Powers Advisory Group, LLC Purchases in Q3 2024

Powers Advisory Group, LLC

  • $200 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.2K
+ 6.3%
$77.02 - $85.06 $940K - $1.04M
206K $17.4M
DGRO
Ishares Core Dividend Growth E

ETFs
15.6K
+ 8.2%
$57.47 - $62.76 $895K - $977K
206K $12.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
858
+ 0.21%
$61.11 - $67.85 $52.4K - $58.2K
403K $27.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.12K
+ 7.81%
$71.45 - $75.64 $580K - $614K
112K $8.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.75K
+ 2.65%
$36.98 - $41.55 $213K - $239K
223K $9.18M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.41K
+ 7.51%
$79.29 - $84.02 $429K - $455K
77.5K $6.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.85K
+ 5.91%
$92.63 - $105.69 $357K - $407K
69.1K $7.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.01K
+ 5.2%
$76.94 - $79.54 $386K - $399K
101K $8.06M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.22%
$460.3 - $584.56 $4.6K - $5.85K
4.58K $2.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.02K
+ 2.08%
$51.02 - $52.74 $205K - $212K
197K $10.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.88K
+ 2.23%
$46.9 - $51.96 $88.1K - $97.6K
86.2K $4.44M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
879
+ 1.7%
$75.47 - $83.18 $66.3K - $73.1K
52.5K $4.36M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1.19K
+ 1.44%
$49.13 - $54.55 $58.7K - $65.1K
83.9K $4.53M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.42%
$245.82 - $304.51 $6.64K - $8.22K
6.4K $1.95M
AAPL
Apple Inc.

Technology
80
+ 0.75%
$207.23 - $234.82 $16.6K - $18.8K
10.7K $2.49M
NVDA
Nvidia Corp

Technology
1.98K
New
$98.91 - $134.91 $195K - $266K
1.98K $239K
MA
Mastercard Inc

Financial Services
462
New
$429.6 - $500.99 $198K - $231K
462 $228K
AEE
Ameren Corp

Utilities
2.59K
New
$70.45 - $87.46 $182K - $226K
2.59K $226K
FDVV
Fidelity High Dividend ETF

ETFs
3.33K
+ 26.77%
$46.26 - $50.65 $154K - $169K
15.8K $799K
AEP
American Electric Power CO Inc

Utilities
2.09K
New
$87.11 - $104.95 $182K - $219K
2.09K $214K
VPU
Vanguard Utilities ETF

ETFs
1.23K
New
$146.64 - $174.54 $181K - $215K
1.23K $214K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.26K
+ 18.5%
$59.25 - $65.33 $134K - $148K
14.5K $939K
CLX
Clorox CO

Consumer Defensive
20
+ 0.3%
$131.73 - $166.97 $2.63K - $3.34K
6.72K $1.09M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
343
+ 0.71%
$30.61 - $34.92 $10.5K - $12K
48.8K $1.68M
JNJ
Johnson & Johnson

Healthcare
61
+ 0.65%
$145.48 - $167.38 $8.87K - $10.2K
9.49K $1.54M
SBUX
Starbucks Corp

Consumer Cyclical
35
+ 0.44%
$72.51 - $98.6 $2.54K - $3.45K
7.91K $771K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.13K
+ 22.09%
$53.41 - $57.9 $114K - $123K
11.8K $680K
GIS
General Mills Inc

Consumer Defensive
11
+ 0.09%
$62.5 - $75.15 $688 - $827
12.5K $920K
PAYX
Paychex Inc

Industrials
41
+ 0.53%
$116.17 - $135.19 $4.76K - $5.54K
7.75K $1.04M
K
Kellogg CO

Consumer Defensive
31
+ 0.58%
$56.19 - $80.81 $1.74K - $2.51K
5.39K $434K
DUK
Duke Energy Corp

Utilities
39
+ 0.59%
$99.35 - $117.71 $3.87K - $4.59K
6.65K $767K
USB
Us Bancorp \De\

Financial Services
88
+ 0.54%
$39.04 - $47.23 $3.44K - $4.16K
16.3K $743K
ED
Consolidated Edison Inc

Utilities
29
+ 0.47%
$88.42 - $104.97 $2.56K - $3.04K
6.25K $650K
AFL
Aflac Inc

Financial Services
8
+ 0.21%
$88.52 - $111.8 $708 - $894
3.81K $426K
VO
Vanguard Mid Cap ETF

ETFs
220
+ 23.08%
$237.84 - $263.83 $52.3K - $58K
1.17K $309K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.4%
$247.34 - $300.11 $1.73K - $2.1K
1.76K $524K
SYY
Sysco Corp

Consumer Defensive
47
+ 0.49%
$69.16 - $78.98 $3.25K - $3.71K
9.6K $749K
CL
Colgate Palmolive CO

Consumer Defensive
30
+ 0.32%
$95.54 - $108.77 $2.87K - $3.26K
9.32K $967K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.28%
$333.64 - $405.2 $1K - $1.22K
1.07K $431K
VZ
Verizon Communications Inc

Communication Services
129
+ 1.05%
$38.89 - $45.0 $5.02K - $5.81K
12.4K $557K
GLW
Corning Inc

Technology
41
+ 0.53%
$37.76 - $46.2 $1.55K - $1.89K
7.72K $348K
ENB
Enbridge Inc

Energy
380
+ 6.15%
$35.27 - $41.18 $13.4K - $15.6K
6.56K $266K
PEP
Pepsico Inc

Consumer Defensive
39
+ 0.54%
$161.9 - $179.3 $6.31K - $6.99K
7.25K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
19
+ 4.76%
$488.01 - $604.18 $9.27K - $11.5K
418 $244K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
32
+ 0.51%
$71.86 - $78.56 $2.3K - $2.51K
6.27K $492K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
89
+ 1.51%
$75.88 - $83.21 $6.75K - $7.41K
5.99K $498K
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 2.3%
$520.18 - $576.82 $10.4K - $11.5K
888 $512K
CSCO
Cisco Systems, Inc.

Technology
28
+ 0.54%
$44.74 - $53.22 $1.25K - $1.49K
5.24K $279K
PFF
Ishares Trust Ishares Pfd And

ETFs
16
+ 0.09%
$31.18 - $33.5 $499 - $536
18.1K $600K
Activity Summary
Buys All Purchases 72 New Holdings 5 Increased Positions 67 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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