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 36.16% of Powers Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: BND, DGRO, VCIT, FDVV, SCHD, WTV, VCSH, DIVI, FLOT, SHYG.
- Started 3 new stock positions in VWO, EOG, IDV.
- Reduced shares in these 10 stocks: , , IYW, IBM, SCHZ, GLW, WMT, LLY, AAPL, JNJ.
- Sold out of its positions in ADBE, IBM, IYW, UNH.
- Powers Advisory Group was a net buyer of stock by $17M.
- Powers Advisory Group has $284M in assets under management (AUM), dropping by 6.80%.
- Central Index Key (CIK): 0001927474
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Portfolio Holdings for Powers Advisory Group
Powers Advisory Group holds 125 positions in its portfolio as reported in the March 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) | 10.9 | $31M | 1.2M | 25.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.4 | $21M | +6% | 684k | 30.68 |
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| Ishares Tr Core Div Grwth (DGRO) | 7.3 | $21M | +9% | 296k | 70.18 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.3 | $15M | +11% | 183k | 82.75 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.2 | $15M | +4% | 599k | 24.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $11M | +5% | 382k | 29.13 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.9 | $11M | +10% | 138k | 79.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.6 | $10M | +26% | 141k | 73.64 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.5 | $10M | +8% | 236k | 42.31 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.5 | $9.9M | +5% | 189k | 52.56 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 2.7 | $7.8M | +21% | 141k | 55.24 |
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| Wisdomtree Tr True Developed I (DOL) | 2.0 | $5.7M | 84k | 67.99 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.0 | $5.6M | 192k | 29.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $5.6M | 180k | 30.96 |
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| Microsoft Corporation (MSFT) | 1.9 | $5.4M | 15k | 370.17 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.5 | $4.2M | +22% | 83k | 50.95 |
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| Wal-Mart Stores (WMT) | 1.4 | $3.9M | 32k | 124.28 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $3.9M | +9% | 44k | 87.84 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.1 | $3.1M | +44% | 79k | 39.81 |
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| Apple (AAPL) | 1.0 | $2.7M | 11k | 253.79 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $2.7M | 4.5k | 604.43 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.9 | $2.5M | 47k | 52.54 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.9 | $2.5M | +14% | 35k | 71.13 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 10k | 244.45 |
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| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.9 | $2.4M | +100% | 26k | 94.73 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.0M | -3% | 2.2k | 919.95 |
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| McDonald's Corporation (MCD) | 0.7 | $2.0M | 6.5k | 310.80 |
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| Procter & Gamble Company (PG) | 0.7 | $1.9M | 13k | 144.44 |
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| Waste Management (WM) | 0.7 | $1.9M | 8.2k | 229.78 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.8M | 6.3k | 294.18 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $1.8M | 49k | 35.94 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | 10k | 169.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.6M | +12% | 2.4k | 653.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.5M | 2.6k | 577.21 |
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| Southern Company (SO) | 0.5 | $1.5M | 15k | 96.52 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.4M | -11% | 62k | 23.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.4M | +22% | 4.9k | 287.15 |
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| Amazon (AMZN) | 0.5 | $1.3M | +2% | 6.4k | 208.27 |
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| Pepsi (PEP) | 0.5 | $1.3M | 8.4k | 155.30 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.3M | +4% | 20k | 62.56 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $1.2M | +34% | 21k | 59.55 |
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| Chevron Corporation (CVX) | 0.4 | $1.2M | 5.9k | 206.91 |
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| Coca-Cola Company (KO) | 0.4 | $1.2M | 16k | 76.05 |
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| Deere & Company (DE) | 0.4 | $1.2M | 2.1k | 563.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | +7% | 4.0k | 287.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.1M | 1.7k | 650.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.0M | +30% | 16k | 64.08 |
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| Target Corporation (TGT) | 0.4 | $1.0M | -3% | 8.6k | 121.20 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $958k | 7.3k | 130.93 |
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| Corning Incorporated (GLW) | 0.3 | $887k | -8% | 6.5k | 135.97 |
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| Enterprise Products Partners (EPD) | 0.3 | $883k | 23k | 37.84 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $875k | 11k | 78.41 |
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| Us Bancorp Com New (USB) | 0.3 | $799k | -2% | 15k | 52.01 |
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| Verizon Communications (VZ) | 0.3 | $793k | 16k | 50.20 |
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| Philip Morris International (PM) | 0.3 | $763k | 4.6k | 165.33 |
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| Starbucks Corporation (SBUX) | 0.3 | $756k | -2% | 8.4k | 89.59 |
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| Colgate-Palmolive Company (CL) | 0.3 | $752k | 8.8k | 85.23 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $747k | 9.7k | 77.18 |
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| Paychex (PAYX) | 0.3 | $720k | -2% | 7.8k | 92.12 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $688k | +56% | 4.5k | 151.40 |
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| Consolidated Edison (ED) | 0.2 | $681k | 6.0k | 113.18 |
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| Realty Income (O) | 0.2 | $672k | -2% | 11k | 61.18 |
