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Powers Advisory Group, LLC Portfolio
$330M across 128 positions as of 2026-09-30, with 56% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHXSchwab U.S. Large-Cap ETF | $37.2M | 11.3% | 1,239,489 |
| DGROiShares Core Dividend Growth ETF | $25.6M | 7.8% | 340,171 |
| SCHDSchwab US Dividend Equity ETF | $24.7M | 7.5% | 759,585 |
| SCHFSchwab International Equity ETF | $18.3M | 5.6% | 667,238 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $15.8M | 4.8% | 201,327 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $14.8M | 4.5% | 411,445 |
| VCSHVanguard Short-Term Corporate Bond ETF | $13.5M | 4.1% | 175,086 |
| BNDVanguard Total Bond Market ETF | $12.6M | 3.8% | 180,070 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $11.2M | 3.4% | 271,105 |
| IGSBISHARES TR | $10.2M | 3.1% | 198,421 |
| FIDELITY COVINGTON TRUST | $9.9M | 3.0% | 163,379 |
| MSFTMicrosoft Corp | $6.8M | 2.1% | 13,235 |
| SCHASchwab U.S. Small-Cap ETF | $6.7M | 2.0% | 203,931 |
| SCHWAB STRATEGIC TR | $6.5M | 2.0% | 191,018 |
| WISDOMTREE TR | $6.1M | 1.8% | 81,807 |
| FLOTiShares Floating Rate Bond ETF | $5.6M | 1.7% | 110,436 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $5.4M | 1.6% | 55,247 |
| FRANKLIN TEMPLETON ETF TR | $5M | 1.5% | 117,240 |
| WTVWisdomTree U.S. Value Fund | $3.9M | 1.2% | 37,957 |
| DIMENSIONAL ETF TRUST | $3.4M | 1.0% | 44,517 |
| AAPLApple Inc | $3.4M | 1.0% | 10,198 |
| WMTWalmart Inc | $3.1M | 0.9% | 29,380 |
| JNJJohnson & Johnson | $2.5M | 0.8% | 9,599 |
| DONWisdomTree U.S. MidCap Dividend Fund | $2.4M | 0.7% | 43,648 |
| VOVanguard Mid-Cap ETF | $2.2M | 0.7% | 28,535 |
| IVViShares Core S&P 500 ETF | $2.1M | 0.6% | 2,793 |
| LMTLockheed Martin Corp | $2.1M | 0.6% | 4,151 |
| JPMJPMorgan Chase & Co | $2.1M | 0.6% | 6,293 |
| LLYEli Lilly and Co | $2M | 0.6% | 1,717 |
| QQQInvesco QQQ Trust, Series 1 | $2M | 0.6% | 2,664 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $1.9M | 0.6% | 48,864 |
| PGProcter & Gamble Co | $1.8M | 0.5% | 12,212 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $1.8M | 0.5% | 31,208 |
| WMWaste Management Inc | $1.7M | 0.5% | 8,109 |
| XOMExxonmobil Holdings Corp | $1.5M | 0.5% | 9,485 |
| SCHZSchwab US Aggregate Bond ETF | $1.5M | 0.5% | 69,047 |
| VEAVanguard FTSE Developed Markets ETF | $1.5M | 0.5% | 21,096 |
| AMZNAmazon.com Inc | $1.5M | 0.4% | 5,931 |
| MCDMcDonald's Corp | $1.4M | 0.4% | 6,224 |
| COWZPacer US Cash Cows 100 ETF | $1.4M | 0.4% | 20,589 |
| DEDeere & Co | $1.3M | 0.4% | 1,981 |
| KOCoca-Cola Co | $1.3M | 0.4% | 15,175 |
| GOOGLAlphabet Inc | $1.3M | 0.4% | 3,722 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.3M | 0.4% | 1,676 |
| TGTTarget Corp | $1.3M | 0.4% | 8,083 |
| SOSouthern Co | $1.2M | 0.4% | 14,821 |
| CVXChevron Corp | $1.1M | 0.3% | 5,510 |
| PEPPepsiCo Inc | $1.1M | 0.3% | 8,583 |
| USBUS Bancorp | $852.7K | 0.3% | 14,763 |
| DUKDuke Energy Corp | $845.4K | 0.3% | 7,415 |
| DVYISHARES TR | $842.7K | 0.3% | 5,542 |
| NVDANVIDIA Corp | $812.4K | 0.2% | 3,557 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $808.7K | 0.2% | 15,624 |
| PMPhilip Morris International Inc | $797.9K | 0.2% | 4,182 |
| AVUVAvantis U.S. Small Cap Value ETF | $795.6K | 0.2% | 6,756 |
| EPDEnterprise Products Partners L.P | $783K | 0.2% | 21,988 |
| AVGOBroadcom Inc | $764.3K | 0.2% | 2,176 |
| SBUXStarbucks Corp | $758K | 0.2% | 8,068 |
| GLWCorning Inc | $754.2K | 0.2% | 4,905 |
| AMGNAmgen Inc | $732.8K | 0.2% | 1,739 |
| PANWPalo Alto Networks Inc | $713.3K | 0.2% | 1,795 |
