Powers Advisory Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Million distributed in 103 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 $27.7M, Schwab Strategic Tr Us Dividen with a value of $17.4M, Ishares Core Dividend Growth E with a value of $12.8M, Ishares Trust Ishares 1 5 Year with a value of $9.96M, and Ishares 0 5 Year High Yield CO with a value of $8.93M.

Examining the 13F form we can see an decrease of $1.53M in the current position value, from $200M to 199M.

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

Portfolio value $199 Million
ETFs: $143 Million
Consumer Defensive: $14.9 Million
Technology: $10.7 Million
Industrials: $6.63 Million
Healthcare: $5.24 Million
Consumer Cyclical: $4.84 Million
Financial Services: $4.38 Million
Energy: $3.26 Million
Other: $5.48 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $199 Million
  • Prior Value $200 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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