Plans names. ELV ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
This page
|
4,315 | $1,668,739 | |
| 2 | CI |
Cigna Group
|
1,945 | $536,197 |
All Filings in ELV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,668,739 | 4,315 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,627,104 | 5,558 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $175,650 | 600 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $1,911,899 | 5,454 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,619,154 | 5,011 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,570,231 | 4,037 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,771,157 | 4,072 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,096,001 | 2,971 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,433,640 | 2,757 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,334,601 | 2,463 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $754,475 | 1,455 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $420,159 | 891 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||