Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 103
- +5 vs. Q3 2024
- Portfolio value
- $199.7M
- −$730.7K (−0.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF46434V621 | ETF | 208,916 | $12.8M | 6.4% | +3,344+1.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 635,171 | $17.4M | 8.7% | +16,679+2.7% | AddedConverted for a 3-for-1 split | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,196,396 | $27.7M | 13.9% | −12,643−1.0% | ReducedConverted for a 3-for-1 split | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.