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Powers Advisory Group, LLC

Portfolio Manager
Powers Advisory Group, LLC
Performance
-1.10% (2026 Q1)
AUM (13F)
$283.58M
# of Holdings
125
Performance Rank
Allocation (Top 20)
71.52%

Powers Advisory Group, LLC Holdings Map

Top 50 Powers Advisory Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
10.88%1.20M$30.9M
+0.39%(+4.72K)
2025-Q1: 1.20M shares2025-Q2: 1.21M shares2025-Q3: 1.20M shares2025-Q4: 1.20M shares2026-Q1: 1.20M shares
$18.01(+62.00%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
7.4%683.7K$21.0M
+6.73%(+43.12K)
2025-Q1: 680.6K shares2025-Q2: 665.8K shares2025-Q3: 656.4K shares2025-Q4: 640.6K shares2026-Q1: 683.7K shares
$25.89(+22.62%)
2026-03-31
DGRO
ISHARES TR
7.31%295.5K$20.7M
+9.33%(+25.23K)
2025-Q1: 228.7K shares2025-Q2: 241.5K shares2025-Q3: 259.5K shares2025-Q4: 270.3K shares2026-Q1: 295.5K shares
$56.88(+28.65%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
5.34%183.1K$15.2M
+11.40%(+18.73K)
2025-Q1: 86.2K shares2025-Q2: 89.2K shares2025-Q3: 152.6K shares2025-Q4: 164.4K shares2026-Q1: 183.1K shares
$84.42(-2.20%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.22%598.6K$14.8M
+4.55%(+26.03K)
2025-Q1: 492.6K shares2025-Q2: 507.1K shares2025-Q3: 550.6K shares2025-Q4: 572.6K shares2026-Q1: 598.6K shares
$19.58(+39.51%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.93%382.4K$11.1M
+5.48%(+19.87K)
2025-Q1: 298.8K shares2025-Q2: 327.3K shares2025-Q3: 354.7K shares2025-Q4: 362.5K shares2026-Q1: 382.4K shares
$22.14(+55.00%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
3.85%137.7K$10.9M
+10.52%(+13.11K)
2025-Q1: 105.6K shares2025-Q2: 110.9K shares2025-Q3: 114.9K shares2025-Q4: 124.6K shares2026-Q1: 137.7K shares
$79.78(-0.95%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.65%140.6K$10.4M
+26.81%(+29.72K)
2025-Q1: 124.2K shares2025-Q2: 127.7K shares2025-Q3: 109.9K shares2025-Q4: 110.8K shares2026-Q1: 140.6K shares
$74.57(-1.87%)
2026-03-31
SHYG
ISHARES TR
3.53%236.3K$10.0M
+8.10%(+17.70K)
2025-Q1: 212.3K shares2025-Q2: 217.9K shares2025-Q3: 212.1K shares2025-Q4: 218.6K shares2026-Q1: 236.3K shares
$43.91(-3.40%)
2026-03-31
IGSB
ISHARES TR
3.51%189.3K$9.9M
+5.87%(+10.49K)
2025-Q1: 196.2K shares2025-Q2: 198.4K shares2025-Q3: 179.3K shares2025-Q4: 178.8K shares2026-Q1: 189.3K shares
$52.87(-0.92%)
2026-03-31

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