Powers Advisory Group, LLC Incresed Positions in Q1 2025

Powers Advisory Group, LLC

  • $208 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.4K
+ 7.16%
$27.01 - $28.54 $1.23M - $1.3M
681K $18.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.8K
+ 6.44%
$18.36 - $20.51 $547K - $612K
493K $9.83M
DGRO
Ishares Core Dividend Growth E

ETFs
19.7K
+ 9.45%
$60.46 - $64.42 $1.19M - $1.27M
229K $14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
21.8K
+ 228.18%
$50.87 - $51.09 $1.11M - $1.11M
31.3K $1.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13K
+ 149.74%
$78.0 - $84.37 $1.02M - $1.1M
21.8K $1.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10K
+ 8.8%
$71.17 - $73.66 $715K - $740K
124K $9.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
5K
+ 6.16%
$79.17 - $82.04 $396K - $410K
86.2K $7.04M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.86K
+ 4.82%
$77.7 - $78.94 $377K - $383K
106K $8.34M
FDVV
Fidelity High Dividend ETF

ETFs
6.46K
+ 38.46%
$48.86 - $52.28 $316K - $338K
23.3K $1.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.55K
+ 1.84%
$51.52 - $52.37 $183K - $186K
196K $10.3M
WM
Waste Management Inc

Industrials
3
+ 0.04%
$200.54 - $233.78 $602 - $701
8.14K $1.88M
JNJ
Johnson & Johnson

Healthcare
164
+ 1.71%
$142.06 - $167.7 $23.3K - $27.5K
9.76K $1.62M
VO
Vanguard Mid Cap ETF

ETFs
783
+ 55.73%
$251.87 - $277.95 $197K - $218K
2.19K $562K
MCD
Mcdonalds Corp

Consumer Cyclical
122
+ 1.93%
$279.74 - $321.29 $34.1K - $39.2K
6.45K $2.01M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.73K
+ 31.26%
$53.6 - $58.97 $200K - $220K
15.7K $851K
PM
Philip Morris International Inc.

Consumer Defensive
19
+ 0.45%
$117.15 - $158.79 $2.23K - $3.02K
4.23K $672K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.79K
+ 23.91%
$58.81 - $68.2 $223K - $258K
19.6K $1.17M
ED
Consolidated Edison Inc

Utilities
30
+ 0.48%
$88.0 - $110.59 $2.64K - $3.32K
6.31K $697K
XOM
Exxon Mobil Corp

Energy
225
+ 2.42%
$105.44 - $118.93 $23.7K - $26.8K
9.51K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
650
+ 8.08%
$91.75 - $115.81 $59.6K - $75.3K
8.7K $853K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.24K
+ 13.96%
$73.78 - $76.59 $91.3K - $94.8K
10.1K $772K
AMGN
Amgen Inc

Healthcare
139
+ 11.57%
$258.59 - $327.36 $35.9K - $45.5K
1.34K $417K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.81K
+ 1.34%
$42.38 - $43.28 $119K - $122K
212K $9.03M
DUK
Duke Energy Corp

Utilities
38
+ 0.57%
$105.87 - $121.97 $4.02K - $4.63K
6.74K $821K
VZ
Verizon Communications Inc

Communication Services
613
+ 4.89%
$37.81 - $46.49 $23.2K - $28.5K
13.2K $596K
IVV
Ishares Core S&P 500 ETF

ETFs
214
+ 16.93%
$554.06 - $615.85 $119K - $132K
1.48K $830K
PEP
Pepsico Inc

Consumer Defensive
652
+ 9.01%
$142.64 - $156.42 $93K - $102K
7.89K $1.18M
MO
Altria Group, Inc.

Consumer Defensive
97
+ 1.08%
$50.81 - $60.02 $4.93K - $5.82K
9.08K $545K
EPD
Enterprise Products Partners L.P.

Energy
258
+ 1.17%
$31.75 - $34.14 $8.19K - $8.81K
22.4K $763K
MA
Mastercard Inc

Financial Services
109
+ 20.6%
$504.67 - $576.31 $55K - $62.8K
638 $349K
MDT
Medtronic PLC

Healthcare
289
+ 8.02%
$79.84 - $94.5 $23.1K - $27.3K
3.89K $349K
O
Realty Income Corp

Real Estate
102
+ 0.99%
$51.67 - $58.49 $5.27K - $5.97K
10.4K $602K
CAH
Cardinal Health Inc

Healthcare
6
+ 0.28%
$118.02 - $137.77 $708 - $827
2.15K $296K
V
Visa Inc.

Financial Services
1
+ 0.08%
$306.92 - $362.71 $307 - $363
1.21K $423K
PNC
Pnc Financial Services Group, Inc.

Financial Services
325
+ 31.25%
$168.84 - $202.89 $54.9K - $65.9K
1.37K $239K
AEP
American Electric Power CO Inc

Utilities
17
+ 0.77%
$90.32 - $109.27 $1.54K - $1.86K
2.23K $243K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.18%
$225.19 - $279.95 $2.48K - $3.08K
6.14K $1.51M
DRI
Darden Restaurants Inc

Consumer Cyclical
5
+ 0.34%
$180.02 - $208.56 $900 - $1.04K
1.49K $308K
AEE
Ameren Corp

Utilities
9
+ 0.35%
$86.87 - $103.67 $782 - $933
2.61K $261K
UNH
Unitedhealth Group Inc

Healthcare
41
+ 9.76%
$461.52 - $548.18 $18.9K - $22.5K
461 $241K
AFL
Aflac Inc

Financial Services
9
+ 0.24%
$100.99 - $111.19 $909 - $1K
3.71K $412K
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.39%
$58.74 - $64.87 $1.17K - $1.3K
5.11K $315K
NVDA
Nvidia Corp

Technology
590
+ 29.87%
$106.98 - $149.43 $63.1K - $88.2K
2.57K $277K
K
Kellogg CO

Consumer Defensive
30
+ 0.55%
$81.06 - $82.9 $2.43K - $2.49K
5.45K $449K
VPU
Vanguard Utilities ETF

ETFs
9
+ 0.72%
$161.24 - $173.33 $1.45K - $1.56K
1.26K $213K
UNP
Union Pacific Corp

Industrials
3
+ 0.3%
$225.21 - $254.42 $676 - $763
998 $235K
LOW
Lowes Companies Inc

Consumer Cyclical
118
+ 7.66%
$222.66 - $268.42 $26.3K - $31.7K
1.66K $386K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.32%
$66.78 - $81.42 $735 - $896
3.45K $247K
TXN
Texas Instruments Inc

Technology
2
+ 0.17%
N/A
1.17K $227K
Activity Summary
Buys All Purchases 71 New Holdings 4 Increased Positions 67 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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