Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 18, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 115
- +8 vs. Q1 2025
- Portfolio value
- $227.4M
- +$17.5M (+8.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 1,152 | $204.4K | 0.1% | +1,152 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 3,415 | $209.0K | 0.1% | +3,415 | New | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 2,343 | $213.4K | 0.1% | +2,343 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 448 | $217.6K | 0.1% | +448 | New | History |
| Vanguard Utilities ETF92204A876 | ETF | 1,269 | $223.9K | 0.1% | +8+0.6% | Added | – |
| PLDPrologis, Inc. | REIT | 2,133 | $224.3K | 0.1% | +2,133 | New | History |
| IBMInternational Business Machines Corp | Stock | 777 | $228.9K | 0.1% | +777 | New | History |
| UNPUnion Pacific Corp | Stock | 1,000 | $230.1K | 0.1% | +2+0.2% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,236 | $232.0K | 0.1% | +7+0.3% | Added | History |
| BPBP PLC | ADR | 7,764 | $232.4K | 0.1% | +74+1.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 1,145 | $237.7K | 0.1% | −23−2.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,434 | $238.4K | 0.1% | +285+9.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,060 | $240.1K | 0.1% | +1,060 | New | History |
| MRKMerck & Co., Inc. | Stock | 3,042 | $240.8K | 0.1% | +135+4.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,205 | $246.6K | 0.1% | +1,205 | New | History |
| PSXPhillips 66 | Stock | 2,096 | $250.1K | 0.1% | −384−15.5% | Reduced | History |
| AEEAmeren Corp | COM | 2,716 | $260.8K | 0.1% | +110+4.2% | Added | History |
| WFCWells Fargo & Company | Stock | 3,434 | $275.1K | 0.1% | −18−0.5% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,506 | $280.8K | 0.1% | +141+10.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 386 | $284.8K | 0.1% | +386 | New | History |
| ADMArcher-Daniels-Midland Co | Stock | 5,405 | $285.3K | 0.1% | −222−3.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 740 | $286.3K | 0.1% | +89+13.7% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 9,339 | $286.5K | 0.1% | −1,625−14.8% | Reduced | – |
| ENBEnbridge Inc | Stock | 6,458 | $292.7K | 0.1% | 00.0% | Unchanged | History |
| DRIDarden Restaurants Inc | COM | 1,490 | $324.9K | 0.1% | +5+0.3% | Added | History |
| PFEPfizer Inc | Stock | 13,408 | $325.0K | 0.1% | −537−3.9% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,212 | $330.5K | 0.1% | −51−4.0% | Reduced | History |
| TDToronto Dominion Bank | Stock | 4,538 | $333.3K | 0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 3,841 | $334.8K | 0.1% | −50−1.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 5,160 | $358.0K | 0.2% | +50+1.0% | Added | History |
| NKENIKE, Inc. | Stock | 5,049 | $358.7K | 0.2% | +460+10.0% | Added | History |
| CAHCardinal Health Inc | Stock | 2,160 | $362.9K | 0.2% | +6+0.3% | Added | History |
| MAMastercard Inc | Stock | 648 | $363.9K | 0.2% | +10+1.6% | Added | History |
| TAT&T Inc. | Stock | 12,694 | $367.4K | 0.2% | +279+2.2% | Added | History |
| LOWLowes Companies Inc | Stock | 1,665 | $369.4K | 0.2% | +6+0.4% | Added | History |
| AMGNAmgen Inc | Stock | 1,348 | $376.5K | 0.2% | +8+0.6% | Added | History |
| HDHome Depot, Inc. | Stock | 1,060 | $388.8K | 0.2% | +15+1.4% | Added | History |
| AFLAflac Inc | Stock | 3,723 | $392.6K | 0.2% | +9+0.2% | Added | History |
| GLWCorning Inc | COM | 7,495 | $394.1K | 0.2% | −50−0.7% | Reduced | History |
| KKellanova | Stock | 5,119 | $407.1K | 0.2% | −330−6.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 3,013 | $409.7K | 0.2% | +11+0.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,496 | $412.3K | 0.2% | +157+11.7% | Added | History |
| NVDANVIDIA Corp | Stock | 2,635 | $416.3K | 0.2% | +70+2.7% | Added | History |
| VVisa Inc. | Stock | 1,209 | $429.4K | 0.2% | +1+0.1% | Added | History |
| BACBank of America Corp | Stock | 9,798 | $463.6K | 0.2% | +668+7.3% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 4,639 | $468.2K | 0.2% | +216+4.9% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,849 | $480.4K | 0.2% | +33+0.6% | Added | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,716 | $483.9K | 0.2% | +75+4.6% | Added | History |
| MOAltria Group, Inc. | Stock | 9,169 | $537.6K | 0.2% | +86+0.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,552 | $544.5K | 0.2% | +5,119+115.5% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 9,136 | $546.4K | 0.2% | +3,047+50.0% | Added | – |
