Powers Advisory Group, LLC Portfolio Holdings
Q3 2025•121 long positions•$251.1M portfolio value
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Holding121 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.5M 12.55% | -$292.9K Sold | — 1.2M shares | 1.2M → 1.2M −$292.9K | -0.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.9M 7.14% | -$255.5K Sold | — 656.4K shares | 665.8K → 656.4K −$255.5K | -1.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.7M 7.04% | +$1.2M Bought | — 259.5K shares | 241.5K → 259.5K +$1.2M | +7.44% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.8M 5.11% | +$5.3M Bought | — 152.6K shares | 89.2K → 152.6K +$5.3M | +71.04% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.8M 5.1% | +$1.0M Bought | — 550.6K shares | 507.1K → 550.6K +$1.0M | +8.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.3M 4.51% | +$873.2K Bought | — 354.7K shares | 327.3K → 354.7K +$873.2K | +8.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.5M 3.79% | -$1.0M Sold | — 179.3K shares | 198.4K → 179.3K −$1.0M | -9.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.2M 3.66% | -$250.6K Sold | — 212.1K shares | 217.9K → 212.1K −$250.6K | -2.66% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.2M 3.66% | +$316.4K Bought | — 114.9K shares | 110.9K → 114.9K +$316.4K | +3.57% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.2M 3.26% | -$1.3M Sold | — 109.9K shares | 127.7K → 109.9K −$1.3M | -13.89% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $7.4M 2.94% | +$33.7K Bought | 0.0% 14.2K shares | 14.2K → 14.2K +$33.7K | +0.46% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 2.15% | +$2.4M Bought | — 97.0K shares | 54.8K → 97.0K +$2.4M | +77.05% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.3M 2.1% | +$59.4K Bought | — 188.6K shares | 186.5K → 188.6K +$59.4K | +1.14% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 2.08% | -$12.2K Sold | — 84.0K shares | 84.2K → 84.0K −$12.2K | -0.23% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 2.06% | +$159.9K Bought | — 174.7K shares | 169.3K → 174.7K +$159.9K | +3.19% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $3.3M 1.33% | -$34.6K Sold | 0.0% 32.3K shares | 32.6K → 32.3K −$34.6K | -1.03% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 1.26% | +$651.5K Bought | — 35.6K shares | 28.2K → 35.6K +$651.5K | +25.93% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $2.8M 1.1% | +$47.6K Bought | 0.0% 10.9K shares | 10.7K → 10.9K +$47.6K | +1.75% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.956% | -$9.0K Sold | — 45.9K shares | 46.1K → 45.9K −$9.0K | -0.37% | — — | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $2.2M 0.888% | -$27.0K Sold | 0.002% 4.5K shares | 4.5K → 4.5K −$27.0K | -1.19% | $116.55B Large Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $2.0M 0.796% | -$47.5K Sold | 0.001% 13.0K shares | 13.3K → 13.0K −$47.5K | -2.32% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $2.0M 0.793% | +$20.2K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$20.2K | +1.02% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Restaurants Consumer Cyclical | $1.9M 0.77% | -$34.6K Sold | 0.001% 6.4K shares | 6.5K → 6.4K −$34.6K | -1.76% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.769% | +$377.3K Bought | — 28.2K shares | 22.7K → 28.2K +$377.3K | +24.28% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 0.751% | +$66.8K Bought | 0.0% 10.2K shares | 9.8K → 10.2K +$66.8K | +3.67% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Waste Management Industrials | $1.8M 0.72% | +$9.7K Bought | 0.002% 8.2K shares | 8.1K → 8.2K +$9.7K | +0.54% | $89.0B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.7M 0.695% | -$1.5K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$1.5K | -0.09% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.679% | +$383.0K Bought | — 33.4K shares | 25.9K → 33.4K +$383.0K | +28.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.658% | +$892.5K Bought | — 70.4K shares | 32.3K → 70.4K +$892.5K | +117.61% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.7M 0.657% | +$673.6 Bought | — 49.0K shares | 49.0K → 49.0K +$673.6 | +0.04% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.588% | +$9.0K Bought | — 2.5K shares | 2.4K → 2.5K +$9.0K | +0.61% | — — | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $1.4M 0.568% | -$19.2K Sold | 0.001% 15.0K shares | 15.3K → 15.0K −$19.2K | -1.33% | $104.25B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.567% | +$292.0K Bought | — 38.2K shares | 30.3K → 38.2K +$292.0K | +25.8% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.3M 0.524% | +$20.4K Bought | 0.0% 6.0K shares | 5.9K → 6.0K +$20.4K | +1.58% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $1.2M 0.459% | +$73.5K Bought | 0.0% 10.2K shares | 9.6K → 10.2K +$73.5K | +6.81% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.453% | -$2.2K Sold | 0.001% 8.1K shares | 8.1K → 8.1K −$2.2K | -0.2% | $192.27B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.445% | — | — 1.7K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.436% | +$68.0K Bought | — 19.1K shares | 17.9K → 19.1K +$68.0K | +6.62% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.422% | +$262.0K Bought | — 3.6K shares | 2.7K → 3.6K +$262.0K | +32.84% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.0M 0.417% | +$58.2K Bought | — 1.6K shares | 1.5K → 1.6K +$58.2K | +5.89% | — — | Q2 2024 Held for 1y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.0M 0.41% | +$9.3K Bought | 0.0% 15.5K shares | 15.4K → 15.5K +$9.3K | +0.91% | $285.42B Mega Cap | Q4 2021 Held for 3y 11m | |
Staffing & Employment Services Industrials | $975.8K 0.389% | +$5.6K Bought | 0.002% 7.7K shares | 7.7K → 7.7K +$5.6K | +0.57% | $45.6B Large Cap | Q4 2021 Held for 3y 11m | |
Agricultural - Machinery Industrials | $956.0K 0.381% | -$12.3K Sold | 0.001% 2.1K shares | 2.1K → 2.1K −$12.3K | -1.27% | $123.61B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $905.1K 0.36% | +$66.7K Bought | 0.001% 7.3K shares | 6.8K → 7.3K +$66.7K | +7.96% | $96.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $899.8K 0.358% | -$18.3K Sold | — 11.4K shares | 11.6K → 11.4K −$18.3K | -1.99% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $887.9K 0.354% | +$21.9K Bought | 0.0% 3.7K shares | 3.6K → 3.7K +$21.9K | +2.53% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $850.2K 0.339% | +$5.9K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$5.9K | +0.7% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $820.7K 0.327% | +$272.2K Bought | — 13.7K shares | 9.1K → 13.7K +$272.2K | +49.64% | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $789.7K 0.314% | -$50.7K Sold | 0.002% 8.8K shares | 9.4K → 8.8K −$50.7K | -6.03% | $40.8B Large Cap | Q4 2021 Held for 3y 11m | |
Food Distribution Consumer Defensive | $781.5K 0.311% | -$8.6K Sold | 0.002% 9.5K shares | 9.6K → 9.5K −$8.6K | -1.09% | $39.4B Large Cap | Q4 2021 Held for 3y 11m |
