Powers Advisory Group, LLC Incresed Positions in Q4 2024

Powers Advisory Group, LLC

  • $199 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
207K
+ 300.01%
$25.93 - $105.3 $5.37M - $21.8M
276K $7.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
793K
+ 196.86%
$22.4 - $68.28 $17.8M - $54.2M
1.2M $27.7M
IVV
Ishares Core S&P 500 ETF

ETFs
376
+ 42.34%
$570.51 - $610.59 $215K - $230K
1.26K $744K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.72K
+ 45.3%
$80.93 - $85.66 $220K - $233K
8.71K $704K
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 0.69%
$205.18 - $250.29 $8.62K - $10.5K
6.13K $1.47M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.36K
+ 9.42%
$63.58 - $71.15 $86.7K - $97K
15.8K $1.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
88.7K
+ 102.94%
$25.33 - $51.16 $2.25M - $4.54M
175K $4.52M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.06%
$161.86 - $196.66 $324 - $393
3.5K $662K
V
Visa Inc.

Financial Services
81
+ 7.19%
$273.87 - $320.91 $22.2K - $26K
1.21K $381K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
107K
+ 204.23%
$27.54 - $83.04 $2.95M - $8.9M
160K $4.42M
EPD
Enterprise Products Partners L.P.

Energy
271
+ 1.24%
$28.66 - $34.43 $7.77K - $9.33K
22.1K $692K
MA
Mastercard Inc

Financial Services
67
+ 14.5%
$491.3 - $536.15 $32.9K - $35.9K
529 $278K
BAC
Bank Of America Corp

Financial Services
211
+ 2.34%
$39.22 - $47.77 $8.28K - $10.1K
9.22K $405K
PAYX
Paychex Inc

Industrials
1
+ 0.01%
$135.86 - $148.73 $136 - $149
7.75K $1.09M
FDVV
Fidelity High Dividend ETF

ETFs
1.03K
+ 6.53%
$49.66 - $52.63 $51.1K - $54.2K
16.8K $839K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.72K
+ 4.81%
$80.13 - $83.77 $298K - $312K
81.2K $6.52M
MO
Altria Group, Inc.

Consumer Defensive
98
+ 1.1%
$49.06 - $57.74 $4.81K - $5.66K
8.99K $469K
ABT
Abbott Laboratories

Healthcare
132
+ 4.49%
$111.93 - $119.39 $14.8K - $15.8K
3.07K $347K
AEE
Ameren Corp

Utilities
8
+ 0.31%
$85.81 - $94.98 $686 - $760
2.6K $231K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
233
+ 0.49%
$50.53 - $55.55 $11.8K - $12.9K
47.5K $2.42M
K
Kellogg CO

Consumer Defensive
30
+ 0.56%
$80.34 - $81.29 $2.41K - $2.44K
5.42K $438K
CLX
Clorox CO

Consumer Defensive
33
+ 0.49%
$156.51 - $169.74 $5.16K - $5.6K
6.75K $1.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
215
+ 0.44%
$33.7 - $37.69 $7.25K - $8.1K
49K $1.68M
TXN
Texas Instruments Inc

Technology
3
+ 0.26%
N/A
1.17K $226K
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 0.69%
$118.38 - $133.06 $3.43K - $3.86K
4.22K $507K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
34
+ 0.54%
$77.23 - $82.11 $2.63K - $2.79K
6.3K $490K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
165
+ 1.4%
$56.06 - $61.35 $9.25K - $10.1K
11.9K $673K
CVX
Chevron Corp

Energy
33
+ 0.63%
$141.15 - $162.53 $4.66K - $5.36K
5.26K $761K
VPU
Vanguard Utilities ETF

ETFs
18
+ 1.46%
$160.52 - $179.11 $2.89K - $3.22K
1.25K $204K
AEP
American Electric Power CO Inc

Utilities
125
+ 5.99%
$90.91 - $102.21 $11.4K - $12.8K
2.21K $204K
BP
Bp PLC

Energy
78
+ 1.02%
$28.16 - $33.14 $2.2K - $2.58K
7.74K $228K
SYY
Sysco Corp

Consumer Defensive
47
+ 0.49%
$73.63 - $81.77 $3.46K - $3.84K
9.65K $737K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.3K
+ 102.08%
$22.63 - $47.53 $188K - $394K
16.4K $372K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.19%
$385.02 - $431.37 $770 - $863
1.07K $415K
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 2.66%
$244.52 - $284.07 $9.78K - $11.4K
1.54K $380K
UPS
United Parcel Service Inc

Industrials
111
+ 2.76%
$122.65 - $138.35 $13.6K - $15.4K
4.13K $520K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
65
+ 0.74%
$74.5 - $78.37 $4.84K - $5.09K
8.87K $662K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.48%
$485.52 - $625.25 $971 - $1.25K
420 $212K
SBUX
Starbucks Corp

Consumer Cyclical
137
+ 1.73%
$87.44 - $102.5 $12K - $14K
8.05K $733K
DUK
Duke Energy Corp

Utilities
43
+ 0.65%
$105.76 - $120.76 $4.55K - $5.19K
6.7K $721K
KMB
Kimberly Clark Corp

Consumer Defensive
27
+ 0.59%
$130.37 - $146.09 $3.52K - $3.94K
4.64K $608K
ADM
Archer Daniels Midland CO

Consumer Defensive
12
+ 0.22%
$49.38 - $59.52 $593 - $714
5.58K $282K
VZ
Verizon Communications Inc

Communication Services
130
+ 1.05%
$39.6 - $45.21 $5.15K - $5.88K
12.5K $501K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.45K
+ 1.18%
$42.33 - $43.3 $104K - $106K
210K $8.93M
DGRO
Ishares Core Dividend Growth E

ETFs
3.34K
+ 1.63%
$60.73 - $64.94 $203K - $217K
209K $12.8M
XOM
Exxon Mobil Corp

Energy
130
+ 1.42%
$105.51 - $125.37 $13.7K - $16.3K
9.28K $998K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
429K
+ 208.09%
$26.93 - $84.95 $11.6M - $36.4M
635K $17.4M
UL
Unilever PLC

Consumer Defensive
32
+ 0.34%
$56.7 - $64.64 $1.81K - $2.07K
9.39K $532K
O
Realty Income Corp

Real Estate
267
+ 2.67%
$51.76 - $64.71 $13.8K - $17.3K
10.3K $549K
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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