The Analysis of Powers Advisory Group, LLC's Holdings

Currently, Powers Advisory Group, LLC holds 126 types of securities in its portfolio with a total value $265.5M. In the most recent quarter, they have increased their positions in FLOT (+34.8K shares, valued at $1.8M), WTV (+12.8K shares, valued at $1.2M), FDVV (+18.9K shares, valued at $1.1M); decreased their positions in SCHD (-15.9K shares, valued at $435.2K), GIS (-1.4K shares, valued at $65.4K), ADBE (-138 shares, valued at $48.3K); initiated new positions in WTV (+12.8K shares, valued at $1.2M), N/A (+7.8K shares, valued at $513.3K), DVY (+2.9K shares, valued at $409.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.2M shares0.19%2025-12-312026-01-22

DGRO ISHARES TR270.3K shares4.15%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR640.6K shares-2.42%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR572.6K shares4.00%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS164.4K shares7.70%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR362.5K shares2.20%2025-12-312026-01-22

VCSH VANGUARD SCOTTSDALE FDS124.6K shares8.48%2025-12-312026-01-22

IGSB ISHARES TR178.8K shares-0.31%2025-12-312026-01-22

Sponsored

SHYG ISHARES TR218.6K shares3.03%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS110.8K shares0.83%2025-12-312026-01-22

MSFT MICROSOFT CORP14.4K shares1.40%2025-12-312026-01-22

FDVV FIDELITY COVINGTON TRUST115.9K shares19.46%2025-12-312026-01-22

DOL WISDOMTREE TR84.3K shares0.36%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR191.5K shares1.53%2025-12-312026-01-22

SCHM SCHWAB STRATEGIC TR177.6K shares1.67%2025-12-312026-01-22

DGRW WISDOMTREE TR40.5K shares13.81%2025-12-312026-01-22

Sponsored

WMT WALMART INC32.1K shares-0.46%2025-12-312026-01-22

FLOT ISHARES TR68.2K shares104.25%2025-12-312026-01-22

AAPL APPLE INC10.9K shares0.10%2025-12-312026-01-22

LLY ELI LILLY & CO2.3K shares0.31%2025-12-312026-01-22

DON WISDOMTREE TR46.8K shares2.06%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP4.5K shares1.39%2025-12-312026-01-22

DFAS DIMENSIONAL ETF TRUST30.4K shares7.83%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON10.2K shares0.22%2025-12-312026-01-22

Sponsored

DIVI FRANKLIN TEMPLETON ETF TR54.2K shares41.97%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.6.3K shares0.35%2025-12-312026-01-22

MCD MCDONALDS CORP6.5K shares1.59%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO13.3K shares2.42%2025-12-312026-01-22

WM WASTE MGMT INC DEL8.3K shares1.39%2025-12-312026-01-22

SCHZ SCHWAB STRATEGIC TR70.4K shares0.10%2025-12-312026-01-22

DES WISDOMTREE TR49.1K shares0.08%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR2.6K shares4.07%2025-12-312026-01-22

Sponsored

IVV ISHARES TR2.2K shares37.64%2025-12-312026-01-22

AMZN AMAZON COM INC6.2K shares3.87%2025-12-312026-01-22

SO SOUTHERN CO15.2K shares0.96%2025-12-312026-01-22

XOM EXXON MOBIL CORP10.1K shares-1.52%2025-12-312026-01-22

WTV WISDOMTREE TR12.8K sharesnew addition2025-12-312026-01-22

PEP PEPSICO INC8.3K shares1.91%2025-12-312026-01-22

COWZ PACER FDS TR19.4K shares1.76%2025-12-312026-01-22

ALPHABET INC ALPHABET INC3.7K shares1.12%2025-12-312026-01-22

Sponsored

VO VANGUARD INDEX FDS4.0K shares9.89%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR1.7K shares0.00%2025-12-312026-01-22

KO COCA COLA CO15.9K shares2.69%2025-12-312026-01-22

DE DEERE & CO2.1K shares0.19%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS15.5K shares13.19%2025-12-312026-01-22

PAYX PAYCHEX INC8.0K shares4.20%2025-12-312026-01-22

CVX CHEVRON CORP NEW5.9K shares7.40%2025-12-312026-01-22

BSV VANGUARD BD INDEX FDS11.2K shares-1.49%2025-12-312026-01-22

Sponsored

TGT TARGET CORP8.9K shares1.03%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.4K shares0.55%2025-12-312026-01-22

USB US BANCORP DEL15.8K shares0.06%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS12.5K shares8.36%2025-12-312026-01-22

BIV VANGUARD BD INDEX FDS9.8K shares0.69%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC4.6K shares0.57%2025-12-312026-01-22

EPD ENTERPRISE PRODS PARTNERS L23.1K shares1.25%2025-12-312026-01-22

SBUX STARBUCKS CORP8.7K shares2.81%2025-12-312026-01-22

Sponsored

CL COLGATE PALMOLIVE CO8.9K shares3.11%2025-12-312026-01-22

SYY SYSCO CORP9.3K shares-1.92%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE1.4K shares0.00%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC15.9K shares5.09%2025-12-312026-01-22

