Powers Advisory Group, LLC

CIK 0001927474 • 7 13F filings • Apr 16, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $227.4M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$410K	0.2%	3,013 SH	New
ADOBE INC	COM	$286K	0.1%	740 SH	New
AFLAC INC	COM	$393K	0.2%Prev: 0.1%	3,723 SH	Decreased+134 SH
AIR PRODS & CHEMS INC	COM	$484K	0.2%	1,716 SH	New
ALPHABET INC	CAP STK CL A	$628K	0.3%Prev: 0.4%	3,562 SH	Decreased-419 SH
ALPHABET INC	CAP STK CL C	$204K	0.1%Prev: 0.1%	1,152 SH	Decreased+30 SH
ALTRIA GROUP INC	COM	$538K	0.2%Prev: 0.2%	9,169 SH	Decreased-314 SH
AMAZON COM INC	COM	$1.3M	0.6%Prev: 0.5%	5,898 SH	Decreased-455 SH
AMEREN CORP	COM	$261K	0.1%Prev: 0.1%	2,716 SH	Decreased-28 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$213K	0.1%Prev: 0.2%	2,343 SH	Decreased-2,428 SH
AMERICAN ELEC PWR CO INC	COM	$232K	0.1%Prev: 0.1%	2,236 SH	Decreased-505 SH
AMGEN INC	COM	$376K	0.2%Prev: 0.2%	1,348 SH	Decreased-270 SH
APPLE INC	COM	$2.2M	1.0%Prev: 1.0%	10,698 SH	Decreased-2 SH
ARCHER DANIELS MIDLAND CO	COM	$285K	0.1%Prev: 0.1%	5,405 SH	Decreased+428 SH
AT&T INC	COM	$367K	0.2%Prev: 0.1%	12,694 SH	Decreased-546 SH
BANK AMERICA CORP	COM	$464K	0.2%Prev: 0.2%	9,798 SH	Decreased-272 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$218K	0.1%Prev: 0.1%	448 SH	Decreased-59 SH
BLACKROCK INC	COM	$586K	0.3%Prev: 0.2%	558 SH	Increased+9 SH
BP PLC	SPONSORED ADR	$232K	0.1%Prev: 0.1%	7,764 SH	Decreased-39 SH
BROADCOM INC	COM	$412K	0.2%Prev: 0.2%	1,496 SH	Decreased-559 SH
CARDINAL HEALTH INC	COM	$363K	0.2%Prev: 0.2%	2,160 SH	Decreased+57 SH
CHEVRON CORP NEW	COM	$779K	0.3%	5,437 SH	New
CISCO SYS INC	COM	$358K	0.2%Prev: 0.1%	5,160 SH	Decreased+407 SH
CLOROX CO DEL	COM	$786K	0.3%Prev: 0.2%	6,550 SH	Increased+961 SH
COCA COLA CO	COM	$1.1M	0.5%Prev: 0.4%	15,375 SH	Decreased-304 SH
COLGATE PALMOLIVE CO	COM	$798K	0.4%Prev: 0.3%	8,781 SH	Increased-36 SH
CONSOLIDATED EDISON INC	COM	$628K	0.3%Prev: 0.2%	6,261 SH	Decreased+243 SH
CORNING INC	COM	$394K	0.2%Prev: 0.3%	7,495 SH	Decreased+970 SH
DARDEN RESTAURANTS INC	COM	$325K	0.1%Prev: 0.1%	1,490 SH	Increased+8 SH
DEERE & CO	COM	$1.1M	0.5%Prev: 0.4%	2,118 SH	Decreased+19 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.4M	0.6%Prev: 0.9%	22,698 SH	Decreased-12,065 SH
DUKE ENERGY CORP NEW	COM NEW	$799K	0.4%Prev: 0.3%	6,775 SH	Decreased-538 SH
ELI LILLY & CO	COM	$1.8M	0.8%Prev: 0.7%	2,289 SH	Decreased+73 SH
ENBRIDGE INC	COM	$293K	0.1%Prev: 0.1%	6,458 SH	Decreased-859 SH
ENTERPRISE PRODS PARTNERS L	COM	$702K	0.3%Prev: 0.3%	22,631 SH	Decreased-710 SH
EXXON MOBIL CORP	COM	$1.0M	0.5%Prev: 0.6%	9,568 SH	Decreased-427 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$2.9M	1.3%Prev: 2.7%	54,788 SH	Decreased-85,942 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$1.1M	0.5%Prev: 1.1%	30,329 SH	Decreased-48,132 SH
GENERAL MLS INC	COM	$599K	0.3%	11,567 SH	New
HOME DEPOT INC	COM	$389K	0.2%Prev: 0.1%	1,060 SH	Increased-54 SH
INTERNATIONAL BUSINESS MACHS	COM	$229K	0.1%	777 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.6%Prev: 0.5%	2,444 SH	Decreased-116 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$209K	0.1%	3,415 SH	New
