Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 16, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 107
- +4 vs. Q4 2024
- Portfolio value
- $209.9M
- +$10.2M (+5.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V407 | 0-5YR HI YL CP | 212,346 | $9.03M | 4.3% | +2,813+1.3% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 124,221 | $9.12M | 4.3% | +10,048+8.8% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 492,597 | $9.74M | 4.6% | +29,819+6.4% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 196,201 | $10.3M | 4.9% | +3,547+1.8% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 228,652 | $14.1M | 6.7% | +19,736+9.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 680,620 | $19.0M | 9.1% | +45,449+7.2% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,197,841 | $26.4M | 12.6% | +1,445+0.1% | Added | – |