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 Market Cap. of $200 Billions or more
