Powers Advisory Group, LLC

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

Import this data to Google Sheets with:

=jivedata("powers-advisory-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $251.1M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$419K	0.2%	3,126 SH	New
ABBVIE INC	COM	$280K	0.1%Prev: 0.1%	1,211 SH	Decreased+5 SH
ADOBE INC	COM	$265K	0.1%	752 SH	New
AFLAC INC	COM	$417K	0.2%Prev: 0.1%	3,732 SH	Decreased+134 SH
AIR PRODS & CHEMS INC	COM	$395K	0.2%	1,449 SH	New
ALPHABET INC	CAP STK CL A	$888K	0.4%Prev: 0.4%	3,652 SH	Decreased-151 SH
ALPHABET INC	CAP STK CL C	$281K	0.1%Prev: 0.1%	1,152 SH	Decreased+105 SH
ALTRIA GROUP INC	COM	$613K	0.2%Prev: 0.2%	9,277 SH	Decreased-134 SH
AMAZON COM INC	COM	$1.3M	0.5%Prev: 0.5%	5,991 SH	Decreased-47 SH
AMEREN CORP	COM	$284K	0.1%Prev: 0.1%	2,725 SH	Decreased-29 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$309K	0.1%Prev: 0.3%	3,102 SH	Decreased-3,293 SH
AMERICAN ELEC PWR CO INC	COM	$298K	0.1%Prev: 0.1%	2,653 SH	Decreased-288 SH
AMGEN INC	COM	$451K	0.2%Prev: 0.2%	1,599 SH	Decreased-96 SH
APPLE INC	COM	$2.8M	1.1%Prev: 0.9%	10,885 SH	Decreased+413 SH
ARCHER DANIELS MIDLAND CO	COM	$310K	0.1%Prev: 0.1%	5,192 SH	Decreased+311 SH
AT&T INC	COM	$373K	0.1%Prev: 0.1%	13,197 SH	Increased+494 SH
BANK AMERICA CORP	COM	$537K	0.2%	10,413 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$245K	0.1%Prev: 0.1%	487 SH	Decreased-27 SH
BLACKROCK INC	COM	$640K	0.3%Prev: 0.2%	549 SH	Increased-1 SH
BP PLC	SPONSORED ADR	$265K	0.1%Prev: 0.1%	7,682 SH	Increased+613 SH
BROADCOM INC	COM	$565K	0.2%Prev: 0.2%	1,713 SH	Decreased-334 SH
CARDINAL HEALTH INC	COM	$340K	0.1%Prev: 0.2%	2,165 SH	Decreased+58 SH
CHEVRON CORP NEW	COM	$850K	0.3%	5,475 SH	New
CISCO SYS INC	COM	$332K	0.1%Prev: 0.2%	4,857 SH	Decreased+201 SH
CLOROX CO DEL	COM	$745K	0.3%Prev: 0.1%	6,041 SH	Increased+1,616 SH
COCA COLA CO	COM	$1.0M	0.4%Prev: 0.4%	15,515 SH	Decreased-190 SH
COLGATE PALMOLIVE CO	COM	$692K	0.3%Prev: 0.3%	8,657 SH	Decreased-202 SH
CONSOLIDATED EDISON INC	COM	$603K	0.2%Prev: 0.2%	5,995 SH	Decreased+32 SH
CORNING INC	COM	$606K	0.2%Prev: 0.4%	7,386 SH	Decreased+1,949 SH
DARDEN RESTAURANTS INC	COM	$280K	0.1%Prev: 0.1%	1,471 SH	Decreased-16 SH
DEERE & CO	COM	$956K	0.4%Prev: 0.4%	2,091 SH	Decreased+105 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.9M	0.8%Prev: 1.0%	28,209 SH	Decreased-9,967 SH
DUKE ENERGY CORP NEW	COM NEW	$905K	0.4%Prev: 0.3%	7,314 SH	Decreased+6 SH
ELI LILLY & CO	COM	$1.7M	0.7%Prev: 0.7%	2,287 SH	Decreased+323 SH
ENBRIDGE INC	COM	$389K	0.2%Prev: 0.1%	7,717 SH	Increased+694 SH
ENTERPRISE PRODS PARTNERS L	COM	$713K	0.3%Prev: 0.3%	22,797 SH	Decreased-688 SH
EXXON MOBIL CORP	COM	$1.2M	0.5%Prev: 0.4%	10,220 SH	Decreased+741 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.4M	2.2%Prev: 3.0%	97,001 SH	Decreased-59,159 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$1.4M	0.6%Prev: 1.3%	38,154 SH	Decreased-61,830 SH
GENERAL MLS INC	COM	$499K	0.2%	9,902 SH	New
GSK PLC	SPONSORED ADR	$224K	0.1%Prev: 0.1%	5,182 SH	Decreased+382 SH
HOME DEPOT INC	COM	$442K	0.2%Prev: 0.1%	1,091 SH	Increased-112 SH
INTERNATIONAL BUSINESS MACHS	COM	$202K	0.1%Prev: 0.1%	715 SH	Decreased-68 SH
