Institutional Investor · CIK 0001927474
POWERS ADVISORY GROUP, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
133
Total Value
$315.69M
Total Shares
5.87M
Latest Filing
Jul 31, 2026
CIK
0001927474
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,198,097 | $35.26M | 0.0492% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 317,138 | $24.04M | 0.0602% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 710,781 | $22.54M | 0.0248% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 613,588 | $17.00M | 0.0256% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 195,822 | $16.18M | 0.0229% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 407,333 | $13.78M | 0.0235% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 156,133 | $12.34M | 0.0237% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 163,579 | $12.01M | 0.0030% | SH | — | View | |
iShares 0-5 Year High…(SHYG) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 251,518 | $10.67M | 0.1392% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 190,125 | $9.96M | 0.0442% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 156,160 | $9.41M | 0.1002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 192,801 | $6.97M | 0.0268% | SH | — | View | |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 181,741 | $6.70M | 0.0411% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 81,325 | $6.05M | 0.7567% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 14,098 | $5.26M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 48,081 | $4.60M | 0.0279% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 99,984 | $4.27M | 0.1710% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 33,843 | $3.44M | 0.1211% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 29,919 | $3.39M | 0.0004% | SH | — | View |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 38,176 | $3.14M | 0.0203% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 10,472 | $3.03M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 46,923 | $2.65M | 0.0681% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 9,697 | $2.46M | 0.0004% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 1,964 | $2.36M | 0.0002% | SH | — | View |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 4,249 | $2.16M | 0.0018% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 6,227 | $2.04M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 48,890 | $1.99M | 0.0909% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,560 | $1.89M | 0.0004% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 12,631 | $1.85M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 22,455 | $1.81M | 0.0008% | SH | — | View | |
Waste Management, Inc.(UWS.DE) | Industrials | Waste Management | 2026-06-30 | 2026-07-31 | 8,060 | $1.80M | 0.0020% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 2,349 | $1.76M | 0.0002% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 6,352 | $1.72M | 0.0009% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 65,200 | $1.51M | 0.0140% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,021 | $1.49M | 0.0001% | SH | — | View | |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 15,114 | $1.45M | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 24,459 | $1.44M | 0.0028% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,240 | $1.44M | 0.0005% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 6,038 | $1.44M | 0.0001% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-31 | 5,437 | $1.39M | 0.0006% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 3,803 | $1.36M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 15,779 | $1.35M | 0.0002% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 9,479 | $1.30M | 0.0002% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 15,705 | $1.28M | 0.0004% | SH | — | View |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,986 | $1.26M | 0.0007% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,676 | $1.25M | 0.0002% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 8,265 | $1.12M | 0.0006% | SH | — | View |
11880 Solutions AG(TGT.DE) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-31 | 8,294 | $1.08M | 0.1581% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 19,211 | $964.97K | 0.0013% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 7,308 | $925.00K | 0.0009% | SH | — | View | |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 15,183 | $917.08K | 0.0010% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 5,510 | $913.40K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 5,548 | $867.15K | 0.0038% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 11,114 | $865.87K | 0.0012% | SH | — | View | |
| Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-31 | 23,485 | $863.31K | 0.0011% | SH | — | View | |
Starbucks Corporation(SRB.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 8,199 | $837.90K | 0.0007% | SH | — | View |
Colgate-Palmolive Company(CPA.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 8,859 | $812.18K | 0.0011% | SH | — | View |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-31 | 4,465 | $807.71K | 0.0003% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,395 | $797.79K | 0.0028% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,047 | $773.30K | 0.0000% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,047 | $773.30K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 9,575 | $734.41K | 0.0014% | SH | — | View | |
Paychex, Inc.(PAYX) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-07-31 | 7,409 | $728.55K | 0.0021% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,371 | $716.20K | 0.0016% | SH | — | View | |
Sysco Corporation(SYY) | Consumer Defensive | Food Distribution | 2026-06-30 | 2026-07-31 | 8,495 | $710.03K | 0.0018% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 13,374 | $692.52K | 0.0040% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 3,440 | $688.25K | 0.0000% | SH | — | View |
Realty Income Corporation(RY6.DU) | Real Estate | REIT - Retail | 2026-06-30 | 2026-07-31 | 11,063 | $685.44K | 0.0012% | SH | — | View |
Altria Group, Inc.(PHM7.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-31 | 9,411 | $677.14K | 0.0006% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 15,801 | $669.03K | 0.0004% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 5,963 | $659.69K | 0.0016% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 1,695 | $613.97K | 0.0003% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 1,794 | $611.79K | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,254 | $598.87K | 0.0000% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 10,100 | $575.52K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 5,962 | $574.23K | 0.0096% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 1,622 | $556.57K | 0.0001% | SH | — | View |
The Toronto-Dominion Bank(TD.TO) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 4,538 | $551.05K | 0.0003% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 4,538 | $551.05K | 0.0003% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-31 | 4,656 | $546.84K | 0.0001% | SH | — | View |
BlackRock, Inc.(BLK.SW) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 550 | $529.22K | 0.0003% | SH | — | View |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 4,626 | $507.80K | 0.0014% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-31 | 2,107 | $500.44K | 0.0009% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-31 | 1,920 | $472.83K | 0.0005% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 3,599 | $462.51K | 0.0001% | SH | — | View |
Unilever PLC(UL) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 7,574 | $455.38K | 0.0004% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 793 | $446.53K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 793 | $446.53K | 0.0000% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 4,000 | $430.02K | 0.0005% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-31 | 1,203 | $424.38K | 0.0001% | SH | — | View |
The Clorox Company(CLX) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 4,425 | $422.35K | 0.0037% | SH | — | View |
Aflac Incorporated(AFL) | Financial Services | Insurance - Life | 2026-06-30 | 2026-07-31 | 3,598 | $421.88K | 0.0007% | SH | — | View |
American Electric Power Co…(AEP.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 2,941 | $402.41K | 0.0005% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 780 | $400.85K | 0.0001% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-31 | 1,755 | $387.03K | 0.0003% | SH | — | View | |
Enbridge Inc.(ENB.TO) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-31 | 7,023 | $380.72K | 0.0003% | SH | — | View |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,275 | $379.96K | 0.0001% | SH | — | View |
| Consumer Defensive | Agricultural Farm Products | 2026-06-30 | 2026-07-31 | 4,881 | $372.92K | 0.0010% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 1,047 | $370.07K | 0.0000% | SH | — | View |
| Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-31 | 1,260 | $369.34K | 0.0006% | SH | — | View |
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