Powers Advisory Group, LLC Portfolio Holdings by Sector
Powers Advisory Group, LLC
- $225 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHD DGRO SCHF IGSB SCHG SHYG BND 35 stocks |
$165,571
73.44% of portfolio
|
  27  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE PANW 3 stocks |
$7,580
3.36% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CL CLX KMB UL 5 stocks |
$4,837
2.15% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN PFE MRK 5 stocks |
$4,223
1.87% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$4,114
1.82% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO DUK ED AEE NEE AEP 6 stocks |
$3,557
1.58% of portfolio
|
  5  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$3,013
1.34% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC TD WFC 4 stocks |
$2,881
1.28% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,194
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,157
0.96% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,093
0.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$2,041
0.91% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$1,862
0.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,299
0.58% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,293
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TSM TXN 4 stocks |
$1,290
0.57% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1,115
0.49% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$1,113
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$1,076
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS K 2 stocks |
$1,006
0.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD ENB 2 stocks |
$993
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$989
0.44% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$947
0.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$793
0.35% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$757
0.34% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$743
0.33% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$726
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$606
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$484
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$468
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$394
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$392
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH 1 stocks |
$362
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$358
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$358
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$330
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$285
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$250
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$230
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$229
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$224
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$217
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|