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: $319.1M130 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$290K	0.1%	3,195 SH	New
ABBVIE INC	COM	$304K	0.1%	1,206 SH	New
AFLAC INC	COM	$422K	0.1%Prev: 0.2%	3,598 SH	Increased-125 SH
AIR PRODUCTS AND CHEMICALS I	COM	$369K	0.1%	1,260 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.4%Prev: 0.3%	3,803 SH	Increased+241 SH
ALPHABET INC	CAP STK CL C	$370K	0.1%Prev: 0.1%	1,047 SH	Increased-105 SH
ALTRIA GROUP INC	COM	$677K	0.2%Prev: 0.2%	9,411 SH	Increased+242 SH
AMAZON COM INC	COM	$1.4M	0.5%Prev: 0.6%	6,038 SH	Increased+140 SH
AMEREN CORP	COM	$311K	0.1%Prev: 0.1%	2,754 SH	Increased+38 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$798K	0.3%Prev: 0.1%	6,395 SH	Increased+4,052 SH
AMERICAN ELEC PWR CO INC	COM	$402K	0.1%Prev: 0.1%	2,941 SH	Increased+705 SH
AMGEN INC	COM	$614K	0.2%Prev: 0.2%	1,695 SH	Increased+347 SH
APPLE INC	COM	$3.0M	0.9%Prev: 1.0%	10,472 SH	Increased-226 SH
ARCHER DANIELS MIDLAND CO	COM	$373K	0.1%Prev: 0.1%	4,881 SH	Increased-524 SH
AT&T INC	COM	$263K	0.1%Prev: 0.2%	12,703 SH	Decreased+9 SH
BANK OF AMER CORP	COM	$576K	0.2%	10,100 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$257K	0.1%Prev: 0.1%	514 SH	Increased+66 SH
BLACKROCK INC	COM	$529K	0.2%Prev: 0.3%	550 SH	Decreased-8 SH
BP PLC	SPONSORED ADR	$261K	0.1%Prev: 0.1%	7,069 SH	Increased-695 SH
BROADCOM INC	COM	$773K	0.2%Prev: 0.2%	2,047 SH	Increased+551 SH
CARDINAL HEALTH INC	COM	$500K	0.2%Prev: 0.2%	2,107 SH	Increased-53 SH
CATERPILLAR INC	COM	$350K	0.1%	328 SH	New
CHEVRON CORPORATION	COM	$913K	0.3%	5,510 SH	New
CISCO SYS INC	COM	$547K	0.2%Prev: 0.2%	4,656 SH	Increased-504 SH
CLOROX CO DEL	COM	$422K	0.1%Prev: 0.3%	4,425 SH	Decreased-2,125 SH
COCA COLA CO	COM	$1.3M	0.4%Prev: 0.5%	15,705 SH	Increased+330 SH
COLGATE PALMOLIVE CO	COM	$812K	0.3%Prev: 0.4%	8,859 SH	Increased+78 SH
CONSOLIDATED EDISON INC	COM	$660K	0.2%Prev: 0.3%	5,963 SH	Increased-298 SH
CORNING INC	COM	$1.4M	0.4%Prev: 0.2%	5,437 SH	Increased-2,058 SH
CROWDSTRIKE HLDGS INC	CL A	$266K	0.1%	349 SH	New
DARDEN RESTAURANTS INC	COM	$306K	0.1%Prev: 0.1%	1,487 SH	Decreased-3 SH
DEERE & CO	COM	$1.3M	0.4%Prev: 0.5%	1,986 SH	Increased-132 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.1M	1.0%Prev: 0.6%	38,176 SH	Increased+15,478 SH
DUKE ENERGY CORP NEW	COM NEW	$925K	0.3%Prev: 0.4%	7,308 SH	Increased+533 SH
ELI LILLY & CO	COM	$2.4M	0.7%Prev: 0.8%	1,964 SH	Increased-325 SH
EMERSON ELEC CO	COM	$360K	0.1%	2,518 SH	New
ENBRIDGE INC	COM	$381K	0.1%Prev: 0.1%	7,023 SH	Increased+565 SH
ENTERPRISE PRODS PARTNERS L	COM	$863K	0.3%Prev: 0.3%	23,485 SH	Increased+854 SH
EXXON MOBIL CORP	COM	$1.3M	0.4%Prev: 0.5%	9,479 SH	Increased-89 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$9.4M	3.0%Prev: 1.3%	156,160 SH	Increased+101,372 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$4.3M	1.3%Prev: 0.5%	99,984 SH	Increased+69,655 SH
GENERAL MILLS INC	COM	$204K	0.1%	5,851 SH	New
GSK PLC	SPONSORED ADR	$252K	0.1%	4,800 SH	New
HOME DEPOT INC	COM	$424K	0.1%Prev: 0.2%	1,203 SH	Increased+143 SH
INTERNATIONAL BUSINESS MACHS	COM	$220K	0.1%Prev: 0.1%	783 SH	Decreased+6 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.6%Prev: 0.6%	2,560 SH	Increased+116 SH
ISHARES TR	0-5YR HI YL CP	$10.7M	3.3%Prev: 4.1%	251,518 SH	Increased+33,589 SH
