Powers-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ADBE",
  "APD",
  "GOOGL",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "DUK",
  "GIS",
  "HD",
  "MCD",
  null,
  "UNP",
  null,
  "MA",
  "MDT",
  "MSFT",
  "ADM",
  "DLN",
  "PAYX",
  "VGIT",
  null,
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "SCHX",
  null,
  "O",
  "BP",
  "SBUX",
  "TXN",
  "TD",
  "TGT",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "VCIT",
  "K",
  "AEE",
  "AFL",
  "DRI",
  "WM",
  "CAH",
  "AEP",
  "AMZN",
  "USB",
  "VEA",
  null,
  "BND",
  "BSV",
  null,
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "SO",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  "DGRO",
  "KMB",
  "BAC",
  "CVX",
  "CSCO",
  "CLX",
  "KO",
  "CL",
  "ED",
  "GLW",
  "DE",
  null,
  null,
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 107
Total Value: 209904915
Accession Number: 0001667731-25-000435
Form Type: 13F-HR
CIK: powers-advisory-group
Manager Name: Powers-Advisory-Group

Data Enrichment

85% identified

91 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

107 positions • $209.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.4K

Value:$240.0K

% of Portfolio:0.1% ($240.0K/$209.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:998

Value:$235.7K

% of Portfolio:0.1% ($235.7K/$209.9M)

921943858

VEA|921943858

Shares:4.4K

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$209.9M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$224.2K

% of Portfolio:0.1% ($224.2K/$209.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.1K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$209.9M)

92204A876

Shares:1.3K

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$209.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.2K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$209.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.4K	QoQ +31.25% (+325) YoY NEW(+1.4K)	All Managers (Combined)	$240.0K	0.1% ($240.0K/$209.9M)	QoQ +19.67% (+$39.5K) YoY NEW(+$240.0K)
UNION PACIFIC CORP(UNPcusip907818108)	998	QoQ +0.30% (+3) YoY NEW(+998)	All Managers (Combined)	$235.7K	0.1% ($235.7K/$209.9M)	QoQ +3.84% (+$8.7K) YoY NEW(+$235.7K)
(VEAcusip921943858)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$209.9M)	QoQ NEW(+$225.3K) YoY NEW(+$225.3K)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +22.28% (-244) YoY NEW(+1.3K)	All Managers (Combined)	$224.2K	0.1% ($224.2K/$209.9M)	QoQ -11.69% (-$29.7K) YoY NEW(+$224.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$223.2K	0.1% ($223.2K/$209.9M)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
(cusip92204A876)✕	1.3K	QoQ +0.71% (+9) YoY NEW(+1.3K)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$209.9M)	QoQ +5.20% (+$10.7K) YoY NEW(+$215.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.2K	QoQ +0.17% (-2) YoY NEW(+1.2K)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$209.9M)	QoQ -3.93% (-$8.6K) YoY NEW(+$210.0K)