The Analysis of Powers Advisory Group, LLC's Holdings


Currently, Powers Advisory Group, LLC holds 121 types of securities in its portfolio with a total value $251.1M. In the most recent quarter, they have increased their positions in VCIT (+63.4K shares, valued at $5.3M), FDVV (+42.2K shares, valued at $2.4M), DGRO (+18.0K shares, valued at $1.2M); decreased their positions in BND (-17.7K shares, valued at $1.3M), IGSB (-19.1K shares, valued at $1.0M), SCHX (-11.1K shares, valued at $292.9K); initiated new positions in ABBV (+1.2K shares, valued at $280.5K), MUNI (+5.1K shares, valued at $266.9K), GSK (+5.2K shares, valued at $223.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.2M shares-0.92%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR656.4K shares-1.41%2025-09-302025-10-22history
DGRO ISHARES TR259.5K shares7.44%2025-09-302025-10-22history
VCIT VANGUARD SCOTTSDALE FDS152.6K shares71.04%2025-09-302025-10-22history
SCHF SCHWAB STRATEGIC TR550.6K shares8.58%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR354.7K shares8.36%2025-09-302025-10-22history
IGSB ISHARES TR179.3K shares-9.61%2025-09-302025-10-22history
SHYG ISHARES TR212.1K shares-2.66%2025-09-302025-10-22history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS114.9K shares3.57%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS109.9K shares-13.89%2025-09-302025-10-22history
MSFT MICROSOFT CORP14.2K shares0.46%2025-09-302025-10-22history
FDVV FIDELITY COVINGTON TRUST97.0K shares77.05%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR188.6K shares1.14%2025-09-302025-10-22history
DOL WISDOMTREE TR84.0K shares-0.23%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR174.7K shares3.19%2025-09-302025-10-22history
WMT WALMART INC32.3K shares-1.03%2025-09-302025-10-22history
Sponsored
DGRW WISDOMTREE TR35.6K shares25.93%2025-09-302025-10-22history
AAPL APPLE INC10.9K shares1.75%2025-09-302025-10-22history
DON WISDOMTREE TR45.9K shares-0.37%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP4.5K shares-1.19%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO13.0K shares-2.32%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.6.3K shares1.02%2025-09-302025-10-22history
MCD MCDONALDS CORP6.4K shares-1.76%2025-09-302025-10-22history
DFAS DIMENSIONAL ETF TRUST28.2K shares24.28%2025-09-302025-10-22history
Sponsored
JNJ JOHNSON & JOHNSON10.2K shares3.67%2025-09-302025-10-22history
WM WASTE MGMT INC DEL8.2K shares0.54%2025-09-302025-10-22history
LLY ELI LILLY & CO2.3K shares-0.09%2025-09-302025-10-22history
FLOT ISHARES TR33.4K shares28.97%2025-09-302025-10-22history
SCHZ SCHWAB STRATEGIC TR70.4K shares117.61%2025-09-302025-10-22history
DES WISDOMTREE TR49.0K shares0.04%2025-09-302025-10-22history
QQQ INVESCO QQQ TR2.5K shares0.61%2025-09-302025-10-22history
SO SOUTHERN CO15.0K shares-1.33%2025-09-302025-10-22history
Sponsored
DIVI FRANKLIN TEMPLETON ETF TR38.2K shares25.80%2025-09-302025-10-22history
AMZN AMAZON COM INC6.0K shares1.58%2025-09-302025-10-22history
XOM EXXON MOBIL CORP10.2K shares6.81%2025-09-302025-10-22history
PEP PEPSICO INC8.1K shares-0.20%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR1.7K shares0.00%2025-09-302025-10-22history
COWZ PACER FDS TR19.1K shares6.62%2025-09-302025-10-22history
VO VANGUARD INDEX FDS3.6K shares32.84%2025-09-302025-10-22history
IVV ISHARES TR1.6K shares5.89%2025-09-302025-10-22history
Sponsored
KO COCA COLA CO15.5K shares0.91%2025-09-302025-10-22history
PAYX PAYCHEX INC7.7K shares0.57%2025-09-302025-10-22history
DE DEERE & CO2.1K shares-1.27%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW7.3K shares7.96%2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS11.4K shares-1.99%2025-09-302025-10-22history
GOOGL ALPHABET INC3.7K shares2.53%2025-09-302025-10-22history
CVX CHEVRON CORP NEW5.5K shares0.70%2025-09-302025-10-22history
VGIT VANGUARD SCOTTSDALE FDS13.7K shares49.64%2025-09-302025-10-22history
Sponsored
TGT TARGET CORP8.8K shares-6.03%2025-09-302025-10-22history
SYY SYSCO CORP9.5K shares-1.09%2025-09-302025-10-22history
USB US BANCORP DEL15.8K shares0.64%2025-09-302025-10-22history
BIV VANGUARD BD INDEX FDS9.7K shares-4.24%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC4.6K shares9.77%2025-09-302025-10-22history
CLX CLOROX CO DEL6.0K shares-7.77%2025-09-302025-10-22history
SBUX STARBUCKS CORP8.4K shares-3.29%2025-09-302025-10-22history
