Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 121
- +6 vs. Q2 2025
- Portfolio value
- $251.1M
- +$23.7M (+10.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 1,211 | $280.5K | 0.1% | +1,211 | New | History |
| DRIDarden Restaurants Inc | COM | 1,471 | $280.0K | 0.1% | −19−1.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,167 | $276.7K | 0.1% | −45−3.7% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,105 | $266.9K | 0.1% | +5,105 | New | – |
| ADBEAdobe Inc. | Stock | 752 | $265.3K | 0.1% | +12+1.6% | Added | History |
| BPBP PLC | ADR | 7,682 | $264.7K | 0.1% | −82−1.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,461 | $261.3K | 0.1% | +27+0.8% | Added | History |
| PLDPrologis, Inc. | REIT | 2,256 | $258.3K | 0.1% | +123+5.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 3,067 | $257.4K | 0.1% | +25+0.8% | Added | History |
| PSXPhillips 66 | Stock | 1,872 | $254.7K | 0.1% | −224−10.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 1,039 | $245.5K | 0.1% | +39+3.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 487 | $244.8K | 0.1% | +39+8.7% | Added | History |
| Vanguard Utilities ETF92204A876 | ETF | 1,276 | $241.7K | 0.1% | +7+0.6% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,541 | $238.5K | 0.1% | −1,798−19.3% | Reduced | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,564 | $231.7K | 0.1% | +149+4.4% | Added | History |
| GSKGSK plc | ADR | 5,182 | $223.7K | 0.1% | +5,182 | New | History |
| MSMorgan Stanley | Stock | 1,387 | $220.6K | 0.1% | +1,387 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,081 | $211.8K | 0.1% | +1,081 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 811 | $206.3K | 0.1% | +811 | New | – |
| TXNTexas Instruments Inc | Stock | 1,103 | $202.6K | 0.1% | −42−3.7% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 715 | $201.6K | 0.1% | −62−8.0% | Reduced | History |