• 13F History

Powers Advisory Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$210M
Signature - Title
Melissa S. Nehrt - CCO
Location
Highland, IL
Summary
This page shows a list of all the recent 13F filings made by Powers Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Powers Advisory Group, LLC reported 107 stock holdings with total value $210M as of Q1 2025. Top holdings included SCHX, SCHD, DGRO, IGSB, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 107 $210M +$11.7M -$764K +$11M SCHX, SCHD, DGRO, IGSB, SCHF 13F-HR 4/16/2025, 01:18 PM
Q4 2024 103 $200M +$49.5M -$1.1M +$48.4M SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 1/23/2025, 04:14 PM
Q3 2024 98 $200M +$6.77M -$1.33M +$5.44M SCHX, SCHD, DGRO, IGSB, SCHF 13F-HR 10/18/2024, 03:57 PM
Q2 2024 96 $183M +$11M -$2.72M +$8.27M SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 7/24/2024, 04:45 PM
Q1 2024 94 $175M +$7.02M -$1.81M +$5.21M SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 4/19/2024, 04:41 PM
Q4 2023 91 $162M +$5.16M -$2.29M +$2.87M SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 1/17/2024, 10:21 AM
Q3 2023 88 $147M +$3.76M -$1.1M +$2.66M SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 10/18/2023, 05:33 PM
Q2 2023 90 $151M +$5.1M -$760K +$4.34M SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 7/20/2023, 12:43 PM
Q1 2023 93 $143M +$9.68M -$239K +$9.44M SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 4/13/2023, 02:01 PM
Q4 2022 91 $136M +$2.69M -$1.21M +$1.48M SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 1/20/2023, 12:42 PM
Q3 2022 89 $125M +$4.73M -$264K +$4.47M SCHX, SCHD, IGSB, SHYG, DGRO 13F-HR 10/14/2022, 02:29 PM
Q2 2022 92 $130M +$4.09M -$2.13M +$1.96M SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 7/19/2022, 02:26 PM
Q1 2022 91 $144M +$29M -$9.51M +$19.5M SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 5/11/2022, 02:21 PM
Q4 2021 91 $142M SCHX, SCHZ, SCHD, VCSH, DGRO 13F-HR 5/6/2022, 04:19 PM