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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.5 Million 12.68% of portfolio
1,196,828
Q3 2025 Reduced 0.92%
$0
$17.9 Million 7.21% of portfolio
656,429
Q3 2025 Reduced 1.41%
$0
$17.7 Million 7.11% of portfolio
259,474
Q3 2025 Added 7.44%
$0
$12.8 Million 5.16% of portfolio
152,597
Q3 2025 Added 71.04%
$0
$12.8 Million 5.16% of portfolio
550,593
Q3 2025 Added 8.58%
$0
$11.3 Million 4.55% of portfolio
354,709
Q3 2025 Added 8.36%
$0
$9.51 Million 3.83% of portfolio
179,344
Q3 2025 Reduced 9.61%
$0
$9.19 Million 3.7% of portfolio
212,141
Q3 2025 Reduced 2.66%
$0
$9.18 Million 3.69% of portfolio
114,884
Q3 2025 Added 3.57%
$0
$8.18 Million 3.29% of portfolio
109,926
Q3 2025 Reduced 13.89%
$3.8T
$7.37 Million 2.97% of portfolio
14,236
Q3 2025 Added 0.46%
$0
$5.4 Million 2.17% of portfolio
97,001
Q3 2025 Added 77.05%
$0
$5.26 Million 2.12% of portfolio
188,604
Q3 2025 Added 1.14%
$0
$5.23 Million 2.1% of portfolio
83,985
Q3 2025 Reduced 0.23%
$0
$5.18 Million 2.08% of portfolio
174,693
Q3 2025 Added 3.19%
$278B
$3.33 Million 1.34% of portfolio
32,292
Q3 2025 Reduced 1.03%
$4.38T
$2.77 Million 1.11% of portfolio
10,885
Q3 2025 Added 1.75%
$0
$2.4 Million 0.97% of portfolio
45,901
Q3 2025 Reduced 0.37%
$122B
$2.23 Million 0.9% of portfolio
4,466
Q3 2025 Reduced 1.19%
$891B
$1.99 Million 0.8% of portfolio
6,310
Q3 2025 Added 1.02%
$350B
$2 Million 0.8% of portfolio
13,005
Q3 2025 Reduced 2.32%
$226B
$1.93 Million 0.78% of portfolio
6,359
Q3 2025 Reduced 1.76%
$0
$1.93 Million 0.78% of portfolio
28,209
Q3 2025 Added 24.28%
$512B
$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%
$974B
$1.74 Million 0.7% of portfolio
2,287
Q3 2025 Reduced 0.09%
$0
$1.71 Million 0.69% of portfolio
33,375
Q3 2025 Added 28.97%
$0
$1.65 Million 0.66% of portfolio
49,018
Q3 2025 Added 0.04%
$0
$1.65 Million 0.66% of portfolio
70,358
Q3 2025 Added 117.61%
$0
$1.48 Million 0.59% of portfolio
2,459
Q3 2025 Added 0.61%
$98.7B
$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%
$201B
$1.14 Million 0.46% of portfolio
8,095
Q3 2025 Reduced 0.2%
$497B
$1.15 Million 0.46% of portfolio
10,220
Q3 2025 Added 6.81%
$0
$1.12 Million 0.45% of portfolio
1,676
Q1 2025 Reduced 1.59%
$0
$1.1 Million 0.44% of portfolio
19,065
Q3 2025 Added 6.62%
$0
$1.06 Million 0.43% of portfolio
3,608
Q3 2025 Added 32.84%
$0
$1.05 Million 0.42% of portfolio
1,565
Q3 2025 Added 5.89%
$308B
$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%
$144B
$956,000 0.38% of portfolio
2,091
Q3 2025 Reduced 1.27%
$1.65T
$887,000 0.36% of portfolio
3,652
Q3 2025 Added 2.53%
$94.5B
$905,000 0.36% of portfolio
7,314
Q3 2025 Added 7.96%
$0
$899,000 0.36% of portfolio
11,402
Q3 2025 Reduced 1.99%
$309B
$850,000 0.34% of portfolio
5,475
Q3 2025 Added 0.7%
$0
$820,000 0.33% of portfolio
13,671
Q3 2025 Added 49.64%
$41.4B
$789,000 0.32% of portfolio
8,803
Q3 2025 Reduced 6.03%
$0
$759,000 0.31% of portfolio
9,729
Q3 2025 Reduced 4.24%
$37.9B
$781,000 0.31% of portfolio
9,491
Q3 2025 Reduced 1.09%

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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