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CIK: 0001927474
Total reported value
$319.1M
$319.1M
121 檔
29.1%
The Q3 2025 SEC filing reveals that Powers Advisory Group, LLC held a total portfolio value of $319.1M, covering 121 public equity positions.
In Q3 2025, Powers Advisory Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 66 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 | 12.55% | +0.17% | -0.92% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.14% | -0.34% | -1.41% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.04% | +0.22% | +7.44% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.11% | -0.27% | +71.04% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.10% | +0.11% | +8.58% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.51% | +0.39% | +8.36% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.79% | -0.39% | -9.61% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.66% | -0.19% | -2.66% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.66% | +0.02% | +3.57% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 3.26% | +0.11% | -13.89% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -0.25% | +0.46% | |
| 12 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.15% | +0.21% | +77.05% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.10% | +0.21% | +1.14% | |
| 14 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 2.08% | -0.11% | -0.23% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.06% | +0.13% | +3.19% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.32% | -1.03% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.26% | +0.07% | +25.93% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.01% | +1.75% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.96% | -0.05% | -0.37% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.28% | -1.19% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.10% | -2.32% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.01% | +1.02% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.17% | -1.76% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.77% | +0.12% | +24.28% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.09% | +3.67% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.10% | +0.54% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.02% | -0.09% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.68% | -0.05% | +28.97% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.66% | -0.04% | +117.61% | |
| 30 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.66% | — | +0.04% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.07% | +0.61% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.07% | -1.33% | |
| 33 | DIVI | Franklin International Core | ETF-Other | 0.57% | +0.24% | +25.80% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.02% | +1.58% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.19% | +6.81% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.11% | -0.20% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.06% | +6.62% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.08% | +32.84% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +5.89% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.02% | +0.91% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.39% | -0.02% | +0.57% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.38% | -0.03% | -1.27% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.36% | -0.05% | +7.96% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.04% | -1.99% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.03% | +2.53% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.14% | +0.70% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.33% | +0.01% | +49.64% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.31% | -0.03% | -6.03% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.31% | -0.01% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +1.8% | +71.04% | Add |
| 2 | FDVV | Fidelity High Dividend ETF | +1.6% | +77.05% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +1% | +8.36% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.5% | +8.58% | Add |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | +0.4% | +25.93% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +0.46% | Trim |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +117.61% | Add |
| 8 | DGRO | Ishares Core Dividend Growth | +0.3% | +7.44% | Add |
| 9 | DIVI | Franklin International Core | +0.3% | +25.80% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.2% | +24.28% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +20.84% | Add |
| 12 | VGIT | Vanguard Intermediate-term T | +0.2% | +49.64% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.2% | +32.84% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +14.51% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.53% | Add |
| 16 | SCHA | Schwab US Small-cap ETF | +0.1% | +1.14% | Add |
| 17 | GLW | Corning Inc | +0.1% | -1.45% | Trim |
| 18 | NVDA | Nvidia CORP | +0.1% | +7.10% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.02% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.61% | Add |
| 21 | PNC | Pnc Financial Services Group | 0% | +24.70% | Add |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +6.62% | Add |
| 23 | BAC | Bank Of America CORP | 0% | +6.28% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +5.89% | Add |
| 25 | ENB | Enbridge Inc | 0% | +19.50% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +1.58% | Add |
| 27 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 28 | SCHM | Schwab US Mid Cap ETF | — | +3.19% | Add |
| 29 | BLK | Blackrock Inc | — | -1.61% | Trim |
| 30 | NKE | Nike Inc -cl B | — | +2.42% | Add |
| 31 | HD | Home Depot Inc | — | +2.92% | Add |
| 32 | LOW | Lowe's Cos Inc | — | +6.13% | Add |
| 33 | AEP | American Electric Power | — | +18.65% | Add |
| 34 | WFC | Wells Fargo & Co | — | +1.89% | Add |
| 35 | CAH | Cardinal Health Inc | — | +0.23% | Add |
| 36 | VPU | Vanguard Utilities ETF | — | +0.55% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 38 | ADM | Archer-daniels-midland Co | 0% | -3.94% | Trim |
| 39 | NEE | Nextera Energy Inc | 0% | +0.79% | Add |
| 40 | AEE | Ameren Corporation | 0% | +0.33% | Add |
| 41 | ADBE | Adobe Inc | 0% | +1.62% | Add |
| 42 | UNP | Union Pacific CORP | 0% | +3.90% | Add |
| 43 | BP | Bp Plc-spons Adr | 0% | -1.06% | Trim |
| 44 | AAPL | Apple Inc | 0% | +1.75% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | +3.67% | Add |
| 46 | USB | US Bancorp | 0% | +0.64% | Trim |
| 47 | PM | Philip Morris International | 0% | +9.77% | Add |
| 48 | MO | Altria Group Inc | 0% | +1.18% | Add |
| 49 | VZ | Verizon Communications Inc | 0% | +12.68% | Add |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
According to official SEC Form 13F filings, Powers Advisory Group, LLC reported a total U.S. public equity portfolio value of $319.1M across 121 disclosed positions in Q3 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 29.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSM
市值: $312.0K
Top Position Liquidated / Trimmed
UNH
前期市值: $241.6K
During Q3 2025, Powers Advisory Group, LLC's top holdings by market value included SCHX (12.6%)、SCHD (7.1%)、DGRO (7.0%). The largest single position, SCHX, represented 12.6% of total portfolio value.
In Q3 2025, Powers Advisory Group, LLC made 119 total portfolio adjustments, initiating 15 new buys, adding to 66 positions, trimming 37 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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