Powers Advisory Group, LLC

CIK

1927474

Location

Highland, IL

Portfolio Value

Micro $70,077,701

Diversification

Diversified

Filing Date

Global Rank

#6,344 / 8,588 ▲ 177

Top Industry

Drug Manufacturers - General 9.6%

3Y Alpha vs SPY

-7.7%

Period ended 3 months ago

Filed Apr 21, 2026 · 58d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.0%

SPY

+76.8%

Annualised alpha

-7.7%

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, 2025

Top 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	Positions
Consumer Defensive	20.4%	$14,292,685	14
Technology	17.9%	$12,554,723	11
Healthcare	10.7%	$7,488,783	10
Industrials	10.5%	$7,343,774	8
Financial Services	9.3%	$6,485,435	12
Consumer Cyclical	7.7%	$5,401,179	7
Energy	7.3%	$5,119,106	7
Utilities	5.9%	$4,137,695	6
Unclassified	4.6%	$3,202,582	3
Communication Services	3.8%	$2,658,194	4
Real Estate	1.4%	$1,015,037	2
Basic Materials	0.5%	$378,508	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
BAC	Bank Of America Corp /De/	−253	10,070	$490,912
KO	Coca Cola Co	−253	15,679	$1,192,387
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.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	658	$217,212
ADBE	Adobe Inc.	614	$214,893
IBM	International Business Machines Corp	697	$206,458
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RTX	RTX Corp Industrials	Reduced	1,074	-51	$207,174	+0.4%	0.30%
EOG	Eog Resources Inc Energy	NEW	1,511	NEW	$218,445	NEW	0.31%
CRM	Salesforce, Inc. Technology	Added	1,218	+50	$227,364	−26.5%	0.32%
CAT	Caterpillar Inc Industrials	Reduced	332	-40	$235,208	+10.4%	0.34%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	4,498	-246	$237,584	−21.4%	0.34%
MS	Morgan Stanley Financial Services	Added	1,447	+4	$238,132	−7.0%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	507	+97	$242,954	+17.9%	0.35%
TXN	Texas Instruments Inc Technology	Added	1,298	+2	$251,993	+12.1%	0.36%
ABBV	AbbVie Inc. Healthcare	Reduced	1,184	-46	$257,508	−8.4%	0.37%
UNP	Union Pacific Corp Industrials	Added	1,126	+85	$273,190	+13.4%	0.39%
PANW	Palo Alto Networks Inc Technology	Added	1,736	+152	$278,315	−4.6%	0.40%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,513	+3	$279,669	−14.5%	0.40%
GSK	GSK plc Healthcare	Added	5,184	+1	$286,104	+12.6%	0.41%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	1,482	+5	$290,531	+6.9%	0.41%
MDT	Medtronic plc Healthcare	Reduced	3,374	-145	$292,357	−13.5%	0.42%
GIS	General Mills Inc Consumer Defensive	Reduced	7,864	-631	$292,698	−25.9%	0.42%
AEE	Ameren Corp Utilities	Added	2,744	+9	$301,620	+10.4%	0.43%
ABT	Abbott Laboratories Healthcare	Added	3,281	+191	$336,860	−13.0%	0.48%
META	Meta Platforms, Inc. Communication Services	Added	589	+149	$336,984	+16.0%	0.48%
EMR	Emerson Electric Co Industrials	Added	2,603	+3	$341,045	−1.2%	0.49%
PSX	Phillips 66 Energy	Added	1,874	+1	$341,405	+41.3%	0.49%
PLD	Prologis, Inc. Real Estate	Added	2,598	+115	$343,403	+8.3%	0.49%
MA	Mastercard Inc Financial Services	Added	700	+32	$349,762	−8.3%	0.50%
AEP	American Electric Power Co Inc Utilities	Added	2,741	+119	$359,290	+18.8%	0.51%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	4,977	-248	$361,778	+20.4%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,114	+33	$366,383	−1.5%	0.52%
BP	Bp PLC Energy	Added	7,803	+52	$366,741	+36.2%	0.52%
NEE	Nextera Energy Inc Utilities	Added	3,957	+171	$367,526	+20.9%	0.52%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,753	-60	$368,785	−0.5%	0.53%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,303	+21	$378,508	+19.5%	0.54%
PFE	Pfizer Inc Healthcare	Added	13,514	+116	$379,473	+13.7%	0.54%
T	At&T Inc. Communication Services	Reduced	13,240	-203	$383,827	+14.9%	0.55%
AFL	Aflac Inc Financial Services	Reduced	3,589	-82	$393,749	−2.7%	0.56%
ENB	Enbridge Inc Energy	Reduced	7,317	-400	$396,142	+7.3%	0.57%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,908	+10	$397,035	+0.2%	0.57%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,750	+128	$413,490	+5.7%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,242	+164	$419,733	+28.1%	0.60%
TD	Toronto Dominion Bank Financial Services	Held	4,538	0	$423,440	−0.9%	0.60%
UL	Unilever PLC Consumer Defensive	Reduced	7,607	-242	$433,370	−15.6%	0.62%
MRK	Merck & Co., Inc. Healthcare	Added	3,631	+129	$436,772	+18.5%	0.62%
CAH	Cardinal Health Inc Healthcare	Reduced	2,103	-67	$444,384	−0.3%	0.63%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	4,673	-208	$450,804	−8.5%	0.64%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	10,070	-253	$490,912	−13.5%	0.70%
V	Visa Inc. Financial Services	Added	1,634	+165	$493,860	−4.1%	0.70%
UPS	United Parcel Service Inc Industrials	Added	5,172	+244	$508,821	+4.1%	0.73%
BLK	BlackRock, Inc. Financial Services	Added	549	+2	$527,978	−9.8%	0.75%
AMGN	Amgen Inc Healthcare	Added	1,618	+7	$569,293	+8.0%	0.81%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	5,589	-104	$579,188	+0.9%	0.83%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,483	-295	$625,783	+11.0%	0.89%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,371	0	$635,033	−3.6%	0.91%