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Powers Advisory Group, LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $330,002,811
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $37,184,663
- ISHARES TR · CORE DIV GRWTH · 46434V621 · shares: $25,645,455
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $24,709,284
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $18,329,021
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $15,765,883
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $14,783,223
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $13,525,417
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $12,631,879
- ISHARES TR · 0-5YR HI YL CP · 46434V407 · shares: $11,183,076
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $10,165,096
Reported holdings
128 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 65339F101 | — | 4,224 shares | $319,910 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 3,352 shares | $313,190 |
| ENBRIDGE INC | COM | 29250N105 | — | 6,570 shares | $305,439 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,751 shares | $300,253 |
| BP PLC | SPONSORED ADR | 055622104 | — | 6,786 shares | $298,518 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,126 shares | $298,109 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,584 shares | $297,916 |
| LOWES COS INC | COM | 548661107 | — | 1,561 shares | $287,705 |
| PFIZER INC | COM | 717081103 | — | 9,797 shares | $279,424 |
| AMEREN CORP | COM | 023608102 | — | 2,809 shares | $279,194 |
| CATERPILLAR INC | COM | 149123101 | — | 342 shares | $277,102 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 531 shares | $264,411 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 | — | 2,354 shares | $263,593 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 5,232 shares | $260,001 |
| UNION PAC CORP | COM | 907818108 | — | 953 shares | $259,346 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 975 shares | $258,313 |
| AT&T INC | COM | 00206R102 | — | 10,303 shares | $251,390 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 1,280 shares | $247,276 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 829 shares | $235,906 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 2,695 shares | $232,552 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 5,357 shares | $226,004 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 4,686 shares | $225,713 |
| CLOROX CO DEL | COM | 189054109 | — | 2,775 shares | $224,797 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 1,308 shares | $223,729 |
| EOG RES INC | COM | 26875P101 | — | 1,587 shares | $218,673 |
| RTX CORPORATION | COM | 75513E101 | — | 1,125 shares | $208,936 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,601 shares | $201,157 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 609 shares | $200,126 |