Powers Advisory Group, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $183 Million distributed in 96 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 $25.8M, Schwab Strategic Tr Us Dividen with a value of $15.1M, Ishares Core Dividend Growth E with a value of $10.9M, Ishares Trust Ishares 1 5 Year with a value of $9.89M, and Ishares 0 5 Year High Yield CO with a value of $8.53M.
Examining the 13F form we can see an increase of $8.63M in the current position value, from $175M to 183M.
Below you can find more details about Powers Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
ETFs: $130 Million
Consumer Defensive: $13.9 Million
Technology: $10.3 Million
Industrials: $6.42 Million
Healthcare: $5.8 Million
Consumer Cyclical: $4.22 Million
Financial Services: $3.86 Million
Energy: $3.43 Million
Other: $4.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions