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 Market Cap. of $10 Billions to $200 Billions
