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: $283.6M125 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$337K	0.1%	3,281 SH	New
ABBVIE INC	COM	$257K	0.1%	1,184 SH	New
AFLAC INC	COM	$394K	0.1%Prev: 0.2%	3,589 SH	Decreased-125 SH
AIR PRODUCTS AND CHEMICALS I	COM	$378K	0.1%	1,303 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.3%	3,981 SH	Increased+481 SH
ALPHABET INC	CAP STK CL C	$322K	0.1%	1,122 SH	New
ALTRIA GROUP INC	COM	$626K	0.2%Prev: 0.3%	9,483 SH	Increased+400 SH
AMAZON COM INC	COM	$1.3M	0.5%Prev: 0.5%	6,353 SH	Increased+753 SH
AMEREN CORP	COM	$302K	0.1%Prev: 0.1%	2,744 SH	Increased+138 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$527K	0.2%	4,771 SH	New
AMERICAN ELEC PWR CO INC	COM	$359K	0.1%Prev: 0.1%	2,741 SH	Increased+512 SH
AMGEN INC	COM	$569K	0.2%Prev: 0.2%	1,618 SH	Increased+278 SH
APPLE INC	COM	$2.7M	1.0%Prev: 1.1%	10,700 SH	Increased+156 SH
ARCHER DANIELS MIDLAND CO	COM	$362K	0.1%Prev: 0.1%	4,977 SH	Increased-650 SH
AT&T INC	COM	$384K	0.1%Prev: 0.2%	13,240 SH	Increased+825 SH
BANK AMERICA CORP	COM	$491K	0.2%Prev: 0.2%	10,070 SH	Increased+940 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$243K	0.1%	507 SH	New
BLACKROCK INC	COM	$528K	0.2%Prev: 0.3%	549 SH	Increased-8 SH
BP PLC	SPONSORED ADR	$367K	0.1%Prev: 0.1%	7,803 SH	Increased+113 SH
BROADCOM INC	COM	$636K	0.2%Prev: 0.1%	2,055 SH	Increased+716 SH
CARDINAL HEALTH INC	COM	$444K	0.2%Prev: 0.1%	2,103 SH	Increased-51 SH
CATERPILLAR INC	COM	$235K	0.1%	332 SH	New
CHEVRON CORPORATION	COM	$1.2M	0.4%	5,884 SH	New
CISCO SYS INC	COM	$369K	0.1%Prev: 0.2%	4,753 SH	Increased-357 SH
CLOROX CO DEL	COM	$579K	0.2%Prev: 0.5%	5,589 SH	Decreased-1,141 SH
COCA COLA CO	COM	$1.2M	0.4%Prev: 0.5%	15,679 SH	Increased+384 SH
COLGATE PALMOLIVE CO	COM	$752K	0.3%Prev: 0.4%	8,817 SH	Decreased-231 SH
CONSOLIDATED EDISON INC	COM	$681K	0.2%Prev: 0.3%	6,018 SH	Decreased-293 SH
CORNING INC	COM	$887K	0.3%Prev: 0.2%	6,525 SH	Increased-1,020 SH
DARDEN RESTAURANTS INC	COM	$290K	0.1%Prev: 0.1%	1,482 SH	Decreased-3 SH
DEERE & CO	COM	$1.2M	0.4%Prev: 0.5%	2,099 SH	Increased-69 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.5M	0.9%Prev: 0.6%	34,763 SH	Increased+15,130 SH
DUKE ENERGY CORP NEW	COM NEW	$958K	0.3%Prev: 0.4%	7,313 SH	Increased+578 SH
ELI LILLY & CO	COM	$2.0M	0.7%Prev: 0.9%	2,216 SH	Increased-70 SH
EMERSON ELEC CO	COM	$341K	0.1%	2,603 SH	New
ENBRIDGE INC	COM	$396K	0.1%Prev: 0.1%	7,317 SH	Increased+859 SH
ENTERPRISE PRODS PARTNERS L	COM	$883K	0.3%Prev: 0.4%	23,341 SH	Increased+986 SH
EOG RES INC	COM	$218K	0.1%	1,511 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.6%Prev: 0.5%	9,995 SH	Increased+486 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$7.8M	2.7%Prev: 0.5%	140,730 SH	Increased+117,459 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$3.1M	1.1%Prev: 0.3%	78,461 SH	Increased+58,967 SH
GENERAL MILLS INC	COM	$293K	0.1%	7,864 SH	New
GSK PLC	SPONSORED ADR	$286K	0.1%	5,184 SH	New
HOME DEPOT INC	COM	$366K	0.1%Prev: 0.2%	1,114 SH	Decreased+69 SH
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.5%Prev: 0.5%	2,560 SH	Increased+116 SH
ISHARES TR	0-5YR HI YL CP	$10.0M	3.5%Prev: 4.3%	236,270 SH	Increased+23,924 SH
