Powers Advisory Group, LLC Top Holdings and 13F Report (2024) → Gold Mania (From Stansberry Research) (Ad) About Powers Advisory Group, LLCInvestment ActivityPowers Advisory Group, LLC has $174.95 million in total holdings as of March 31, 2024.Powers Advisory Group, LLC owns shares of 94 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 1.04% of the portfolio was sold this quarter.This quarter, Powers Advisory Group, LLC has purchased 91 new stocks and bought additional shares in 44 stocks.Powers Advisory Group, LLC sold shares of 43 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $24,826,618Schwab US Dividend Equity ETF $14,598,509iShares Core Dividend Growth ETF $10,516,768iShares 1-5 Year Investment Grade Corporate Bond ETF $9,316,867iShares 0-5 Year High Yield Corporate Bond ETF $8,070,070 Largest New Holdings this Quarter Fidelity High Dividend ETF $448,950 HoldingPacer US Cash Cows 100 ETF $374,504 HoldingInternational Business Machines $203,503 Holding Largest Purchases this Quarter Walmart 21,469 shares (about $1.29M)Schwab US Dividend Equity ETF 8,298 shares (about $669.07K)Schwab International Equity ETF 13,914 shares (about $542.92K)Vanguard Intermediate-Term Corporate Bond ETF 6,245 shares (about $502.78K)Vanguard Total Bond Market ETF 6,475 shares (about $470.28K) Largest Sales this Quarter Microsoft 481 shares (about $202.36K)Schwab US Large-Cap ETF 3,087 shares (about $191.58K)Apple 953 shares (about $163.41K)Waste Management 534 shares (about $113.82K)Schwab U.S. Aggregate Bond ETF 2,246 shares (about $103.31K) 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$24,826,618$191,579 ▼-0.8%400,04214.2%ETFSCHDSchwab US Dividend Equity ETF$14,598,509$669,066 ▲4.8%181,0568.3%ETFDGROiShares Core Dividend Growth ETF$10,516,768$243,968 ▲2.4%181,1366.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,316,867$464,956 ▲5.3%181,6865.3%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$8,070,070$256,534 ▲3.3%189,6614.6%ETFSCHFSchwab International Equity ETF$7,597,298$542,923 ▲7.7%194,7034.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,349,758$297,411 ▲4.9%82,1343.6%ETFBNDVanguard Total Bond Market ETF$6,234,517$470,282 ▲8.2%85,8393.6%ETFMSFTMicrosoft$5,945,088$202,363 ▼-3.3%14,1313.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$5,708,772$187,851 ▲3.4%61,5703.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,999,744$502,784 ▲11.2%62,1012.9%ETFDOLWisdomTree International LargeCap Dividend Fund$4,295,970$10,446 ▲0.2%83,0752.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$3,925,925$91,446 ▲2.4%48,2122.2%ETFSCHASchwab US Small-Cap ETF$3,890,656$139,596 ▲3.7%79,0142.2%ETFDONWisdomTree U.S. MidCap Dividend Fund$2,373,199$26,531 ▲1.1%48,6611.4%FinancePGProcter & Gamble$2,122,441$69,120 ▼-3.2%13,0811.2%Consumer StaplesLMTLockheed Martin$2,066,831$20,923 ▲1.0%4,5441.2%AerospaceWMTWalmart$2,012,759$1,291,798 ▲179.2%33,4511.2%Retail/WholesaleLLYEli Lilly and Company$1,780,203$45,128 ▲2.6%2,2881.0%MedicalMCDMcDonald's$1,749,842$75,001 ▼-4.1%6,2061.0%Retail/WholesaleWMWaste Management$1,725,988$113,815 ▼-6.2%8,0981.0%Business ServicesAAPLApple$1,718,846$163,414 ▼-8.7%10,0241.0%Computer and TechnologyPSKSPDR ICE Preferred Securities ETF$1,667,505$69,949 ▼-4.0%47,8211.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,596,455$17,092 ▲1.1%48,8510.9%FinanceTGTTarget$1,554,853$16,658 ▼-1.1%8,7740.9%Retail/WholesaleJNJJohnson & Johnson$1,486,203$25,785 ▼-1.7%9,3950.8%MedicalPEPPepsiCo$1,249,691$14,000 ▲1.1%7,1410.7%Consumer StaplesJPMJPMorgan Chase & Co.$1,207,983$45,267 ▲3.9%6,0310.7%FinanceQQQInvesco QQQ$1,085,1600.0%2,4440.6%FinanceSOSouthern$1,082,305$18,724 ▼-1.7%15,0870.6%UtilitiesXOMExxon Mobil$1,063,250$12,670 ▼-1.2%9,1470.6%Oils/EnergyCLXClorox$1,024,780$1,531 ▲0.1%6,6930.6%Consumer StaplesPAYXPaychex$941,012$13,631 ▼-1.4%7,6630.5%Business ServicesBSVVanguard Short-Term Bond ETF$938,307$2,223 ▲0.2%12,2380.5%ETFAMZNAmazon.com$929,328$3,608 ▲0.4%5,1520.5%Retail/WholesaleDEDeere & Company$926,012$13,962 ▼-1.5%2,2550.5%Industrial ProductsKOCoca-Cola$917,547$73,235 ▼-7.4%14,9970.