Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 125
- −1 vs. Q4 2025
- Portfolio value
- $283.6M
- +$18.1M (+6.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 3,281 | $336.9K | 0.1% | +191+6.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,122 | $322.0K | 0.1% | 00.0% | Unchanged | History |
| AEEAmeren Corp | COM | 2,744 | $301.7K | 0.1% | +9+0.3% | Added | History |
| GISGeneral Mills Inc | Stock | 7,864 | $292.7K | 0.1% | −631−7.4% | Reduced | History |
| MDTMedtronic plc | Stock | 3,374 | $292.4K | 0.1% | −145−4.1% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 1,482 | $290.5K | 0.1% | +5+0.3% | Added | History |
| GSKGSK plc | ADR | 5,184 | $286.1K | 0.1% | +10.0% | Added | History |
| WFCWells Fargo & Company | Stock | 3,513 | $279.7K | 0.1% | +3+0.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,736 | $278.3K | 0.1% | +152+9.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,126 | $273.2K | 0.1% | +85+8.2% | Added | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,168 | $269.7K | 0.1% | +31+0.6% | Added | – |
| ABBVAbbVie Inc. | Stock | 1,184 | $257.5K | 0.1% | −46−3.7% | Reduced | History |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 2,346 | $256.3K | 0.1% | +313+15.4% | Added | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,292 | $256.0K | 0.1% | +7+0.5% | Added | – |
| TXNTexas Instruments Inc | Stock | 1,298 | $252.0K | 0.1% | +2+0.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 507 | $243.0K | 0.1% | +97+23.7% | Added | History |
| MSMorgan Stanley | Stock | 1,447 | $238.1K | 0.1% | +4+0.3% | Added | History |
| NKENIKE, Inc. | Stock | 4,498 | $237.6K | 0.1% | −246−5.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 332 | $235.2K | 0.1% | −40−10.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,218 | $227.4K | 0.1% | +50+4.3% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,106 | $221.9K | 0.1% | +4,106 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 844 | $221.0K | 0.1% | +3+0.4% | Added | – |
| EOGEOG Resources Inc | Stock | 1,511 | $218.4K | 0.1% | +1,511 | New | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 5,051 | $215.0K | 0.1% | +5,051 | New | – |
| RTXRTX Corp | Stock | 1,074 | $207.3K | 0.1% | −51−4.5% | Reduced | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 658 | $217.1K | 0.1% | History |
| ADBEAdobe Inc. | Stock | 614 | $214.9K | 0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,057 | $211.0K | 0.1% | – |
| IBMInternational Business Machines Corp | Stock | 697 | $206.4K | 0.1% | History |