Powers Advisory Group, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $208 Million distributed in 107 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 $26.3M, Schwab Strategic Tr Us Dividen with a value of $18.8M, Ishares Core Dividend Growth E with a value of $14M, Ishares Trust Ishares 1 5 Year with a value of $10.3M, and Schwab Strategic Tr Intl Eqty with a value of $9.83M.
Examining the 13F form we can see an increase of $9.31M in the current position value, from $199M to 208M.
Below you can find more details about Powers Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $152 Million
Consumer Defensive: $14.8 Million
Technology: $9.67 Million
Industrials: $6.8 Million
Healthcare: $5.82 Million
Consumer Cyclical: $5.3 Million
Financial Services: $4.5 Million
Utilities: $3.64 Million
Other: $6.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
