Powers Advisory Group
Latest statistics and disclosures from Powers Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, DGRO, SCHD, SCHF, VCIT, and represent 36.20% of Powers Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: FLOT, WTV, FDVV, VCIT, VCSH, DGRO, DIVI, SCHF, UL, DGRW.
- Started 9 new stock positions in DHS, CAT, UNH, RTX, SPEM, UL, EMR, WTV, DVY.
- Reduced shares in these 10 stocks: Unilever, SCHD, K, PFF, IBIT, GIS, ADBE, APD, BRK.B, CLX.
- Sold out of its positions in PFF, IBIT, K, Unilever.
- Powers Advisory Group was a net buyer of stock by $11M.
- Powers Advisory Group has $266M in assets under management (AUM), dropping by 5.75%.
- Central Index Key (CIK): 0001927474
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Portfolio Holdings for Powers Advisory Group
Powers Advisory Group holds 126 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.2 | $32M | 1.2M | 26.91 |
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| Ishares Tr Core Div Grwth (DGRO) | 7.1 | $19M | +4% | 270k | 69.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.6 | $18M | -2% | 641k | 27.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.2 | $14M | +3% | 573k | 24.04 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.2 | $14M | +7% | 164k | 83.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.5 | $12M | +2% | 363k | 32.62 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.7 | $9.9M | +8% | 125k | 79.73 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.6 | $9.5M | 179k | 52.88 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.5 | $9.4M | +3% | 219k | 42.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $8.2M | 111k | 74.07 |
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| Microsoft Corporation (MSFT) | 2.6 | $7.0M | 14k | 483.63 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 2.5 | $6.6M | +19% | 116k | 56.69 |
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| Wisdomtree Tr True Developed I (DOL) | 2.1 | $5.6M | 84k | 65.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $5.5M | 192k | 28.48 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $5.3M | 178k | 30.07 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $3.6M | +13% | 41k | 89.43 |
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| Wal-Mart Stores (WMT) | 1.3 | $3.6M | 32k | 111.41 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.3 | $3.5M | +104% | 68k | 50.86 |
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| Apple (AAPL) | 1.1 | $3.0M | 11k | 271.85 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.5M | 2.3k | 1074.84 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.9 | $2.4M | +2% | 47k | 51.60 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $2.2M | 4.5k | 483.67 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $2.1M | +7% | 30k | 69.67 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.1M | 10k | 206.95 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.8 | $2.1M | +41% | 54k | 38.89 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | 6.3k | 322.24 |
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| McDonald's Corporation (MCD) | 0.7 | $2.0M | 6.5k | 305.63 |
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| Procter & Gamble Company (PG) | 0.7 | $1.9M | +2% | 13k | 143.31 |
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| Waste Management (WM) | 0.7 | $1.8M | 8.3k | 219.71 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $1.6M | 70k | 23.37 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $1.6M | 49k | 33.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.6M | +4% | 2.6k | 614.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.5M | +37% | 2.2k | 684.84 |
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| Amazon (AMZN) | 0.5 | $1.4M | +3% | 6.2k | 230.82 |
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| Southern Company (SO) | 0.5 | $1.3M | 15k | 87.20 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | 10k | 120.34 |
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| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.5 | $1.2M | NEW | 13k | 93.30 |
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| Pepsi (PEP) | 0.4 | $1.2M | 8.3k | 143.53 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.2M | 19k | 60.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | 3.7k | 313.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | +9% | 4.0k | 290.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.1M | 1.7k | 681.92 |
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| Coca-Cola Company (KO) | 0.4 | $1.1M | +2% | 16k | 69.91 |
