Powers Advisory Group
Latest statistics and disclosures from Powers Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHD, DGRO, VCIT, SCHF, and represent 36.94% of Powers Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$5.3M), FDVV, DGRO, SCHF, SCHZ, SCHG, DGRW, FLOT, DFAS, VCSH.
- Started 6 new stock positions in VB, IYW, GSK, MS, MUNI, ABBV.
- Reduced shares in these 10 stocks: BND, IGSB, SCHX, SCHD, SHYG, GIS, APD, CLX, PFF, TGT.
- Powers Advisory Group was a net buyer of stock by $14M.
- Powers Advisory Group has $251M in assets under management (AUM), dropping by 10.42%.
- Central Index Key (CIK): 0001927474
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Portfolio Holdings for Powers Advisory Group
Powers Advisory Group holds 121 positions in its portfolio as reported in the September 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) | 12.6 | $32M | 1.2M | 26.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.1 | $18M | 656k | 27.30 |
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| Ishares Tr Core Div Grwth (DGRO) | 7.0 | $18M | +7% | 260k | 68.08 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.1 | $13M | +71% | 153k | 84.11 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.1 | $13M | +8% | 551k | 23.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.5 | $11M | +8% | 355k | 31.91 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.8 | $9.5M | -9% | 179k | 53.03 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.7 | $9.2M | -2% | 212k | 43.30 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.7 | $9.2M | +3% | 115k | 79.93 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $8.2M | -13% | 110k | 74.37 |
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| Microsoft Corporation (MSFT) | 2.9 | $7.4M | 14k | 517.94 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 2.2 | $5.4M | +77% | 97k | 55.71 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $5.3M | 189k | 27.90 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 2.1 | $5.2M | 84k | 62.25 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.1 | $5.2M | +3% | 175k | 29.64 |
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| Wal-Mart Stores (WMT) | 1.3 | $3.3M | 32k | 103.06 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.3 | $3.2M | +25% | 36k | 88.96 |
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| Apple (AAPL) | 1.1 | $2.8M | 11k | 254.63 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 1.0 | $2.4M | 46k | 52.30 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $2.2M | 4.5k | 499.24 |
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| Procter & Gamble Company (PG) | 0.8 | $2.0M | -2% | 13k | 153.65 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | 6.3k | 315.45 |
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| McDonald's Corporation (MCD) | 0.8 | $1.9M | 6.4k | 303.90 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $1.9M | +24% | 28k | 68.46 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.9M | +3% | 10k | 185.42 |
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| Waste Management (WM) | 0.7 | $1.8M | 8.2k | 220.83 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.7M | 2.3k | 762.89 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $1.7M | +28% | 33k | 51.08 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.7 | $1.7M | +117% | 70k | 23.47 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.7 | $1.7M | 49k | 33.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.5M | 2.5k | 600.37 |
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| Southern Company (SO) | 0.6 | $1.4M | 15k | 94.77 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.6 | $1.4M | +25% | 38k | 37.31 |
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| Amazon (AMZN) | 0.5 | $1.3M | 6.0k | 219.57 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | +6% | 10k | 112.75 |
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| Pepsi (PEP) | 0.5 | $1.1M | 8.1k | 140.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.1M | 1.7k | 666.18 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.1M | +6% | 19k | 57.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.1M | +32% | 3.6k | 293.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.0M | +5% | 1.6k | 669.15 |
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| Coca-Cola Company (KO) | 0.4 | $1.0M | 16k | 66.32 |
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| Paychex (PAYX) | 0.4 | $976k | 7.7k | 126.76 |
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| Deere & Company (DE) | 0.4 | $956k | 2.1k | 457.21 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $905k | +7% | 7.3k | 123.75 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $900k | 11k | 78.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $888k | +2% | 3.7k | 243.12 |
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| Chevron Corporation (CVX) | 0.3 | $850k | 5.5k | 155.29 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $821k | +49% | 14k | 60.03 |
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| Target Corporation (TGT) | 0.3 | $790k | -6% | 8.8k | 89.70 |
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| SYSCO Corporation (SYY) | 0.3 | $782k | 9.5k | 82.34 |
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| Us Bancorp Del Com New (USB) | 0.3 | $763k | 16k | 48.33 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $760k | -4% | 9.7k | 78.09 |
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| Philip Morris International (PM) | 0.3 | $746k | +9% | 4.6k | 162.20 |
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| Clorox Company (CLX) | 0.3 | $745k | -7% | 6.0k | 123.29 |
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| Starbucks Corporation (SBUX) | 0.3 | $713k | -3% | 8.4k | 84.60 |
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| Enterprise Products Partners (EPD) | 0.3 | $713k | 23k | 31.27 |
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| Colgate-Palmolive Company (CL) | 0.3 | $692k | 8.7k | 79.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $692k | +20% | 12k | 59.92 |
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| Verizon Communications (VZ) | 0.3 | $664k | +12% | 15k | 43.95 |
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| Blackrock (BLK) | 0.3 | $640k | 549.00 | 1165.89 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $636k | 1.4k | 463.74 |