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.6%Prev: 0.6%	2,459 SH	Decreased-101 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$232K	0.1%	3,564 SH	New
ISHARES TR	0-5YR HI YL CP	$9.2M	3.7%Prev: 3.3%	212,141 SH	Decreased-39,377 SH
ISHARES TR	CORE DIV GRWTH	$17.7M	7.0%Prev: 7.5%	259,474 SH	Decreased-57,664 SH
ISHARES TR	CORE S&P500 ETF	$1.0M	0.4%Prev: 0.6%	1,565 SH	Decreased-784 SH
ISHARES TR	FLTG RATE NT ETF	$1.7M	0.7%Prev: 1.4%	33,375 SH	Decreased-56,984 SH
ISHARES TR	ISHS 1-5YR INVS	$9.5M	3.8%Prev: 3.1%	179,344 SH	Decreased-10,781 SH
ISHARES TR	PFD AND INCM SEC	$238K	0.1%	7,541 SH	New
ISHARES TR	U.S. TECH ETF	$212K	0.1%Prev: 0.1%	1,081 SH	Decreased+106 SH
JOHNSON & JOHNSON	COM	$1.9M	0.8%Prev: 0.8%	10,173 SH	Decreased+476 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.8%	6,310 SH	New
KELLANOVA	COM	$422K	0.2%	5,148 SH	New
KIMBERLY-CLARK CORP	COM	$580K	0.2%Prev: 0.2%	4,664 SH	Increased+38 SH
LOCKHEED MARTIN CORP	COM	$2.2M	0.9%Prev: 0.7%	4,466 SH	Increased+217 SH
LOWES COS INC	COM	$444K	0.2%Prev: 0.1%	1,767 SH	Increased+12 SH
MASTERCARD INCORPORATED	CL A	$380K	0.2%Prev: 0.1%	668 SH	Decreased-112 SH
MCDONALDS CORP	COM	$1.9M	0.8%Prev: 0.5%	6,359 SH	Increased+7 SH
MEDTRONIC PLC	SHS	$335K	0.1%Prev: 0.1%	3,519 SH	Increased+624 SH
MERCK & CO INC	COM	$257K	0.1%Prev: 0.1%	3,067 SH	Decreased-532 SH
META PLATFORMS INC	CL A	$301K	0.1%Prev: 0.1%	410 SH	Decreased-383 SH
MICROSOFT CORP	COM	$7.4M	2.9%Prev: 1.6%	14,236 SH	Increased+138 SH
MORGAN STANLEY	COM NEW	$221K	0.1%Prev: 0.1%	1,387 SH	Decreased-193 SH
NEXTERA ENERGY INC	COM	$261K	0.1%Prev: 0.1%	3,461 SH	Decreased-519 SH
NIKE INC	CL B	$361K	0.1%	5,171 SH	New
NVIDIA CORPORATION	COM	$527K	0.2%Prev: 0.2%	2,822 SH	Decreased-618 SH
PACER FDS TR	US CASH COWS 100	$1.1M	0.4%Prev: 0.4%	19,065 SH	Decreased-888 SH
PALO ALTO NETWORKS INC	COM	$293K	0.1%Prev: 0.2%	1,440 SH	Decreased-354 SH
PAYCHEX INC	COM	$976K	0.4%Prev: 0.2%	7,698 SH	Increased+289 SH
PEPSICO INC	COM	$1.1M	0.5%Prev: 0.4%	8,095 SH	Increased-170 SH
PFIZER INC	COM	$335K	0.1%Prev: 0.1%	13,140 SH	Increased+1,561 SH
PHILIP MORRIS INTL INC	COM	$746K	0.3%Prev: 0.3%	4,597 SH	Decreased+132 SH
PHILLIPS 66	COM	$255K	0.1%Prev: 0.1%	1,872 SH	Decreased+247 SH
PIMCO ETF TR	INTER MUN BD ACT	$267K	0.1%Prev: 0.1%	5,105 SH	Decreased-95 SH
PNC FINL SVCS GROUP INC	COM	$377K	0.2%Prev: 0.1%	1,878 SH	Decreased-42 SH
PROCTER AND GAMBLE CO	COM	$2.0M	0.8%	13,005 SH	New
PROLOGIS INC.	COM	$258K	0.1%Prev: 0.1%	2,256 SH	Decreased-462 SH
REALTY INCOME CORP	COM	$627K	0.2%Prev: 0.2%	10,319 SH	Decreased-744 SH
SALESFORCE INC	COM	$277K	0.1%	1,167 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.8M	5.1%Prev: 5.3%	550,593 SH	Decreased-62,995 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.7M	0.7%Prev: 0.5%	70,358 SH	Increased+5,158 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$17.9M	7.1%Prev: 7.1%	656,429 SH	Decreased-54,352 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.3M	4.5%Prev: 4.3%	354,709 SH	Decreased-52,624 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$31.5M	12.6%Prev: 11.1%	1,196,828 SH	Decreased-1,269 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.2M	2.1%Prev: 2.1%	174,693 SH	Decreased-7,048 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.3M	2.1%Prev: 2.2%	188,604 SH	Decreased-4,197 SH
