Powers Advisory Group, LLC Portfolio Holdings

Powers Advisory Group, LLC

  • $249 Million
  • Q3 2025

Powers Advisory Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $31.5M, Schwab Strategic Tr Us Dividen with a value of $17.9M, Ishares Core Dividend Growth E with a value of $17.7M, Vanguard Intermediate Term Cor with a value of $12.8M, and Schwab Strategic Tr Intl Eqty with a value of $12.8M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $225M to 249M.

Below you can find more details about Powers Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $185 Million
Consumer Defensive: $14.2 Million
Technology: $13.7 Million
Industrials: $6.6 Million
Healthcare: $6.04 Million
Financial Services: $6.02 Million
Consumer Cyclical: $5.49 Million
Utilities: $3.78 Million
Other: $7.41 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$7.37 Million 2.97% of portfolio
14,236
Q3 2025 Added 0.46%
$279B
$3.33 Million 1.34% of portfolio
32,292
Q3 2025 Reduced 1.03%
$4.3T
$2.77 Million 1.11% of portfolio
10,885
Q3 2025 Added 1.75%
$123B
$2.23 Million 0.9% of portfolio
4,466
Q3 2025 Reduced 1.19%
$881B
$1.99 Million 0.8% of portfolio
6,310
Q3 2025 Added 1.02%
$346B
$2 Million 0.8% of portfolio
13,005
Q3 2025 Reduced 2.32%
$224B
$1.93 Million 0.78% of portfolio
6,359
Q3 2025 Reduced 1.76%
$522B
$1.89 Million 0.76% of portfolio
10,173
Q3 2025 Added 3.67%
$85.9B
$1.81 Million 0.73% of portfolio
8,182
Q3 2025 Added 0.54%
$971B
$1.74 Million 0.7% of portfolio
2,287
Q3 2025 Reduced 0.09%
$98.6B
$1.43 Million 0.57% of portfolio
15,049
Q3 2025 Reduced 1.33%
$2.39T
$1.32 Million 0.53% of portfolio
5,991
Q3 2025 Added 1.58%
$204B
$1.14 Million 0.46% of portfolio
8,095
Q3 2025 Reduced 0.2%
$490B
$1.15 Million 0.46% of portfolio
10,220
Q3 2025 Added 6.81%
$306B
$1.03 Million 0.41% of portfolio
15,515
Q3 2025 Added 0.91%
$40.4B
$975,000 0.39% of portfolio
7,698
Q3 2025 Added 0.57%
$1.65T
$887,000 0.36% of portfolio
3,652
Q3 2025 Added 2.53%
$96.4B
$905,000 0.36% of portfolio
7,314
Q3 2025 Added 7.96%
$303B
$850,000 0.34% of portfolio
5,475
Q3 2025 Added 0.7%
$41.4B
$789,000 0.32% of portfolio
8,803
Q3 2025 Reduced 6.03%
$37.9B
$781,000 0.31% of portfolio
9,491
Q3 2025 Reduced 1.09%
$67.6B
$762,000 0.31% of portfolio
15,781
Q3 2025 Added 0.64%
$237B
$745,000 0.3% of portfolio
4,597
Q3 2025 Added 9.77%
$12.8B
$744,000 0.3% of portfolio
6,041
Q3 2025 Reduced 7.77%
$70.2B
$712,000 0.29% of portfolio
22,797
Q3 2025 Added 0.73%
$97.3B
$713,000 0.29% of portfolio
8,430
Q3 2025 Reduced 3.29%
$65.7B
$692,000 0.28% of portfolio
8,657
Q3 2025 Reduced 1.41%
$172B
$664,000 0.27% of portfolio
15,113
Q3 2025 Added 12.68%
$104B
$612,000 0.25% of portfolio
9,277
Q3 2025 Added 1.18%
$35.1B
$627,000 0.25% of portfolio
10,319
Q3 2025 Reduced 1.91%
$69.4B
$605,000 0.24% of portfolio
7,386
Q3 2025 Reduced 1.45%
$36B
$602,000 0.24% of portfolio
5,995
Q3 2025 Reduced 4.25%
$35.1B
$579,000 0.23% of portfolio
4,664
Q3 2025 Added 2.75%
$139B
$565,000 0.23% of portfolio
1,713
Q3 2025 Added 14.51%
$413B
$537,000 0.22% of portfolio
10,413
Q3 2025 Added 6.28%
$465B
$526,000 0.21% of portfolio
2,822
Q3 2025 Added 7.1%
$150B
$530,000 0.21% of portfolio
8,942
Q3 2025 Reduced 0.03%
$28.1B
$499,000 0.2% of portfolio
9,902
Q3 2025 Reduced 14.39%
$367B
$442,000 0.18% of portfolio
1,091
Q3 2025 Added 2.92%
$183B
$451,000 0.18% of portfolio
1,599
Q3 2025 Added 18.62%
$140B
$444,000 0.18% of portfolio
1,767
Q3 2025 Added 6.13%
$533B
$435,000 0.18% of portfolio
1,277
Q3 2025 Added 5.62%
$72.3B
$416,000 0.17% of portfolio
3,732
Q3 2025 Added 0.24%
$28.3B
$422,000 0.17% of portfolio
5,148
Q3 2025 Added 0.57%
$228B
$418,000 0.17% of portfolio
3,126
Q3 2025 Added 3.75%
$96.7B
$389,000 0.16% of portfolio
7,717
Q3 2025 Added 19.5%
$57.5B
$395,000 0.16% of portfolio
1,449
Q3 2025 Reduced 15.56%
$68.7B
$384,000 0.15% of portfolio
4,602
Q3 2025 Reduced 0.8%
$181B
$372,000 0.15% of portfolio
13,197
Q3 2025 Added 3.96%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $249 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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