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Powers Advisory Group, LLC

SEC CIK
0001927474
Latest filing
Jul 31, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed May 6, 2022. Long positions only.

Institution overview
Positions
91
No filing for Q3 2021
Portfolio value
$141.9M
No filing for Q3 2021
Filed
May 6, 2022
SEC

Powers Advisory Group, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Powers Advisory Group, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF170,880$19.4M13.7%–––
Schwab US Aggregate Bond ETF808524839ETF167,788$9.04M6.4%–––
Schwab US Dividend Equity ETF808524797ETF92,756$7.50M5.3%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD73,262$5.95M4.2%–––
iShares Core Dividend Growth ETF46434V621ETF99,274$5.52M3.9%–––
MSFTMicrosoft CorpStock15,133$5.09M3.6%––History
Schwab International Equity ETF808524805ETF122,522$4.76M3.4%–––
iShares Tr46434V4070-5YR HI YL CP104,692$4.74M3.3%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF41,768$3.87M2.7%–––
iShares Tr464288646ISHS 1-5YR INVS70,918$3.82M2.7%–––
WisdomTree Tr97717W794TRUE DEV INTL FD67,818$3.35M2.4%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF19,597$3.21M2.3%–––
Schwab U.S. Mid-Cap ETF808524508ETF35,478$2.85M2.0%–––
Schwab U.S. Small-Cap ETF808524607ETF27,815$2.85M2.0%–––
PGProcter & Gamble CoStock14,029$2.29M1.6%––History
TGTTarget CorpStock8,708$2.02M1.4%––History
AAPLApple Inc.Stock11,248$2.00M1.4%––History
WMTWalmart Inc.Stock12,798$1.85M1.3%––History
MCDMcDonalds CorpStock6,871$1.84M1.3%––History
WisdomTree Tr97717W505US MIDCAP DIVID40,052$1.78M1.3%–––
LMTLockheed Martin CorpStock4,807$1.71M1.2%––History
JNJJohnson & JohnsonStock9,881$1.69M1.2%––History
WMWaste Management IncStock9,672$1.61M1.1%––History
SPDR Series Trust78464A292ST STR PFD ETF36,922$1.58M1.1%–––
Vanguard Short-Term Bond ETF921937827ETF18,936$1.53M1.1%–––
PEPPepsiCo IncStock7,463$1.30M0.9%––History
Vanguard Intermediate-Term Bond ETF921937819ETF14,754$1.29M0.9%–––
WisdomTree Tr97717W604US SMALLCAP DIVD38,295$1.26M0.9%–––
CLXClorox CoStock6,345$1.11M0.8%––History
LLYEli Lilly & CoStock4,001$1.10M0.8%––History
GOOGAlphabet Inc.Stock381$1.10M0.8%––History
PAYXPaychex IncStock8,047$1.10M0.8%––History
SOSouthern CoStock15,154$1.04M0.7%––History
KOCoca Cola CoStock17,073$1.01M0.7%––History
GISGeneral Mills IncStock14,844$1.00M0.7%––History
Invesco QQQ Trust Series I46090E103ETF2,444$972.0K0.7%–––
iShares Tr464288687PFD AND INCM SEC23,886$942.0K0.7%–––
DEDeere & CoStock2,536$869.0K0.6%––History
INTCIntel CorpStock16,861$868.0K0.6%––History
AMZNAmazon Com IncStock251$837.0K0.6%––History
PIMCO ETF Tr72201R866INTER MUN BD ACT14,884$837.0K0.6%–––
SYYSysco CorpStock10,529$827.0K0.6%––History
CLColgate Palmolive CoStock9,672$825.0K0.6%––History
JPMJPMorgan Chase & CoStock5,156$816.0K0.6%––History
SPYSPDR S&P 500 ETF TrustETF1,707$811.0K0.6%––History
PFEPfizer IncStock12,817$757.0K0.5%––History
SBUXStarbucks CorpStock6,196$725.0K0.5%––History
KMBKimberly Clark CorpStock5,003$715.0K0.5%––History
UPSUnited Parcel Service IncStock3,244$695.0K0.5%––History
USBUS Bancorp DECOM NEW12,224$687.0K0.5%––History
DUKDuke Energy CORPStock6,302$661.0K0.5%––History
ULUnilever PLCSPON ADR NEW11,357$611.0K0.4%––History
SPDR Series Trust78464A284ST NUVE HIGH ETF9,972$599.0K0.4%–––
TAT&T Inc.Stock23,835$586.0K0.4%––History
CVXChevron CorpStock4,992$586.0K0.4%––History
EDConsolidated Edison IncStock6,708$572.0K0.4%––History
ORealty Income CorpREIT7,860$563.0K0.4%––History
Pgim ETF Tr69344A206ACTV HY BD ETF13,713$556.0K0.4%–––
MOAltria Group, Inc.Stock11,116$527.0K0.4%––History
XOMExxonMobil Holdings CorpCOM8,543$523.0K0.4%––History
VZVerizon Communications IncStock9,975$518.0K0.4%––History
MMM3M CoStock2,764$491.0K0.3%––History
WBAWalgreens Boots Alliance, Inc.COM9,222$481.0K0.3%––History
GOOGLAlphabet Inc.Stock162$469.0K0.3%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,238$450.0K0.3%––History
KKellanovaStock6,945$447.0K0.3%––History
PMPhilip Morris International Inc.Stock4,593$436.0K0.3%––History
EPDEnterprise Products Partners L.P.Stock19,385$426.0K0.3%––History
HDHome Depot, Inc.Stock968$402.0K0.3%––History
GSKGSK plcSPONSORED ADR9,069$400.0K0.3%––History
CVSCVS Health CorpStock3,787$391.0K0.3%––History
ADMArcher-Daniels-Midland CoStock5,776$390.0K0.3%––History
ABTAbbott LaboratoriesStock2,605$367.0K0.3%––History
WisdomTree Tr97717W307US LARGECAP DIVD5,564$367.0K0.3%–––
LOWLowes Companies IncStock1,410$364.0K0.3%––History
BPBP PLCADR13,401$357.0K0.3%––History
DDominion Energy, IncStock4,313$339.0K0.2%––History
BLKBlackRock, Inc.COM355$325.0K0.2%––History
Schwab Emerging Markets Equity ETF808524706ETF10,714$317.0K0.2%–––
TDToronto Dominion BankStock4,082$313.0K0.2%––History
WFCWells Fargo & CompanyStock6,336$304.0K0.2%––History
ENBEnbridge IncStock6,768$264.0K0.2%––History
DRIDarden Restaurants IncCOM1,657$250.0K0.2%––History
CRMSalesforce, Inc.Stock948$241.0K0.2%––History
AFLAflac IncStock4,000$234.0K0.2%––History
AEEAmeren CorpCOM2,628$234.0K0.2%––History
BUDAnheuser-Busch InBev SA/NVADR3,781$229.0K0.2%––History
HBIHanesbrands Inc.COM13,368$224.0K0.2%––History
MRKMerck & Co., Inc.Stock2,848$218.0K0.2%––History
LEGLeggett & Platt IncStock5,209$214.0K0.2%––History
IBMInternational Business Machines CorpStock1,512$202.0K0.1%––History