SOUTHERN CO	COM	$1.4M	0.6%Prev: 0.5%	15,049 SH	Decreased-65 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$636K	0.3%	1,371 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.4%	1,676 SH	New
STARBUCKS CORP	COM	$713K	0.3%Prev: 0.3%	8,430 SH	Decreased+231 SH
SYSCO CORP	COM	$781K	0.3%Prev: 0.2%	9,491 SH	Increased+996 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$312K	0.1%	1,117 SH	New
TARGET CORP	COM	$790K	0.3%Prev: 0.3%	8,803 SH	Decreased+509 SH
TEXAS INSTRS INC	COM	$203K	0.1%Prev: 0.1%	1,103 SH	Decreased-172 SH
TORONTO DOMINION BK ONT	COM NEW	$363K	0.1%Prev: 0.2%	4,538 SH	Decreased
UNILEVER PLC	SPON ADR NEW	$530K	0.2%Prev: 0.1%	8,942 SH	Increased+1,368 SH
UNION PAC CORP	COM	$246K	0.1%Prev: 0.1%	1,039 SH	Decreased+88 SH
UNITED PARCEL SERVICE INC	CL B	$384K	0.2%	4,602 SH	New
US BANCORP DEL	COM NEW	$763K	0.3%	15,781 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$760K	0.3%Prev: 0.2%	9,729 SH	Increased+154 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$900K	0.4%Prev: 0.3%	11,402 SH	Increased+288 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.2M	3.3%Prev: 3.8%	109,926 SH	Decreased-53,653 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.4%Prev: 0.6%	3,608 SH	Decreased-18,847 SH
VANGUARD INDEX FDS	SMALL CP ETF	$206K	0.1%Prev: 0.1%	811 SH	Decreased-42 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.8M	5.1%Prev: 5.1%	152,597 SH	Decreased-43,225 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$821K	0.3%Prev: 0.5%	13,671 SH	Decreased-10,788 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.2M	3.7%Prev: 3.9%	114,884 SH	Decreased-41,249 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$692K	0.3%Prev: 0.5%	11,543 SH	Decreased-8,697 SH
VANGUARD WORLD FD	UTILITIES ETF	$242K	0.1%Prev: 0.1%	1,276 SH	Decreased-24 SH
VERIZON COMMUNICATIONS INC	COM	$664K	0.3%Prev: 0.2%	15,113 SH	Decreased-688 SH
VISA INC	COM CL A	$436K	0.2%Prev: 0.2%	1,277 SH	Decreased-345 SH
WALMART INC	COM	$3.3M	1.3%Prev: 1.1%	32,292 SH	Decreased+2,373 SH
WASTE MGMT INC DEL	COM	$1.8M	0.7%Prev: 0.6%	8,182 SH	Increased+122 SH
WELLS FARGO CO NEW	COM	$293K	0.1%	3,499 SH	New
WISDOMTREE TR	INTL LRGCAP DV	$5.2M	2.1%	83,985 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$511K	0.2%Prev: 0.2%	5,877 SH	Decreased-85 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.4M	1.0%Prev: 0.8%	45,901 SH	Decreased-1,022 SH
WISDOMTREE TR	US QTLY DIV GRT	$3.2M	1.3%Prev: 1.4%	35,566 SH	Decreased-12,515 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.7M	0.7%Prev: 0.6%	49,018 SH	Decreased+128 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $290K
AIR PRODUCTS AND CHEMICALS I — $369K
BANK OF AMER CORP — $576K
CATERPILLAR INC — $350K
CHEVRON CORPORATION — $913K
CROWDSTRIKE HLDGS INC — $266K
EMERSON ELEC CO — $360K
GENERAL MILLS INC — $204K
ISHARES TR — $214K
ISHARES TR — $867K
JPMORGAN CHASE & CO — $2.0M
LAM RESEARCH CORP — $264K
PROCTER & GAMBLE CO — $1.9M
RTX CORPORATION — $204K
SPDR INDEX SHS FDS — $693K
STATE STR SPDR DOW JONES IND — $716K
STATE STR SPDR S&P 500 ETF T — $1.3M
TAIWAN SEMICONDUCTOR MANUFAC — $599K
UNITED PARCEL SVCS INC — $430K
UNITEDHEALTH GROUP INC — $205K
… and 9 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