13F Filings History of Powers Advisory Group, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$265,523,286
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 126 stock holdings with total value $265,523,286 as of Q4 2025. Top holdings included SCHX, DGRO, SCHD, SCHF, and VCIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $265,523,286 +$13,414,412 -$2,328,196 +$11,086,216 SCHX, DGRO, SCHD, SCHF, VCIT 13F-HR 22 Jan 2026, 08:35
Q3 2025 121 $251,091,086 +$17,414,933 -$3,956,662 +$13,458,271 SCHX, SCHD, DGRO, VCIT, SCHF 13F-HR 22 Oct 2025, 11:36
Q2 2025 115 $227,394,216 +$10,263,027 -$1,281,779 +$8,981,248 SCHX, SCHD, DGRO, SCHF, IGSB 13F-HR 18 Jul 2025, 08:47
Q1 2025 107 $209,904,915 +$11,721,993 -$763,846 +$10,958,147 SCHX, SCHD, DGRO, IGSB, SCHF 13F-HR 16 Apr 2025, 13:18
Q4 2024 103 $199,744,922 +$49,505,630 -$1,104,440 +$48,401,190 SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 23 Jan 2025, 16:14
Q3 2024 98 $200,475,671 +$6,771,050 -$1,328,150 +$5,442,900 SCHX, SCHD, DGRO, IGSB, SCHF 13F-HR 18 Oct 2024, 15:57
Q2 2024 96 $183,371,705 +$10,998,320 -$2,724,454 +$8,273,866 SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 24 Jul 2024, 16:45
Q1 2024 94 $174,946,014 +$7,021,860 -$1,813,138 +$5,208,722 SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 19 Apr 2024, 16:41
Q4 2023 91 $162,053,788 +$5,160,730 -$2,290,261 +$2,870,469 SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 17 Jan 2024, 10:21
Q3 2023 88 $147,177,570 +$3,762,146 -$1,743,895 +$2,018,251 SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 18 Oct 2023, 17:33
Q2 2023 90 $150,817,712 +$5,096,343 -$1,538,979 +$3,557,364 SCHX, SCHD, DGRO, IGSB, SHYG 13F-HR 20 Jul 2023, 12:43
Q1 2023 93 $143,072,380 +$9,682,365 -$5,981,318 +$3,701,047 SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 13 Apr 2023, 14:01
Q4 2022 91 $135,688,742 +$2,692,765 -$1,865,763 +$827,002 SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 20 Jan 2023, 13:42
Q3 2022 89 $125,359,000 +$4,730,982 -$2,322,851 +$2,408,131 SCHX, SCHD, IGSB, SHYG, DGRO 13F-HR 14 Oct 2022, 14:29
Q2 2022 92 $130,012,000 +$4,089,622 -$2,349,210 +$1,740,412 SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 19 Jul 2022, 14:26
Q1 2022 91 $143,701,000 +$29,045,400 -$9,927,017 +$19,118,383 SCHX, SCHD, IGSB, DGRO, SHYG 13F-HR 11 May 2022, 14:21
Q4 2021 91 $141,860,000 $0 $0 $0 SCHX, SCHZ, SCHD, VCSH, DGRO 13F-HR 06 May 2022, 16:19