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 36.05% of Powers Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: BND, DGRO, VTI, VCSH, VO, VXUS, VCIT, VTIP, FDVV, DIVI.
- Started 8 new stock positions in VTI, UNH, VTIP, CRWD, IBM, VXUS, IYW, LRCX.
- Reduced shares in these 10 stocks: LLY, GLW, NKE, , EOG, WMT, DOL, SCHX, MSFT, UPS.
- Sold out of its positions in EOG, NKE, CRM.
- Powers Advisory Group was a net buyer of stock by $17M.
- Powers Advisory Group has $319M in assets under management (AUM), dropping by 12.52%.
- Central Index Key (CIK): 0001927474
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Portfolio Holdings for Powers Advisory Group
Powers Advisory Group holds 130 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 11.1 | $35M | 1.2M | 29.43 |
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| Ishares Tr Core Div Grwth (DGRO) | 7.5 | $24M | +7% | 317k | 75.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.1 | $23M | +3% | 711k | 31.71 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.3 | $17M | +2% | 614k | 27.70 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.1 | $16M | +6% | 196k | 82.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.3 | $14M | +6% | 407k | 33.84 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.9 | $12M | +13% | 156k | 79.03 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.8 | $12M | +16% | 164k | 73.41 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.3 | $11M | +6% | 252k | 42.41 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.1 | $10M | 190k | 52.41 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 3.0 | $9.4M | +10% | 156k | 60.29 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.2 | $7.0M | 193k | 36.13 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.1 | $6.7M | 182k | 36.87 |
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| Wisdomtree Tr True Dev Intl Fd (DOL) | 1.9 | $6.0M | -2% | 81k | 74.36 |
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| Microsoft Corporation (MSFT) | 1.6 | $5.3M | -3% | 14k | 373.03 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.4 | $4.6M | +8% | 90k | 51.05 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $4.6M | +8% | 48k | 95.62 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.3 | $4.3M | +27% | 100k | 42.72 |
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| Wisdomtree Tr Us Value Fd (WTV) | 1.1 | $3.4M | +31% | 34k | 101.72 |
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| Wal-Mart Stores (WMT) | 1.1 | $3.4M | -5% | 30k | 113.26 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.0 | $3.1M | +9% | 38k | 82.34 |
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| Apple (AAPL) | 0.9 | $3.0M | -2% | 11k | 289.36 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.8 | $2.7M | 47k | 56.52 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.5M | -3% | 9.7k | 253.96 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.4M | -11% | 2.0k | 1199.21 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.2M | -5% | 4.2k | 509.51 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.0M | 6.2k | 327.35 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $2.0M | 49k | 40.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.9M | 2.6k | 736.44 |
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| Procter & Gamble Company (PG) | 0.6 | $1.9M | -5% | 13k | 146.64 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.8M | +360% | 23k | 80.57 |
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| Waste Management (WM) | 0.6 | $1.8M | 8.1k | 222.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.8M | -3% | 2.3k | 748.80 |
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | -2% | 6.4k | 270.33 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.5M | +4% | 65k | 23.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | NEW | 4.0k | 370.07 |
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| Southern Company (SO) | 0.5 | $1.4M | 15k | 95.71 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.4M | +17% | 25k | 58.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.4M | +24% | 20k | 71.25 |
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| Amazon (AMZN) | 0.5 | $1.4M | -4% | 6.0k | 238.34 |
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| Corning Incorporated (GLW) | 0.4 | $1.4M | -16% | 5.4k | 255.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | -4% | 3.8k | 357.38 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.3M | NEW | 16k | 85.49 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | -5% | 9.5k | 136.72 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | 16k | 81.27 |
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| Deere & Company (DE) | 0.4 | $1.3M | -5% | 2.0k | 634.33 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.3M | 1.7k | 746.77 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.2M | 20k | 62.20 |
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| Pepsi (PEP) | 0.4 | $1.1M | 8.3k | 135.40 |
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| Target Corporation (TGT) | 0.3 | $1.1M | -3% | 8.3k | 130.62 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $965k | NEW | 19k | 50.23 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $925k | 7.3k | 126.57 |
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| Us Bancorp Com New (USB) | 0.3 | $917k | 15k | 60.40 |
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| Chevron Corporation (CVX) | 0.3 | $913k | -6% | 5.5k | 165.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $867k | +22% | 5.5k | 156.30 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $866k | 11k | 77.91 |
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| Enterprise Products Partners (EPD) | 0.3 | $863k | 24k | 36.76 |
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| Starbucks Corporation (SBUX) | 0.3 | $838k | -2% | 8.2k | 102.20 |
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| Colgate-Palmolive Company (CL) | 0.3 | $812k | 8.9k | 91.68 |
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| Philip Morris International (PM) | 0.3 | $808k | -3% | 4.5k | 180.90 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $798k | +34% | 6.4k | 124.75 |
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| Broadcom (AVGO) | 0.2 | $773k | 2.0k | 377.77 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $734k | 9.6k | 76.70 |
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| Paychex (PAYX) | 0.2 | $729k | -5% | 7.4k | 98.33 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $716k | 1.4k | 522.39 |
