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Size ($ in 1000's)
At 03/31/2024: $174,948
At 12/31/2023: $162,052
Powers Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Powers Advisory Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Powers Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Powers Advisory Group LLC.
In the Powers Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Powers Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Powers Advisory Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
400,042 |
-3,087 |
$24,827 | | SCHX | 400,042 | -3,087 | $24,827 | | SCHWAB STRATEGIC TR |
181,056 |
+8,298 |
$14,599 | | SCHD | 181,056 | +8,298 | $14,599 | | ISHARES TR (DGRO) |
181,136 |
+4,202 |
$10,517 | | DGRO | 181,136 | +4,202 | $10,517 | | ISHARES TR (IGSB) |
181,686 |
+9,067 |
$9,317 | | IGSB | 181,686 | +9,067 | $9,317 | | ISHARES TR (SHYG) |
189,661 |
+6,029 |
$8,070 | | SHYG | 189,661 | +6,029 | $8,070 | | SCHWAB STRATEGIC TR |
194,703 |
+13,914 |
$7,597 | | SCHF | 194,703 | +13,914 | $7,597 | | VANGUARD SCOTTSDALE FDS (VCSH) |
82,134 |
+3,847 |
$6,350 | | VCSH | 82,134 | +3,847 | $6,350 | | VANGUARD BD INDEX FDS (BND) |
85,839 |
+6,475 |
$6,235 | | BND | 85,839 | +6,475 | $6,235 | | MICROSOFT CORP |
14,131 |
-481 |
$5,945 | | MSFT | 14,131 | -481 | $5,945 | | SCHWAB STRATEGIC TR |
61,570 |
+2,026 |
$5,709 | | SCHG | 61,570 | +2,026 | $5,709 | | VANGUARD SCOTTSDALE FDS (VCIT) |
62,101 |
+6,245 |
$5,000 | | VCIT | 62,101 | +6,245 | $5,000 | | WISDOMTREE TR |
83,075 |
+202 |
$4,296 | | DOL | 83,075 | +202 | $4,296 | | SCHWAB STRATEGIC TR |
48,212 |
+1,123 |
$3,926 | | SCHM | 48,212 | +1,123 | $3,926 | | SCHWAB STRATEGIC TR |
79,014 |
+2,835 |
$3,891 | | SCHA | 79,014 | +2,835 | $3,891 | | WISDOMTREE TR |
48,661 |
+544 |
$2,373 | | DON | 48,661 | +544 | $2,373 | | PROCTER AND GAMBLE CO |
13,081 |
-426 |
$2,122 | | PG | 13,081 | -426 | $2,122 | | LOCKHEED MARTIN CORP |
4,544 |
+46 |
$2,067 | | LMT | 4,544 | +46 | $2,067 | | WALMART INC |
33,451 |
+21,469 |
$2,013 | | WMT | 33,451 | +21,469 | $2,013 | | ELI LILLY & CO |
2,288 |
+58 |
$1,780 | | LLY | 2,288 | +58 | $1,780 | | MCDONALDS CORP |
6,206 |
-266 |
$1,750 | | MCD | 6,206 | -266 | $1,750 | | WASTE MGMT INC DEL |
8,098 |
-534 |
$1,726 | | WM | 8,098 | -534 | $1,726 | | APPLE INC |
10,024 |
-953 |
$1,719 | | AAPL | 10,024 | -953 | $1,719 | | SPDR SER TR (PSK) |
47,821 |
-2,006 |
$1,668 | | PSK | 47,821 | -2,006 | $1,668 | | WISDOMTREE TR |
48,851 |
+523 |
$1,596 | | DES | 48,851 | +523 | $1,596 | | TARGET CORP |
8,774 |
-94 |
$1,555 | | TGT | 8,774 | -94 | $1,555 | | JOHNSON & JOHNSON |
9,395 |
-163 |
$1,486 | | JNJ | 9,395 | -163 | $1,486 | | PEPSICO INC |
7,141 |
+80 |
$1,250 | | PEP | 7,141 | +80 | $1,250 | | JPMORGAN CHASE & CO |
6,031 |
+226 |
$1,208 | | JPM | 6,031 | +226 | $1,208 | | INVESCO QQQ TR |
2,444 |
UNCH |
$1,085 | | QQQ | 2,444 | UNCH | $1,085 | | SOUTHERN CO |
15,087 |
-261 |
$1,082 | | SO | 15,087 | -261 | $1,082 | | EXXON MOBIL CORP |
9,147 |
-109 |
$1,063 | | XOM | 9,147 | -109 | $1,063 | | CLOROX CO DEL |
6,693 |
+10 |
$1,025 | | CLX | 6,693 | +10 | $1,025 | | PAYCHEX INC |
7,663 |
-111 |
$941 | | PAYX | 7,663 | -111 | $941 | | VANGUARD BD INDEX FDS (BSV) |
12,238 |
+29 |
$938 | | BSV | 12,238 | +29 | $938 | | AMAZON COM INC |
5,152 |
+20 |
$929 | | AMZN | 5,152 | +20 | $929 | | DEERE & CO |
2,255 |
-34 |
$926 | | DE | 2,255 | -34 | $926 | | COCA COLA CO |
14,997 |
-1,197 |
$918 | | KO | 14,997 | -1,197 | $918 | | SPDR S&P 500 ETF TR (SPY) |
1,707 |
-1 |
$893 | | SPY | 1,707 | -1 | $893 | | GENERAL MLS INC |
12,413 |
-649 |
$869 | | GIS | 12,413 | -649 | $869 | | COLGATE PALMOLIVE CO |
9,444 |
+38 |
$850 | | CL | 9,444 | +38 | $850 | | CHEVRON CORP NEW |
5,086 |
-6 |
$802 | | CVX | 5,086 | -6 | $802 | | SYSCO CORP |
9,406 |
+45 |
$764 | | SYY | 9,406 | +45 | $764 | | US BANCORP DEL |
16,166 |
-405 |
$723 | | USB | 16,166 | -405 | $723 | | STARBUCKS CORP |
7,293 |
+11 |
$666 | | SBUX | 7,293 | +11 | $666 | | VANGUARD BD INDEX FDS (BIV) |
8,784 |
-90 |
$662 | | BIV | 8,784 | -90 | $662 | | DUKE ENERGY CORP NEW |
6,571 |
-21 |
$636 | | DUK | 6,571 | -21 | $636 | | ENTERPRISE PRODS PARTNERS L |
21,268 |
+193 |
$621 | | EPD | 21,268 | +193 | $621 | | KIMBERLY CLARK CORP |
4,741 |
-285 |
$613 | | KMB | 4,741 | -285 | $613 | | UNITED PARCEL SERVICE INC |
3,983 |
+327 |
$592 | | UPS | 3,983 | +327 | $592 | | CONSOLIDATED EDISON INC |
6,184 |
-73 |
$562 | | ED | 6,184 | -73 | $562 |
See Full List: All Stocks Held By Powers Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Powers Advisory Group LLC
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