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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 $319,085,876
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,198,097 $35,260,003 11.05%
2.
Ishares Tr
 317,138 $24,035,853 7.53%
3.
Schwab Strategic Trust
 SCHD 710,781 $22,538,867 7.06%
4.
Schwab Strategic Trust
 SCHD 613,588 $16,996,398 5.33%
5.
Vanguard Scottsdale Funds
 VCIT 195,822 $16,184,658 5.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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