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 36.86% of Powers Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: DGRO, SCHD, XOM, SCHF, VCSH, SCHX, BND, FLOT, SHYG, DIVI.
- Started 4 new stock positions in VTEB, VGT, XOM, EOG.
- Reduced shares in these 10 stocks: VXUS, , VTIP, VTI, MSFT, LLY, IBM, , GIS, DON.
- Sold out of its positions in Exxon Mobil Corporation, GIS, IBM, UNH, VXUS, VTIP.
- Powers Advisory Group was a net buyer of stock by $12M.
- Powers Advisory Group has $330M in assets under management (AUM), dropping by 3.42%.
- Central Index Key (CIK): 0001927474
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Portfolio Holdings for Powers Advisory Group
Powers Advisory Group holds 128 positions in its portfolio as reported in the September 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) | 11.3 | $37M | +3% | 1.2M | 30.00 |
|
| Ishares Tr Core Div Grwth (DGRO) | 7.8 | $26M | +7% | 340k | 75.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.5 | $25M | +6% | 760k | 32.53 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.6 | $18M | +8% | 667k | 27.47 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.8 | $16M | +2% | 201k | 78.31 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.5 | $15M | 411k | 35.93 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $14M | +12% | 175k | 77.25 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.8 | $13M | +10% | 180k | 70.15 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.4 | $11M | +7% | 271k | 41.25 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.1 | $10M | +4% | 198k | 51.23 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 3.0 | $9.9M | +4% | 163k | 60.73 |
|
| Microsoft Corporation (MSFT) | 2.1 | $6.8M | -6% | 13k | 512.90 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.0 | $6.7M | +5% | 204k | 32.63 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $6.5M | +5% | 191k | 34.02 |
|
| Wisdomtree Tr True Dev Intl Fd (DOL) | 1.8 | $6.1M | 82k | 74.31 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.7 | $5.6M | +22% | 110k | 51.05 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.6 | $5.4M | +14% | 55k | 97.24 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.5 | $5.0M | +17% | 117k | 42.66 |
|
| Wisdomtree Tr Us Value Fd (WTV) | 1.2 | $3.9M | +12% | 38k | 102.44 |
|
| Dimensional Etf Trust Us Small Cap Etf | 1.0 | $3.4M | +16% | 45k | 77.42 |
|
| Apple (AAPL) | 1.0 | $3.4M | -2% | 10k | 333.03 |
|
| Wal-Mart Stores (WMT) | 0.9 | $3.1M | 29k | 103.92 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $2.5M | 9.6k | 264.75 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $2.4M | -6% | 44k | 53.95 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.7 | $2.2M | +27% | 29k | 78.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.1M | +18% | 2.8k | 765.77 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $2.1M | -2% | 4.2k | 509.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 6.3k | 330.85 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.0M | -12% | 1.7k | 1157.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.0M | +4% | 2.7k | 739.82 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $1.9M | 49k | 37.90 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $1.8M | -3% | 12k | 145.29 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.8M | +27% | 31k | 56.66 |
|
| Waste Management (WM) | 0.5 | $1.7M | 8.1k | 203.92 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.5 | $1.5M | NEW | 9.5k | 162.76 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.5M | +5% | 69k | 22.10 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.5M | +4% | 21k | 70.61 |
|
| Amazon (AMZN) | 0.4 | $1.5M | 5.9k | 249.14 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $1.4M | -2% | 6.2k | 230.93 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.4M | +3% | 21k | 66.76 |
|
| Deere & Company (DE) | 0.4 | $1.3M | 2.0k | 671.65 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.3M | -3% | 15k | 86.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | -2% | 3.7k | 344.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.3M | 1.7k | 762.63 |
|
|
| Target Corporation (TGT) | 0.4 | $1.3M | -2% | 8.1k | 156.69 |
|
| Southern Company (SO) | 0.4 | $1.2M | 15k | 82.89 |
|
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | 5.5k | 204.21 |
|
|
| Pepsi (PEP) | 0.3 | $1.1M | +3% | 8.6k | 126.73 |
|
| Us Bancorp Com New (USB) | 0.3 | $853k | -2% | 15k | 57.76 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $845k | 7.4k | 114.01 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $843k | 5.5k | 152.06 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $812k | +3% | 3.6k | 228.38 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $809k | +16% | 16k | 51.76 |
|
| Philip Morris International (PM) | 0.2 | $798k | -6% | 4.2k | 190.80 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $796k | +5% | 6.8k | 117.76 |
|
| Enterprise Products Partners (EPD) | 0.2 | $783k | -6% | 22k | 35.61 |
|
| Broadcom (AVGO) | 0.2 | $764k | +6% | 2.2k | 351.26 |
|
| Starbucks Corporation (SBUX) | 0.2 | $758k | 8.1k | 93.96 |
|
|
| Corning Incorporated (GLW) | 0.2 | $754k | -9% | 4.9k | 153.77 |
|
| Amgen (AMGN) | 0.2 | $733k | +2% | 1.7k | 421.40 |
|