| BSVVanguard Short-Term Bond ETF | $712.8K | 0.2% | 9,329 |
| PAYXPaychex Inc | $710.2K | 0.2% | 7,210 |
| METAMeta Platforms Inc | $700.6K | 0.2% | 966 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $697.2K | 0.2% | 1,371 |
| CLColgate-Palmolive Co | $680.7K | 0.2% | 7,978 |
| VZVerizon Communications Inc | $679.2K | 0.2% | 14,806 |
| BIVVanguard Intermediate-Term Bond ETF | $646.1K | 0.2% | 8,867 |
| MOAltria Group Inc | $638.6K | 0.2% | 9,484 |
| SYYSysco Corp | $635.1K | 0.2% | 8,147 |
| VVisa Inc | $633.9K | 0.2% | 1,764 |
| VTIVanguard Total Stock Market ETF | $628.4K | 0.2% | 1,679 |
| WISDOMTREE TR | $582K | 0.2% | 5,988 |
| EDConsolidated Edison Inc | $578.2K | 0.2% | 5,657 |
| ORealty Income Corp | $563.9K | 0.2% | 10,384 |
| BACBank of America Corp | $560.5K | 0.2% | 10,297 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $559.3K | 0.2% | 1,226 |
| TDToronto-Dominion Bank | $533.4K | 0.2% | 4,538 |
| BLKBlackRock Inc | $530.6K | 0.2% | 501 |
| VWOVanguard FTSE Emerging Markets ETF | $512.6K | 0.2% | 8,643 |
| MRKMerck & Co Inc | $503.9K | 0.2% | 3,467 |
| CSCOCisco Systems Inc | $497.9K | 0.2% | 4,626 |
| MAMastercard Inc | $453K | 0.1% | 821 |
| PSXPhillips 66 | $436.9K | 0.1% | 1,711 |
| PNCPNC Financial Services Group Inc | $429.5K | 0.1% | 1,932 |
| ULUnilever PLC | $407.4K | 0.1% | 6,708 |
| AFLAflac Inc | $403.2K | 0.1% | 3,607 |
| ADMArcher-Daniels-Midland Co | $397.7K | 0.1% | 5,010 |
| KMBKimberly-Clark Corp | $397.2K | 0.1% | 4,077 |
| EMREmerson Electric Co | $390.9K | 0.1% | 2,521 |
| CAHCardinal Health Inc | $384.2K | 0.1% | 1,727 |
| GOOGAlphabet Inc | $371K | 0.1% | 1,089 |
| AEPAmerican Electric Power Company Inc | $362.5K | 0.1% | 3,056 |
| TXNTexas Instruments Inc | $357.5K | 0.1% | 1,277 |
| APDAir Products and Chemicals Inc | $353.6K | 0.1% | 1,271 |
| PLDPrologis Inc | $344.6K | 0.1% | 2,654 |
| HDHome Depot Inc | $343.6K | 0.1% | 1,208 |
| VTEBVanguard Tax-Exempt Bond ETF | $333.9K | 0.1% | 7,051 |
| ABBVAbbVie Inc | $323.4K | 0.1% | 1,236 |
| ABTAbbott Laboratories | $320.6K | 0.1% | 3,243 |
| NEENextera Energy Inc | $319.9K | 0.1% | 4,224 |
| UPSUnited Parcel Service Inc | $313.2K | 0.1% | 3,352 |
| ENBEnbridge Inc | $305.4K | 0.1% | 6,570 |
| WFCWells Fargo & Co | $300.3K | 0.1% | 3,751 |
| BPBP PLC | $298.5K | 0.1% | 6,786 |
| CRWDCrowdStrike Holdings Inc | $298.1K | 0.1% | 1,126 |
| MSMorgan Stanley | $297.9K | 0.1% | 1,584 |
| LOWLowe's Companies Inc | $287.7K | 0.1% | 1,561 |
| PFEPfizer Inc | $279.4K | 0.1% | 9,797 |
| AEEAmeren Corp | $279.2K | 0.1% | 2,809 |
| CATCaterpillar Inc | $277.1K | 0.1% | 342 |
| BRK.BBerkshire Hathaway Inc | $264.4K | 0.1% | 531 |
| DHSWISDOMTREE TR | $263.6K | 0.1% | 2,354 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $260K | 0.1% | 5,232 |
| UNPUnion Pacific Corp | $259.3K | 0.1% | 953 |
| IYWiShares U.S. Technology ETF | $258.3K | 0.1% | 975 |
| TAT&T Inc | $251.4K | 0.1% | 10,303 |
| DRIDarden Restaurants Inc | $247.3K | 0.1% | 1,280 |
| VBVanguard Small-Cap ETF | $235.9K | 0.1% | 829 |
| MEDTRONIC PLC | $232.6K | 0.1% | 2,695 |
| IDViShares International Select Dividend ETF | $226K | 0.1% | 5,357 |
| GSKGSK plc | $225.7K | 0.1% | 4,686 |
| CLXClorox Co | $224.8K | 0.1% | 2,775 |
| VPUVanguard Utilities ETF | $223.7K | 0.1% | 1,308 |
| EOGEOG Resources Inc | $218.7K | 0.1% | 1,587 |
| RTXRTX Corp | $208.9K | 0.1% | 1,125 |
| VGTVanguard Information Tech ETF | $201.2K | 0.1% | 1,601 |
| LRCXLam Research Corp | $200.1K | 0.1% | 609 |
Quarter ending 2026-09-30.
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