Sponsored

The Analysis of Powers Advisory Group, LLC's Holdings & P&L

Currently, Powers Advisory Group, LLC holds 125 types of securities in its portfolio with a total value $283.6M. In the most recent quarter, they have increased their positions in BND (+29.7K shares, valued at $2.2M), DGRO (+25.2K shares, valued at $1.8M), VCIT (+18.7K shares, valued at $1.6M); decreased their positions in SCHZ (-8.1K shares, valued at $188.2K), GLW (-628 shares, valued at $85.4K), WMT (-592 shares, valued at $73.6K); initiated new positions in VWO (+4.1K shares, valued at $221.9K), EOG (+1.5K shares, valued at $218.4K), IDV (+5.1K shares, valued at $215.0K).

1M P&L

+6.6M+2.29%

3M P&L

+1.2M+0.41%

HY P&L

+19.6M+7.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A214.9M

77.6%

2Drug Manufacturers - General5.7M

2.1%

3Software - Infrastructure5.7M

2.0%

Top Industries by Stock Count

1N/A41 stocks

36.0%

2Drug Manufacturers - General5 stocks

4.4%

3Utilities - Regulated Electric5 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.2M shares0.39%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR683.7K shares6.73%2026-03-312026-04-21

DGRO ISHARES TR295.5K shares9.33%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS183.1K shares11.40%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR598.6K shares4.55%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR382.4K shares5.48%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS137.7K shares10.52%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS140.6K shares26.81%2026-03-312026-04-21

Sponsored

SHYG ISHARES TR236.3K shares8.10%2026-03-312026-04-21

IGSB ISHARES TR189.3K shares5.87%2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST140.7K shares21.45%2026-03-312026-04-21

DOL WISDOMTREE TR83.6K shares-0.77%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR191.8K shares0.18%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR180.2K shares1.44%2026-03-312026-04-21

MSFT MICROSOFT CORP14.5K shares0.73%2026-03-312026-04-21

FLOT ISHARES TR83.4K shares22.29%2026-03-312026-04-21

Sponsored

WMT WALMART INC31.6K shares-1.84%2026-03-312026-04-21

DGRW WISDOMTREE TR44.3K shares9.33%2026-03-312026-04-21

DIVI FRANKLIN TEMPLETON ETF TR78.5K shares44.85%2026-03-312026-04-21

AAPL APPLE INC10.7K shares-1.80%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP4.5K shares-0.97%2026-03-312026-04-21

DON WISDOMTREE TR47.4K shares1.10%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST34.8K shares14.28%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON10.0K shares-1.78%2026-03-312026-04-21

Sponsored

WTV WISDOMTREE TR25.7K shares100.83%2026-03-312026-04-21

LLY ELI LILLY & CO2.2K shares-3.40%2026-03-312026-04-21

MCD MCDONALDS CORP6.5K shares0.34%2026-03-312026-04-21

PG PROCTER & GAMBLE CO13.4K shares0.38%2026-03-312026-04-21

WM WASTE MGMT INC DEL8.2K shares-1.07%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO6.3K shares-0.71%2026-03-312026-04-21

DES WISDOMTREE TR48.9K shares-0.40%2026-03-312026-04-21

XOM EXXON MOBIL CORP10.0K shares-0.70%2026-03-312026-04-21

Sponsored

IVV ISHARES TR2.4K shares12.91%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.04%2026-03-312026-04-21

SO SOUTHERN CO15.2K shares0.28%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR62.3K shares-11.51%2026-03-312026-04-21

VO VANGUARD INDEX FDS4.9K shares22.93%2026-03-312026-04-21

AMZN AMAZON COM INC6.4K shares2.09%2026-03-312026-04-21

PEP PEPSICO INC8.4K shares1.25%2026-03-312026-04-21

COWZ PACER FDS TR20.3K shares4.69%2026-03-312026-04-21

Sponsored

VGIT VANGUARD SCOTTSDALE FDS20.7K shares34.08%2026-03-312026-04-21

CVX CHEVRON CORPORATION5.9K shares0.07%2026-03-312026-04-21

KO COCA COLA CO15.7K shares-1.59%2026-03-312026-04-21

DE DEERE & CO2.1K shares0.19%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.0K shares7.80%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.7K shares0.00%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS16.3K shares30.24%2026-03-312026-04-21

TGT TARGET CORP8.6K shares-3.56%2026-03-312026-04-21

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.3K shares-0.56%2026-03-312026-04-21

GLW CORNING INC6.5K shares-8.78%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L23.3K shares1.12%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS11.2K shares-0.70%2026-03-312026-04-21

USB US BANCORP15.4K shares-2.77%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC15.8K shares-0.59%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.6K shares-0.15%2026-03-312026-04-21

SBUX STARBUCKS CORP8.4K shares-2.70%2026-03-312026-04-21

Sponsored

CL COLGATE PALMOLIVE CO8.8K shares-1.22%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS9.7K shares-1.25%2026-03-312026-04-21

