Powers Advisory Group, LLC Portfolio Holdings by Sector
Powers Advisory Group, LLC
- $249 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHD DGRO VCIT SCHF SCHG IGSB SHYG 38 stocks |
$185,277
74.55% of portfolio
|
  26  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE 3 stocks |
$7,931
3.19% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN PFE ABBV MRK 6 stocks |
$4,952
1.99% of portfolio
|
  4  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB UL 5 stocks |
$4,543
1.83% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$4,117
1.66% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK ED AEP AEE NEE 6 stocks |
$3,776
1.52% of portfolio
|
  4  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC TD WFC 4 stocks |
$3,182
1.28% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$2,925
1.18% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,771
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$2,266
0.91% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,229
0.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,164
0.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,806
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM TXN 4 stocks |
$1,616
0.65% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1,468
0.59% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,357
0.55% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,315
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$1,139
0.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ENB 2 stocks |
$1,101
0.44% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1,036
0.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$975
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$956
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
GIS K 2 stocks |
$921
0.37% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$886
0.36% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$814
0.33% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$781
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$753
0.3% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$627
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$605
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$416
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$395
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$384
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$360
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$339
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$332
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$310
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$276
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$258
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$254
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$245
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$244
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$220
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$201
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|