Powers Advisory Group, LLC - Q1 2023 holdings

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$143 Million is the total value of Powers Advisory Group, LLC's 93 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
QQQ  INVESCO QQQ TRunit ser 1$784,353
+20.5%
2,4440.0%0.55%
+14.2%
SPY  SPDR S&P 500 ETF TRtr unit$699,029
+7.1%
1,7070.0%0.49%
+1.7%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$411,784
+0.4%
1,2380.0%0.29%
-4.6%
PSX  PHILLIPS 66$388,894
-2.6%
3,8360.0%0.27%
-7.5%
GOOGL  ALPHABET INCcap stk cl a$340,027
+17.6%
3,2780.0%0.24%
+11.7%
ENB  ENBRIDGE INC$262,014
-2.4%
6,8680.0%0.18%
-7.6%
TD  TORONTO DOMINION BK ONT$255,593
-7.5%
4,2670.0%0.18%
-12.3%
 GSK PLCsponsored adr$232,942
+1.3%
6,5470.0%0.16%
-4.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-04-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR11Q2 202414.2%
SCHWAB STRATEGIC TR11Q2 20248.3%
ISHARES TR11Q2 20245.8%
ISHARES TR11Q2 20246.0%
ISHARES TR11Q2 20244.9%
SCHWAB STRATEGIC TR11Q2 20244.6%
VANGUARD SCOTTSDALE FDS11Q2 20244.2%
MICROSOFT CORP11Q2 20243.6%
SCHWAB STRATEGIC TR11Q2 20243.6%
VANGUARD SCOTTSDALE FDS11Q2 20243.1%

View Powers Advisory Group, LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-28
13F-HR2024-07-24
13F-HR2024-04-19
13F-HR2024-01-17
13F-HR2023-10-19
13F-HR2023-07-20
13F-HR2023-04-13
13F-HR2023-01-20
13F-HR2022-10-14
13F-HR2022-07-19

View Powers Advisory Group, LLC's complete filings history.

All filings

View complete filings history.

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