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Powers Advisory Group, LLC13F | |
| Powers Advisory Group, LLC | |
| Last update 2025-07-18 | 115 Stocks (9 new) |
| Value $227.00 Mil | Turnover 4 % |
Powers Advisory Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,207,947 | 29,522.2 | +0.84% | 12.980 | +0.11% | 0.050 | +19.93% | +7.89% | 56,889.6 | ||
SCHD | Schwab US Dividend Equity ETF | 665,788 | 17,643.4 | -2.18% | 7.760 | -0.20% | 0.030 | +7.34% | +0.77% | 70,469.5 | ||
DGRO | iShares Core Dividend Growth ETF | 241,517 | 15,442.6 | +5.63% | 6.790 | +0.36% | 0.050 | +11.81% | +6.66% | 32,435.0 | ||
SCHF | Schwab International Equity ETF | 507,066 | 11,206.2 | +2.94% | 4.930 | +0.14% | 0.020 | +11.99% | +19.38% | 48,597.1 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 198,411 | 10,468.2 | +1.13% | 4.600 | +0.05% | 0.050 | +1.99% | +3.94% | 21,483.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 327,345 | 9,561.7 | +9.55% | 4.200 | +0.37% | 0.020 | +25.66% | +6.92% | 45,305.9 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 217,929 | 9,401.5 | +2.63% | 4.130 | +0.11% | 0.140 | +4.48% | +4.45% | 6,836.3 | ||
BND | Vanguard Total Bond Market ETF | 127,662 | 9,399.8 | +2.77% | 4.130 | +0.11% | 0.010 | +1.26% | +3.27% | 127,496.0 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 110,926 | 8,818.6 | +5.03% | 3.880 | +0.19% | 0.030 | +1.88% | +3.77% | 35,004.9 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 89,215 | 7,397.8 | +3.49% | 3.250 | +0.11% | 0.010 | +3.07% | +4.86% | 53,338.9 |
Powers Advisory Group, LLC's Historical Top Holdings Breakdowns
Powers Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FDVV | Fidelity High Dividend ETF | 2025-06-30 | Add Add | +0.72% | 43.6 ($49.2) 52.02 | $53.33 | 8.39% | Add 135.43% | 54,788 | 31,517 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +0.37% | 22.27 ($26.42) 29.21 | $29.74 | 12.57% | Add 9.55% | 327,345 | 28,532 | |
DGRO | iShares Core Dividend Growth ETF | 2025-06-30 | Add Add | +0.36% | 55.22 ($60.99) 63.94 | $64.76 | 6.18% | Add 5.63% | 241,517 | 12,865 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-06-30 | Add Add | +0.24% | 71.28 ($79.35) 83.74 | $84.89 | 6.98% | Add 29.85% | 28,243 | 6,493 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -0.20% | 24.32 ($26.14) 27.96 | $27.02 | 3.37% | Reduce -2.18% | 665,788 | -14,832 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.19% | 77.94 ($78.77) 79.5 | $79.23 | 0.58% | Add 5.03% | 110,926 | 5,311 | |
FLQH |
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
| 2025-06-30 | Add Add | +0.17% | 29.01 ($33.99) 36.04 | $26.79 | -21.18% | Add 55.58% | 30,329 | 10,835 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Add Add | +0.14% | 17.76 ($20.8) 22.1 | $21.94 | 5.48% | Add 2.94% | 507,066 | 14,469 | |
FLOT | iShares Floating Rate Bond ETF | 2025-06-30 | Reduce Reduce | -0.13% | 50.1 ($50.81) 51.05 | $51.00 | 0.37% | Reduce -17.28% | 25,878 | -5,404 | |
META | Meta Platforms Inc | 2025-06-30 | New Buy New Buy | +0.13% | 484.66 ($617.26) 738.09 | $704.28 | 14.10% | New holding | 386 | 386 |
Powers Advisory Group, LLC Total Holding History ($B)
Powers Advisory Group, LLC's Asset Allocation
Powers Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Powers Advisory Group, LLC's Hypothetical Growth since 2025-06-30
Powers Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Powers Advisory Group, LLC's Holdings Heat Map
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