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CIK: 0001927474
Total reported value
$319.1M
$319.1M
107 檔
25.0%
During the Q1 2025 filing period, Powers Advisory Group, LLC (CIK: 0001927474) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $319.1M across 107 reported positions.
In Q1 2025, Powers Advisory Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 67 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 | 12.60% | +0.17% | +0.12% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.07% | -0.34% | +7.16% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.73% | +0.22% | +9.45% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.90% | -0.39% | +1.84% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.64% | +0.11% | +6.44% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.35% | +0.11% | +8.80% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.30% | -0.19% | +1.34% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.97% | +0.02% | +4.82% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.56% | +0.39% | +8.13% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.36% | -0.27% | +6.16% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.25% | +0.82% | |
| 12 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 2.15% | -0.11% | -1.32% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.06% | +0.13% | +3.20% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.02% | +0.21% | +3.37% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.32% | -4.12% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.01% | -0.02% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.08% | -0.05% | -3.79% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.10% | -0.33% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.17% | +1.93% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.28% | -1.06% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.02% | -2.64% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.90% | -0.10% | +0.04% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.83% | +0.07% | +149.74% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.09% | +1.71% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.76% | -0.05% | +228.18% | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.73% | — | -2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.01% | +0.18% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.66% | -0.07% | -0.45% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.11% | +9.01% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.56% | -0.02% | -1.73% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | +0.12% | +23.91% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.55% | +0.21% | +38.46% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.07% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.19% | +2.42% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.02% | -1.89% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.02% | +2.06% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.03% | -3.13% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.47% | -0.07% | -0.31% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.46% | -0.03% | +1.97% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.01% | -1.59% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | -0.29% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.14% | -0.15% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.41% | -0.06% | +31.26% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.41% | -0.01% | +8.08% | |
| 45 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.40% | -0.01% | -0.93% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | +16.93% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.39% | -0.05% | +0.57% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.37% | -0.03% | +13.96% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.36% | -0.04% | +1.17% | |
| 50 | GIS | General Mills Inc | Stock-Consumer Staples | 0.35% | -0.04% | -0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | +0.5% | +228.18% | Add |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | +0.5% | +149.74% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +7.16% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.4% | +6.44% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +0.3% | +9.45% | Add |
| 6 | BND | Vanguard Total Bond Market | +0.2% | +8.80% | Add |
| 7 | DIVI | Franklin International Core | +0.2% | +174.80% | Add |
| 8 | VGIT | Vanguard Intermediate-term T | +0.2% | NEW | New buy |
| 9 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 10 | FDVV | Fidelity High Dividend ETF | +0.1% | +38.46% | Add |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +76.06% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 13 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.16% | Add |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | +0.1% | -1.32% | Trim |
| 16 | WM | Waste Management Inc | +0.1% | +0.04% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.71% | Add |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +55.73% | Add |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +31.26% | Add |
| 20 | PM | Philip Morris International | +0.1% | +0.45% | Add |
| 21 | ED | Consolidated Edison Inc | +0.1% | +0.48% | Add |
| 22 | MCD | Mcdonald's CORP | 0% | +1.93% | Add |
| 23 | DFAS | Dimensional US Small Cap ETF | 0% | +23.91% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | +2.42% | Add |
| 25 | SBUX | Starbucks CORP | 0% | +8.08% | Add |
| 26 | CVX | Chevron CORP | 0% | -0.15% | Trim |
| 27 | BIV | Vanguard Intermediate-term B | 0% | +13.96% | Add |
| 28 | AMGN | Amgen Inc | 0% | +11.57% | Add |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +4.82% | Add |
| 30 | SO | Southern Co/the | 0% | -0.45% | Trim |
| 31 | KO | Coca-cola Co/the | 0% | -1.89% | Trim |
| 32 | DUK | Duke Energy CORP | 0% | +0.57% | Add |
| 33 | VZ | Verizon Communications Inc | 0% | +4.89% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +16.93% | Add |
| 35 | MA | Mastercard Inc - A | 0% | +20.60% | Add |
| 36 | T | At&t Inc | 0% | -1.96% | Trim |
| 37 | MDT | Medtronic plc | 0% | +8.02% | Add |
| 38 | PAYX | Paychex Inc | 0% | -1.73% | Trim |
| 39 | MO | Altria Group Inc | 0% | +1.08% | Add |
| 40 | O | Realty Income CORP | 0% | +0.99% | Add |
| 41 | ABT | Abbott Laboratories | 0% | -2.31% | Trim |
| 42 | AEP | American Electric Power | 0% | +0.77% | Add |
| 43 | PEP | Pepsico Inc | 0% | +9.01% | Add |
| 44 | EPD | Enterprise Products Partners | 0% | +1.17% | Add |
| 45 | DE | Deere & Co | 0% | -3.13% | Trim |
| 46 | CAH | Cardinal Health Inc | 0% | +0.28% | Add |
| 47 | V | Visa Inc-class A Shares | 0% | +0.08% | Add |
| 48 | PNC | Pnc Financial Services Group | 0% | +31.25% | Add |
| 49 | DRI | Darden Restaurants Inc | 0% | +0.34% | Add |
| 50 | BP | Bp Plc-spons Adr | 0% | -0.63% | Trim |
According to official SEC Form 13F filings, Powers Advisory Group, LLC reported a total U.S. public equity portfolio value of $319.1M across 107 disclosed positions in Q1 2025.
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 25.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGIT
市值: $361.7K
Top Position Liquidated / Trimmed
DOL
前期市值: $4.1M
During Q1 2025, Powers Advisory Group, LLC's top holdings by market value included SCHX (12.6%)、SCHD (9.1%)、DGRO (6.7%). The largest single position, SCHX, represented 12.6% of total portfolio value.
In Q1 2025, Powers Advisory Group, LLC made 105 total portfolio adjustments, initiating 4 new buys, adding to 67 positions, trimming 34 holdings, and fully liquidating 0 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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