Powers Advisory Group

Powers Advisory Group as of Dec. 31, 2025

Portfolio Holdings for Powers Advisory Group

Powers Advisory Group holds 126 positions in its portfolio as reported in the December 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) 12.2 $32M 1.2M 26.91
Ishares Tr Core Div Grwth (DGRO) 7.1 $19M 270k 69.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $18M 641k 27.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.2 $14M 573k 24.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.2 $14M 164k 83.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.5 $12M 363k 32.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.7 $9.9M 125k 79.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $9.5M 179k 52.88
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.5 $9.4M 219k 42.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.1 $8.2M 111k 74.07
Microsoft Corporation (MSFT) 2.6 $7.0M 14k 483.63
Fidelity Covington Trust High Divid Etf (FDVV) 2.5 $6.6M 116k 56.69
Wisdomtree Tr True Developed I (DOL) 2.1 $5.6M 84k 65.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.1 $5.5M 192k 28.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $5.3M 178k 30.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.4 $3.6M 41k 89.43
Wal-Mart Stores (WMT) 1.3 $3.6M 32k 111.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $3.5M 68k 50.86
Apple (AAPL) 1.1 $3.0M 11k 271.85
Eli Lilly & Co. (LLY) 0.9 $2.5M 2.3k 1074.84
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $2.4M 47k 51.60
Lockheed Martin Corporation (LMT) 0.8 $2.2M 4.5k 483.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.1M 30k 69.67
Johnson & Johnson (JNJ) 0.8 $2.1M 10k 206.95
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.8 $2.1M 54k 38.89
JPMorgan Chase & Co. (JPM) 0.8 $2.0M 6.3k 322.24
McDonald's Corporation (MCD) 0.7 $2.0M 6.5k 305.63
Procter & Gamble Company (PG) 0.7 $1.9M 13k 143.31
Waste Management (WM) 0.7 $1.8M 8.3k 219.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.6M 70k 23.37
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.6M 49k 33.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.6M 2.6k 614.32
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.5M 2.2k 684.84
Amazon (AMZN) 0.5 $1.4M 6.2k 230.82
Southern Company (SO) 0.5 $1.3M 15k 87.20
Exxon Mobil Corporation (XOM) 0.5 $1.2M 10k 120.34
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.5 $1.2M 13k 93.30
Pepsi (PEP) 0.4 $1.2M 8.3k 143.53
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.2M 19k 60.17
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 3.7k 313.03
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 4.0k 290.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 1.7k 681.92
Coca-Cola Company (KO) 0.4 $1.1M 16k 69.91
Deere & Company (DE) 0.4 $976k 2.1k 465.67
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $927k 16k 59.93
Paychex (PAYX) 0.3 $900k 8.0k 112.18
Chevron Corporation (CVX) 0.3 $896k 5.9k 152.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $885k 11k 78.81
Target Corporation (TGT) 0.3 $869k 8.9k 97.75
Duke Energy Corp Com New (DUK) 0.3 $862k 7.4k 117.22
Us Bancorp Del Com New (USB) 0.3 $843k 16k 53.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $781k 13k 62.47
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $763k 9.8k 77.88
Philip Morris International (PM) 0.3 $742k 4.6k 160.38
Enterprise Products Partners (EPD) 0.3 $740k 23k 32.06
Starbucks Corporation (SBUX) 0.3 $730k 8.7k 84.21