PAYX PAYCHEX INC7.8K shares-2.61%2026-03-312026-04-21

DVY ISHARES TR4.5K shares56.64%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC6.0K shares0.48%2026-03-312026-04-21

O REALTY INCOME CORP11.0K shares-2.55%2026-03-312026-04-21

NVDA NVIDIA CORPORATION3.8K shares15.45%2026-03-312026-04-21

SYY SYSCO CORP9.2K shares-1.68%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC2.1K shares20.53%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND1.4K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC9.5K shares-3.02%2026-03-312026-04-21

CLX CLOROX CO DEL5.6K shares-1.83%2026-03-312026-04-21

AMGN AMGEN INC1.6K shares0.43%2026-03-312026-04-21

DLN WISDOMTREE TR5.9K shares0.41%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC549 shares0.37%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR4.8K shares56.17%2026-03-312026-04-21

Sponsored

UPS UNITED PARCEL SVCS INC5.2K shares4.95%2026-03-312026-04-21

V VISA INC1.6K shares11.23%2026-03-312026-04-21

BAC BANK AMERICA CORP10.1K shares-2.45%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS9.9K shares95.07%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP4.7K shares-4.26%2026-03-312026-04-21

CAH CARDINAL HEALTH INC2.1K shares-3.09%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC3.6K shares3.68%2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC7.6K shares-3.08%2026-03-312026-04-21

Sponsored

TD TORONTO DOMINION BK ONT4.5K shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares15.21%2026-03-312026-04-21

LOW LOWES COS INC1.8K shares7.89%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC1.9K shares0.53%2026-03-312026-04-21

ENB ENBRIDGE INC7.3K shares-5.18%2026-03-312026-04-21

AFL AFLAC INC3.6K shares-2.23%2026-03-312026-04-21

T AT&T INC13.2K shares-1.51%2026-03-312026-04-21

PFE PFIZER INC13.5K shares0.87%2026-03-312026-04-21

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.3K shares1.64%2026-03-312026-04-21

CSCO CISCO SYS INC4.8K shares-1.25%2026-03-312026-04-21

NEE NEXTERA ENERGY INC4.0K shares4.52%2026-03-312026-04-21

BP BP PLC7.8K shares0.67%2026-03-312026-04-21

HD HOME DEPOT INC1.1K shares3.05%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO5.0K shares-4.75%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.7K shares4.54%2026-03-312026-04-21

MA MASTERCARD INCORPORATED700 shares4.79%2026-03-312026-04-21

Sponsored

PLD PROLOGIS INC.2.6K shares4.63%2026-03-312026-04-21

PSX PHILLIPS 661.9K shares0.05%2026-03-312026-04-21

EMR EMERSON ELEC CO2.6K shares0.12%2026-03-312026-04-21

META META PLATFORMS INC589 shares33.86%2026-03-312026-04-21

ABT ABBOTT LABORATORIES3.3K shares6.18%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-21

AEE AMEREN CORP2.7K shares0.33%2026-03-312026-04-21

GIS GENERAL MILLS INC7.9K shares-7.43%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.4K shares-4.12%2026-03-312026-04-21

DRI DARDEN RESTAURANTS INC1.5K shares0.34%2026-03-312026-04-21

GSK PLC GSK PLC5.2K shares0.02%2026-03-312026-04-21

WFC WELLS FARGO & CO3.5K shares0.09%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC1.7K shares9.60%2026-03-312026-04-21

UNP UNION PAC CORP1.1K shares8.17%2026-03-312026-04-21

MUNI PIMCO ETF TR5.2K shares0.60%2026-03-312026-04-21

ABBV ABBVIE INC1.2K shares-3.74%2026-03-312026-04-21

Sponsored

DHS WISDOMTREE TR2.3K shares15.40%2026-03-312026-04-21

VPU VANGUARD WORLD FD1.3K shares0.54%2026-03-312026-04-21

TXN TEXAS INSTRS INC1.3K shares0.15%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL507 shares23.66%2026-03-312026-04-21

MS MORGAN STANLEY1.4K shares0.28%2026-03-312026-04-21

NKE NIKE INC4.5K shares-5.19%2026-03-312026-04-21

CAT CATERPILLAR INC332 shares-10.75%2026-03-312026-04-21

CRM SALESFORCE INC1.2K shares4.28%2026-03-312026-04-21

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.1K sharesnew addition2026-03-312026-04-21

