Powers Advisory Group, LLC
CIK: 0001927474SEC EDGAR →
Portfolio Value
$265.5B
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,199,072 | $32.3B | 12.15% |
| 2 | ISHARES TR | 270,252 | $18.8B | 7.07% |
| 3 | SCHWAB STRATEGIC TR | 640,562 | $17.6B | 6.62% |
| 4 | SCHWAB STRATEGIC TR | 572,593 | $13.8B | 5.18% |
| 5 | VANGUARD SCOTTSDALE FDS | 164,352 | $13.8B | 5.18% |
| 6 | SCHWAB STRATEGIC TR | 362,499 | $11.8B | 4.45% |
| 7 | VANGUARD SCOTTSDALE FDS | 124,622 | $9.9B | 3.74% |
| 8 | ISHARES TR | 178,796 | $9.5B | 3.56% |
| 9 | ISHARES TR | 218,567 | $9.4B | 3.53% |
| 10 | VANGUARD BD INDEX FDS | 110,834 | $8.2B | 3.09% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (126)
$32.3B · 1.2M shares
$18.8B · 270K shares
$17.6B · 641K shares
$13.8B · 573K shares
$13.8B · 164K shares
$11.8B · 362K shares
$9.9B · 125K shares
$9.5B · 179K shares
$9.4B · 219K shares
$8.2B · 111K shares
$7.0B · 14K shares
$6.6B · 116K shares
$5.5B · 84K shares
$5.5B · 191K shares
$5.3B · 178K shares
$3.6B · 40K shares
$3.6B · 32K shares
$3.5B · 68K shares
$3.0B · 11K shares
$2.5B · 2K shares
$2.4B · 47K shares
$2.2B · 5K shares
$2.1B · 30K shares
$2.1B · 10K shares
$2.1B · 54K shares
$2.0B · 6K shares
$2.0B · 6K shares
$1.9B · 13K shares
$1.8B · 8K shares
$1.6B · 70K shares
$1.6B · 49K shares
$1.6B · 3K shares
$1.5B · 2K shares
$1.4B · 6K shares
$1.3B · 15K shares
$1.2B · 10K shares
$1.2B · 13K shares
$1.2B · 8K shares
$1.2B · 19K shares
$1.2B · 4K shares
$1.1B · 4K shares
$1.1B · 2K shares
$1.1B · 16K shares
$975.0M · 2K shares
$927.0M · 15K shares
$899.0M · 8K shares
$896.0M · 6K shares
$885.0M · 11K shares
$869.0M · 9K shares
$862.0M · 7K shares
$842.0M · 16K shares
$781.0M · 13K shares
$762.0M · 10K shares
$741.0M · 5K shares
$740.0M · 23K shares
$729.0M · 9K shares
$705.0M · 9K shares
$686.0M · 9K shares
$658.0M · 1K shares
$646.0M · 16K shares
$634.0M · 11K shares
$626.0M · 7K shares
$617.0M · 3K shares
$594.0M · 6K shares
$590.0M · 2K shares
$585.0M · 547 shares
$574.0M · 6K shares
$567.0M · 10K shares
$563.0M · 10K shares
$527.0M · 2K shares
$520.0M · 6K shares
$515.0M · 1K shares
$513.0M · 8K shares
$492.0M · 5K shares
$488.0M · 5K shares
$445.0M · 2K shares
$427.0M · 5K shares
$409.0M · 3K shares
$404.0M · 4K shares
$396.0M · 2K shares
$395.0M · 8K shares
$391.0M · 2K shares
$387.0M · 3K shares
$381.0M · 668 shares
$371.0M · 1K shares
$370.0M · 5K shares
$369.0M · 8K shares
$368.0M · 4K shares
$352.0M · 1K shares
$345.0M · 3K shares
$338.0M · 4K shares
$333.0M · 13K shares
$333.0M · 13K shares
$327.0M · 4K shares
$327.0M · 1K shares
$317.0M · 2K shares
$316.0M · 1K shares
$311.0M · 3K shares
$309.0M · 1K shares
$303.0M · 4K shares
$302.0M · 5K shares
$302.0M · 3K shares
$300.0M · 5K shares
$291.0M · 2K shares
$290.0M · 440 shares
$280.0M · 1K shares
$273.0M · 3K shares
$271.0M · 1K shares
$269.0M · 8K shares
$269.0M · 5K shares
$256.0M · 1K shares
$254.0M · 5K shares
$241.0M · 2K shares
$240.0M · 1K shares
$238.0M · 5K shares
$237.0M · 1K shares
$224.0M · 1K shares
$217.0M · 841 shares
$217.0M · 658 shares
$214.0M · 614 shares
$213.0M · 372 shares
$210.0M · 1K shares
$207.0M · 2K shares
$206.0M · 1K shares
$206.0M · 410 shares
$206.0M · 697 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $204.3B | 77.0% |
| Technology | 12 | $13.7B | 5.2% |
| Consumer Defensive | 12 | $12.0B | 4.5% |
| Healthcare | 11 | $7.7B | 2.9% |
| Industrials | 9 | $7.4B | 2.8% |
| Consumer Cyclical | 7 | $5.5B | 2.1% |
| Unknown | 6 | $4.1B | 1.5% |
| Energy | 6 | $3.7B | 1.4% |
| Utilities | 6 | $3.7B | 1.4% |
| Communication Services | 4 | $2.1B | 0.8% |
| Real Estate | 2 | $951.0M | 0.4% |
| Basic Materials | 1 | $316.0M | 0.1% |