Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 130
- +5 vs. Q1 2026
- Portfolio value
- $319.1M
- +$35.5M (+12.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EMREmerson Electric Co | Stock | 2,518 | $360.5K | 0.1% | −85−3.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 328 | $349.7K | 0.1% | −4−1.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 3,980 | $349.4K | 0.1% | +23+0.6% | Added | History |
| MSMorgan Stanley | Stock | 1,580 | $330.4K | 0.1% | +133+9.2% | Added | History |
| AEEAmeren Corp | COM | 2,754 | $311.3K | 0.1% | +10+0.4% | Added | History |
| WFCWells Fargo & Company | Stock | 3,739 | $309.0K | 0.1% | +226+6.4% | Added | History |
| DRIDarden Restaurants Inc | COM | 1,487 | $306.3K | 0.1% | +5+0.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,206 | $303.6K | 0.1% | +22+1.9% | Added | History |
| ABTAbbott Laboratories | Stock | 3,195 | $289.9K | 0.1% | −86−2.6% | Reduced | History |
| PFEPfizer Inc | Stock | 11,579 | $278.8K | 0.1% | −1,935−14.3% | Reduced | History |
| PSXPhillips 66 | Stock | 1,625 | $274.7K | 0.1% | −249−13.3% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,200 | $273.5K | 0.1% | +32+0.6% | Added | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 2,352 | $267.4K | 0.1% | +6+0.3% | Added | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 349 | $266.3K | 0.1% | +349 | New | History |
| LRCXLam Research Corp | Stock | 609 | $263.8K | 0.1% | +609 | New | History |
| TAT&T Inc. | Stock | 12,703 | $262.9K | 0.1% | −537−4.1% | Reduced | History |
| BPBP PLC | ADR | 7,069 | $261.2K | 0.1% | −734−9.4% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,372 | $261.0K | 0.1% | +266+6.5% | Added | – |
| UNPUnion Pacific Corp | Stock | 951 | $258.7K | 0.1% | −175−15.5% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 853 | $258.7K | 0.1% | +9+1.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 514 | $257.2K | 0.1% | +7+1.4% | Added | History |
| Vanguard Utilities ETF92204A876 | ETF | 1,300 | $254.4K | 0.1% | +8+0.6% | Added | – |
| GSKGSK plc | ADR | 4,800 | $251.6K | 0.1% | −384−7.4% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 975 | $245.9K | 0.1% | +975 | New | – |
| MDTMedtronic plc | Stock | 2,895 | $226.5K | 0.1% | −479−14.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 783 | $220.2K | 0.1% | +783 | New | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 5,164 | $213.9K | 0.1% | +113+2.2% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 494 | $205.5K | 0.1% | +494 | New | History |
| RTXRTX Corp | Stock | 1,076 | $204.2K | 0.1% | +2+0.2% | Added | History |
| GISGeneral Mills Inc | Stock | 5,851 | $203.6K | 0.1% | −2,013−25.6% | Reduced | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.