Powers Advisory Group as of March 31, 2026
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 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.4 | $21M | 684k | 30.68 | |
| Ishares Tr Core Div Grwth (DGRO) | 7.3 | $21M | 296k | 70.18 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.3 | $15M | 183k | 82.75 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.2 | $15M | 599k | 24.75 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $11M | 382k | 29.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.9 | $11M | 138k | 79.27 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.6 | $10M | 141k | 73.64 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 3.5 | $10M | 236k | 42.31 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.5 | $9.9M | 189k | 52.56 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 2.7 | $7.8M | 141k | 55.24 | |
| Wisdomtree Tr True Developed I (DOL) | 2.0 | $5.7M | 84k | 67.99 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.0 | $5.6M | 192k | 29.08 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $5.6M | 180k | 30.96 | |
| Microsoft Corporation (MSFT) | 1.9 | $5.4M | 15k | 370.17 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.5 | $4.2M | 83k | 50.95 | |
| Wal-Mart Stores (WMT) | 1.4 | $3.9M | 32k | 124.28 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $3.9M | 44k | 87.84 | |
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.1 | $3.1M | 79k | 39.81 | |
| Apple (AAPL) | 1.0 | $2.7M | 11k | 253.79 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $2.7M | 4.5k | 604.43 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.9 | $2.5M | 47k | 52.54 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.9 | $2.5M | 35k | 71.13 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 10k | 244.45 | |
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.9 | $2.4M | 26k | 94.73 | |
| Eli Lilly & Co. (LLY) | 0.7 | $2.0M | 2.2k | 919.95 | |
| McDonald's Corporation (MCD) | 0.7 | $2.0M | 6.5k | 310.80 | |
| Procter & Gamble Company (PG) | 0.7 | $1.9M | 13k | 144.44 | |
| Waste Management (WM) | 0.7 | $1.9M | 8.2k | 229.78 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.8M | 6.3k | 294.18 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.6 | $1.8M | 49k | 35.94 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | 10k | 169.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.6M | 2.4k | 653.13 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.5M | 2.6k | 577.21 | |
| Southern Company (SO) | 0.5 | $1.5M | 15k | 96.52 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.4M | 62k | 23.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.4M | 4.9k | 287.15 | |
| Amazon (AMZN) | 0.5 | $1.3M | 6.4k | 208.27 | |
| Pepsi (PEP) | 0.5 | $1.3M | 8.4k | 155.30 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.3M | 20k | 62.56 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $1.2M | 21k | 59.55 | |
| Chevron Corporation (CVX) | 0.4 | $1.2M | 5.9k | 206.91 | |
| Coca-Cola Company (KO) | 0.4 | $1.2M | 16k | 76.05 | |
| Deere & Company (DE) | 0.4 | $1.2M | 2.1k | 563.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 4.0k | 287.59 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.1M | 1.7k | 650.34 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.0M | 16k | 64.08 | |
| Target Corporation (TGT) | 0.4 | $1.0M | 8.6k | 121.20 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $958k | 7.3k | 130.93 | |
| Corning Incorporated (GLW) | 0.3 | $887k | 6.5k | 135.97 | |
| Enterprise Products Partners (EPD) | 0.3 | $883k | 23k | 37.84 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $875k | 11k | 78.41 | |
| Us Bancorp Com New (USB) | 0.3 | $799k | 15k | 52.01 | |
| Verizon Communications (VZ) | 0.3 | $793k | 16k | 50.20 | |
| Philip Morris International (PM) | 0.3 | $763k | 4.6k | 165.33 | |
| Starbucks Corporation (SBUX) | 0.3 | $756k | 8.4k | 89.59 | |
| Colgate-Palmolive Company (CL) | 0.3 | $752k | 8.8k | 85.23 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $747k | 9.7k | 77.18 | |
| Paychex (PAYX) | 0.3 | $720k | 7.8k | 92.12 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $688k | 4.5k | 151.40 | |
