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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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