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$892,861$523 ▼-0.1%1,7070.5%FinanceGISGeneral Mills$868,555$45,411 ▼-5.0%12,4130.5%Consumer StaplesCLColgate-Palmolive$850,465$3,422 ▲0.4%9,4440.5%Consumer StaplesCVXChevron$802,313$946 ▼-0.1%5,0860.5%Oils/EnergySYYSysco$763,578$3,653 ▲0.5%9,4060.4%Consumer StaplesUSBU.S. Bancorp$722,616$18,103 ▼-2.4%16,1660.4%FinanceSBUXStarbucks$666,481$1,005 ▲0.2%7,2930.4%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$662,291$6,786 ▼-1.0%8,7840.4%ETFDUKDuke Energy$635,529$2,031 ▼-0.3%6,5710.4%UtilitiesEPDEnterprise Products Partners$620,591$5,632 ▲0.9%21,2680.4%Oils/EnergyKMBKimberly-Clark$613,287$36,867 ▼-5.7%4,7410.4%Consumer StaplesUPSUnited Parcel Service$591,957$48,599 ▲8.9%3,9830.3%TransportationEDConsolidated Edison$561,608$6,630 ▼-1.2%6,1840.3%UtilitiesPSXPhillips 66$546,0460.0%3,3430.3%Oils/EnergyDIASPDR Dow Jones Industrial Average ETF Trust$545,3290.0%1,3710.3%FinanceORealty Income$534,889$8,602 ▼-1.6%9,8870.3%FinancePFFiShares Preferred and Income Securities ETF$534,017$31,553 ▼-5.6%16,5690.3%ETFGOOGLAlphabet$522,520$24,149 ▼-4.4%3,4620.3%Computer and TechnologyINTCIntel$510,847$31,450 ▼-5.8%11,5650.3%Computer and TechnologyVZVerizon Communications$510,560$26,518 ▲5.5%12,1680.3%Computer and TechnologyBLKBlackRock$510,401$2,502 ▼-0.5%6120.3%FinanceULUnilever$485,969$31,016 ▼-6.0%9,6830.3%Consumer StaplesFDVVFidelity High Dividend ETF$448,950$448,950 ▲New Holding9,9080.3%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$447,448$1,949 ▲0.4%6,1980.3%FinanceMOAltria Group$433,270$58,232 ▼-11.8%9,9330.2%Consumer StaplesAPDAir Products and Chemicals$412,939$102,265 ▲32.9%1,7040.2%Basic MaterialsHDHome Depot$397,290$11,888 ▲3.1%1,0360.2%Retail/WholesaleCRMSalesforce$392,438$6,626 ▼-1.7%1,3030.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$390,150$122,506 ▲45.8%6,2580.2%ETFPMPhilip Morris International$384,495$16,215 ▼-4.0%4,1970.2%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$375,294$103,310 ▼-21.6%8,1590.2%ETFPFEPfizer$374,521$15,291 ▲4.3%13,4960.2%MedicalCOWZPacer US Cash Cows 100 ETF$374,504$374,504 ▲New Holding6,4450.2%ETFLOWLowe's Companies$369,278$60,103 ▲19.4%1,4500.2%Retail/WholesaleMRKMerck & Co., Inc.$355,924$28,506 ▼-7.4%2,6970.2%MedicalADMArcher-Daniels-Midland$355,737$19,470 ▼-5.2%5,6640.2%Consumer StaplesAFLAflac$351,495$944 ▲0.3%4,0940.2%FinanceBACBank of America$337,024$78,454 ▲30.3%8,8880.2%FinanceCVSCVS Health$330,169$558 ▲0.2%4,1400.2%Retail/WholesaleMDTMedtronic$316,093$71,550 ▲29.3%3,6270.2%MedicalTAT&T$315,347$38,492 ▼-10.9%17,9170.2%Computer and TechnologyTDToronto-Dominion Bank$314,4590.0%5,2080.2%FinanceKKellanova$313,959$27,729 ▼-8.1%5,4800.2%Consumer DiscretionaryVVisa$310,760$5,300 ▼-1.7%1,1140.2%Business ServicesADBEAdobe$307,301$4,037 ▲1.3%6090.2%Computer and TechnologyMMM3M$306,001$5,303 ▼-1.7%2,8850.2%Multi-Sector ConglomeratesAMGNAmgen$297,900$51,735 ▲21.0%1,0480.2%MedicalABTAbbott Laboratories$297,741$5,114 ▲1.7%2,6200.2%MedicalBPBP$282,291$53,730 ▼-16.0%7,4920.2%Oils/EnergyWFCWells Fargo & Company$259,772$60,683 ▼-18.9%4,4820.1%FinanceCSCOCisco Systems$256,024$9,083 ▲3.7%5,1300.1%Computer and TechnologyDRIDarden Restaurants$252,995$1,337 ▲0.5%1,5140.1%Retail/WholesaleGLWCorning$251,547$23,896 ▲10.5%7,6320.1%Computer and TechnologyCAHCardinal Health$248,185$32,562 ▼-11.6%2,2180.1%MedicalENBEnbridge$223,520$4,161 ▼-1.8%6,1780.1%Oils/EnergyGSKGSK$207,920$46,343 ▼-18.2%4,8500.1%MedicalIBMInternational Business Machines$203,503$203,503 ▲New Holding1,0660.1%Computer and TechnologyShowing largest 100 holdings. 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