Powers Advisory Group, LLC Top Holdings and 13F Report (2025) About Powers Advisory Group, LLCInvestment ActivityPowers Advisory Group, LLC has $251.09 million in total holdings as of September 30, 2025.Powers Advisory Group, LLC owns shares of 121 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 6.94% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Powers Advisory Group, LLC has purchased 115 new stocks and bought additional shares in 70 stocks.Powers Advisory Group, LLC sold shares of 41 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $31,524,448Schwab US Dividend Equity ETF $17,920,499iShares Core Dividend Growth ETF $17,664,971Vanguard Intermediate-Term Corporate Bond ETF $12,834,912Schwab International Equity ETF $12,817,809 Largest New Holdings this Quarter 00287Y109 - AbbVie $280,484 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $266,912 Holding37733W204 - GSK $223,670 Holding617446448 - Morgan Stanley $220,557 Holding464287721 - iShares U.S. Technology ETF $211,809 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 63,382 shares (about $5.33M)Fidelity High Dividend ETF 42,213 shares (about $2.35M)iShares Core Dividend Growth ETF 17,957 shares (about $1.22M)Schwab International Equity ETF 43,527 shares (about $1.01M)Schwab U.S. Aggregate Bond ETF 38,026 shares (about $892.46K) Largest Sales this Quarter Vanguard Total Bond Market ETF 17,736 shares (about $1.32M)iShares 1-5 Year Investment Grade Corporate Bond ETF 19,067 shares (about $1.01M)Schwab US Large-Cap ETF 11,119 shares (about $292.87K)Schwab US Dividend Equity ETF 9,359 shares (about $255.50K)iShares 0-5 Year High Yield Corporate Bond ETF 5,788 shares (about $250.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPowers Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$31,524,448$292,874 ▼-0.9%1,196,82812.6%ETFSCHDSchwab US Dividend Equity ETF$17,920,499$255,501 ▼-1.4%656,4297.1%ETFDGROiShares Core Dividend Growth ETF$17,664,971$1,222,511 ▲7.4%259,4747.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,834,912$5,331,051 ▲71.0%152,5975.1%ETFSCHFSchwab International Equity ETF$12,817,809$1,013,309 ▲8.6%550,5935.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,318,758$873,185 ▲8.4%354,7094.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,510,593$1,011,121 ▼-9.6%179,3443.8%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$9,185,705$250,620 ▼-2.7%212,1413.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,182,676$316,363 ▲3.6%114,8843.7%ETFBNDVanguard Total Bond Market ETF$8,175,200$1,319,027 ▼-13.9%109,9263.3%ETFMSFTMicrosoft$7,373,417$33,666 ▲0.5%14,2362.9%Computer and TechnologyFDVVFidelity High Dividend ETF$5,403,932$2,351,689 ▲77.0%97,0012.2%ETFSCHASchwab US Small-Cap ETF$5,262,041$59,371 ▲1.1%188,6042.1%ETFDOLWisdomTree International LargeCap Dividend Fund$5,228,445$12,202 ▼-0.2%83,9852.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$5,177,905$159,908 ▲3.2%174,6932.1%ETFWMTWalmart$3,327,968$34,628 ▼-1.0%32,2921.3%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,163,980$651,460 ▲25.9%35,5661.3%ManufacturingAAPLApple$2,771,594$47,615 ▲1.7%10,8851.1%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$2,400,625$8,996 ▼-0.4%45,9011.0%FinanceLMTLockheed Martin$2,229,598$26,959 ▼-1.2%4,4660.9%AerospacePGProcter & Gamble$1,998,268$47,479 ▼-2.3%13,0050.8%Consumer StaplesJPMJPMorgan Chase & Co.$1,990,463$20,189 ▲1.0%6,3100.8%FinanceMCDMcDonald's$1,932,530$34,645 ▼-1.8%6,3590.8%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$1,931,174$377,280 ▲24.3%28,2090.8%ETFJNJJohnson & Johnson$1,886,245$66,750 ▲3.7%10,1730.8%MedicalWMWaste Management$1,806,815$9,716 ▲0.5%8,1820.7%Business ServicesLLYEli Lilly and Company$1,744,722$1,526 ▼-0.1%2,2870.7%MedicalFLOTiShares Floating Rate Bond ETF$1,704,951$382,982 ▲29.0%33,3750.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,651,291$892,464 ▲117.6%70,3580.7%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,650,910$674 ▲0.0%49,0180.7%FinanceQQQInvesco QQQ$1,476,310$9,006 ▲0.6%2,4590.6%FinanceSOSouthern$1,426,219$19,239 ▼-1.3%15,0490.6%UtilitiesDIVIFranklin International Core Dividend Tilt Index ETF$1,423,544$291,954 ▲25.8%38,1540.6%ETFAMZNAmazon.com$1,315,430$20,420 ▲1.6%5,9910.5%Retail/WholesaleXOMExxon Mobil$1,152,275$73,511 ▲6.8%10,2200.5%EnergyPEPPepsiCo$1,136,900$2,247 ▼-0.2%8,0950.