$125 Million is the total value of Powers Advisory Group, LLC's 89 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $1,539,000 | -6.6% | 6,671 | 0.0% | 1.23% | -3.1% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $653,000 | -4.7% | 2,444 | 0.0% | 0.52% | -1.1% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $610,000 | -5.3% | 1,707 | 0.0% | 0.49% | -1.6% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $356,000 | -6.6% | 1,238 | 0.0% | 0.28% | -3.1% | |
| TD | TORONTO DOMINION BK ONT | $262,000 | -6.4% | 4,267 | 0.0% | 0.21% | -2.8% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $218,000 | -11.7% | 9,720 | 0.0% | 0.17% | -8.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 14.2% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.3% |
| ISHARES TR | 11 | Q2 2024 | 5.8% |
| ISHARES TR | 11 | Q2 2024 | 6.0% |
| ISHARES TR | 11 | Q2 2024 | 4.9% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.6% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.6% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 3.1% |
View Powers Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-19 |
View Powers Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.