Powers Advisory Group, LLC
CIK: 0001927474SEC EDGAR →
Portfolio Value
$265.5M
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,199,072 | $32.3M | 12.15% |
| 2 | ISHARES TR | 270,252 | $18.8M | 7.07% |
| 3 | SCHWAB STRATEGIC TR | 640,562 | $17.6M | 6.62% |
| 4 | SCHWAB STRATEGIC TR | 572,593 | $13.8M | 5.18% |
| 5 | VANGUARD SCOTTSDALE FDS | 164,352 | $13.8M | 5.18% |
| 6 | SCHWAB STRATEGIC TR | 362,499 | $11.8M | 4.45% |
| 7 | VANGUARD SCOTTSDALE FDS | 124,622 | $9.9M | 3.74% |
| 8 | ISHARES TR | 178,796 | $9.5M | 3.56% |
| 9 | ISHARES TR | 218,567 | $9.4M | 3.53% |
| 10 | VANGUARD BD INDEX FDS | 110,834 | $8.2M | 3.09% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (126)
$32.3M · 1.2M shares
$18.8M · 270K shares
$17.6M · 641K shares
$13.8M · 573K shares
$13.8M · 164K shares
$11.8M · 362K shares
$9.9M · 125K shares
$9.5M · 179K shares
$9.4M · 219K shares
$8.2M · 111K shares
$7.0M · 14K shares
$6.6M · 116K shares
$5.5M · 84K shares
$5.5M · 191K shares
$5.3M · 178K shares
$3.6M · 40K shares
$3.6M · 32K shares
$3.5M · 68K shares
$3.0M · 11K shares
$2.5M · 2K shares
$2.4M · 47K shares
$2.2M · 5K shares
$2.1M · 30K shares
$2.1M · 10K shares
$2.1M · 54K shares
$2.0M · 6K shares
$2.0M · 6K shares
$1.9M · 13K shares
$1.8M · 8K shares
$1.6M · 70K shares
$1.6M · 49K shares
$1.6M · 3K shares
$1.5M · 2K shares
$1.4M · 6K shares
$1.3M · 15K shares
$1.2M · 10K shares
$1.2M · 13K shares
$1.2M · 8K shares
$1.2M · 19K shares
$1.2M · 4K shares
$1.1M · 4K shares
$1.1M · 2K shares
$1.1M · 16K shares
$975K · 2K shares
$927K · 15K shares
$899K · 8K shares
$896K · 6K shares
$885K · 11K shares
$869K · 9K shares
$862K · 7K shares
$842K · 16K shares
$781K · 13K shares
$762K · 10K shares
$741K · 5K shares
$740K · 23K shares
$729K · 9K shares
$705K · 9K shares
$686K · 9K shares
$658K · 1K shares
$646K · 16K shares
$634K · 11K shares
$626K · 7K shares
$617K · 3K shares
$594K · 6K shares
$590K · 2K shares
$585K · 547 shares
$574K · 6K shares
$567K · 10K shares
$563K · 10K shares
$527K · 2K shares
$520K · 6K shares
$515K · 1K shares
$513K · 8K shares
$492K · 5K shares
$488K · 5K shares
$445K · 2K shares
$427K · 5K shares
$409K · 3K shares
$404K · 4K shares
$396K · 2K shares
$395K · 8K shares
$391K · 2K shares
$387K · 3K shares
$381K · 668 shares
$371K · 1K shares
$370K · 5K shares
$369K · 8K shares
$368K · 4K shares
$352K · 1K shares
$345K · 3K shares
$338K · 4K shares
$333K · 13K shares
$333K · 13K shares
$327K · 4K shares
$327K · 1K shares
$317K · 2K shares
$316K · 1K shares
$311K · 3K shares
$309K · 1K shares
$303K · 4K shares
$302K · 5K shares
$302K · 3K shares
$300K · 5K shares
$291K · 2K shares
$290K · 440 shares
$280K · 1K shares
$273K · 3K shares
$271K · 1K shares
$269K · 8K shares
$269K · 5K shares
$256K · 1K shares
$254K · 5K shares
$241K · 2K shares
$240K · 1K shares
$238K · 5K shares
$237K · 1K shares
$224K · 1K shares
$217K · 841 shares
$217K · 658 shares
$214K · 614 shares
$213K · 372 shares
$210K · 1K shares
$207K · 2K shares
$206K · 1K shares
$206K · 410 shares
$206K · 697 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $204.3M | 77.0% |
| Technology | 12 | $13.7M | 5.2% |
| Consumer Defensive | 12 | $12.0M | 4.5% |
| Healthcare | 11 | $7.7M | 2.9% |
| Industrials | 9 | $7.4M | 2.8% |
| Consumer Cyclical | 7 | $5.5M | 2.1% |
| Unknown | 6 | $4.1M | 1.5% |
| Energy | 6 | $3.7M | 1.4% |
| Utilities | 6 | $3.7M | 1.4% |
| Communication Services | 4 | $2.1M | 0.8% |
| Real Estate | 2 | $951K | 0.4% |
| Basic Materials | 1 | $316K | 0.1% |