| ULUnilever PLC | SPON ADR NEW | 8,945 | $547.2K | 0.2% | +31+0.3% | Added | History |
| VZVerizon Communications Inc | Stock | 13,412 | $580.3K | 0.3% | +257+2.0% | Added | History |
| KMBKimberly Clark Corp | Stock | 4,539 | $585.2K | 0.3% | +68+1.5% | Added | History |
| BLKBlackRock, Inc. | Stock | 558 | $586.0K | 0.3% | +1+0.2% | Added | History |
| GISGeneral Mills Inc | Stock | 11,567 | $599.3K | 0.3% | −770−6.2% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $604.1K | 0.3% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 10,520 | $606.0K | 0.3% | +137+1.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,562 | $627.7K | 0.3% | +62+1.8% | Added | History |
| EDConsolidated Edison Inc | Stock | 6,261 | $628.3K | 0.3% | −50−0.8% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 22,631 | $701.8K | 0.3% | +276+1.2% | Added | History |
| USBUS Bancorp DE | COM NEW | 15,680 | $709.5K | 0.3% | −329−2.1% | Reduced | History |
| SYYSysco Corp | Stock | 9,596 | $726.8K | 0.3% | +45+0.5% | Added | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 32,332 | $751.4K | 0.3% | +3,422+11.8% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,716 | $760.1K | 0.3% | +528+24.1% | Added | – |
| PMPhilip Morris International Inc. | Stock | 4,188 | $762.7K | 0.3% | −46−1.1% | Reduced | History |
| CVXChevron Corp | Stock | 5,437 | $778.5K | 0.3% | +186+3.5% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,160 | $785.8K | 0.3% | +51+0.5% | Added | – |
| CLXClorox Co | Stock | 6,550 | $786.4K | 0.3% | −180−2.7% | Reduced | History |
| CLColgate Palmolive Co | Stock | 8,781 | $798.2K | 0.4% | −267−3.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 8,717 | $798.7K | 0.4% | +20+0.2% | Added | History |
| DUKDuke Energy CORP | Stock | 6,775 | $799.5K | 0.4% | +40+0.6% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,634 | $915.6K | 0.4% | −202−1.7% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,478 | $917.5K | 0.4% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 9,368 | $924.1K | 0.4% | +87+0.9% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,881 | $985.3K | 0.4% | +2,220+14.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 9,568 | $1.03M | 0.5% | +59+0.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $1.04M | 0.5% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 8,111 | $1.07M | 0.5% | +222+2.8% | Added | History |
| DEDeere & Co | Stock | 2,118 | $1.08M | 0.5% | −50−2.3% | Reduced | History |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 30,329 | $1.08M | 0.5% | +10,835+55.6% | Added | – |
| KOCoca Cola Co | Stock | 15,375 | $1.09M | 0.5% | +80+0.5% | Added | History |
| PAYXPaychex Inc | Stock | 7,654 | $1.11M | 0.5% | +38+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 5,898 | $1.29M | 0.6% | +298+5.3% | Added | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 25,878 | $1.32M | 0.6% | −5,404−17.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $1.35M | 0.6% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 15,252 | $1.40M | 0.6% | +83+0.5% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 22,698 | $1.45M | 0.6% | +3,065+15.6% | Added | – |
| JNJJohnson & Johnson | Stock | 9,813 | $1.50M | 0.7% | +58+0.6% | Added | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,998 | $1.56M | 0.7% | +1,059+2.2% | Added | – |
| LLYEli Lilly & Co | Stock | 2,289 | $1.78M | 0.8% | +3+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 6,246 | $1.81M | 0.8% | +104+1.7% | Added | History |
| WMWaste Management Inc | Stock | 8,138 | $1.86M | 0.8% | +10.0% | Added | History |
| MCDMcDonalds Corp | Stock | 6,473 | $1.89M | 0.8% | +27+0.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 4,520 | $2.09M | 0.9% | +21+0.5% | Added | History |
| PGProcter & Gamble Co | Stock | 13,314 | $2.12M | 0.9% | +33+0.2% | Added | History |
| AAPLApple Inc. | Stock | 10,698 | $2.19M | 1.0% | +154+1.5% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,073 | $2.31M | 1.0% | +337+0.7% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 28,243 | $2.37M | 1.0% | +6,493+29.9% | Added | – |
| Fidelity High Dividend ETF316092840 | ETF | 54,788 | $2.85M | 1.3% | +31,517+135.4% | Added | – |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.