Powers Advisory Group, LLC Portfolio Holdings

Powers Advisory Group, LLC

  • $208 Million
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $208 Million
  • Prior Value $199 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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