VB VANGUARD INDEX FDS844 shares0.36%2026-03-312026-04-21

EOG EOG RES INC1.5K sharesnew addition2026-03-312026-04-21

IDV ISHARES TR5.1K sharesnew addition2026-03-312026-04-21

RTX RTX CORPORATION1.1K shares-4.53%2026-03-312026-04-21

SCHX

SCHWAB STRATEGIC TR

0.39%

Shares1.2M

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

6.73%

Shares683.7K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

9.33%

Shares295.5K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

11.40%

Shares183.1K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

4.55%

Shares598.6K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

5.48%

Shares382.4K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

10.52%

Shares137.7K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

26.81%

Shares140.6K

Event2026-03-31

Filed2026-04-21

SHYG

ISHARES TR

8.10%

Shares236.3K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

5.87%

Shares189.3K

Event2026-03-31

Filed2026-04-21

FDVV

FIDELITY COVINGTON TRUST

21.45%

Shares140.7K

Event2026-03-31

Filed2026-04-21

DOL

WISDOMTREE TR

-0.77%

Shares83.6K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

0.18%

Shares191.8K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

1.44%

Shares180.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.73%

Shares14.5K

Event2026-03-31

Filed2026-04-21

FLOT

ISHARES TR

22.29%

Shares83.4K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-1.84%

Shares31.6K

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

9.33%

Shares44.3K

Event2026-03-31

Filed2026-04-21

DIVI

FRANKLIN TEMPLETON ETF TR

44.85%

Shares78.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.80%

Shares10.7K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-0.97%

Shares4.5K

Event2026-03-31

Filed2026-04-21

DON

WISDOMTREE TR

1.10%

Shares47.4K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

14.28%

Shares34.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-1.78%

Shares10.0K

Event2026-03-31

Filed2026-04-21

WTV

WISDOMTREE TR

100.83%

Shares25.7K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-3.40%

Shares2.2K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.34%

Shares6.5K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.38%

Shares13.4K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-1.07%

Shares8.2K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.71%

Shares6.3K

Event2026-03-31

Filed2026-04-21

DES

WISDOMTREE TR

-0.40%

Shares48.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.70%

Shares10.0K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

12.91%

Shares2.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

0.28%

Shares15.2K

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

-11.51%

Shares62.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

22.93%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.09%

Shares6.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

1.25%

Shares8.4K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

4.69%

Shares20.3K

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD SCOTTSDALE FDS

34.08%

Shares20.7K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.07%

Shares5.9K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-1.59%

Shares15.7K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

7.80%

Shares4.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

30.24%

Shares16.3K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

-3.56%

Shares8.6K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-0.56%

Shares7.3K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

-8.78%

Shares6.5K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

1.12%

Shares23.3K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

-0.70%

Shares11.2K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

-2.77%

Shares15.4K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-0.59%

Shares15.8K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

-0.15%

Shares4.6K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-2.70%

Shares8.4K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

-1.22%

Shares8.8K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

-1.25%

Shares9.7K

Event2026-03-31

Filed2026-04-21

PAYX

PAYCHEX INC

-2.61%

Shares7.8K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

56.64%

Shares4.5K

Event2026-03-31

Filed2026-04-21

CONSOLIDATED EDISON INC

0.48%

Shares6.0K

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP

-2.55%

Shares11.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

15.45%

Shares3.8K

Event2026-03-31

Filed2026-04-21

SYY

SYSCO CORP

-1.68%

Shares9.2K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

20.53%

Shares2.1K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

-3.02%

Shares9.5K

Event2026-03-31

Filed2026-04-21

CLX

CLOROX CO DEL

-1.83%

Shares5.6K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.43%

Shares1.6K

Event2026-03-31

Filed2026-04-21

DLN

WISDOMTREE TR

0.41%

Shares5.9K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

0.37%

Shares549

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

56.17%

Shares4.8K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

4.95%

Shares5.2K

Event2026-03-31

Filed2026-04-21

VISA INC

11.23%

Shares1.6K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-2.45%

Shares10.1K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

95.07%

Shares9.9K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

-4.26%

Shares4.7K

Event2026-03-31

Filed2026-04-21

CAH

CARDINAL HEALTH INC

-3.09%

Shares2.1K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

3.68%

Shares3.6K

Event2026-03-31

Filed2026-04-21

UNILEVER PLC

-3.08%

Shares7.6K

Event2026-03-31

Filed2026-04-21

TORONTO DOMINION BK ONT

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

15.21%

Shares1.2K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

7.89%

Shares1.8K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

0.53%

Shares1.9K

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INC

-5.18%

Shares7.3K

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

-2.23%

Shares3.6K

Event2026-03-31

Filed2026-04-21

AT&T INC

-1.51%

Shares13.2K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

0.87%

Shares13.5K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS I

1.64%

Shares1.3K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-1.25%

Shares4.8K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

4.52%

Shares4.0K

Event2026-03-31

Filed2026-04-21

BP PLC

0.67%

Shares7.8K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

3.05%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO

-4.75%

Shares5.0K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

4.54%

Shares2.7K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

4.79%

Shares700

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INC.

4.63%

Shares2.6K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

0.12%

Shares2.6K

Event2026-03-31

Filed2026-04-21