Powers Advisory Group, LLC Portfolio Holdings

Powers Advisory Group, LLC

  • $225 Million
  • Q2 2025

Powers Advisory Group, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Million distributed in 115 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 $29.5M, Schwab Strategic Tr Us Dividen with a value of $17.6M, Ishares Core Dividend Growth E with a value of $15.4M, Schwab Strategic Tr Intl Eqty with a value of $11.2M, and Ishares Trust Ishares 1 5 Year with a value of $10.5M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $208M to 225M.

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

Portfolio value $225 Million
ETFs: $166 Million
Consumer Defensive: $14.4 Million
Technology: $12.4 Million
Industrials: $6.84 Million
Consumer Cyclical: $5.42 Million
Healthcare: $5.33 Million
Financial Services: $5.27 Million
Utilities: $3.56 Million
Other: $6.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$7.05 Million 3.13% of portfolio
14,171
Q2 2025 Reduced 0.6%
$260B
$3.19 Million 1.41% of portfolio
32,628
Q2 2025 Added 0.34%
$3.45T
$2.19 Million 0.97% of portfolio
10,698
Q2 2025 Added 1.46%
$375B
$2.12 Million 0.94% of portfolio
13,314
Q2 2025 Added 0.25%
$108B
$2.09 Million 0.93% of portfolio
4,520
Q2 2025 Added 0.47%
$220B
$1.89 Million 0.84% of portfolio
6,473
Q2 2025 Added 0.42%
$93.2B
$1.86 Million 0.83% of portfolio
8,138
Q2 2025 Added 0.01%
$855B
$1.81 Million 0.8% of portfolio
6,246
Q2 2025 Added 1.69%
$738B
$1.78 Million 0.79% of portfolio
2,289
Q2 2025 Added 0.13%
$439B
$1.5 Million 0.66% of portfolio
9,813
Q2 2025 Added 0.59%
$104B
$1.4 Million 0.62% of portfolio
15,252
Q2 2025 Added 0.55%
$2.32T
$1.29 Million 0.57% of portfolio
5,898
Q2 2025 Added 5.32%
$52.1B
$1.11 Million 0.49% of portfolio
7,654
Q2 2025 Added 0.5%
$301B
$1.09 Million 0.48% of portfolio
15,375
Q2 2025 Added 0.52%
$153B
$1.08 Million 0.48% of portfolio
2,118
Q2 2025 Reduced 2.31%
$201B
$1.07 Million 0.47% of portfolio
8,111
Q2 2025 Added 2.81%
$49B
$924,000 0.41% of portfolio
9,368
Q2 2025 Added 0.94%
$111B
$798,000 0.35% of portfolio
8,717
Q2 2025 Added 0.23%
$294B
$778,000 0.35% of portfolio
5,437
Q2 2025 Added 3.54%
$16B
$786,000 0.35% of portfolio
6,550
Q2 2025 Reduced 2.67%
$74B
$798,000 0.35% of portfolio
8,781
Q2 2025 Reduced 2.95%
$93B
$799,000 0.35% of portfolio
6,775
Q2 2025 Added 0.59%
$256B
$762,000 0.34% of portfolio
4,188
Q2 2025 Reduced 1.09%
$40.6B
$726,000 0.32% of portfolio
9,596
Q2 2025 Added 0.47%
$68.6B
$709,000 0.31% of portfolio
15,680
Q2 2025 Reduced 2.06%
$68.2B
$701,000 0.31% of portfolio
22,631
Q2 2025 Added 1.23%
$1.14T
$627,000 0.28% of portfolio
3,562
Q2 2025 Added 1.77%
$36.7B
$628,000 0.28% of portfolio
6,261
Q2 2025 Reduced 0.79%
$35.7B
$606,000 0.27% of portfolio
10,520
Q2 2025 Added 1.32%
$30.2B
$599,000 0.27% of portfolio
11,567
Q2 2025 Reduced 6.24%
$180B
$580,000 0.26% of portfolio
13,412
Q2 2025 Added 1.95%
$43.5B
$585,000 0.26% of portfolio
4,539
Q2 2025 Added 1.52%
$153B
$547,000 0.24% of portfolio
8,945
Q2 2025 Added 0.35%
$107B
$537,000 0.24% of portfolio
9,169
Q2 2025 Added 0.95%
$66.1B
$484,000 0.21% of portfolio
1,716
Q2 2025 Added 4.57%
$73.8B
$468,000 0.21% of portfolio
4,639
Q2 2025 Added 4.88%
$383B
$463,000 0.21% of portfolio
9,798
Q2 2025 Added 7.32%
$575B
$429,000 0.19% of portfolio
1,209
Q2 2025 Added 0.08%
$27.2B
$407,000 0.18% of portfolio
5,119
Q2 2025 Reduced 6.06%
$113B
$412,000 0.18% of portfolio
1,496
Q2 2025 Added 11.73%
$416B
$416,000 0.18% of portfolio
2,635
Q2 2025 Added 2.73%
$220B
$409,000 0.18% of portfolio
3,013
Q2 2025 Added 0.37%
$45.7B
$394,000 0.17% of portfolio
7,495
Q2 2025 Reduced 0.66%
$64.9B
$392,000 0.17% of portfolio
3,723
Q2 2025 Added 0.24%
$380B
$388,000 0.17% of portfolio
1,060
Q2 2025 Added 1.44%
$164B
$376,000 0.17% of portfolio
1,348
Q2 2025 Added 0.6%
$533B
$364,000 0.16% of portfolio
648
Q2 2025 Added 1.57%
$41.2B
$362,000 0.16% of portfolio
2,160
Q2 2025 Added 0.28%
$280B
$358,000 0.16% of portfolio
5,160
Q2 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $225 Million
  • Prior Value $208 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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