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| NVIDIA Corporation (NVDA) | 0.2 | $667k | +15% | 3.8k | 174.41 |
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| SYSCO Corporation (SYY) | 0.2 | $653k | 9.2k | 71.33 |
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| Broadcom (AVGO) | 0.2 | $636k | +20% | 2.1k | 309.49 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $635k | 1.4k | 463.19 |
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| Altria (MO) | 0.2 | $626k | -3% | 9.5k | 65.99 |
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| Clorox Company (CLX) | 0.2 | $579k | 5.6k | 103.63 |
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| Amgen (AMGN) | 0.2 | $569k | 1.6k | 351.85 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $530k | 5.9k | 89.33 |
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| Blackrock (BLK) | 0.2 | $528k | 549.00 | 960.89 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $527k | +56% | 4.8k | 110.46 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $509k | +4% | 5.2k | 98.38 |
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| Visa Com Cl A (V) | 0.2 | $494k | +11% | 1.6k | 302.18 |
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| Bank of America Corporation (BAC) | 0.2 | $491k | -2% | 10k | 48.75 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $466k | +95% | 9.9k | 46.91 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $451k | -4% | 4.7k | 96.47 |
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| Cardinal Health (CAH) | 0.2 | $444k | -3% | 2.1k | 211.30 |
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| Merck & Co (MRK) | 0.2 | $437k | +3% | 3.6k | 120.28 |
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| Unilever Spon Adr New (UL) | 0.2 | $433k | -3% | 7.6k | 56.97 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $423k | 4.5k | 93.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $420k | +15% | 1.2k | 337.95 |
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| Lowe's Companies (LOW) | 0.1 | $413k | +7% | 1.8k | 236.22 |
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| PNC Financial Services (PNC) | 0.1 | $397k | 1.9k | 208.14 |
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| Enbridge (ENB) | 0.1 | $396k | -5% | 7.3k | 54.14 |
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| AFLAC Incorporated (AFL) | 0.1 | $394k | -2% | 3.6k | 109.72 |
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| At&t (T) | 0.1 | $384k | 13k | 28.99 |
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| Pfizer (PFE) | 0.1 | $380k | 14k | 28.08 |
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| Air Products & Chemicals (APD) | 0.1 | $378k | 1.3k | 290.44 |
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| Cisco Systems (CSCO) | 0.1 | $369k | 4.8k | 77.59 |
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| Nextera Energy (NEE) | 0.1 | $368k | +4% | 4.0k | 92.88 |
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| BP Sponsored Adr (BP) | 0.1 | $367k | 7.8k | 47.00 |
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| Home Depot (HD) | 0.1 | $366k | +3% | 1.1k | 328.87 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $362k | -4% | 5.0k | 72.69 |
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| American Electric Power Company (AEP) | 0.1 | $359k | +4% | 2.7k | 131.10 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $350k | +4% | 700.00 | 499.40 |
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| Prologis (PLD) | 0.1 | $343k | +4% | 2.6k | 132.18 |
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| Phillips 66 (PSX) | 0.1 | $341k | 1.9k | 182.19 |
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| Emerson Electric (EMR) | 0.1 | $341k | 2.6k | 131.00 |
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| Meta Platforms Cl A (META) | 0.1 | $337k | +33% | 589.00 | 572.40 |
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| Abbott Laboratories (ABT) | 0.1 | $337k | +6% | 3.3k | 102.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $322k | 1.1k | 286.95 |
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| Ameren Corporation (AEE) | 0.1 | $302k | 2.7k | 109.94 |
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| General Mills (GIS) | 0.1 | $293k | -7% | 7.9k | 37.22 |
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| Medtronic SHS (MDT) | 0.1 | $292k | -4% | 3.4k | 86.65 |
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| Darden Restaurants (DRI) | 0.1 | $291k | 1.5k | 196.01 |
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| GSK Sponsored Adr (GSK) | 0.1 | $286k | 5.2k | 55.19 |
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| Wells Fargo & Company (WFC) | 0.1 | $280k | 3.5k | 79.61 |
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| Palo Alto Networks (PANW) | 0.1 | $278k | +9% | 1.7k | 160.32 |
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| Union Pacific Corporation (UNP) | 0.1 | $273k | +8% | 1.1k | 242.66 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $270k | 5.2k | 52.19 |
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| Abbvie (ABBV) | 0.1 | $258k | -3% | 1.2k | 217.48 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $256k | +15% | 2.3k | 109.24 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $256k | 1.3k | 198.15 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $252k | 1.3k | 194.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $243k | +23% | 507.00 | 479.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $238k | 1.4k | 164.55 |
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| Nike CL B (NKE) | 0.1 | $238k | -5% | 4.5k | 52.82 |
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| Caterpillar (CAT) | 0.1 | $235k | -10% | 332.00 | 708.32 |
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| salesforce (CRM) | 0.1 | $227k | +4% | 1.2k | 186.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $222k | NEW | 4.1k | 54.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $221k | 844.00 | 261.81 |
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| EOG Resources (EOG) | 0.1 | $218k | NEW | 1.5k | 144.52 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $215k | NEW | 5.1k | 42.56 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $207k | -4% | 1.1k | 192.98 |
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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 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
- Powers Advisory Group 2022 Q2 filed July 19, 2022