ISHARES TR	CORE DIV GRWTH	$24.0M	7.5%Prev: 6.8%	317,138 SH	Increased+75,621 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.6%Prev: 0.4%	2,349 SH	Increased+871 SH
ISHARES TR	FLTG RATE NT ETF	$4.6M	1.4%Prev: 0.6%	90,359 SH	Increased+64,481 SH
ISHARES TR	INTL SEL DIV ETF	$214K	0.1%	5,164 SH	New
ISHARES TR	ISHS 1-5YR INVS	$10.0M	3.1%Prev: 4.6%	190,125 SH	Decreased-8,286 SH
ISHARES TR	SELECT DIVID ETF	$867K	0.3%	5,548 SH	New
ISHARES TR	U.S. TECH ETF	$246K	0.1%	975 SH	New
JOHNSON & JOHNSON	COM	$2.5M	0.8%Prev: 0.7%	9,697 SH	Increased-116 SH
JPMORGAN CHASE & CO	COM	$2.0M	0.6%	6,227 SH	New
KIMBERLY-CLARK CORP	COM	$508K	0.2%Prev: 0.3%	4,626 SH	Decreased+87 SH
LAM RESEARCH CORP	COM NEW	$264K	0.1%	609 SH	New
LOCKHEED MARTIN CORP	COM	$2.2M	0.7%Prev: 0.9%	4,249 SH	Increased-271 SH
LOWES COS INC	COM	$387K	0.1%Prev: 0.2%	1,755 SH	Increased+90 SH
MASTERCARD INCORPORATED	CL A	$401K	0.1%Prev: 0.2%	780 SH	Increased+132 SH
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.8%	6,352 SH	Decreased-121 SH
MEDTRONIC PLC	SHS	$226K	0.1%Prev: 0.1%	2,895 SH	Decreased-946 SH
MERCK & CO INC	COM	$463K	0.1%Prev: 0.1%	3,599 SH	Increased+557 SH
META PLATFORMS INC	CL A	$447K	0.1%Prev: 0.1%	793 SH	Increased+407 SH
MICROSOFT CORP	COM	$5.3M	1.6%Prev: 3.1%	14,098 SH	Decreased-73 SH
MORGAN STANLEY	COM NEW	$330K	0.1%	1,580 SH	New
NEXTERA ENERGY INC	COM	$349K	0.1%Prev: 0.1%	3,980 SH	Increased+546 SH
NVIDIA CORPORATION	COM	$688K	0.2%Prev: 0.2%	3,440 SH	Increased+805 SH
PACER FDS TR	US CASH COWS 100	$1.2M	0.4%Prev: 0.4%	19,953 SH	Increased+2,072 SH
PALO ALTO NETWORKS INC	COM	$612K	0.2%Prev: 0.1%	1,794 SH	Increased+589 SH
PAYCHEX INC	COM	$729K	0.2%Prev: 0.5%	7,409 SH	Decreased-245 SH
PEPSICO INC	COM	$1.1M	0.4%Prev: 0.5%	8,265 SH	Increased+154 SH
PFIZER INC	COM	$279K	0.1%Prev: 0.1%	11,579 SH	Decreased-1,829 SH
PHILIP MORRIS INTL INC	COM	$808K	0.3%Prev: 0.3%	4,465 SH	Increased+277 SH
PHILLIPS 66	COM	$275K	0.1%Prev: 0.1%	1,625 SH	Increased-471 SH
PIMCO ETF TR	INTER MUN BD ACT	$274K	0.1%	5,200 SH	New
PNC FINL SVCS GROUP INC	COM	$473K	0.1%Prev: 0.1%	1,920 SH	Increased+414 SH
PROCTER & GAMBLE CO	COM	$1.9M	0.6%	12,631 SH	New
PROLOGIS INC.	COM	$368K	0.1%Prev: 0.1%	2,718 SH	Increased+585 SH
REALTY INCOME CORP	COM	$685K	0.2%Prev: 0.3%	11,063 SH	Increased+543 SH
RTX CORPORATION	COM	$204K	0.1%	1,076 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$17.0M	5.3%Prev: 4.9%	613,588 SH	Increased+106,522 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	0.5%Prev: 0.3%	65,200 SH	Increased+32,868 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$22.5M	7.1%Prev: 7.8%	710,781 SH	Increased+44,993 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$13.8M	4.3%Prev: 4.2%	407,333 SH	Increased+79,988 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$35.3M	11.1%Prev: 13.0%	1,198,097 SH	Increased-9,850 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.7M	2.1%Prev: 2.1%	181,741 SH	Increased+12,443 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.0M	2.2%Prev: 2.1%	192,801 SH	Increased+6,325 SH
SOUTHERN CO	COM	$1.4M	0.5%Prev: 0.6%	15,114 SH	Increased-138 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$693K	0.2%	13,374 SH	New
STARBUCKS CORP	COM	$838K	0.3%Prev: 0.4%	8,199 SH	Increased-518 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$716K	0.2%	1,371 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	0.4%	1,676 SH	New