ISHARES TR	0-5YR HI YL CP	$9.4M	4.1%Prev: 3.5%	217,929 SH	Decreased-18,341 SH
ISHARES TR	CORE DIV GRWTH	$15.4M	6.8%Prev: 7.3%	241,517 SH	Decreased-53,961 SH
ISHARES TR	CORE S&P500 ETF	$917K	0.4%Prev: 0.6%	1,478 SH	Decreased-954 SH
ISHARES TR	FLTG RATE NT ETF	$1.3M	0.6%Prev: 1.5%	25,878 SH	Decreased-57,486 SH
ISHARES TR	ISHS 1-5YR INVS	$10.5M	4.6%Prev: 3.5%	198,411 SH	Increased+9,123 SH
ISHARES TR	PFD AND INCM SEC	$287K	0.1%	9,339 SH	New
JOHNSON & JOHNSON	COM	$1.5M	0.7%Prev: 0.9%	9,813 SH	Decreased-201 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.8%	6,246 SH	New
KELLANOVA	COM	$407K	0.2%	5,119 SH	New
KIMBERLY-CLARK CORP	COM	$585K	0.3%Prev: 0.2%	4,539 SH	Increased-134 SH
LOCKHEED MARTIN CORP	COM	$2.1M	0.9%Prev: 1.0%	4,520 SH	Decreased+36 SH
LOWES COS INC	COM	$369K	0.2%Prev: 0.1%	1,665 SH	Decreased-85 SH
MASTERCARD INCORPORATED	CL A	$364K	0.2%Prev: 0.1%	648 SH	Increased-52 SH
MCDONALDS CORP	COM	$1.9M	0.8%Prev: 0.7%	6,473 SH	Decreased-9 SH
MEDTRONIC PLC	SHS	$335K	0.1%Prev: 0.1%	3,841 SH	Increased+467 SH
MERCK & CO INC	COM	$241K	0.1%Prev: 0.2%	3,042 SH	Decreased-589 SH
META PLATFORMS INC	CL A	$285K	0.1%Prev: 0.1%	386 SH	Decreased-203 SH
MICROSOFT CORP	COM	$7.0M	3.1%Prev: 1.9%	14,171 SH	Increased-371 SH
NEXTERA ENERGY INC	COM	$238K	0.1%Prev: 0.1%	3,434 SH	Decreased-523 SH
NIKE INC	CL B	$359K	0.2%Prev: 0.1%	5,049 SH	Increased+551 SH
NVIDIA CORPORATION	COM	$416K	0.2%Prev: 0.2%	2,635 SH	Decreased-1,190 SH
PACER FDS TR	US CASH COWS 100	$985K	0.4%Prev: 0.4%	17,881 SH	Decreased-2,430 SH
PALO ALTO NETWORKS INC	COM	$247K	0.1%Prev: 0.1%	1,205 SH	Decreased-531 SH
PAYCHEX INC	COM	$1.1M	0.5%Prev: 0.3%	7,654 SH	Increased-158 SH
PEPSICO INC	COM	$1.1M	0.5%Prev: 0.5%	8,111 SH	Decreased-242 SH
PFIZER INC	COM	$325K	0.1%Prev: 0.1%	13,408 SH	Decreased-106 SH
PHILIP MORRIS INTL INC	COM	$763K	0.3%Prev: 0.3%	4,188 SH	Decreased-428 SH
PHILLIPS 66	COM	$250K	0.1%Prev: 0.1%	2,096 SH	Decreased+222 SH
PNC FINL SVCS GROUP INC	COM	$281K	0.1%Prev: 0.1%	1,506 SH	Decreased-402 SH
PROCTER AND GAMBLE CO	COM	$2.1M	0.9%	13,314 SH	New
PROLOGIS INC.	COM	$224K	0.1%Prev: 0.1%	2,133 SH	Decreased-465 SH
REALTY INCOME CORP	COM	$606K	0.3%Prev: 0.2%	10,520 SH	Decreased-458 SH
SALESFORCE INC	COM	$331K	0.1%Prev: 0.1%	1,212 SH	Increased-6 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.2M	4.9%Prev: 5.2%	507,066 SH	Decreased-91,554 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$751K	0.3%Prev: 0.5%	32,332 SH	Decreased-29,990 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$17.6M	7.8%Prev: 7.4%	665,788 SH	Decreased-17,899 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.6M	4.2%Prev: 3.9%	327,345 SH	Decreased-55,020 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$29.5M	13.0%Prev: 10.9%	1,207,947 SH	Decreased+4,150 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.7M	2.1%Prev: 2.0%	169,298 SH	Decreased-10,872 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.7M	2.1%Prev: 2.0%	186,476 SH	Decreased-5,345 SH