ISHARES TR	CORE DIV GRWTH	$20.7M	7.3%Prev: 6.7%	295,478 SH	Increased+66,826 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.6%Prev: 0.4%	2,432 SH	Increased+954 SH
ISHARES TR	FLTG RATE NT ETF	$4.2M	1.5%Prev: 0.8%	83,364 SH	Increased+52,082 SH
ISHARES TR	INTL SEL DIV ETF	$215K	0.1%	5,051 SH	New
ISHARES TR	ISHS 1-5YR INVS	$9.9M	3.5%Prev: 4.9%	189,288 SH	Decreased-6,913 SH
ISHARES TR	SELECT DIVID ETF	$688K	0.2%	4,544 SH	New
JOHNSON & JOHNSON	COM	$2.4M	0.9%Prev: 0.8%	10,014 SH	Increased+259 SH
JPMORGAN CHASE & CO	COM	$1.8M	0.7%	6,287 SH	New
KIMBERLY-CLARK CORP	COM	$451K	0.2%Prev: 0.3%	4,673 SH	Decreased+202 SH
LOCKHEED MARTIN CORP	COM	$2.7M	1.0%Prev: 1.0%	4,484 SH	Increased-15 SH
LOWES COS INC	COM	$413K	0.1%Prev: 0.2%	1,750 SH	Increased+91 SH
MASTERCARD INCORPORATED	CL A	$350K	0.1%Prev: 0.2%	700 SH	Decreased+62 SH
MCDONALDS CORP	COM	$2.0M	0.7%Prev: 1.0%	6,482 SH	Increased+36 SH
MEDTRONIC PLC	SHS	$292K	0.1%Prev: 0.2%	3,374 SH	Decreased-517 SH
MERCK & CO INC	COM	$437K	0.2%Prev: 0.1%	3,631 SH	Increased+724 SH
META PLATFORMS INC	CL A	$337K	0.1%	589 SH	New
MICROSOFT CORP	COM	$5.4M	1.9%Prev: 2.5%	14,542 SH	Increased+286 SH
MORGAN STANLEY	COM NEW	$238K	0.1%	1,447 SH	New
NEXTERA ENERGY INC	COM	$368K	0.1%Prev: 0.1%	3,957 SH	Increased+808 SH
NIKE INC	CL B	$238K	0.1%Prev: 0.1%	4,498 SH	Decreased-91 SH
NVIDIA CORPORATION	COM	$667K	0.2%Prev: 0.1%	3,825 SH	Increased+1,260 SH
PACER FDS TR	US CASH COWS 100	$1.3M	0.4%Prev: 0.4%	20,311 SH	Increased+4,650 SH
PALO ALTO NETWORKS INC	COM	$278K	0.1%	1,736 SH	New
PAYCHEX INC	COM	$720K	0.3%Prev: 0.6%	7,812 SH	Decreased+196 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 0.6%	8,353 SH	Increased+464 SH
PFIZER INC	COM	$379K	0.1%Prev: 0.2%	13,514 SH	Increased-431 SH
PHILIP MORRIS INTL INC	COM	$763K	0.3%Prev: 0.3%	4,616 SH	Increased+382 SH
PHILLIPS 66	COM	$341K	0.1%Prev: 0.1%	1,874 SH	Increased-606 SH
PIMCO ETF TR	INTER MUN BD ACT	$270K	0.1%	5,168 SH	New
PNC FINL SVCS GROUP INC	COM	$397K	0.1%Prev: 0.1%	1,908 SH	Increased+543 SH
PROCTER & GAMBLE CO	COM	$1.9M	0.7%	13,370 SH	New
PROLOGIS INC.	COM	$343K	0.1%	2,598 SH	New
REALTY INCOME CORP	COM	$672K	0.2%Prev: 0.3%	10,978 SH	Increased+595 SH
RTX CORPORATION	COM	$207K	0.1%	1,074 SH	New
SALESFORCE INC	COM	$227K	0.1%Prev: 0.2%	1,218 SH	Decreased-45 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.8M	5.2%Prev: 4.6%	598,620 SH	Increased+106,023 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.4M	0.5%Prev: 0.3%	62,322 SH	Increased+33,412 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$21.0M	7.4%Prev: 9.1%	683,687 SH	Increased+3,067 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.1M	3.9%Prev: 3.6%	382,365 SH	Increased+83,552 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$30.9M	10.9%Prev: 12.6%	1,203,797 SH	Increased+5,956 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.6M	2.0%Prev: 2.1%	180,170 SH	Increased+15,457 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.6M	2.0%Prev: 2.0%	191,821 SH	Increased+11,095 SH
SOUTHERN CO	COM	$1.5M	0.5%Prev: 0.7%	15,236 SH	Increased+67 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$466K	0.2%	9,935 SH	New