| Palo Alto Networks (PANW) | 0.2 | $713k | 1.8k | 397.38 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $713k | -16% | 9.3k | 76.40 |
|
| Paychex (PAYX) | 0.2 | $710k | -2% | 7.2k | 98.50 |
|
| Meta Platforms Cl A (META) | 0.2 | $701k | +21% | 966.00 | 725.25 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $697k | 1.4k | 508.55 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $681k | -9% | 8.0k | 85.32 |
|
| Verizon Communications (VZ) | 0.2 | $679k | -6% | 15k | 45.87 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $646k | -7% | 8.9k | 72.86 |
|
| Altria (MO) | 0.2 | $639k | 9.5k | 67.34 |
|
|
| SYSCO Corporation (SYY) | 0.2 | $635k | -4% | 8.1k | 77.96 |
|
| Visa Com Cl A (V) | 0.2 | $634k | +8% | 1.8k | 359.37 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $628k | -58% | 1.7k | 374.28 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $582k | 6.0k | 97.19 |
|
|
| Consolidated Edison (ED) | 0.2 | $578k | -5% | 5.7k | 102.21 |
|
| Realty Income (O) | 0.2 | $564k | -6% | 10k | 54.30 |
|
| Bank of America Corporation (BAC) | 0.2 | $561k | 10k | 54.43 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $559k | -2% | 1.2k | 456.19 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $533k | 4.5k | 117.53 |
|
|
| Blackrock (BLK) | 0.2 | $531k | -8% | 501.00 | 1059.16 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $513k | +97% | 8.6k | 59.31 |
|
| Merck & Co (MRK) | 0.2 | $504k | -3% | 3.5k | 145.33 |
|
| Cisco Systems (CSCO) | 0.2 | $498k | 4.6k | 107.64 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $453k | +5% | 821.00 | 551.71 |
|
| Phillips 66 (PSX) | 0.1 | $437k | +5% | 1.7k | 255.36 |
|
| PNC Financial Services (PNC) | 0.1 | $430k | 1.9k | 222.32 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $407k | -11% | 6.7k | 60.73 |
|
| AFLAC Incorporated (AFL) | 0.1 | $403k | 3.6k | 111.77 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $398k | +2% | 5.0k | 79.39 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $397k | -11% | 4.1k | 97.42 |
|
| Emerson Electric (EMR) | 0.1 | $391k | 2.5k | 155.07 |
|
|
| Cardinal Health (CAH) | 0.1 | $384k | -18% | 1.7k | 222.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $371k | +4% | 1.1k | 340.67 |
|
| American Electric Power Company (AEP) | 0.1 | $363k | +3% | 3.1k | 118.63 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $358k | 1.3k | 279.99 |
|
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| Air Products & Chemicals (APD) | 0.1 | $354k | 1.3k | 278.23 |
|
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| Prologis (PLD) | 0.1 | $345k | -2% | 2.7k | 129.84 |
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| Home Depot (HD) | 0.1 | $344k | 1.2k | 284.42 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $334k | NEW | 7.1k | 47.36 |
|
| Abbvie (ABBV) | 0.1 | $323k | +2% | 1.2k | 261.63 |
|
| Abbott Laboratories (ABT) | 0.1 | $321k | 3.2k | 98.84 |
|
|
| Nextera Energy (NEE) | 0.1 | $320k | +6% | 4.2k | 75.74 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $313k | -16% | 3.4k | 93.43 |
|
| Enbridge (ENB) | 0.1 | $305k | -6% | 6.6k | 46.49 |
|
| Wells Fargo & Company (WFC) | 0.1 | $300k | 3.8k | 80.05 |
|
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| BP Sponsored Adr (BP) | 0.1 | $299k | -4% | 6.8k | 43.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $298k | +222% | 1.1k | 264.75 |
|
| Morgan Stanley Com New (MS) | 0.1 | $298k | 1.6k | 188.08 |
|
|
| Lowe's Companies (LOW) | 0.1 | $288k | -11% | 1.6k | 184.31 |
|
| Pfizer (PFE) | 0.1 | $279k | -15% | 9.8k | 28.52 |
|
| Ameren Corporation (AEE) | 0.1 | $279k | 2.8k | 99.39 |
|
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| Caterpillar (CAT) | 0.1 | $277k | +4% | 342.00 | 810.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $264k | +3% | 531.00 | 497.95 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $264k | 2.4k | 111.98 |
|
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $260k | 5.2k | 49.69 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $259k | 953.00 | 272.14 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $258k | 975.00 | 264.94 |
|
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| At&t (T) | 0.1 | $251k | -18% | 10k | 24.40 |
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| Darden Restaurants (DRI) | 0.1 | $247k | -13% | 1.3k | 193.18 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $236k | -2% | 829.00 | 284.57 |
|
| Medtronic SHS (MDT) | 0.1 | $233k | -6% | 2.7k | 86.29 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $226k | +3% | 5.4k | 42.19 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $226k | -2% | 4.7k | 48.17 |
|
| Clorox Company (CLX) | 0.1 | $225k | -37% | 2.8k | 81.01 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $224k | 1.3k | 171.05 |
|
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| EOG Resources (EOG) | 0.1 | $219k | NEW | 1.6k | 137.79 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $209k | +4% | 1.1k | 185.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $201k | NEW | 1.6k | 125.64 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $200k | 609.00 | 328.61 |
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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 Q3 filed Oct. 14, 2026
- 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