Powers Advisory Group

Latest statistics and disclosures from Powers Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Powers Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Powers Advisory Group

Powers Advisory Group holds 91 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.8 $17M 384k 45.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.2 $9.8M +4% 130k 75.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.4 $7.4M 148k 49.82
Ishares Tr Core Div Grwth (DGRO) 5.2 $7.0M +3% 141k 50.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.6 $6.2M 153k 40.89
Spdr Ser Tr Bloomberg Invt (FLRN) 4.2 $5.7M 189k 30.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $5.1M 158k 32.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.6 $4.9M 66k 75.19
Microsoft Corporation (MSFT) 2.7 $3.6M 15k 239.83
Wisdomtree Tr Intl Lrgcap Dv (DOL) 2.4 $3.3M +2% 75k 44.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $2.8M +2% 51k 55.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $2.8M 68k 40.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $2.7M 35k 77.51
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $2.7M 41k 65.61

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Lockheed Martin Corporation (LMT) 1.7 $2.2M 4.6k 486.45
Procter & Gamble Company (PG) 1.5 $2.1M 14k 151.55
Wal-Mart Stores (WMT) 1.3 $1.8M 13k 141.79
McDonald's Corporation (MCD) 1.3 $1.8M 6.7k 263.52
Wisdomtree Tr Us Midcap Divid (DON) 1.3 $1.7M +3% 42k 41.14
Johnson & Johnson (JNJ) 1.3 $1.7M 9.8k 176.65
Apple (AAPL) 1.1 $1.5M 12k 129.93
Waste Management (WM) 1.1 $1.4M 9.1k 156.89
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.0 $1.4M 42k 32.82
Target Corporation (TGT) 1.0 $1.4M 9.1k 149.03
Pepsi (PEP) 1.0 $1.3M 7.3k 180.67
Eli Lilly & Co. (LLY) 1.0 $1.3M -8% 3.6k 365.79
Wisdomtree Tr Us Smallcap Divd (DES) 0.9 $1.2M 43k 28.44
General Mills (GIS) 0.9 $1.2M 15k 83.85
Coca-Cola Company (KO) 0.8 $1.1M 18k 63.61
Southern Company (SO) 0.8 $1.1M 15k 71.41
Deere & Company (DE) 0.8 $1.1M -4% 2.5k 428.77
Exxon Mobil Corporation (XOM) 0.7 $996k 9.0k 110.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $963k -12% 13k 75.28
Clorox Company (CLX) 0.7 $943k 6.7k 140.32
Paychex (PAYX) 0.7 $919k 8.0k 115.55
Chevron Corporation (CVX) 0.7 $888k 4.9k 179.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $825k 11k 74.32
JPMorgan Chase & Co. (JPM) 0.6 $773k 5.8k 134.09
SYSCO Corporation (SYY) 0.6 $757k -2% 9.9k 76.45
Colgate-Palmolive Company (CL) 0.6 $753k 9.6k 78.79
Starbucks Corporation (SBUX) 0.5 $719k 7.3k 99.20
Kimberly-Clark Corporation (KMB) 0.5 $685k 5.0k 135.75
Duke Energy Corp Com New (DUK) 0.5 $659k 6.4k 103.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $653k 1.7k 382.51
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $653k 13k 51.38
Pfizer (PFE) 0.5 $651k 13k 51.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $651k 2.4k 266.28
Us Bancorp Del Com New (USB) 0.5 $626k +6% 14k 43.61
Consolidated Edison (ED) 0.4 $598k 6.3k 95.31
United Parcel Service CL B (UPS) 0.4 $590k 3.4k 173.86
Unilever Spon Adr New (UL) 0.4 $554k -2% 11k 50.35
Archer Daniels Midland Company (ADM) 0.4 $541k 5.8k 92.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $538k -2% 12k 45.65
Realty Income (O) 0.4 $536k 8.5k 63.43
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $517k -28% 17k 30.53
Altria (MO) 0.4 $512k 11k 45.71
Enterprise Products Partners (EPD) 0.4 $482k 20k 24.12
Kellogg Company (K) 0.4 $479k 6.7k 71.24
At&t (T) 0.3 $450k -4% 24k 18.41
Philip Morris International (PM) 0.3 $449k 4.4k 101.20
Intel Corporation (INTC) 0.3 $435k -4% 17k 26.43
Amazon (AMZN) 0.3 $430k -9% 5.1k 84.00
BP Sponsored Adr (BP) 0.3 $426k -4% 12k 34.93
Verizon Communications (VZ) 0.3 $414k -5% 11k 39.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $410k 1.2k 331.33
Phillips 66 (PSX) 0.3 $399k 3.8k 104.08
BlackRock (BLK) 0.3 $390k 550.00 708.40
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $373k -27% 6.0k 61.95
3M Company (MMM) 0.3 $370k -8% 3.1k 119.94
Home Depot (HD) 0.3 $357k 1.1k 315.86
CVS Caremark Corporation (CVS) 0.3 $352k 3.8k 93.18
Merck & Co (MRK) 0.3 $343k 3.1k 110.94
Air Products & Chemicals (APD) 0.2 $304k NEW 986.00 308.39
AFLAC Incorporated (AFL) 0.2 $291k 4.0k 71.94
Alphabet Cap Stk Cl A (GOOGL) 0.2 $289k -10% 3.3k 88.23
Lowe's Companies (LOW) 0.2 $287k 1.4k 199.28
Walgreen Boots Alliance (WBA) 0.2 $286k -9% 7.7k 37.36
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.2 $283k -35% 8.4k 33.61
Toronto Dominion Bk Ont Com New (TD) 0.2 $276k 4.3k 64.76
Dominion Resources (D) 0.2 $269k 4.4k 61.31
Enbridge (ENB) 0.2 $269k 6.9k 39.10
Abbott Laboratories (ABT) 0.2 $260k 2.4k 109.80
Cardinal Health (CAH) 0.2 $237k -2% 3.1k 76.87
Ameren Corporation (AEE) 0.2 $235k 2.6k 88.92
GSK Sponsored Adr (GSK) 0.2 $230k NEW 6.5k 35.14
Wells Fargo & Company (WFC) 0.2 $229k 5.5k 41.29
Amgen (AMGN) 0.2 $222k NEW 846.00 262.62
Visa Com Cl A (V) 0.2 $219k NEW 1.1k 207.74
Adobe Systems Incorporated (ADBE) 0.2 $218k NEW 647.00 336.53
Darden Restaurants (DRI) 0.2 $213k -7% 1.5k 138.30
Hanesbrands (HBI) 0.1 $130k -5% 20k 6.36

Past Filings by Powers Advisory Group

SEC 13F filings are viewable for Powers Advisory Group going back to 2021