$151 Million is the total value of Powers Advisory Group, LLC's 90 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBI | Exit | HANESBRANDS INC | $0 | – | -19,238 | -100.0% | -0.07% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,936 | -100.0% | -0.14% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -851 | -100.0% | -0.14% | – |
| PHYL | Exit | PGIM ETF TRactv hy bd etf | $0 | – | -7,920 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-20
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.