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Home > Institutional Investor > Powers Advisory Group, Llc > Profile

Instuitional Investor - Powers Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Powers Advisory Group, Llc
Portfolio Value $162,053,788
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 403,129 $22,736,462 14.03%
2.
Schwab Strategic Trust
 FNDF 172,758 $13,152,056 8.11%
3.
Ishares Tr
 176,934 $9,522,602 5.87%
4.
Ishares Tr
 172,619 $8,851,049 5.46%
5.
Ishares Tr
 183,632 $7,752,937 4.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)