Powers Advisory Group, LLC Portfolio Holdings

Powers Advisory Group, LLC

  • $200 Million
  • Q3 2024

Powers Advisory Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 98 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 $27.3M, Schwab Strategic Tr Us Dividen with a value of $17.4M, Ishares Core Dividend Growth E with a value of $12.9M, Ishares Trust Ishares 1 5 Year with a value of $10.4M, and Schwab Strategic Tr Intl Eqty with a value of $9.18M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $183M to 200M.

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

Portfolio value $200 Million
ETFs: $144 Million
Consumer Defensive: $15.5 Million
Technology: $10.3 Million
Industrials: $7.15 Million
Healthcare: $6.09 Million
Consumer Cyclical: $4.83 Million
Financial Services: $3.67 Million
Energy: $3.38 Million
Other: $5.83 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $200 Million
  • Prior Value $183 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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