SOUTHERN CO	COM	$1.4M	0.6%Prev: 0.5%	15,252 SH	Decreased+16 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$604K	0.3%	1,371 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.5%	1,676 SH	New
STARBUCKS CORP	COM	$799K	0.4%Prev: 0.3%	8,717 SH	Increased+284 SH
SYSCO CORP	COM	$727K	0.3%Prev: 0.2%	9,596 SH	Increased+443 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$240K	0.1%	1,060 SH	New
TARGET CORP	COM	$924K	0.4%Prev: 0.4%	9,368 SH	Decreased+791 SH
TEXAS INSTRS INC	COM	$238K	0.1%Prev: 0.1%	1,145 SH	Decreased-153 SH
TORONTO DOMINION BK ONT	COM NEW	$333K	0.1%Prev: 0.1%	4,538 SH	Decreased
UNILEVER PLC	SPON ADR NEW	$547K	0.2%Prev: 0.2%	8,945 SH	Increased+1,338 SH
UNION PAC CORP	COM	$230K	0.1%Prev: 0.1%	1,000 SH	Decreased-126 SH
UNITED PARCEL SERVICE INC	CL B	$468K	0.2%	4,639 SH	New
US BANCORP DEL	COM NEW	$710K	0.3%	15,680 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$786K	0.3%Prev: 0.3%	10,160 SH	Increased+486 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$916K	0.4%Prev: 0.3%	11,634 SH	Increased+481 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.4M	4.1%Prev: 3.6%	127,662 SH	Decreased-12,889 SH
VANGUARD INDEX FDS	MID CAP ETF	$760K	0.3%Prev: 0.5%	2,716 SH	Decreased-2,158 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.4M	3.3%Prev: 5.3%	89,215 SH	Decreased-93,869 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$546K	0.2%Prev: 0.4%	9,136 SH	Decreased-11,612 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.8M	3.9%Prev: 3.9%	110,926 SH	Decreased-26,809 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$545K	0.2%Prev: 0.4%	9,552 SH	Decreased-6,739 SH
VANGUARD WORLD FD	UTILITIES ETF	$224K	0.1%Prev: 0.1%	1,269 SH	Decreased-23 SH
VERIZON COMMUNICATIONS INC	COM	$580K	0.3%Prev: 0.3%	13,412 SH	Decreased-2,377 SH
VISA INC	COM CL A	$429K	0.2%Prev: 0.2%	1,209 SH	Decreased-425 SH
WALMART INC	COM	$3.2M	1.4%Prev: 1.4%	32,628 SH	Decreased+1,076 SH
WASTE MGMT INC DEL	COM	$1.9M	0.8%Prev: 0.7%	8,138 SH	Decreased-69 SH
WELLS FARGO CO NEW	COM	$275K	0.1%	3,434 SH	New
WISDOMTREE TR	INTL LRGCAP DV	$5.0M	2.2%	84,181 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$480K	0.2%Prev: 0.2%	5,849 SH	Decreased-84 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.3M	1.0%Prev: 0.9%	46,073 SH	Decreased-1,288 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.4M	1.0%Prev: 1.4%	28,243 SH	Decreased-16,009 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.6M	0.7%Prev: 0.6%	48,998 SH	Decreased+137 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $337K
ABBVIE INC — $257K
AIR PRODUCTS AND CHEMICALS I — $378K
CATERPILLAR INC — $235K
CHEVRON CORPORATION — $1.2M
EMERSON ELEC CO — $341K
EOG RES INC — $218K
GENERAL MILLS INC — $293K
GSK PLC — $286K
ISHARES TR — $215K
ISHARES TR — $688K
JPMORGAN CHASE & CO — $1.8M
MORGAN STANLEY — $238K
PIMCO ETF TR — $270K
PROCTER & GAMBLE CO — $1.9M
RTX CORPORATION — $207K
SPDR INDEX SHS FDS — $466K
STATE STR SPDR DOW JONES IND — $635K
STATE STR SPDR S&P 500 ETF T — $1.1M
TAIWAN SEMICONDUCTOR MANUFAC — $420K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002085853-26-001178	—	View
Jan 22, 2026	Q4 2025	13F-HR	0002085853-26-000066	$265.5M	View
Oct 22, 2025	Q3 2025