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| Deere & Company (DE) | 0.4 | $976k | 2.1k | 465.67 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $927k | +13% | 16k | 59.93 |
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| Paychex (PAYX) | 0.3 | $900k | +4% | 8.0k | 112.18 |
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| Chevron Corporation (CVX) | 0.3 | $896k | +7% | 5.9k | 152.42 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $885k | 11k | 78.81 |
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| Target Corporation (TGT) | 0.3 | $869k | 8.9k | 97.75 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $862k | 7.4k | 117.22 |
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| Us Bancorp Del Com New (USB) | 0.3 | $843k | 16k | 53.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $781k | +8% | 13k | 62.47 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $763k | 9.8k | 77.88 |
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| Philip Morris International (PM) | 0.3 | $742k | 4.6k | 160.38 |
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| Enterprise Products Partners (EPD) | 0.3 | $740k | 23k | 32.06 |
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| Starbucks Corporation (SBUX) | 0.3 | $730k | +2% | 8.7k | 84.21 |
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| Colgate-Palmolive Company (CL) | 0.3 | $705k | +3% | 8.9k | 79.02 |
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| SYSCO Corporation (SYY) | 0.3 | $686k | 9.3k | 73.69 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $659k | 1.4k | 480.57 |
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| Verizon Communications (VZ) | 0.2 | $647k | +5% | 16k | 40.73 |
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| Realty Income (O) | 0.2 | $635k | +9% | 11k | 56.37 |
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| Corning Incorporated (GLW) | 0.2 | $626k | -3% | 7.2k | 87.57 |
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| NVIDIA Corporation (NVDA) | 0.2 | $618k | +17% | 3.3k | 186.49 |
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| Consolidated Edison (ED) | 0.2 | $595k | 6.0k | 99.33 |
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| Broadcom (AVGO) | 0.2 | $590k | 1.7k | 346.11 |
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| Blackrock (BLK) | 0.2 | $585k | 547.00 | 1069.53 |
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| Clorox Company (CLX) | 0.2 | $574k | -5% | 5.7k | 100.84 |
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| Bank of America Corporation (BAC) | 0.2 | $568k | 10k | 55.00 |
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| Altria (MO) | 0.2 | $564k | +5% | 9.8k | 57.66 |
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| Amgen (AMGN) | 0.2 | $527k | 1.6k | 327.28 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $520k | 5.9k | 88.08 |
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| Visa Com Cl A (V) | 0.2 | $515k | +15% | 1.5k | 350.67 |
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| Unilever Spon Adr New (UL) | 0.2 | $513k | NEW | 7.8k | 65.40 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $493k | +4% | 4.9k | 100.90 |
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| United Parcel Service CL B (UPS) | 0.2 | $489k | +7% | 4.9k | 99.19 |
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| Cardinal Health (CAH) | 0.2 | $446k | 2.2k | 205.52 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $428k | 4.5k | 94.20 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $410k | NEW | 2.9k | 141.16 |
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| AFLAC Incorporated (AFL) | 0.2 | $405k | 3.7k | 110.26 |
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| PNC Financial Services (PNC) | 0.1 | $396k | 1.9k | 208.68 |
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| General Mills (GIS) | 0.1 | $395k | -14% | 8.5k | 46.50 |
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| Lowe's Companies (LOW) | 0.1 | $391k | -8% | 1.6k | 241.18 |
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| Abbott Laboratories (ABT) | 0.1 | $387k | 3.1k | 125.30 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $381k | 668.00 | 570.69 |
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| Home Depot (HD) | 0.1 | $372k | 1.1k | 343.97 |
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| Cisco Systems (CSCO) | 0.1 | $371k | 4.8k | 77.03 |
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| Enbridge (ENB) | 0.1 | $369k | 7.7k | 47.83 |
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| Merck & Co (MRK) | 0.1 | $369k | +14% | 3.5k | 105.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $352k | -2% | 1.1k | 313.90 |
