Powers Advisory Group

Powers Advisory Group as of Dec. 31, 2024

Portfolio Holdings for Powers Advisory Group

Powers Advisory Group holds 103 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 13.9 $28M 1.2M 23.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.7 $17M 635k 27.32
Ishares Tr Core Div Grwth (DGRO) 6.4 $13M 209k 61.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.0 $10M 193k 51.70
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.5 $8.9M 210k 42.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $8.6M 463k 18.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $8.2M 114k 71.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $7.9M 101k 78.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $7.7M 276k 27.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.3 $6.5M 81k 80.27
Microsoft Corporation (MSFT) 3.0 $6.0M 14k 421.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $4.5M 175k 25.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $4.4M 160k 27.71
Wisdomtree Tr Intl Lrgcap Dv (DOL) 2.1 $4.1M 83k 49.44
Wal-Mart Stores (WMT) 1.5 $3.1M 34k 90.35
Apple (AAPL) 1.3 $2.6M 11k 250.41
Wisdomtree Tr Us Midcap Divid (DON) 1.2 $2.4M 48k 50.97
Procter & Gamble Company (PG) 1.1 $2.2M 13k 167.64
Lockheed Martin Corporation (LMT) 1.1 $2.2M 4.5k 485.91
McDonald's Corporation (MCD) 0.9 $1.8M 6.3k 289.91
Eli Lilly & Co. (LLY) 0.9 $1.8M 2.3k 771.87
Wisdomtree Tr Us Smallcap Divd (DES) 0.8 $1.7M 49k 34.35
Waste Management (WM) 0.8 $1.6M 8.1k 201.80
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 6.1k 239.69
Johnson & Johnson (JNJ) 0.7 $1.4M 9.6k 144.62
Southern Company (SO) 0.6 $1.3M 15k 82.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.4k 511.23
Target Corporation (TGT) 0.6 $1.2M 9.1k 135.18
Amazon (AMZN) 0.6 $1.2M 5.5k 219.39
Pepsi (PEP) 0.6 $1.1M 7.2k 152.06
Clorox Company (CLX) 0.5 $1.1M 6.8k 162.41
Paychex (PAYX) 0.5 $1.1M 7.8k 140.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.0M 16k 65.08
Exxon Mobil Corporation (XOM) 0.5 $999k 9.3k 107.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $998k 1.7k 586.16
Coca-Cola Company (KO) 0.5 $971k 16k 62.26
Deere & Company (DE) 0.5 $948k 2.2k 423.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $917k 12k 77.27
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $839k 17k 49.94
Colgate-Palmolive Company (CL) 0.4 $830k 9.1k 90.91
General Mills (GIS) 0.4 $789k 12k 63.77
Us Bancorp Del Com New (USB) 0.4 $767k 16k 47.83
Chevron Corporation (CVX) 0.4 $762k 5.3k 144.85
Ishares Tr Core S&p500 Etf (IVV) 0.4 $744k 1.3k 588.50
SYSCO Corporation (SYY) 0.4 $738k 9.6k 76.46
Starbucks Corporation (SBUX) 0.4 $734k 8.0k 91.25
Duke Energy Corp Com New (DUK) 0.4 $722k 6.7k 107.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $705k 8.7k 80.93
Enterprise Products Partners (EPD) 0.3 $693k 22k 31.36
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $674k 12k 56.48
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $663k 8.9k 74.73
Alphabet Cap Stk Cl A (GOOGL) 0.3 $662k 3.5k 189.29
Kimberly-Clark Corporation (KMB) 0.3 $608k 4.6k 131.04
Blackrock (BLK) 0.3 $603k 588.00 1024.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $583k 1.4k 425.50
Consolidated Edison (ED) 0.3 $561k 6.3k 89.23
Realty Income (O) 0.3 $549k 10k 53.41
Unilever Spon Adr New (UL) 0.3 $533k 9.4k 56.70
United Parcel Service CL B (UPS) 0.3 $521k 4.1k 126.11
Air Products & Chemicals (APD) 0.3 $507k 1.7k 290.06
Philip Morris International (PM) 0.3 $507k 4.2k 120.36
Verizon Communications (VZ) 0.3 $502k 13k 39.99
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $490k 6.3k 77.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $485k 9.5k 50.88
Altria (MO) 0.2 $470k 9.0k 52.29
Kellogg Company (K) 0.2 $439k 5.4k 80.97
salesforce (CRM) 0.2 $422k 1.3k 334.45
Home Depot (HD) 0.2 $416k 1.1k 389.02
Bank of America Corporation (BAC) 0.2 $405k 9.2k 43.95
AFLAC Incorporated (AFL) 0.2 $383k 3.7k 103.44
Visa Com Cl A (V) 0.2 $382k 1.2k 316.09
Lowe's Companies (LOW) 0.2 $380k 1.5k 246.79
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $376k 12k 31.44
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $373k 16k 22.70
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $371k 1.4k 264.15
Pfizer (PFE) 0.2 $370k 14k 26.53
Corning Incorporated (GLW) 0.2 $357k 7.5k 47.52
Abbott Laboratories (ABT) 0.2 $348k 3.1k 113.09
Amgen (AMGN) 0.2 $313k 1.2k 260.66
Phillips 66 (PSX) 0.2 $305k 2.7k 113.93
Cisco Systems (CSCO) 0.2 $301k 5.1k 59.19
At&t (T) 0.1 $288k 13k 22.77
Medtronic SHS (MDT) 0.1 $288k 3.6k 79.88
Archer Daniels Midland Company (ADM) 0.1 $282k 5.6k 50.52
Mastercard Incorporated Cl A (MA) 0.1 $279k 529.00 526.85
Enbridge (ENB) 0.1 $278k 6.6k 42.43
Darden Restaurants (DRI) 0.1 $276k 1.5k 186.75
Adobe Systems Incorporated (ADBE) 0.1 $275k 619.00 444.68
NVIDIA Corporation (NVDA) 0.1 $265k 2.0k 134.30
Merck & Co (MRK) 0.1 $264k 2.7k 99.47
Cardinal Health (CAH) 0.1 $254k 2.1k 118.26
Broadcom (AVGO) 0.1 $254k 1.1k 231.89
Toronto Dominion Bk Ont Com New (TD) 0.1 $253k 4.8k 53.24
Wells Fargo & Company (WFC) 0.1 $242k 3.4k 70.25
Ameren Corporation (AEE) 0.1 $232k 2.6k 89.13
BP Sponsored Adr (BP) 0.1 $229k 7.7k 29.56
Union Pacific Corporation (UNP) 0.1 $227k 995.00 228.12
Texas Instruments Incorporated (TXN) 0.1 $219k 1.2k 187.46
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.1 $213k 7.1k 30.01
UnitedHealth (UNH) 0.1 $212k 420.00 505.51
Vanguard World Utilities Etf (VPU) 0.1 $205k 1.3k 163.48
American Electric Power Company (AEP) 0.1 $204k 2.2k 92.24
PNC Financial Services (PNC) 0.1 $201k 1.0k 192.79