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,116,5180.0%1,6760.4%FinanceCOWZPacer US Cash Cows 100 ETF$1,095,650$68,044 ▲6.6%19,0650.4%ETFVOVanguard Mid-Cap ETF$1,059,931$262,045 ▲32.8%3,6080.4%ETFIVViShares Core S&P 500 ETF$1,047,224$58,216 ▲5.9%1,5650.4%ETFKOCocaCola$1,028,961$9,285 ▲0.9%15,5150.4%Consumer StaplesPAYXPaychex$975,796$5,577 ▲0.6%7,6980.4%Computer and TechnologyDEDeere & Company$956,031$12,345 ▼-1.3%2,0910.4%IndustrialsDUKDuke Energy$905,133$66,703 ▲8.0%7,3140.4%UtilitiesBSVVanguard Short-Term Bond ETF$899,756$18,308 ▼-2.0%11,4020.4%ETFGOOGLAlphabet$887,859$21,880 ▲2.5%3,6520.4%Computer and TechnologyCVXChevron$850,218$5,901 ▲0.7%5,4750.3%EnergyVGITVanguard Intermediate-Term Treasury ETF$820,659$272,232 ▲49.6%13,6710.3%ETFTGTTarget$789,669$50,683 ▼-6.0%8,8030.3%Retail/WholesaleSYYSysco$781,490$8,646 ▼-1.1%9,4910.3%Consumer StaplesUSBU.S. Bancorp$762,712$4,881 ▲0.6%15,7810.3%FinanceBIVVanguard Intermediate-Term Bond ETF$759,768$33,658 ▼-4.2%9,7290.3%ETFPMPhilip Morris International$745,651$66,341 ▲9.8%4,5970.3%Consumer StaplesCLXClorox$744,804$62,755 ▼-7.8%6,0410.3%Consumer StaplesSBUXStarbucks$713,216$24,281 ▼-3.3%8,4300.3%Retail/WholesaleEPDEnterprise Products Partners$712,858$5,191 ▲0.7%22,7970.3%EnergyCLColgate-Palmolive$692,065$9,913 ▼-1.4%8,6570.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$691,655$119,300 ▲20.8%11,5430.3%ETFVZVerizon Communications$664,217$74,759 ▲12.7%15,1130.3%Computer and TechnologyBLACKROCK INC$640,075$10,493 ▼-1.6%5490.3%COMDIASPDR Dow Jones Industrial Average ETF Trust$635,7880.0%1,3710.3%FinanceORealty Income$627,272$12,218 ▼-1.9%10,3190.2%FinanceMOAltria Group$612,807$7,134 ▲1.2%9,2770.2%Consumer StaplesGLWCorning$605,908$8,942 ▼-1.5%7,3860.2%Computer and TechnologyEDConsolidated Edison$602,628$26,739 ▼-4.2%5,9950.2%UtilitiesKMBKimberly-Clark$579,918$15,542 ▲2.8%4,6640.2%Consumer StaplesAVGOBroadcom$565,134$71,590 ▲14.5%1,7130.2%Computer and TechnologyBACBank of America$537,219$31,729 ▲6.3%10,4130.2%FinanceULUnilever$530,085$178 ▼0.0%8,9420.2%Consumer StaplesNVDANVIDIA$526,597$34,895 ▲7.1%2,8220.2%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$511,472$2,437 ▲0.5%5,8770.2%FinanceGISGeneral Mills$499,263$83,950 ▼-14.4%9,9020.2%Consumer StaplesAMGNAmgen$451,246$70,833 ▲18.6%1,5990.2%MedicalLOWLowe's Companies$444,023$25,631 ▲6.1%1,7670.2%Retail/WholesaleHDHome Depot$442,040$12,560 ▲2.9%1,0910.2%Retail/WholesaleVVisa$435,790$23,206 ▲5.6%1,2770.2%Business ServicesKKellanova$422,220$2,378 ▲0.6%5,1480.2%Consumer DiscretionaryABTAbbott Laboratories$418,695$15,135 ▲3.8%3,1260.2%MedicalAFLAflac$416,878$1,005 ▲0.2%3,7320.2%FinanceAPDAir Products and Chemicals$395,138$72,810 ▼-15.6%1,4490.2%Basic MaterialsENBEnbridge$389,400$63,529 ▲19.5%7,7170.2%EnergyUPSUnited Parcel Service$384,386$3,090 ▼-0.8%4,6020.2%TransportationMAMastercard$380,079$11,380 ▲3.1%6680.2%Business ServicesPNCThe PNC Financial Services Group$377,289$74,735 ▲24.7%1,8780.2%FinanceTAT&T$372,680$14,205 ▲4.0%13,1970.1%Computer and TechnologyTDToronto Dominion Bank$362,8130.0%4,5380.1%FinanceNKENIKE$360,598$8,508 ▲2.4%5,1710.1%Consumer DiscretionaryCAHCardinal Health$339,820$785 ▲0.2%2,1650.1%MedicalMDTMedtronic$335,150$30,667 ▼-8.4%3,5190.1%MedicalPFEPfizer$334,799$6,828 ▼-2.0%13,1400.1%MedicalCSCOCisco Systems$332,349$20,733 ▼-5.9%4,8570.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$311,967$15,920 ▲5.4%1,1170.1%Computer and TechnologyADMArcher Daniels Midland$310,156$12,724 ▼-3.9%5,1920.1%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$308,761$75,548 ▲32.4%3,1020.1%ETFMETAMeta Platforms$301,162$17,629 ▲6.2%4100.1%Computer and TechnologyAEPAmerican Electric Power$298,493$46,917 ▲18.6%2,6530.1%UtilitiesWFCWells Fargo & Company$293,273$5,448 ▲1.9%3,4990.1%FinancePANWPalo Alto Networks$293,213$47,851 ▲19.5%1,4400.1%Computer and TechnologyAEEAmeren$284,465$940 ▲0.3%2,7250.1%UtilitiesGOOGAlphabet$280,6730.0%1,1520.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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