| Consolidated Edison (ED) | 0.2 | $681k | 6.0k | 113.18 | |
| Realty Income (O) | 0.2 | $672k | 11k | 61.18 | |
| NVIDIA Corporation (NVDA) | 0.2 | $667k | 3.8k | 174.41 | |
| SYSCO Corporation (SYY) | 0.2 | $653k | 9.2k | 71.33 | |
| Broadcom (AVGO) | 0.2 | $636k | 2.1k | 309.49 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $635k | 1.4k | 463.19 | |
| Altria (MO) | 0.2 | $626k | 9.5k | 65.99 | |
| Clorox Company (CLX) | 0.2 | $579k | 5.6k | 103.63 | |
| Amgen (AMGN) | 0.2 | $569k | 1.6k | 351.85 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $530k | 5.9k | 89.33 | |
| Blackrock (BLK) | 0.2 | $528k | 549.00 | 960.89 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $527k | 4.8k | 110.46 | |
| United Parcel Svcs CL B (UPS) | 0.2 | $509k | 5.2k | 98.38 | |
| Visa Com Cl A (V) | 0.2 | $494k | 1.6k | 302.18 | |
| Bank of America Corporation (BAC) | 0.2 | $491k | 10k | 48.75 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $466k | 9.9k | 46.91 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $451k | 4.7k | 96.47 | |
| Cardinal Health (CAH) | 0.2 | $444k | 2.1k | 211.30 | |
| Merck & Co (MRK) | 0.2 | $437k | 3.6k | 120.28 | |
| Unilever Spon Adr New (UL) | 0.2 | $433k | 7.6k | 56.97 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $423k | 4.5k | 93.31 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $420k | 1.2k | 337.95 | |
| Lowe's Companies (LOW) | 0.1 | $413k | 1.8k | 236.22 | |
| PNC Financial Services (PNC) | 0.1 | $397k | 1.9k | 208.14 | |
| Enbridge (ENB) | 0.1 | $396k | 7.3k | 54.14 | |
| AFLAC Incorporated (AFL) | 0.1 | $394k | 3.6k | 109.72 | |
| At&t (T) | 0.1 | $384k | 13k | 28.99 | |
| Pfizer (PFE) | 0.1 | $380k | 14k | 28.08 | |
| Air Products & Chemicals (APD) | 0.1 | $378k | 1.3k | 290.44 | |
| Cisco Systems (CSCO) | 0.1 | $369k | 4.8k | 77.59 | |
| Nextera Energy (NEE) | 0.1 | $368k | 4.0k | 92.88 | |
| BP Sponsored Adr (BP) | 0.1 | $367k | 7.8k | 47.00 | |
| Home Depot (HD) | 0.1 | $366k | 1.1k | 328.87 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $362k | 5.0k | 72.69 | |
| American Electric Power Company (AEP) | 0.1 | $359k | 2.7k | 131.10 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $350k | 700.00 | 499.40 | |
| Prologis (PLD) | 0.1 | $343k | 2.6k | 132.18 | |
| Phillips 66 (PSX) | 0.1 | $341k | 1.9k | 182.19 | |
| Emerson Electric (EMR) | 0.1 | $341k | 2.6k | 131.00 | |
| Meta Platforms Cl A (META) | 0.1 | $337k | 589.00 | 572.40 | |
| Abbott Laboratories (ABT) | 0.1 | $337k | 3.3k | 102.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $322k | 1.1k | 286.95 | |
| Ameren Corporation (AEE) | 0.1 | $302k | 2.7k | 109.94 | |
| General Mills (GIS) | 0.1 | $293k | 7.9k | 37.22 | |
| Medtronic SHS (MDT) | 0.1 | $292k | 3.4k | 86.65 | |
| Darden Restaurants (DRI) | 0.1 | $291k | 1.5k | 196.01 | |
| GSK Sponsored Adr (GSK) | 0.1 | $286k | 5.2k | 55.19 | |
| Wells Fargo & Company (WFC) | 0.1 | $280k | 3.5k | 79.61 | |
| Palo Alto Networks (PANW) | 0.1 | $278k | 1.7k | 160.32 | |
| Union Pacific Corporation (UNP) | 0.1 | $273k | 1.1k | 242.66 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $270k | 5.2k | 52.19 | |
| Abbvie (ABBV) | 0.1 | $258k | 1.2k | 217.48 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $256k | 2.3k | 109.24 | |
| Vanguard World Utilities Etf (VPU) | 0.1 | $256k | 1.3k | 198.15 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $252k | 1.3k | 194.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $243k | 507.00 | 479.20 | |
| Morgan Stanley Com New (MS) | 0.1 | $238k | 1.4k | 164.55 | |
| Nike CL B (NKE) | 0.1 | $238k | 4.5k | 52.82 | |
| Caterpillar (CAT) | 0.1 | $235k | 332.00 | 708.32 | |
| salesforce (CRM) | 0.1 | $227k | 1.2k | 186.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $222k | 4.1k | 54.05 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $221k | 844.00 | 261.81 | |
| EOG Resources (EOG) | 0.1 | $218k | 1.5k | 144.52 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $215k | 5.1k | 42.56 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $207k | 1.1k | 192.98 |