Powers Advisory Group, LLC
Filing Date
Global Rank
#5,995
/ 8,232
▲ 295
Top Industry
Drug Manufacturers - General
9.6%
3Y Alpha vs SPY
-7.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+46.7%
SPY
+76.3%
Annualised alpha
-7.2%
Max drawdown
−12.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.7%
−2.4 pts
Top 5
24.5%
−1.7 pts
Top 10
38.4%
−2.0 pts
HHI
240
Diversified−31
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 20.4% | $14,292,685 |
| Technology | 17.9% | $12,554,723 |
| Healthcare | 10.7% | $7,488,783 |
| Industrials | 10.5% | $7,343,774 |
| Financial Services | 9.3% | $6,485,435 |
| Consumer Cyclical | 7.7% | $5,401,179 |
| Energy | 7.3% | $5,119,106 |
| Utilities | 5.9% | $4,137,695 |
| Unclassified | 4.6% | $3,202,582 |
| Communication Services | 3.8% | $2,658,194 |
| Real Estate | 1.4% | $1,015,037 |
| Basic Materials | 0.5% | $378,508 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +512 | 3,825 | $667,080 | |
| AVGO | Broadcom Inc. | +350 | 2,055 | $636,043 | |
| GOOGL | Alphabet Inc. | +288 | 3,981 | $1,144,776 | |
| EPD | Enterprise Products Partners L.P. | +259 | 23,341 | $883,223 | |
| UPS | United Parcel Service Inc | +244 | 5,172 | $508,821 | |
| ABT | Abbott Laboratories | +191 | 3,281 | $336,860 | |
| NEE | Nextera Energy Inc | +171 | 3,957 | $367,526 | |
| V | Visa Inc. | +165 | 1,634 | $493,860 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +164 | 1,242 | $419,733 | |
| PANW | Palo Alto Networks Inc | +152 | 1,736 | $278,315 | |
| META | Meta Platforms, Inc. | +149 | 589 | $336,984 | |
| AMZN | Amazon Com Inc | +130 | 6,353 | $1,323,139 | |
| MRK | Merck & Co., Inc. | +129 | 3,631 | $436,772 | |
| LOW | Lowes Companies Inc | +128 | 1,750 | $413,490 | |
| AEP | American Electric Power Co Inc | +119 | 2,741 | $359,290 | |
| PFE | Pfizer Inc | +116 | 13,514 | $379,473 | |
| PLD | Prologis, Inc. | +115 | 2,598 | $343,403 | |
| MSFT | Microsoft Corp | +106 | 14,542 | $5,383,012 | |
| PEP | Pepsico Inc | +103 | 8,353 | $1,297,137 | |
| BRK-B | Berkshire Hathaway Inc | +97 | 507 | $242,954 | |
| UNP | Union Pacific Corp | +85 | 1,126 | $273,190 | |
| BP | Bp PLC | +52 | 7,803 | $366,741 | |
| CRM | Salesforce, Inc. | +50 | 1,218 | $227,364 | |
| PG | PROCTER & GAMBLE Co | +50 | 13,370 | $1,931,162 | |
| SO | Southern Co | +43 | 15,236 | $1,470,578 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GIS | General Mills Inc | −631 | 7,864 | $292,698 | |
| GLW | Corning Inc /Ny | −628 | 6,525 | $887,204 | |
| WMT | Walmart Inc. | −592 | 31,552 | $3,921,282 | |
| USB | US Bancorp De | −437 | 15,354 | $798,561 | |
| ENB | Enbridge Inc | −400 | 7,317 | $396,142 | |
| TGT | Target Corp | −317 | 8,577 | $1,039,532 | |
| MO | Altria Group, Inc. | −295 | 9,483 | $625,783 | |
| O | Realty Income Corp | −287 | 10,978 | $671,634 | |
| KO | Coca Cola Co | −253 | 15,679 | $1,192,387 | |
| BAC | Bank Of America Corp /De/ | −253 | 10,070 | $490,912 | |
| ADM | Archer-Daniels-Midland Co | −248 | 4,977 | $361,778 | |
| NKE | NIKE, Inc. | −246 | 4,498 | $237,584 | |
| UL | Unilever PLC | −242 | 7,607 | $433,370 | |
| SBUX | Starbucks Corp | −234 | 8,433 | $755,512 | |
| PAYX | Paychex Inc | −209 | 7,812 | $719,641 | |
| KMB | Kimberly Clark Corp | −208 | 4,673 | $450,804 | |
| T | At&T Inc. | −203 | 13,240 | $383,827 | |
| AAPL | Apple Inc. | −196 | 10,700 | $2,715,553 | |
| JNJ | Johnson & Johnson | −181 | 10,014 | $2,447,822 | |
| SYY | Sysco Corp | −156 | 9,153 | $652,883 | |
| MDT | Medtronic plc | −145 | 3,374 | $292,357 | |
| CL | Colgate Palmolive Co | −109 | 8,817 | $751,472 | |
| CLX | Clorox Co /De/ | −104 | 5,589 | $579,188 | |
| VZ | Verizon Communications Inc | −94 | 15,789 | $792,607 | |
| WM | Waste Management Inc | −89 | 8,207 | $1,885,886 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EOG | Eog Resources Inc | 1,511 | $218,445 | |
| No positions match the current search. | ||||
85 positions ·
$70,077,701 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 85 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 14,542 | $5,383,012 | 7.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 31,552 | $3,921,282 | 5.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,700 | $2,715,553 | 3.88% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 4,484 | $2,710,084 | 3.87% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 10,014 | $2,447,822 | 3.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 2,216 | $2,038,210 | 2.91% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 6,482 | $2,014,540 | 2.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,370 | $1,931,162 | 2.76% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 8,207 | $1,885,886 | 2.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,287 | $1,849,383 | 2.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 9,995 | $1,695,751 | 2.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,560 | $1,477,580 | 2.11% | |
| SO |
Southern Co
Utilities
|
Added | 15,236 | $1,470,578 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,353 | $1,323,139 | 1.89% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 8,353 | $1,297,137 | 1.85% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,884 | $1,217,399 | 1.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 15,679 | $1,192,387 | 1.70% | |
| DE |
Deere & Co
Industrials
|
Added | 2,099 | $1,182,366 | 1.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,981 | $1,144,776 | 1.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,676 | $1,089,969 | 1.56% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 8,577 | $1,039,532 | 1.48% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 7,313 | $957,564 | 1.37% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 6,525 | $887,204 | 1.27% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 23,341 | $883,223 | 1.26% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 15,354 | $798,561 | 1.14% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 15,789 | $792,607 | 1.13% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 4,616 | $763,209 | 1.09% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 8,433 | $755,512 | 1.08% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 8,817 | $751,472 | 1.07% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 7,812 | $719,641 | 1.03% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 6,018 | $681,117 | 0.97% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 10,978 | $671,634 | 0.96% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,825 | $667,080 | 0.95% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 9,153 | $652,883 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,055 | $636,043 | 0.91% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,371 | $635,033 | 0.91% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 9,483 | $625,783 | 0.89% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Reduced | 5,589 | $579,188 | 0.83% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,618 | $569,293 | 0.81% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 549 | $527,978 | 0.75% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 5,172 | $508,821 | 0.73% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,634 | $493,860 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 10,070 | $490,912 | 0.70% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 4,673 | $450,804 | 0.64% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 2,103 | $444,384 | 0.63% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,631 | $436,772 | 0.62% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 7,607 | $433,370 | 0.62% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 4,538 | $423,440 | 0.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,242 | $419,733 | 0.60% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,750 | $413,490 | 0.59% |