STARBUCKS CORP	COM	$755K	0.3%Prev: 0.4%	8,433 SH	Decreased-264 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$635K	0.2%	1,371 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.4%	1,676 SH	New
SYSCO CORP	COM	$653K	0.2%Prev: 0.3%	9,153 SH	Decreased-398 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$420K	0.1%	1,242 SH	New
TARGET CORP	COM	$1.0M	0.4%Prev: 0.5%	8,577 SH	Increased-704 SH
TEXAS INSTRS INC	COM	$252K	0.1%Prev: 0.1%	1,298 SH	Increased+130 SH
TORONTO DOMINION BK ONT	COM NEW	$423K	0.1%Prev: 0.1%	4,538 SH	Increased
UNILEVER PLC	SPON ADR NEW	$433K	0.2%Prev: 0.3%	7,607 SH	Decreased-1,307 SH
UNION PAC CORP	COM	$273K	0.1%Prev: 0.1%	1,126 SH	Increased+128 SH
UNITED PARCEL SVCS INC	CL B	$509K	0.2%	5,172 SH	New
US BANCORP	COM NEW	$799K	0.3%	15,354 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$747K	0.3%Prev: 0.4%	9,674 SH	Decreased-435 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$874K	0.3%Prev: 0.4%	11,153 SH	Decreased-683 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$10.4M	3.6%Prev: 4.3%	140,551 SH	Increased+16,330 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.5%Prev: 0.3%	4,874 SH	Increased+2,686 SH
VANGUARD INDEX FDS	SMALL CP ETF	$221K	0.1%	844 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$222K	0.1%	4,106 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.2M	5.3%Prev: 3.4%	183,084 SH	Increased+96,877 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.2M	0.4%Prev: 0.2%	20,748 SH	Increased+14,659 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.9M	3.9%Prev: 4.0%	137,735 SH	Increased+32,120 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	0.4%Prev: 0.1%	16,291 SH	Increased+11,858 SH
VANGUARD WORLD FD	UTILITIES ETF	$256K	0.1%Prev: 0.1%	1,292 SH	Increased+31 SH
VERIZON COMMUNICATIONS INC	COM	$793K	0.3%Prev: 0.3%	15,789 SH	Increased+2,634 SH
VISA INC	COM CL A	$494K	0.2%Prev: 0.2%	1,634 SH	Increased+426 SH
WALMART INC	COM	$3.9M	1.4%Prev: 1.4%	31,552 SH	Increased-965 SH
WASTE MGMT INC DEL	COM	$1.9M	0.7%Prev: 0.9%	8,207 SH	Increased+70 SH
WELLS FARGO & CO	COM	$280K	0.1%	3,513 SH	New
WISDOMTREE TR	TRUE DEVELOPED I	$5.7M	2.0%	83,638 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$256K	0.1%	2,346 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$530K	0.2%Prev: 0.2%	5,933 SH	Increased+117 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.5M	0.9%Prev: 1.1%	47,361 SH	Increased+1,625 SH
WISDOMTREE TR	US QTLY DIV GRT	$3.9M	1.4%Prev: 0.8%	44,252 SH	Increased+22,502 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.8M	0.6%Prev: 0.7%	48,861 SH	Increased+922 SH
WISDOMTREE TR	WISDOMTREE US VA	$2.4M	0.9%	25,744 SH	New

Sold (vs prior filing)

ABBOTT LABS — $398K
ADOBE INC — $250K
AIR PRODS & CHEMS INC — $484K
CHEVRON CORP NEW — $878K
GENERAL MLS INC — $738K
ISHARES TR — $337K
JPMORGAN CHASE & CO. — $1.5M
KELLANOVA — $449K
PROCTER AND GAMBLE CO — $2.3M
SPDR DOW JONES INDL AVERAGE — $576K
SPDR S&P 500 ETF TR — $938K
UNITED PARCEL SERVICE INC — $487K
UNITEDHEALTH GROUP INC — $242K
US BANCORP DEL — $676K
WELLS FARGO CO NEW — $248K
WISDOMTREE TR — $4.5M

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