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| SYSCO Corporation (SYY) | 0.2 | $710k | -7% | 8.5k | 83.58 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $693k | +34% | 13k | 51.78 |
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| NVIDIA Corporation (NVDA) | 0.2 | $688k | -10% | 3.4k | 200.07 |
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| Realty Income (O) | 0.2 | $685k | 11k | 61.96 |
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| Altria (MO) | 0.2 | $677k | 9.4k | 71.95 |
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| Verizon Communications (VZ) | 0.2 | $669k | 16k | 42.34 |
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| Consolidated Edison (ED) | 0.2 | $660k | 6.0k | 110.63 |
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| Amgen (AMGN) | 0.2 | $614k | +4% | 1.7k | 362.23 |
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| Palo Alto Networks (PANW) | 0.2 | $612k | +3% | 1.8k | 341.02 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $599k | 1.3k | 477.57 |
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| Bank of America Corporation (BAC) | 0.2 | $576k | 10k | 56.98 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $574k | 6.0k | 96.31 |
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| Visa Com Cl A (V) | 0.2 | $557k | 1.6k | 343.14 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $551k | 4.5k | 121.43 |
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| Cisco Systems (CSCO) | 0.2 | $547k | -2% | 4.7k | 117.45 |
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| Blackrock (BLK) | 0.2 | $529k | 550.00 | 962.21 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $508k | 4.6k | 109.77 |
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| Cardinal Health (CAH) | 0.2 | $500k | 2.1k | 237.51 |
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| PNC Financial Services (PNC) | 0.1 | $473k | 1.9k | 246.26 |
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| Merck & Co (MRK) | 0.1 | $463k | 3.6k | 128.51 |
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| Unilever Spon Adr New (UL) | 0.1 | $455k | 7.6k | 60.12 |
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| Meta Platforms Cl A (META) | 0.1 | $447k | +34% | 793.00 | 563.09 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $430k | -22% | 4.0k | 107.50 |
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| Home Depot (HD) | 0.1 | $424k | +7% | 1.2k | 352.76 |
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| Clorox Company (CLX) | 0.1 | $422k | -20% | 4.4k | 95.45 |
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| AFLAC Incorporated (AFL) | 0.1 | $422k | 3.6k | 117.25 |
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| American Electric Power Company (AEP) | 0.1 | $402k | +7% | 2.9k | 136.83 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $401k | +11% | 780.00 | 513.90 |
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| Lowe's Companies (LOW) | 0.1 | $387k | 1.8k | 220.53 |
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| Enbridge (ENB) | 0.1 | $381k | -4% | 7.0k | 54.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $380k | 1.3k | 298.01 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $373k | 4.9k | 76.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $370k | -6% | 1.0k | 353.46 |
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| Air Products & Chemicals (APD) | 0.1 | $369k | -3% | 1.3k | 293.12 |
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| Prologis (PLD) | 0.1 | $368k | +4% | 2.7k | 135.47 |
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| Emerson Electric (EMR) | 0.1 | $361k | -3% | 2.5k | 143.15 |
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| Caterpillar (CAT) | 0.1 | $350k | 328.00 | 1066.28 |
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| Nextera Energy (NEE) | 0.1 | $349k | 4.0k | 87.78 |
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| Morgan Stanley Com New (MS) | 0.1 | $330k | +9% | 1.6k | 209.09 |
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| Ameren Corporation (AEE) | 0.1 | $311k | 2.8k | 113.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $309k | +6% | 3.7k | 82.64 |
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| Darden Restaurants (DRI) | 0.1 | $306k | 1.5k | 206.02 |
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| Abbvie (ABBV) | 0.1 | $304k | 1.2k | 251.72 |
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| Abbott Laboratories (ABT) | 0.1 | $290k | -2% | 3.2k | 90.74 |
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| Pfizer (PFE) | 0.1 | $279k | -14% | 12k | 24.08 |
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| Phillips 66 (PSX) | 0.1 | $275k | -13% | 1.6k | 169.04 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $274k | 5.2k | 52.60 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $267k | 2.4k | 113.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $266k | NEW | 349.00 | 763.14 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $264k | NEW | 609.00 | 433.16 |
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| At&t (T) | 0.1 | $263k | -4% | 13k | 20.70 |
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| BP Sponsored Adr (BP) | 0.1 | $261k | -9% | 7.1k | 36.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $261k | +6% | 4.4k | 59.69 |
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| Union Pacific Corporation (UNP) | 0.1 | $259k | -15% | 951.00 | 272.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $259k | 853.00 | 303.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $257k | 514.00 | 500.39 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $254k | 1.3k | 195.68 |
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| GSK Sponsored Adr (GSK) | 0.1 | $252k | -7% | 4.8k | 52.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $246k | NEW | 975.00 | 252.23 |
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| Medtronic SHS (MDT) | 0.1 | $227k | -14% | 2.9k | 78.23 |
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| International Business Machines (IBM) | 0.1 | $220k | NEW | 783.00 | 281.25 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $214k | +2% | 5.2k | 41.43 |
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| UnitedHealth (UNH) | 0.1 | $206k | NEW | 494.00 | 415.93 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $204k | 1.1k | 189.73 |
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| General Mills (GIS) | 0.1 | $204k | -25% | 5.9k | 34.80 |
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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 2026 Q2 filed July 31, 2026
- Powers Advisory Group 2026 Q1 filed April 21, 2026
- 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