SYSCO CORP	COM	$710K	0.2%Prev: 0.3%	8,495 SH	Decreased-1,101 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$599K	0.2%	1,254 SH	New
TARGET CORP	COM	$1.1M	0.3%Prev: 0.4%	8,294 SH	Increased-1,074 SH
TEXAS INSTRS INC	COM	$380K	0.1%Prev: 0.1%	1,275 SH	Increased+130 SH
TORONTO DOMINION BK ONT	COM NEW	$551K	0.2%Prev: 0.1%	4,538 SH	Increased
UNILEVER PLC	SPON ADR NEW	$455K	0.1%Prev: 0.2%	7,574 SH	Decreased-1,371 SH
UNION PAC CORP	COM	$259K	0.1%Prev: 0.1%	951 SH	Increased-49 SH
UNITED PARCEL SVCS INC	CL B	$430K	0.1%	4,000 SH	New
UNITEDHEALTH GROUP INC	COM	$205K	0.1%	494 SH	New
US BANCORP	COM NEW	$917K	0.3%	15,183 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$734K	0.2%Prev: 0.3%	9,575 SH	Decreased-585 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$866K	0.3%Prev: 0.4%	11,114 SH	Decreased-520 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$12.0M	3.8%Prev: 4.1%	163,579 SH	Increased+35,917 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.8M	0.6%Prev: 0.3%	22,455 SH	Increased+19,739 SH
VANGUARD INDEX FDS	SMALL CP ETF	$259K	0.1%	853 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.5%	4,021 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$261K	0.1%	4,372 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$965K	0.3%	19,211 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$16.2M	5.1%Prev: 3.3%	195,822 SH	Increased+106,607 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.4M	0.5%Prev: 0.2%	24,459 SH	Increased+15,323 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$12.3M	3.9%Prev: 3.9%	156,133 SH	Increased+45,207 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.4%	15,779 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.5%Prev: 0.2%	20,240 SH	Increased+10,688 SH
VANGUARD WORLD FD	UTILITIES ETF	$254K	0.1%Prev: 0.1%	1,300 SH	Increased+31 SH
VERIZON COMMUNICATIONS INC	COM	$669K	0.2%Prev: 0.3%	15,801 SH	Increased+2,389 SH
VISA INC	COM CL A	$557K	0.2%Prev: 0.2%	1,622 SH	Increased+413 SH
WALMART INC	COM	$3.4M	1.1%Prev: 1.4%	29,919 SH	Increased-2,709 SH
WASTE MGMT INC DEL	COM	$1.8M	0.6%Prev: 0.8%	8,060 SH	Decreased-78 SH
WELLS FARGO & CO	COM	$309K	0.1%	3,739 SH	New
WISDOMTREE TR	TRUE DEV INTL FD	$6.0M	1.9%	81,325 SH	New
WISDOMTREE TR	US HIGH DIVIDEND	$267K	0.1%	2,352 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$574K	0.2%Prev: 0.2%	5,962 SH	Increased+113 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.7M	0.8%Prev: 1.0%	46,923 SH	Increased+850 SH
WISDOMTREE TR	US QTLY DIV GRT	$4.6M	1.4%Prev: 1.0%	48,081 SH	Increased+19,838 SH
WISDOMTREE TR	US SMALLCAP DIVD	$2.0M	0.6%Prev: 0.7%	48,890 SH	Increased-108 SH
WISDOMTREE TR	US VALUE FD	$3.4M	1.1%	33,843 SH	New

Sold (vs prior filing)

ABBOTT LABS — $410K
ADOBE INC — $286K
AIR PRODS & CHEMS INC — $484K
BANK AMERICA CORP — $464K
CHEVRON CORP NEW — $779K
GENERAL MLS INC — $599K
ISHARES BITCOIN TRUST ETF — $209K
ISHARES TR — $287K
JPMORGAN CHASE & CO. — $1.8M
KELLANOVA — $407K
NIKE INC — $359K
PROCTER AND GAMBLE CO — $2.1M
SALESFORCE INC — $331K
SPDR DOW JONES INDL AVERAGE — $604K
SPDR S&P 500 ETF TR — $1.0M
TAIWAN SEMICONDUCTOR MFG LTD — $240K
UNITED PARCEL SERVICE INC — $468K
US BANCORP DEL — $710K
WELLS FARGO CO NEW — $275K
WISDOMTREE TR — $5.0M

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