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Powers Advisory Group, Llc

13F Holdings
Filed: 2025-01-23
Portfolio Value
209.90M arrow_upward 5.09%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001927474
Filing Date
2025-01-23 00:00:00
Address
2603 Plaza Drive
Highland
IL
Prior Value
199.74M
Top 10 Holdings %
lock
Portfolio Value
Powers Advisory Group, Llc
(13F - 2024-12-31)
Schwab Strategic Tr
SCHX
2025-04-16
Value
26.45M
Shares
1.20M
Portfolio %
12.60%
Schwab Strategic Tr
SCHD
2025-04-16
Value
19.03M
Shares
680.62K
Portfolio %
9.07%
Ishares Tr
DGRO
2025-04-16
Value
14.13M
Shares
228.65K
Portfolio %
6.73%
Ishares Tr
IGSB
2025-04-16
Value
10.28M
Shares
196.20K
Portfolio %
4.90%
Schwab Strategic Tr
SCHF
2025-04-16
Value
9.74M
Shares
492.60K
Portfolio %
4.64%
Vanguard Bd Index Fds
BND
2025-04-16
Value
9.12M
Shares
124.22K
Portfolio %
4.35%
Ishares Tr
SHYG
2025-04-16
Value
9.03M
Shares
212.35K
Portfolio %
4.30%
Vanguard Scottsdale Fds
VCSH
2025-04-16
Value
8.34M
Shares
105.61K
Portfolio %
3.97%
Schwab Strategic Tr
SCHG
2025-04-16
Value
7.48M
Shares
298.81K
Portfolio %
3.56%
Vanguard Scottsdale Fds
VCIT
2025-04-16
Value
7.05M
Shares
86.21K
Portfolio %
3.36%
Top Increases | Powers Advisory Group, Llc
(2024-12-31 → 2024-12-31)
Ishares Tr
FLOT
2025-04-16
Value Change
arrow_upward 1.11M
Shares
arrow_upward 21.75K
Portfolio % Change
arrow_upward 0.52%
Portfolio %
0.76%
Wisdomtree Tr
DGRW
2025-04-16
Value Change
arrow_upward 1.03M
Shares
arrow_upward 13.04K
Portfolio % Change
arrow_upward 0.47%
Portfolio %
0.83%
Schwab Strategic Tr
SCHD
2025-04-16
Value Change
arrow_upward 1.68M
Shares
arrow_upward 45.45K
Portfolio % Change
arrow_upward 0.38%
Portfolio %
9.07%
Schwab Strategic Tr
SCHF
2025-04-16
Value Change
arrow_upward 1.18M
Shares
arrow_upward 29.82K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
4.64%
Ishares Tr
DGRO
2025-04-16
Value Change
arrow_upward 1.31M
Shares
arrow_upward 19.74K
Portfolio % Change
arrow_upward 0.31%
Portfolio %
6.73%
Vanguard Bd Index Fds
BND
2025-04-16
Value Change
arrow_upward 913.84K
Shares
arrow_upward 10.05K
Portfolio % Change
arrow_upward 0.24%
Portfolio %
4.35%
Franklin Templeton Etf Tr
DIVI
2025-04-16
Value Change
arrow_upward 422.42K
Shares
arrow_upward 12.40K
Portfolio % Change
arrow_upward 0.20%
Portfolio %
0.30%
Schwab Strategic Tr
SCHZ
2025-04-16
Value Change
arrow_upward 296.80K
Shares
arrow_upward 12.49K
Portfolio % Change
arrow_upward 0.13%
Portfolio %
0.32%
Fidelity Covington Trust
FDVV
2025-04-16
Value Change
arrow_upward 314.90K
Shares
arrow_upward 6.46K
Portfolio % Change
arrow_upward 0.13%
Portfolio %
0.55%
Vanguard Scottsdale Fds
VCIT
2025-04-16
Value Change
arrow_upward 529.83K
Shares
arrow_upward 5.00K
Portfolio % Change
arrow_upward 0.09%
Portfolio %
3.36%
Top Decreases | Powers Advisory Group, Llc
(2024-12-31 → 2024-12-31)
Nvidia Corporation
NVDA
2025-04-16
Value Change
arrow_downward 12.76K
Shares
arrow_downward 590.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.13%
Cisco Sys Inc
CSCO
2025-04-16
Value Change
arrow_downward 14.04K
Shares
arrow_downward 20.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.15%
Union Pac Corp
UNP
2025-04-16
Value Change
arrow_downward 8.73K
Shares
arrow_downward 3.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Kimberly-Clark Corp
KMB
2025-04-16
Value Change
arrow_downward 27.57K
Shares
arrow_downward -171.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.30%
Wells Fargo Co New
WFC
2025-04-16
Value Change
arrow_downward 6.12K
Shares
arrow_downward 11.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Enbridge Inc
EBRZF
2025-04-16
Value Change
arrow_downward 7.90K
Shares
arrow_downward -100.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.14%
Kellanova
K
2025-04-16
Value Change
arrow_downward 10.72K
Shares
arrow_downward 30.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.21%
Lowes Cos Inc
LOW
2025-04-16
Value Change
arrow_downward 6.70K
Shares
arrow_downward 118.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.18%
Phillips 66
PSX
2025-04-16
Value Change
arrow_downward 1.02K
Shares
arrow_downward -199.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.15%
Merck & Co Inc
MRK
2025-04-16
Value Change
arrow_downward -2893.00
Shares
arrow_downward 255.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.12%
Powers Advisory Group, Llc (13F - 2024-12-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Powers Advisory Group, Llc
(2024-12-31 → 2024-12-31)
Vanguard Scottsdale Fds
VGIT
2025-04-16
Value
add_circle 361.67K
Shares
6.09K
Portfolio %
0.17%
% Change
0.17%
Nike Inc
NKE
2025-04-16
Value
add_circle 291.28K
Shares
4.59K
Portfolio %
0.14%
% Change
0.14%
Vanguard Tax-Managed Fds
VEA
2025-04-16
Value
add_circle 225.31K
Shares
4.43K
Portfolio %
0.11%
% Change
0.11%
Nextera Energy Inc
NEE-PR
2025-04-16
Value
add_circle 223.25K
Shares
3.15K
Portfolio %
0.11%
% Change
0.11%