Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 400,042 | -3,087 | $24,827 |
SCHX | 400,042 | -3,087 | $24,827 |
SCHWAB STRATEGIC TR | 181,056 | +8,298 | $14,599 |
SCHD | 181,056 | +8,298 | $14,599 |
ISHARES TR (DGRO) | 181,136 | +4,202 | $10,517 |
DGRO | 181,136 | +4,202 | $10,517 |
ISHARES TR (IGSB) | 181,686 | +9,067 | $9,317 |
IGSB | 181,686 | +9,067 | $9,317 |
ISHARES TR (SHYG) | 189,661 | +6,029 | $8,070 |
SHYG | 189,661 | +6,029 | $8,070 |
SCHWAB STRATEGIC TR | 194,703 | +13,914 | $7,597 |
SCHF | 194,703 | +13,914 | $7,597 |
VANGUARD SCOTTSDALE FDS (VCSH) | 82,134 | +3,847 | $6,350 |
VCSH | 82,134 | +3,847 | $6,350 |
VANGUARD BD INDEX FDS (BND) | 85,839 | +6,475 | $6,235 |
BND | 85,839 | +6,475 | $6,235 |
MICROSOFT CORP | 14,131 | -481 | $5,945 |
MSFT | 14,131 | -481 | $5,945 |
SCHWAB STRATEGIC TR | 61,570 | +2,026 | $5,709 |
SCHG | 61,570 | +2,026 | $5,709 |
VANGUARD SCOTTSDALE FDS (VCIT) | 62,101 | +6,245 | $5,000 |
VCIT | 62,101 | +6,245 | $5,000 |
WISDOMTREE TR | 83,075 | +202 | $4,296 |
DOL | 83,075 | +202 | $4,296 |
SCHWAB STRATEGIC TR | 48,212 | +1,123 | $3,926 |
SCHM | 48,212 | +1,123 | $3,926 |
SCHWAB STRATEGIC TR | 79,014 | +2,835 | $3,891 |
SCHA | 79,014 | +2,835 | $3,891 |
WISDOMTREE TR | 48,661 | +544 | $2,373 |
DON | 48,661 | +544 | $2,373 |
PROCTER AND GAMBLE CO | 13,081 | -426 | $2,122 |
PG | 13,081 | -426 | $2,122 |
LOCKHEED MARTIN CORP | 4,544 | +46 | $2,067 |
LMT | 4,544 | +46 | $2,067 |
WALMART INC | 33,451 | +21,469 | $2,013 |
WMT | 33,451 | +21,469 | $2,013 |
ELI LILLY & CO | 2,288 | +58 | $1,780 |
LLY | 2,288 | +58 | $1,780 |
MCDONALDS CORP | 6,206 | -266 | $1,750 |
MCD | 6,206 | -266 | $1,750 |
WASTE MGMT INC DEL | 8,098 | -534 | $1,726 |
WM | 8,098 | -534 | $1,726 |
APPLE INC | 10,024 | -953 | $1,719 |
AAPL | 10,024 | -953 | $1,719 |
SPDR SER TR (PSK) | 47,821 | -2,006 | $1,668 |
PSK | 47,821 | -2,006 | $1,668 |
WISDOMTREE TR | 48,851 | +523 | $1,596 |
DES | 48,851 | +523 | $1,596 |
TARGET CORP | 8,774 | -94 | $1,555 |
TGT | 8,774 | -94 | $1,555 |
JOHNSON & JOHNSON | 9,395 | -163 | $1,486 |
JNJ | 9,395 | -163 | $1,486 |
PEPSICO INC | 7,141 | +80 | $1,250 |
PEP | 7,141 | +80 | $1,250 |
JPMORGAN CHASE & CO | 6,031 | +226 | $1,208 |
JPM | 6,031 | +226 | $1,208 |
INVESCO QQQ TR | 2,444 | UNCH | $1,085 |
QQQ | 2,444 | UNCH | $1,085 |
SOUTHERN CO | 15,087 | -261 | $1,082 |
SO | 15,087 | -261 | $1,082 |
EXXON MOBIL CORP | 9,147 | -109 | $1,063 |
XOM | 9,147 | -109 | $1,063 |
CLOROX CO DEL | 6,693 | +10 | $1,025 |
CLX | 6,693 | +10 | $1,025 |
PAYCHEX INC | 7,663 | -111 | $941 |
PAYX | 7,663 | -111 | $941 |
VANGUARD BD INDEX FDS (BSV) | 12,238 | +29 | $938 |
BSV | 12,238 | +29 | $938 |
AMAZON COM INC | 5,152 | +20 | $929 |
AMZN | 5,152 | +20 | $929 |
DEERE & CO | 2,255 | -34 | $926 |
DE | 2,255 | -34 | $926 |
COCA COLA CO | 14,997 | -1,197 | $918 |
KO | 14,997 | -1,197 | $918 |
SPDR S&P 500 ETF TR (SPY) | 1,707 | -1 | $893 |
SPY | 1,707 | -1 | $893 |
GENERAL MLS INC | 12,413 | -649 | $869 |
GIS | 12,413 | -649 | $869 |
COLGATE PALMOLIVE CO | 9,444 | +38 | $850 |
CL | 9,444 | +38 | $850 |
CHEVRON CORP NEW | 5,086 | -6 | $802 |
CVX | 5,086 | -6 | $802 |
SYSCO CORP | 9,406 | +45 | $764 |
SYY | 9,406 | +45 | $764 |
US BANCORP DEL | 16,166 | -405 | $723 |
USB | 16,166 | -405 | $723 |
STARBUCKS CORP | 7,293 | +11 | $666 |
SBUX | 7,293 | +11 | $666 |
VANGUARD BD INDEX FDS (BIV) | 8,784 | -90 | $662 |
BIV | 8,784 | -90 | $662 |
DUKE ENERGY CORP NEW | 6,571 | -21 | $636 |
DUK | 6,571 | -21 | $636 |
ENTERPRISE PRODS PARTNERS L | 21,268 | +193 | $621 |
EPD | 21,268 | +193 | $621 |
KIMBERLY CLARK CORP | 4,741 | -285 | $613 |
KMB | 4,741 | -285 | $613 |
UNITED PARCEL SERVICE INC | 3,983 | +327 | $592 |
UPS | 3,983 | +327 | $592 |
CONSOLIDATED EDISON INC | 6,184 | -73 | $562 |
ED | 6,184 | -73 | $562 |
See Full List: All Stocks Held By Powers Advisory Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Powers Advisory Group LLC
Size ($ in 1000's)
At 03/31/2024: $174,948 At 12/31/2023: $162,052 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 |