Powers Advisory Group

Powers Advisory Group as of March 31, 2025

Portfolio Holdings for Powers Advisory Group

Powers Advisory Group holds 107 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.6 $26M 1.2M 22.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.1 $19M 681k 27.96
Ishares Tr Core Div Grwth (DGRO) 6.7 $14M 229k 61.78
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.9 $10M 196k 52.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $9.7M 493k 19.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.3 $9.1M 124k 73.45
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.3 $9.0M 212k 42.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.0 $8.3M 106k 78.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $7.5M 299k 25.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.4 $7.0M 86k 81.76
Microsoft Corporation (MSFT) 2.5 $5.4M 14k 375.40
Wisdomtree Tr Intl Lrgcap Dv (DOL) 2.1 $4.5M 82k 55.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $4.3M 165k 26.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $4.2M 181k 23.43
Wal-Mart Stores (WMT) 1.4 $2.9M 33k 87.79
Apple (AAPL) 1.1 $2.3M 11k 222.13
Wisdomtree Tr Us Midcap Divid (DON) 1.1 $2.3M 46k 49.52
Procter & Gamble Company (PG) 1.1 $2.3M 13k 170.41
McDonald's Corporation (MCD) 1.0 $2.0M 6.4k 312.37
Lockheed Martin Corporation (LMT) 1.0 $2.0M 4.5k 446.72
Eli Lilly & Co. (LLY) 0.9 $1.9M 2.3k 825.80
Waste Management (WM) 0.9 $1.9M 8.1k 231.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $1.7M 22k 79.86
Johnson & Johnson (JNJ) 0.8 $1.6M 9.8k 165.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $1.6M 31k 51.05
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $1.5M 48k 31.96
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 6.1k 245.31
Southern Company (SO) 0.7 $1.4M 15k 91.95
Pepsi (PEP) 0.6 $1.2M 7.9k 149.94
Paychex (PAYX) 0.6 $1.2M 7.6k 154.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.2M 20k 59.75
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $1.2M 23k 49.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 2.4k 468.92
Exxon Mobil Corporation (XOM) 0.5 $1.1M 9.5k 118.93
Coca-Cola Company (KO) 0.5 $1.1M 15k 71.62
Amazon (AMZN) 0.5 $1.1M 5.6k 190.26
Deere & Company (DE) 0.5 $1.0M 2.2k 469.25
Clorox Company (CLX) 0.5 $991k 6.7k 147.26
Target Corporation (TGT) 0.5 $969k 9.3k 104.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $938k 1.7k 559.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $927k 12k 78.28
Chevron Corporation (CVX) 0.4 $879k 5.3k 167.29
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $858k 16k 54.76
Starbucks Corporation (SBUX) 0.4 $853k 8.7k 98.10
Colgate-Palmolive Company (CL) 0.4 $848k 9.0k 93.70
Ishares Tr Core S&p500 Etf (IVV) 0.4 $830k 1.5k 561.76
Duke Energy Corp Com New (DUK) 0.4 $822k 6.7k 121.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $774k 10k 76.57
Enterprise Products Partners (EPD) 0.4 $763k 22k 34.14
General Mills (GIS) 0.4 $738k 12k 59.79
SYSCO Corporation (SYY) 0.3 $717k 9.6k 75.04
Consolidated Edison (ED) 0.3 $698k 6.3k 110.60
Us Bancorp Del Com New (USB) 0.3 $676k 16k 42.22
Philip Morris International (PM) 0.3 $672k 4.2k 158.73
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $670k 29k 23.16
Kimberly-Clark Corporation (KMB) 0.3 $636k 4.5k 142.21
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.3 $635k 20k 32.59
Realty Income (O) 0.3 $602k 10k 58.01
Verizon Communications (VZ) 0.3 $597k 13k 45.36
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $576k 1.4k 419.88
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $566k 2.2k 258.65
Altria (MO) 0.3 $545k 9.1k 60.02
Alphabet Cap Stk Cl A (GOOGL) 0.3 $541k 3.5k 154.63
Unilever Spon Adr New (UL) 0.3 $531k 8.9k 59.55
Blackrock (BLK) 0.3 $527k 557.00 946.05
United Parcel Service CL B (UPS) 0.2 $487k 4.4k 110.00
Air Products & Chemicals (APD) 0.2 $484k 1.6k 294.93
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $462k 5.8k 79.37
Kellogg Company (K) 0.2 $450k 5.4k 82.49
Visa Com Cl A (V) 0.2 $423k 1.2k 350.53
Amgen (AMGN) 0.2 $418k 1.3k 311.55
AFLAC Incorporated (AFL) 0.2 $413k 3.7k 111.18
Abbott Laboratories (ABT) 0.2 $398k 3.0k 132.65
Lowe's Companies (LOW) 0.2 $387k 1.7k 233.28
Home Depot (HD) 0.2 $383k 1.0k 366.32
Bank of America Corporation (BAC) 0.2 $381k 9.1k 41.73
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $362k 6.1k 59.40
Pfizer (PFE) 0.2 $353k 14k 25.34
At&t (T) 0.2 $351k 12k 28.28
Medtronic SHS (MDT) 0.2 $350k 3.9k 89.86
Mastercard Incorporated Cl A (MA) 0.2 $350k 638.00 547.98
Corning Incorporated (GLW) 0.2 $345k 7.5k 45.78
salesforce (CRM) 0.2 $339k 1.3k 268.30
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $337k 11k 30.73
Cisco Systems (CSCO) 0.2 $315k 5.1k 61.71
Darden Restaurants (DRI) 0.1 $309k 1.5k 207.83
Phillips 66 (PSX) 0.1 $306k 2.5k 123.48
Cardinal Health (CAH) 0.1 $297k 2.2k 137.78
Nike CL B (NKE) 0.1 $291k 4.6k 63.47
Enbridge (ENB) 0.1 $286k 6.5k 44.31
NVIDIA Corporation (NVDA) 0.1 $278k 2.6k 108.39
Toronto Dominion Bk Ont Com New (TD) 0.1 $272k 4.5k 59.94
Archer Daniels Midland Company (ADM) 0.1 $270k 5.6k 48.01
Ameren Corporation (AEE) 0.1 $262k 2.6k 100.40
Merck & Co (MRK) 0.1 $261k 2.9k 89.75
BP Sponsored Adr (BP) 0.1 $260k 7.7k 33.79
Adobe Systems Incorporated (ADBE) 0.1 $250k 651.00 383.53
Wells Fargo & Company (WFC) 0.1 $248k 3.5k 71.80
American Electric Power Company (AEP) 0.1 $244k 2.2k 109.29
UnitedHealth (UNH) 0.1 $242k 461.00 524.06
PNC Financial Services (PNC) 0.1 $240k 1.4k 175.79
Union Pacific Corporation (UNP) 0.1 $236k 998.00 236.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $225k 4.4k 50.82
Broadcom (AVGO) 0.1 $224k 1.3k 167.46
Nextera Energy (NEE) 0.1 $223k 3.1k 70.89
Vanguard World Utilities Etf (VPU) 0.1 $215k 1.3k 170.77
Texas Instruments Incorporated (TXN) 0.1 $210k 1.2k 179.77