EPD ENTERPRISE PRODS PARTNERS L22.8K shares0.73%2025-09-302025-10-22history
Sponsored
CL COLGATE PALMOLIVE CO8.7K shares-1.41%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS11.5K shares20.84%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC15.1K shares12.68%2025-09-302025-10-22history
BLK BLACKROCK INC549 shares-1.61%2025-09-302025-10-22history
DIA SPDR DOW JONES INDL AVERAGE1.4K shares0.00%2025-09-302025-10-22history
O REALTY INCOME CORP10.3K shares-1.91%2025-09-302025-10-22history
MO ALTRIA GROUP INC9.3K shares1.18%2025-09-302025-10-22history
GLW CORNING INC7.4K shares-1.45%2025-09-302025-10-22history
Sponsored
ED CONSOLIDATED EDISON INC6.0K shares-4.25%2025-09-302025-10-22history
KMB KIMBERLY-CLARK CORP4.7K shares2.75%2025-09-302025-10-22history
AVGO BROADCOM INC1.7K shares14.51%2025-09-302025-10-22history
BAC BANK AMERICA CORP10.4K shares6.28%2025-09-302025-10-22history
UL UNILEVER PLC8.9K shares-0.03%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION2.8K shares7.10%2025-09-302025-10-22history
DLN WISDOMTREE TR5.9K shares0.48%2025-09-302025-10-22history
GIS GENERAL MLS INC9.9K shares-14.39%2025-09-302025-10-22history
Sponsored
AMGN AMGEN INC1.6K shares18.62%2025-09-302025-10-22history
LOW LOWES COS INC1.8K shares6.13%2025-09-302025-10-22history
HD HOME DEPOT INC1.1K shares2.92%2025-09-302025-10-22history
V VISA INC1.3K shares5.62%2025-09-302025-10-22history
K KELLANOVA5.1K shares0.57%2025-09-302025-10-22history
ABT ABBOTT LABS3.1K shares3.75%2025-09-302025-10-22history
AFL AFLAC INC3.7K shares0.24%2025-09-302025-10-22history
APD AIR PRODS & CHEMS INC1.4K shares-15.56%2025-09-302025-10-22history
Sponsored
ENB ENBRIDGE INC7.7K shares19.50%2025-09-302025-10-22history
UPS UNITED PARCEL SERVICE INC4.6K shares-0.80%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED668 shares3.09%2025-09-302025-10-22history
PNC PNC FINL SVCS GROUP INC1.9K shares24.70%2025-09-302025-10-22history
T AT&T INC13.2K shares3.96%2025-09-302025-10-22history
TD TORONTO DOMINION BK ONT4.5K shares0.00%2025-09-302025-10-22history
NKE NIKE INC5.2K shares2.42%2025-09-302025-10-22history
CAH CARDINAL HEALTH INC2.2K shares0.23%2025-09-302025-10-22history
Sponsored
MDT MEDTRONIC PLC3.5K shares-8.38%2025-09-302025-10-22history
PFE PFIZER INC13.1K shares-2.00%2025-09-302025-10-22history
CSCO CISCO SYS INC4.9K shares-5.87%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares5.38%2025-09-302025-10-22history
ADM ARCHER DANIELS MIDLAND CO5.2K shares-3.94%2025-09-302025-10-22history
AVUV AMERICAN CENTY ETF TR3.1K shares32.39%2025-09-302025-10-22history
META META PLATFORMS INC410 shares6.22%2025-09-302025-10-22history
AEP AMERICAN ELEC PWR CO INC2.7K shares18.65%2025-09-302025-10-22history
Sponsored
WFC WELLS FARGO CO NEW3.5K shares1.89%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC1.4K shares19.50%2025-09-302025-10-22history
AEE AMEREN CORP2.7K shares0.33%2025-09-302025-10-22history
GOOG ALPHABET INC1.2K shares0.00%2025-09-302025-10-22history
ABBV ABBVIE INC1.2K sharesnew addition2025-09-302025-10-22history
DRI DARDEN RESTAURANTS INC1.5K shares-1.28%2025-09-302025-10-22history
CRM SALESFORCE INC1.2K shares-3.71%2025-09-302025-10-22history
MUNI PIMCO ETF TR5.1K sharesnew addition2025-09-302025-10-22history
Sponsored
ADBE ADOBE INC752 shares1.62%2025-09-302025-10-22history
BP BP PLC7.7K shares-1.06%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC3.5K shares0.79%2025-09-302025-10-22history
PLD PROLOGIS INC.2.3K shares5.77%2025-09-302025-10-22history
MRK MERCK & CO INC3.1K shares0.82%2025-09-302025-10-22history
PSX PHILLIPS 661.9K shares-10.69%2025-09-302025-10-22history
UNP UNION PAC CORP1.0K shares3.90%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL487 shares8.71%2025-09-302025-10-22history
Sponsored
VPU VANGUARD WORLD FD1.3K shares0.55%2025-09-302025-10-22history
PFF ISHARES TR7.5K shares-19.25%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF3.6K shares4.36%2025-09-302025-10-22history
GSK GSK PLC5.2K sharesnew addition2025-09-302025-10-22history
MS MORGAN STANLEY1.4K sharesnew addition2025-09-302025-10-22history
IYW ISHARES TR1.1K sharesnew addition2025-09-302025-10-22history
VB VANGUARD INDEX FDS811 sharesnew addition2025-09-302025-10-22history
TXN TEXAS INSTRS INC1.1K shares-3.67%2025-09-302025-10-22history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS715 shares-7.98%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available