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| Emerson Electric (EMR) | 0.1 | $345k | NEW | 2.6k | 132.72 |
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| Medtronic SHS (MDT) | 0.1 | $338k | 3.5k | 96.06 |
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| At&t (T) | 0.1 | $334k | 13k | 24.84 |
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| Pfizer (PFE) | 0.1 | $334k | 13k | 24.90 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $328k | -3% | 1.1k | 303.89 |
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| Wells Fargo & Company (WFC) | 0.1 | $327k | 3.5k | 93.19 |
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| Prologis (PLD) | 0.1 | $317k | +10% | 2.5k | 127.67 |
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| Air Products & Chemicals (APD) | 0.1 | $317k | -11% | 1.3k | 246.93 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $312k | 3.1k | 101.99 |
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| salesforce (CRM) | 0.1 | $309k | 1.2k | 264.88 |
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| Nextera Energy (NEE) | 0.1 | $304k | +9% | 3.8k | 80.28 |
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| American Electric Power Company (AEP) | 0.1 | $302k | 2.6k | 115.32 |
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| Nike CL B (NKE) | 0.1 | $302k | -8% | 4.7k | 63.71 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $300k | 5.2k | 57.49 |
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| Palo Alto Networks (PANW) | 0.1 | $292k | +10% | 1.6k | 184.20 |
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| Meta Platforms Cl A (META) | 0.1 | $291k | +7% | 440.00 | 660.61 |
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| Abbvie (ABBV) | 0.1 | $281k | 1.2k | 228.40 |
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| Ameren Corporation (AEE) | 0.1 | $273k | 2.7k | 99.86 |
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| Darden Restaurants (DRI) | 0.1 | $272k | 1.5k | 183.96 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $269k | 5.1k | 52.41 |
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| BP Sponsored Adr (BP) | 0.1 | $269k | 7.8k | 34.73 |
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| Morgan Stanley Com New (MS) | 0.1 | $256k | +4% | 1.4k | 177.51 |
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| GSK Sponsored Adr (GSK) | 0.1 | $254k | 5.2k | 49.04 |
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| Phillips 66 (PSX) | 0.1 | $242k | 1.9k | 129.06 |
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| Union Pacific Corporation (UNP) | 0.1 | $241k | 1.0k | 231.37 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $238k | NEW | 5.1k | 46.81 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $238k | 1.3k | 184.97 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $225k | +17% | 1.3k | 173.45 |
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| UnitedHealth (UNH) | 0.1 | $217k | NEW | 658.00 | 330.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $217k | +3% | 841.00 | 258.07 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $215k | -18% | 614.00 | 349.99 |
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| Caterpillar (CAT) | 0.1 | $213k | NEW | 372.00 | 573.35 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $211k | -2% | 1.1k | 199.61 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $207k | NEW | 2.0k | 101.83 |
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| International Business Machines (IBM) | 0.1 | $206k | -2% | 697.00 | 296.15 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $206k | NEW | 1.1k | 183.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $206k | -15% | 410.00 | 502.65 |
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Past Filings by Powers Advisory Group
SEC 13F filings are viewable for Powers Advisory Group going back to 2021
- Powers Advisory Group 2025 Q4 filed Jan. 22, 2026
- Powers Advisory Group 2025 Q3 filed Oct. 22, 2025
- Powers Advisory Group 2025 Q2 filed July 18, 2025
- Powers Advisory Group 2025 Q1 filed April 16, 2025
- Powers Advisory Group 2024 Q4 filed Jan. 23, 2025
- Powers Advisory Group 2024 Q3 filed Oct. 18, 2024
- Powers Advisory Group 2024 Q2 filed July 24, 2024
- Powers Advisory Group 2024 Q1 filed April 19, 2024
- Powers Advisory Group 2023 Q4 filed Jan. 17, 2024
- Powers Advisory Group 2023 Q3 filed Oct. 19, 2023
- Powers Advisory Group 2023 Q2 filed July 20, 2023
- Powers Advisory Group 2023 Q1 filed April 13, 2023
- Powers Advisory Group 2022 Q4 filed Jan. 20, 2023
- Powers Advisory Group 2022 Q3 filed Oct. 14, 2022
- Powers Advisory Group 2022 Q2 filed July 19, 2022
- Powers Advisory Group 2022 Q1 filed May 11, 2022