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CIK: 0001927474
Total reported value
$319.1M
$319.1M
115 檔
26.4%
In Q2 2025, Powers Advisory Group, LLC's U.S. equity holdings reached a combined market value of $319.1M, distributed across 115 disclosed stock positions.
In Q2 2025, Powers Advisory Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 79 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 | 12.98% | +0.17% | +0.84% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.76% | -0.34% | -2.18% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.79% | +0.22% | +5.63% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.93% | +0.11% | +2.94% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.60% | -0.39% | +1.13% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.20% | +0.39% | +9.55% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.13% | -0.19% | +2.63% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 4.13% | +0.11% | +2.77% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.88% | +0.02% | +5.03% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.25% | -0.27% | +3.49% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.25% | -0.60% | |
| 12 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 2.21% | -0.11% | +2.93% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.09% | +0.13% | +2.78% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.07% | +0.21% | +3.18% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.32% | +0.34% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.25% | +0.21% | +135.43% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.04% | +0.07% | +29.85% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.02% | -0.05% | +0.74% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.01% | +1.46% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.10% | +0.25% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | -0.28% | +0.47% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.17% | +0.42% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.10% | +0.01% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | +1.69% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.02% | +0.13% | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.68% | — | +2.21% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.09% | +0.59% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | +0.12% | +15.61% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.62% | -0.07% | +0.55% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.07% | — | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.58% | -0.05% | -17.28% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | +5.32% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.49% | -0.02% | +0.50% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | +0.52% | |
| 35 | DIVI | Franklin International Core | ETF-Other | 0.48% | +0.24% | +55.58% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.47% | -0.03% | -2.31% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.11% | +2.81% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.01% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.19% | +0.62% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.06% | +14.18% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 0.41% | -0.03% | +0.94% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.04% | -1.71% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.35% | -0.05% | +0.59% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.01% | +0.23% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.35% | -0.01% | -2.95% | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.35% | -0.07% | -2.67% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.35% | -0.03% | +0.50% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.14% | +3.54% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.34% | -0.02% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDVV | Fidelity High Dividend ETF | +0.7% | +135.43% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.6% | +9.55% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.60% | Trim |
| 4 | SCHX | Schwab US Large-cap ETF | +0.4% | +0.84% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +2.94% | Add |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +29.85% | Add |
| 7 | DIVI | Franklin International Core | +0.2% | +55.58% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +115.47% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 12 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 13 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 15 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +1.69% | Add |
| 19 | DFAS | Dimensional US Small Cap ETF | +0.1% | +15.61% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +11.73% | Add |
| 21 | VGIT | Vanguard Intermediate-term T | +0.1% | +50.04% | Add |
| 22 | DGRO | Ishares Core Dividend Growth | +0.1% | +5.63% | Add |
| 23 | DOL | Wisdomtree Tr Dvlp Intnl-usd | +0.1% | +2.93% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +5.32% | Add |
| 25 | VO | Vanguard Mid-cap ETF | +0.1% | +24.13% | Add |
| 26 | SCHA | Schwab US Small-cap ETF | +0.1% | +3.18% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | +2.73% | Add |
| 28 | WMT | Walmart Inc | 0% | +0.34% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 30 | SCHM | Schwab US Mid Cap ETF | 0% | +2.78% | Add |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +14.18% | Add |
| 32 | PM | Philip Morris International | 0% | -1.09% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +1.77% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +7.32% | Add |
| 35 | NKE | Nike Inc -cl B | 0% | +10.02% | Add |
| 36 | CAH | Cardinal Health Inc | 0% | +0.28% | Add |
| 37 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +11.84% | Add |
| 40 | BLK | Blackrock Inc | 0% | +0.18% | Add |
| 41 | GLW | Corning Inc | 0% | -0.66% | Trim |
| 42 | CSCO | Cisco Systems Inc | 0% | +0.98% | Add |
| 43 | PNC | Pnc Financial Services Group | 0% | +10.33% | Add |
| 44 | ADBE | Adobe Inc | 0% | +13.67% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 47 | TXN | Texas Instruments Inc | — | -1.97% | Trim |
| 48 | WFC | Wells Fargo & Co | — | -0.52% | Trim |
| 49 | ADM | Archer-daniels-midland Co | — | -3.95% | Trim |
| 50 | VPU | Vanguard Utilities ETF | — | +0.63% | 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 115 disclosed positions in Q2 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 26.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
META
市值: $284.8K
Top Position Liquidated / Trimmed
UNH
前期市值: $241.6K
During Q2 2025, Powers Advisory Group, LLC's top holdings by market value included SCHX (13.0%)、SCHD (7.8%)、DGRO (6.8%). The largest single position, SCHX, represented 13.0% of total portfolio value.
In Q2 2025, Powers Advisory Group, LLC made 110 total portfolio adjustments, initiating 9 new buys, adding to 79 positions, trimming 21 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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