Powers Advisory Group, LLC Portfolio Holdings

Powers Advisory Group, LLC

  • $249 Million
  • Q3 2025

Powers Advisory Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Million distributed in 121 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 $31.5M, Schwab Strategic Tr Us Dividen with a value of $17.9M, Ishares Core Dividend Growth E with a value of $17.7M, Vanguard Intermediate Term Cor with a value of $12.8M, and Schwab Strategic Tr Intl Eqty with a value of $12.8M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $225M to 249M.

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

Portfolio value $249 Million
ETFs: $185 Million
Consumer Defensive: $14.2 Million
Technology: $13.7 Million
Industrials: $6.6 Million
Healthcare: $6.04 Million
Financial Services: $6.02 Million
Consumer Cyclical: $5.49 Million
Utilities: $3.78 Million
Other: $7.41 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $249 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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