HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
366,659 | +6,425 | $16,375 |
| SCHX | 366,659 | +6,425 | $16,375 |
| SCHWAB STRATEGIC TR |
113,723 | +9,312 | $8,146 |
| SCHD | 113,723 | +9,312 | $8,146 |
| ISHARES TR (IGSB) |
144,164 | +5,107 | $7,288 |
| IGSB | 144,164 | +5,107 | $7,288 |
| ISHARES TR (DGRO) |
127,656 | +10,173 | $6,082 |
| DGRO | 127,656 | +10,173 | $6,082 |
| ISHARES TR (SHYG) |
144,591 | +5,553 | $5,863 |
| SHYG | 144,591 | +5,553 | $5,863 |
| SPDR SER TR (FLRN) |
182,774 | +5,674 | $5,503 |
| FLRN | 182,774 | +5,674 | $5,503 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
62,816 | -3,872 | $4,790 |
| VCSH | 62,816 | -3,872 | $4,790 |
| SCHWAB STRATEGIC TR |
142,143 | +7,072 | $4,470 |
| SCHF | 142,143 | +7,072 | $4,470 |
| MICROSOFT CORP |
14,944 | -284 | $3,838 |
| MSFT | 14,944 | -284 | $3,838 |
| WISDOMTREE TR |
71,506 | +2,391 | $2,992 |
| DOL | 71,506 | +2,391 | $2,992 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
35,737 | +87 | $2,860 |
| VCIT | 35,737 | +87 | $2,860 |
| SCHWAB STRATEGIC TR |
46,778 | +2,182 | $2,713 |
| SCHG | 46,778 | +2,182 | $2,713 |
| SCHWAB STRATEGIC TR |
64,797 | +1,032 | $2,526 |
| SCHA | 64,797 | +1,032 | $2,526 |
| SCHWAB STRATEGIC TR |
39,325 | +300 | $2,467 |
| SCHM | 39,325 | +300 | $2,467 |
| LOCKHEED MARTIN CORP |
4,669 | -206 | $2,007 |
| LMT | 4,669 | -206 | $2,007 |
| PROCTER AND GAMBLE CO |
13,727 | -562 | $1,974 |
| PG | 13,727 | -562 | $1,974 |
| JOHNSON & JOHNSON |
9,648 | -386 | $1,713 |
| JNJ | 9,648 | -386 | $1,713 |
| MCDONALDS CORP |
6,671 | -288 | $1,647 |
| MCD | 6,671 | -288 | $1,647 |
| APPLE INC |
11,876 | +11 | $1,624 |
| AAPL | 11,876 | +11 | $1,624 |
| SPDR SER TR (PSK) |
44,104 | +2,693 | $1,581 |
| PSK | 44,104 | +2,693 | $1,581 |
| WISDOMTREE TR |
40,312 | +2,770 | $1,571 |
| DON | 40,312 | +2,770 | $1,571 |
| WALMART INC |
12,551 | -428 | $1,526 |
| WMT | 12,551 | -428 | $1,526 |
| WASTE MGMT INC DEL |
9,139 | -556 | $1,398 |
| WM | 9,139 | -556 | $1,398 |
| LILLY ELI & CO |
3,855 | -141 | $1,250 |
| LLY | 3,855 | -141 | $1,250 |
| TARGET CORP |
8,736 | -70 | $1,234 |
| TGT | 8,736 | -70 | $1,234 |
| PEPSICO INC |
7,268 | -240 | $1,211 |
| PEP | 7,268 | -240 | $1,211 |
| WISDOMTREE TR |
41,165 | +2,155 | $1,162 |
| DES | 41,165 | +2,155 | $1,162 |
| GENERAL MLS INC |
14,798 | -341 | $1,117 |
| GIS | 14,798 | -341 | $1,117 |
| VANGUARD BD INDEX FDS (BSV) |
14,493 | -3,089 | $1,113 |
| BSV | 14,493 | -3,089 | $1,113 |
| COCA COLA CO |
17,137 | -241 | $1,078 |
| KO | 17,137 | -241 | $1,078 |
| SOUTHERN CO |
15,097 | -377 | $1,077 |
| SO | 15,097 | -377 | $1,077 |
| CLOROX CO DEL |
6,498 | -218 | $916 |
| CLX | 6,498 | -218 | $916 |
| VANGUARD BD INDEX FDS (BIV) |
11,709 | -466 | $909 |
| BIV | 11,709 | -466 | $909 |
| PAYCHEX INC |
7,885 | -473 | $898 |
| PAYX | 7,885 | -473 | $898 |
| SYSCO CORP |
10,119 | -453 | $857 |
| SYY | 10,119 | -453 | $857 |
| ALPHABET INC |
381 | UNCH | $833 |
| GOOG | 381 | UNCH | $833 |
| DEERE & CO |
2,636 | +4 | $789 |
| DE | 2,636 | +4 | $789 |
| ISHARES TR (PFF) |
23,717 | +51 | $780 |
| PFF | 23,717 | +51 | $780 |
| EXXON MOBIL CORP |
8,920 | -77 | $764 |
| XOM | 8,920 | -77 | $764 |
| COLGATE PALMOLIVE CO |
9,422 | -289 | $755 |
| CL | 9,422 | -289 | $755 |
| CHEVRON CORP NEW |
4,911 | -106 | $711 |
| CVX | 4,911 | -106 | $711 |
| INVESCO QQQ TR |
2,444 | UNCH | $685 |
| QQQ | 2,444 | UNCH | $685 |
| KIMBERLY CLARK CORP |
4,950 | -157 | $669 |
| KMB | 4,950 | -157 | $669 |
| DUKE ENERGY CORP NEW |
6,234 | -252 | $668 |
| DUK | 6,234 | -252 | $668 |
| PFIZER INC |
12,732 | -309 | $668 |
| PFE | 12,732 | -309 | $668 |
| PIMCO ETF TR (MUNI) |
12,699 | -2,193 | $654 |
| MUNI | 12,699 | -2,193 | $654 |
| INTEL CORP |
17,448 | -236 | $653 |
| INTC | 17,448 | -236 | $653 |
| SPDR S&P 500 ETF TR (SPY) |
1,707 | UNCH | $644 |
| SPY | 1,707 | UNCH | $644 |
| JPMORGAN CHASE & CO |
5,450 | +127 | $614 |
| JPM | 5,450 | +127 | $614 |
| UNITED PARCEL SERVICE INC |
3,282 | +20 | $599 |
| UPS | 3,282 | +20 | $599 |
See Full List: All Stocks Held By Powers Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Powers Advisory Group LLC
|
Size ($ in 1000's)
At 06/30/2022: $130,012 At 03/31/2022: $143,701 Powers Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Powers Advisory Group LLC 13F filings. Link to 13F filings: SEC filings |
