Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 126
- +5 vs. Q3 2025
- Portfolio value
- $265.5M
- +$14.4M (+5.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AEPAmerican Electric Power Co Inc | Stock | 2,622 | $302.4K | 0.1% | −31−1.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 4,744 | $302.2K | 0.1% | −427−8.3% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 5,225 | $300.4K | 0.1% | +33+0.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,584 | $291.8K | 0.1% | +144+10.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 440 | $290.7K | 0.1% | +30+7.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,230 | $280.9K | 0.1% | +19+1.6% | Added | History |
| AEEAmeren Corp | COM | 2,735 | $273.1K | 0.1% | +10+0.4% | Added | History |
| DRIDarden Restaurants Inc | COM | 1,477 | $271.7K | 0.1% | +6+0.4% | Added | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,137 | $269.2K | 0.1% | +32+0.6% | Added | – |
| BPBP PLC | ADR | 7,751 | $269.2K | 0.1% | +69+0.9% | Added | History |
| MSMorgan Stanley | Stock | 1,443 | $256.1K | 0.1% | +56+4.0% | Added | History |
| GSKGSK plc | ADR | 5,183 | $254.2K | 0.1% | +10.0% | Added | History |
| PSXPhillips 66 | Stock | 1,873 | $241.7K | 0.1% | +1+0.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,041 | $240.9K | 0.1% | +2+0.2% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,093 | $238.4K | 0.1% | +5,093 | New | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,285 | $237.7K | 0.1% | +9+0.7% | Added | – |
| TXNTexas Instruments Inc | Stock | 1,296 | $224.8K | 0.1% | +193+17.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 658 | $217.1K | 0.1% | +658 | New | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 841 | $217.0K | 0.1% | +30+3.7% | Added | – |
| ADBEAdobe Inc. | Stock | 614 | $214.9K | 0.1% | −138−18.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 372 | $213.3K | 0.1% | +372 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,057 | $211.0K | 0.1% | −24−2.2% | Reduced | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 2,033 | $207.0K | 0.1% | +2,033 | New | – |
| IBMInternational Business Machines Corp | Stock | 697 | $206.4K | 0.1% | −18−2.5% | Reduced | History |
| RTXRTX Corp | Stock | 1,125 | $206.3K | 0.1% | +1,125 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 410 | $206.1K | 0.1% | −77−15.8% | Reduced | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 8,942 | $530.1K | 0.2% | History |
| KKellanova | Stock | 5,148 | $422.2K | 0.2% | History |
| iShares Tr464288687 | PFD AND INCM SEC | 7,541 | $238.5K | 0.1% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,564 | $231.7K | 0.1% | History |