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| Realty Income (O) | 0.2 | $627k | 10k | 60.79 |
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| Altria (MO) | 0.2 | $613k | 9.3k | 66.06 |
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| Corning Incorporated (GLW) | 0.2 | $606k | 7.4k | 82.03 |
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| Consolidated Edison (ED) | 0.2 | $603k | -4% | 6.0k | 100.52 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $580k | +2% | 4.7k | 124.34 |
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| Broadcom (AVGO) | 0.2 | $565k | +14% | 1.7k | 329.91 |
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| Bank of America Corporation (BAC) | 0.2 | $537k | +6% | 10k | 51.59 |
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| Unilever Spon Adr New (UL) | 0.2 | $530k | 8.9k | 59.28 |
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| NVIDIA Corporation (NVDA) | 0.2 | $527k | +7% | 2.8k | 186.60 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $512k | 5.9k | 87.03 |
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| General Mills (GIS) | 0.2 | $499k | -14% | 9.9k | 50.42 |
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| Amgen (AMGN) | 0.2 | $451k | +18% | 1.6k | 282.21 |
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| Lowe's Companies (LOW) | 0.2 | $444k | +6% | 1.8k | 251.29 |
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| Home Depot (HD) | 0.2 | $442k | +2% | 1.1k | 405.17 |
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| Visa Com Cl A (V) | 0.2 | $436k | +5% | 1.3k | 341.26 |
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| Kellogg Company (K) | 0.2 | $422k | 5.1k | 82.02 |
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| Abbott Laboratories (ABT) | 0.2 | $419k | +3% | 3.1k | 133.94 |
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| AFLAC Incorporated (AFL) | 0.2 | $417k | 3.7k | 111.70 |
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| Air Products & Chemicals (APD) | 0.2 | $395k | -15% | 1.4k | 272.70 |
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| Enbridge (ENB) | 0.2 | $389k | +19% | 7.7k | 50.46 |
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| United Parcel Service CL B (UPS) | 0.2 | $384k | 4.6k | 83.53 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $380k | +3% | 668.00 | 568.98 |
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| PNC Financial Services (PNC) | 0.2 | $377k | +24% | 1.9k | 200.90 |
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| At&t (T) | 0.1 | $373k | +3% | 13k | 28.24 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $363k | 4.5k | 79.95 |
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| Nike CL B (NKE) | 0.1 | $361k | +2% | 5.2k | 69.73 |
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| Cardinal Health (CAH) | 0.1 | $340k | 2.2k | 156.96 |
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| Medtronic SHS (MDT) | 0.1 | $335k | -8% | 3.5k | 95.24 |
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| Pfizer (PFE) | 0.1 | $335k | 13k | 25.48 |
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| Cisco Systems (CSCO) | 0.1 | $332k | -5% | 4.9k | 68.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $312k | +5% | 1.1k | 279.29 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $310k | -3% | 5.2k | 59.74 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $309k | +32% | 3.1k | 99.54 |
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| Meta Platforms Cl A (META) | 0.1 | $301k | +6% | 410.00 | 734.54 |
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| American Electric Power Company (AEP) | 0.1 | $299k | +18% | 2.7k | 112.51 |
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| Wells Fargo & Company (WFC) | 0.1 | $293k | 3.5k | 83.82 |
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| Palo Alto Networks (PANW) | 0.1 | $293k | +19% | 1.4k | 203.62 |
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| Ameren Corporation (AEE) | 0.1 | $285k | 2.7k | 104.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $281k | 1.2k | 243.64 |
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| Abbvie (ABBV) | 0.1 | $281k | NEW | 1.2k | 231.61 |
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| Darden Restaurants (DRI) | 0.1 | $280k | 1.5k | 190.32 |
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| salesforce (CRM) | 0.1 | $277k | -3% | 1.2k | 237.10 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $267k | NEW | 5.1k | 52.28 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $265k | 752.00 | 352.75 |
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| BP Sponsored Adr (BP) | 0.1 | $265k | 7.7k | 34.46 |
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| Nextera Energy (NEE) | 0.1 | $261k | 3.5k | 75.48 |
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| Prologis (PLD) | 0.1 | $258k | +5% | 2.3k | 114.50 |
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| Merck & Co (MRK) | 0.1 | $257k | 3.1k | 83.92 |
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| Phillips 66 (PSX) | 0.1 | $255k | -10% | 1.9k | 136.04 |
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| Union Pacific Corporation (UNP) | 0.1 | $246k | +3% | 1.0k | 236.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $245k | +8% | 487.00 | 502.74 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $242k | 1.3k | 189.43 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $239k | -19% | 7.5k | 31.62 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $232k | +4% | 3.6k | 65.00 |
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| GSK Sponsored Adr (GSK) | 0.1 | $224k | NEW | 5.2k | 43.16 |
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| Morgan Stanley Com New (MS) | 0.1 | $221k | NEW | 1.4k | 159.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $212k | NEW | 1.1k | 195.94 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $206k | NEW | 811.00 | 254.40 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $203k | -3% | 1.1k | 183.66 |
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| International Business Machines (IBM) | 0.1 | $202k | -7% | 715.00 | 282.02 |
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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 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
- Powers Advisory Group 2021 Q4 filed May 6, 2022