O REALTY INCOME CORP11.3K shares9.17%2025-12-312026-01-22

GLW CORNING INC7.2K shares-3.15%2025-12-312026-01-22

NVDA NVIDIA CORPORATION3.3K shares17.40%2025-12-312026-01-22

ED CONSOLIDATED EDISON INC6.0K shares-0.10%2025-12-312026-01-22

Sponsored

BROADCOM INC BROADCOM INC1.7K shares-0.47%2025-12-312026-01-22

BLACKROCK INC BLACKROCK INC547 shares-0.36%2025-12-312026-01-22

CLX CLOROX CO DEL5.7K shares-5.76%2025-12-312026-01-22

BAC BANK AMERICA CORP10.3K shares-0.86%2025-12-312026-01-22

MO ALTRIA GROUP INC9.8K shares5.40%2025-12-312026-01-22

AMGN AMGEN INC1.6K shares0.75%2025-12-312026-01-22

DLN WISDOMTREE TR5.9K shares0.54%2025-12-312026-01-22

V VISA INC1.5K shares15.04%2025-12-312026-01-22

Sponsored

UNILEVER PLC UNILEVER PLC7.8K sharesnew addition2025-12-312026-01-22

KMB KIMBERLY-CLARK CORP4.9K shares4.65%2025-12-312026-01-22

UPS UNITED PARCEL SERVICE INC4.9K shares7.08%2025-12-312026-01-22

CAH CARDINAL HEALTH INC2.2K shares0.23%2025-12-312026-01-22

TD TORONTO DOMINION BK ONT4.5K shares0.00%2025-12-312026-01-22

DVY ISHARES TR2.9K sharesnew addition2025-12-312026-01-22

AFL AFLAC INC3.7K shares-1.63%2025-12-312026-01-22

PNC PNC FINL SVCS GROUP INC1.9K shares1.06%2025-12-312026-01-22

Sponsored

GIS GENERAL MLS INC8.5K shares-14.21%2025-12-312026-01-22

LOW LOWES COS INC1.6K shares-8.21%2025-12-312026-01-22

ABT ABBOTT LABS3.1K shares-1.15%2025-12-312026-01-22

MA MASTERCARD INCORPORATED668 shares0.00%2025-12-312026-01-22

HD HOME DEPOT INC1.1K shares-0.92%2025-12-312026-01-22

CSCO CISCO SYS INC4.8K shares-0.91%2025-12-312026-01-22

ENB ENBRIDGE INC7.7K shares0.00%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC3.5K shares14.18%2025-12-312026-01-22

Sponsored

ALPHABET INC ALPHABET INC1.1K shares-2.60%2025-12-312026-01-22

EMR EMERSON ELEC CO2.6K sharesnew addition2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC3.5K shares0.00%2025-12-312026-01-22

T AT&T INC13.4K shares1.86%2025-12-312026-01-22

PFE PFIZER INC13.4K shares1.96%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-3.49%2025-12-312026-01-22

WFC WELLS FARGO CO NEW3.5K shares0.31%2025-12-312026-01-22

PLD PROLOGIS INC.2.5K shares10.06%2025-12-312026-01-22

Sponsored

APD AIR PRODS & CHEMS INC1.3K shares-11.53%2025-12-312026-01-22

AVUV AMERICAN CENTY ETF TR3.1K shares-1.52%2025-12-312026-01-22

CRM SALESFORCE INC1.2K shares0.09%2025-12-312026-01-22

NEE NEXTERA ENERGY INC3.8K shares9.39%2025-12-312026-01-22

AEP AMERICAN ELEC PWR CO INC2.6K shares-1.17%2025-12-312026-01-22

NKE NIKE INC4.7K shares-8.26%2025-12-312026-01-22

ADM ARCHER DANIELS MIDLAND CO5.2K shares0.64%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC1.6K shares10.00%2025-12-312026-01-22

Sponsored

META META PLATFORMS INC440 shares7.32%2025-12-312026-01-22

ABBV ABBVIE INC1.2K shares1.57%2025-12-312026-01-22

AEE AMEREN CORP2.7K shares0.37%2025-12-312026-01-22

DRI DARDEN RESTAURANTS INC1.5K shares0.41%2025-12-312026-01-22

MUNI PIMCO ETF TR5.1K shares0.63%2025-12-312026-01-22

BP BP PLC7.8K shares0.90%2025-12-312026-01-22

MS MORGAN STANLEY1.4K shares4.04%2025-12-312026-01-22

GSK PLC GSK PLC5.2K shares0.02%2025-12-312026-01-22

Sponsored

PSX PHILLIPS 661.9K shares0.05%2025-12-312026-01-22

UNP UNION PAC CORP1.0K shares0.19%2025-12-312026-01-22

SPEM SPDR INDEX SHS FDS5.1K sharesnew addition2025-12-312026-01-22

VPU VANGUARD WORLD FD1.3K shares0.71%2025-12-312026-01-22

TXN TEXAS INSTRS INC1.3K shares17.50%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC658 sharesnew addition2025-12-312026-01-22

VB VANGUARD INDEX FDS841 shares3.70%2025-12-312026-01-22

ADBE ADOBE INC614 shares-18.35%2025-12-312026-01-22

Sponsored

CAT CATERPILLAR INC372 sharesnew addition2025-12-312026-01-22

IYW ISHARES TR1.1K shares-2.22%2025-12-312026-01-22

DHS WISDOMTREE TR2.0K sharesnew addition2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS697 shares-2.52%2025-12-312026-01-22

RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL410 shares-15.81%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available