Powers Advisory Group, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $175 Million distributed in 94 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 $24.8M, Schwab Strategic Tr Us Dividen with a value of $14.6M, Ishares Core Dividend Growth E with a value of $10.5M, Ishares Trust Ishares 1 5 Year with a value of $9.32M, and Ishares 0 5 Year High Yield CO with a value of $8.07M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $162M to 175M.

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

Portfolio value $175 Million
ETFs: $123 Million
Consumer Defensive: $13.9 Million
Technology: $9.58 Million
Industrials: $6.56 Million
Healthcare: $5.48 Million
Consumer Cyclical: $4.36 Million
Financial Services: $4.01 Million
Energy: $3.54 Million
Other: $4.57 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $175 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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