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CIK: 0001927474
Total reported value
$319.1M
$319.1M
103 檔
24.1%
At the close of Q4 2024, Powers Advisory Group, LLC disclosed equity holdings valued at approximately $319.1M, spread across 103 reported holdings.
In Q4 2024, Powers Advisory Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.88% | +0.17% | +196.86% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.69% | -0.34% | +208.09% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.42% | +0.22% | +1.63% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.99% | -0.39% | -2.26% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.47% | -0.19% | +1.18% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.29% | +0.11% | +107.38% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.11% | +0.11% | +1.92% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.94% | +0.02% | -0.73% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.86% | +0.39% | +300.01% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.26% | -0.27% | +4.81% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.25% | -0.09% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.26% | +0.21% | +102.94% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.21% | +0.13% | +204.23% | |
| 14 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 2.05% | -0.11% | -1.16% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.32% | -1.28% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.32% | -0.01% | -1.27% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.21% | -0.05% | +0.49% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | -0.10% | -0.05% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.28% | -0.81% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.17% | -1.23% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.02% | -0.80% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.84% | — | +0.44% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.10% | -0.45% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.01% | +0.69% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.09% | +1.07% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.63% | -0.07% | +0.55% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.07% | — | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | -0.03% | +3.49% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.02% | — | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.11% | -0.22% | |
| 31 | CLX | Clorox Company | Stock-Consumer Staples | 0.55% | -0.07% | +0.49% | |
| 32 | PAYX | Paychex Inc | Stock-Tech | 0.54% | -0.02% | +0.01% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | +0.12% | +9.42% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.19% | +1.42% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | -0.18% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +0.11% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.47% | -0.03% | -0.84% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.04% | -1.07% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.42% | +0.21% | +6.53% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.42% | -0.01% | -2.01% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 0.40% | -0.04% | -0.71% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.38% | +0.01% | -1.41% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.14% | +0.63% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +42.34% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.37% | -0.01% | +0.49% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.37% | -0.01% | +1.73% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.36% | -0.05% | +0.65% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.35% | +0.07% | +45.30% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.35% | -0.04% | +1.24% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.34% | -0.06% | +1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 2 | SCHG | Schwab US Large-cap Growth | +0.3% | +300.01% | Add |
| 3 | FLOT | Ishares Floating Rate Bond E | +0.2% | NEW | New buy |
| 4 | SCHX | Schwab US Large-cap ETF | +0.2% | +196.86% | Add |
| 5 | WMT | Walmart Inc | +0.2% | -1.28% | Trim |
| 6 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 7 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +42.34% | Add |
| 9 | DIVI | Franklin International Core | +0.1% | NEW | New buy |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +45.30% | Add |
| 11 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +0.69% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | -1.27% | Trim |
| 15 | DFAS | Dimensional US Small Cap ETF | +0.1% | +9.42% | Add |
| 16 | SCHA | Schwab US Small-cap ETF | +0.1% | +102.94% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +0.06% | Add |
| 18 | CRM | Salesforce Inc | 0% | -0.79% | Trim |
| 19 | V | Visa Inc-class A Shares | 0% | +7.19% | Add |
| 20 | SCHM | Schwab US Mid Cap ETF | 0% | +204.23% | Add |
| 21 | VO | Vanguard Mid-cap ETF | 0% | +19.78% | Add |
| 22 | EPD | Enterprise Products Partners | 0% | +1.24% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 24 | MA | Mastercard Inc - A | 0% | +14.50% | Add |
| 25 | BAC | Bank Of America CORP | 0% | +2.34% | Add |
| 26 | PAYX | Paychex Inc | 0% | +0.01% | Add |
| 27 | FDVV | Fidelity High Dividend ETF | 0% | +6.53% | Add |
| 28 | VCIT | Vanguard Int-term Corporate | 0% | +4.81% | Add |
| 29 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 30 | DRI | Darden Restaurants Inc | 0% | -3.39% | Trim |
| 31 | USB | US Bancorp | 0% | -1.41% | Trim |
| 32 | CSCO | Cisco Systems Inc | 0% | -2.94% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.18% | Trim |
| 34 | MO | Altria Group Inc | 0% | +1.10% | Add |
| 35 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 36 | GLW | Corning Inc | 0% | -2.77% | Trim |
| 37 | CAH | Cardinal Health Inc | 0% | -3.85% | Trim |
| 38 | AEE | Ameren Corporation | 0% | +0.31% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | — | +208.09% | Add |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | — | +102.08% | Add |
| 41 | ABT | Abbott Laboratories | — | +4.49% | Add |
| 42 | SYY | Sysco CORP | — | +0.49% | Add |
| 43 | CVX | Chevron CORP | — | +0.63% | Add |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | — | +1.40% | Add |
| 45 | DE | Deere & Co | — | -0.84% | Trim |
| 46 | DON | Wisdomtree US Midcap Dividen | — | +0.49% | Add |
| 47 | KEL | Kellanova | — | +0.56% | Add |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 49 | DLN | Wisdomtree US Largecap Divid | — | +0.54% | Add |
| 50 | CLX | Clorox Company | — | +0.49% | Add |
According to official SEC Form 13F filings, Powers Advisory Group, LLC reported a total U.S. public equity portfolio value of $319.1M across 103 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, DGRO) accounted for 24.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $602.7K
Top Position Liquidated / Trimmed
CVS
前期市值: $216.8K
During Q4 2024, Powers Advisory Group, LLC's top holdings by market value included SCHX (13.9%)、SCHD (8.7%)、DGRO (6.4%). The largest single position, SCHX, represented 13.9% of total portfolio value.
In Q4 2024, Powers Advisory Group, LLC made 98 total portfolio adjustments, initiating 6 new buys, adding to 57 positions, trimming 34 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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