Colgate-Palmolive Company (CL) 0.3 $705k 8.9k 79.02
SYSCO Corporation (SYY) 0.3 $686k 9.3k 73.69
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $659k 1.4k 480.57
Verizon Communications (VZ) 0.2 $647k 16k 40.73
Realty Income (O) 0.2 $635k 11k 56.37
Corning Incorporated (GLW) 0.2 $626k 7.2k 87.57
NVIDIA Corporation (NVDA) 0.2 $618k 3.3k 186.49
Consolidated Edison (ED) 0.2 $595k 6.0k 99.33
Broadcom (AVGO) 0.2 $590k 1.7k 346.11
Blackrock (BLK) 0.2 $585k 547.00 1069.53
Clorox Company (CLX) 0.2 $574k 5.7k 100.84
Bank of America Corporation (BAC) 0.2 $568k 10k 55.00
Altria (MO) 0.2 $564k 9.8k 57.66
Amgen (AMGN) 0.2 $527k 1.6k 327.28
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $520k 5.9k 88.08
Visa Com Cl A (V) 0.2 $515k 1.5k 350.67
Unilever Spon Adr New (UL) 0.2 $513k 7.8k 65.40
Kimberly-Clark Corporation (KMB) 0.2 $493k 4.9k 100.90
United Parcel Service CL B (UPS) 0.2 $489k 4.9k 99.19
Cardinal Health (CAH) 0.2 $446k 2.2k 205.52
Toronto Dominion Bk Ont Com New (TD) 0.2 $428k 4.5k 94.20
Ishares Tr Select Divid Etf (DVY) 0.2 $410k 2.9k 141.16
AFLAC Incorporated (AFL) 0.2 $405k 3.7k 110.26
PNC Financial Services (PNC) 0.1 $396k 1.9k 208.68
General Mills (GIS) 0.1 $395k 8.5k 46.50
Lowe's Companies (LOW) 0.1 $391k 1.6k 241.18
Abbott Laboratories (ABT) 0.1 $387k 3.1k 125.30
Mastercard Incorporated Cl A (MA) 0.1 $381k 668.00 570.69
Home Depot (HD) 0.1 $372k 1.1k 343.97
Cisco Systems (CSCO) 0.1 $371k 4.8k 77.03
Enbridge (ENB) 0.1 $369k 7.7k 47.83
Merck & Co (MRK) 0.1 $369k 3.5k 105.25
Alphabet Cap Stk Cl C (GOOG) 0.1 $352k 1.1k 313.90
Emerson Electric (EMR) 0.1 $345k 2.6k 132.72
Medtronic SHS (MDT) 0.1 $338k 3.5k 96.06
At&t (T) 0.1 $334k 13k 24.84
Pfizer (PFE) 0.1 $334k 13k 24.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $328k 1.1k 303.89
Wells Fargo & Company (WFC) 0.1 $327k 3.5k 93.19
Prologis (PLD) 0.1 $317k 2.5k 127.67
Air Products & Chemicals (APD) 0.1 $317k 1.3k 246.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $312k 3.1k 101.99
salesforce (CRM) 0.1 $309k 1.2k 264.88
Nextera Energy (NEE) 0.1 $304k 3.8k 80.28
American Electric Power Company (AEP) 0.1 $302k 2.6k 115.32
Nike CL B (NKE) 0.1 $302k 4.7k 63.71
Archer Daniels Midland Company (ADM) 0.1 $300k 5.2k 57.49
Palo Alto Networks (PANW) 0.1 $292k 1.6k 184.20
Meta Platforms Cl A (META) 0.1 $291k 440.00 660.61
Abbvie (ABBV) 0.1 $281k 1.2k 228.40
Ameren Corporation (AEE) 0.1 $273k 2.7k 99.86
Darden Restaurants (DRI) 0.1 $272k 1.5k 183.96
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $269k 5.1k 52.41
BP Sponsored Adr (BP) 0.1 $269k 7.8k 34.73
Morgan Stanley Com New (MS) 0.1 $256k 1.4k 177.51
GSK Sponsored Adr (GSK) 0.1 $254k 5.2k 49.04
Phillips 66 (PSX) 0.1 $242k 1.9k 129.06
Union Pacific Corporation (UNP) 0.1 $241k 1.0k 231.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $238k 5.1k 46.81
Vanguard World Utilities Etf (VPU) 0.1 $238k 1.3k 184.97
Texas Instruments Incorporated (TXN) 0.1 $225k 1.3k 173.45
UnitedHealth (UNH) 0.1 $217k 658.00 330.01
Vanguard Index Fds Small Cp Etf (VB) 0.1 $217k 841.00 258.07
Adobe Systems Incorporated (ADBE) 0.1 $215k 614.00 349.99
Caterpillar (CAT) 0.1 $213k 372.00 573.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $211k 1.1k 199.61
Wisdomtree Tr Us High Dividend (DHS) 0.1 $207k 2.0k 101.83
International Business Machines (IBM) 0.1 $206k 697.00 296.15
Raytheon Technologies Corp (RTX) 0.1 $206k 1.1k 183.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $206k 410.00 502.65