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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Powers Advisory Group, LLC

Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001927474-23-000001

Total Value
$135.7M
Positions
91
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (91)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201383,542$17.3M12.76%
2SCHWAB STRATEGIC TR808524797130,056$9.8M7.24%
3ISHARES TR464288646148,307$7.4M5.45%
4ISHARES TR46434V621140,539$7.0M5.18%
5ISHARES TR46434V407152,829$6.2M4.61%
6SPDR SER TR78468R200188,948$5.7M4.23%
7SCHWAB STRATEGIC TR808524805157,615$5.1M3.74%
8VANGUARD SCOTTSDALE FDS92206C40965,820$4.9M3.65%
9MICROSOFT CORPMSFT15,008$3.6M2.65%
10WISDOMTREE TRWT74,667$3.3M2.42%
11SCHWAB STRATEGIC TR80852430050,992$2.8M2.09%
12SCHWAB STRATEGIC TR80852460768,308$2.8M2.04%
13VANGUARD SCOTTSDALE FDS92206C87034,989$2.7M2.00%
14SCHWAB STRATEGIC TR80852450841,300$2.7M2.00%
15LOCKHEED MARTIN CORPLMT4,613$2.2M1.65%
16PROCTER AND GAMBLE CO74271810913,777$2.1M1.54%
17WALMART INCWMT12,535$1.8M1.31%
18MCDONALDS CORPMCD6,735$1.8M1.31%
19WISDOMTREE TRWT42,446$1.7M1.29%
20JOHNSON & JOHNSONJNJ9,807$1.7M1.28%
21APPLE INCAAPL11,896$1.5M1.14%
22WASTE MGMT INC DEL94106L1099,111$1.4M1.05%
23SPDR SER TR78464A29241,860$1.4M1.01%
24TARGET CORPTGT9,094$1.4M1.00%
25PEPSICO INCPEP7,274$1.3M0.97%
26LILLY ELI & COLLY3,551$1.3M0.96%
27WISDOMTREE TRWT42,769$1.2M0.90%
28GENERAL MLS INC37033410414,456$1.2M0.89%
29COCA COLA COKO17,777$1.1M0.83%
30SOUTHERN COSOMN15,178$1.1M0.80%
31DEERE & CODE2,509$1.1M0.79%
32EXXON MOBIL CORPXOM9,031$996,0810.73%
33VANGUARD BD INDEX FDS92193782712,785$962,4890.71%
34CLOROX CO DELCLX6,723$943,3710.70%
35PAYCHEX INCPAYX7,951$918,7670.68%
36CHEVRON CORP NEWCVX4,949$888,2780.65%
37VANGUARD BD INDEX FDS92193781911,101$825,0310.61%
38JPMORGAN CHASE & COVYLD5,763$772,7590.57%
39SYSCO CORPSYY9,906$757,3090.56%
40COLGATE PALMOLIVE COCL9,551$752,5040.55%
41STARBUCKS CORPSBUX7,250$719,2320.53%
42KIMBERLY-CLARK CORPKMB5,048$685,2500.51%
43DUKE ENERGY CORP NEWDUKB6,397$658,8710.49%
44SPDR S&P 500 ETF TRSPY1,707$652,9420.48%
45PIMCO ETF TR72201R86612,704$652,7070.48%
46PFIZER INCPFE12,709$651,1900.48%
47INVESCO QQQ TRIVZ2,444$650,7880.48%
48US BANCORP DELUSB-PS14,349$625,7510.46%
49CONSOLIDATED EDISON INCED6,274$597,9590.44%
50UNITED PARCEL SERVICE INCUPS3,391$589,5660.43%
51UNILEVER PLCUNLYF10,995$553,5900.41%
52ARCHER DANIELS MIDLAND COADM5,827$541,0160.40%
53SCHWAB STRATEGIC TR80852483911,791$538,2450.40%
54REALTY INCOME CORPO8,457$536,4080.40%
55ISHARES TR46428868716,924$516,7020.38%
56ALTRIA GROUP INCMO11,209$512,3690.38%
57ENTERPRISE PRODS PARTNERS L29379210719,997$482,3290.36%
58KELLOGG COBEKE6,726$479,1900.35%
59AT&T INCT-PC24,440$449,9470.33%
60PHILIP MORRIS INTL INC7181721094,440$449,3300.33%
61INTEL CORPINTC16,469$435,2740.32%
62AMAZON COM INCAMZN5,122$430,2530.32%
63BP PLCBPPFF12,197$426,0530.31%
64VERIZON COMMUNICATIONS INCVZ10,499$413,6570.30%
65SPDR DOW JONES INDL AVERAGE78467X1091,238$410,1870.30%
66PHILLIPS 66PSX3,836$399,2510.29%
67BLACKROCK INCBLK550$389,6190.29%
68WISDOMTREE TRWT6,015$372,6190.27%
693M COMMM3,088$370,3720.27%
70HOME DEPOT INCHD1,131$357,2380.26%
71CVS HEALTH CORPCVS3,781$352,3140.26%
72MERCK & CO INCMRK3,094$343,2480.25%
73AIR PRODS & CHEMS INCAIIR986$304,0680.22%
74AFLAC INCAFL4,043$290,8690.21%
75ALPHABET INCGOOG3,278$289,2180.21%
76LOWES COS INC5486611071,441$287,1610.21%
77WALGREENS BOOTS ALLIANCE INC9314271087,665$286,3760.21%
78PGIM ETF TR69344A2068,420$282,9960.21%
79TORONTO DOMINION BK ONTTORO4,267$276,3310.20%
80DOMINION ENERGY INCD4,393$269,3560.20%
81ENBRIDGE INCENNPF6,868$268,5390.20%
82ABBOTT LABSABLZF2,367$259,9080.19%
83CARDINAL HEALTH INCCAH3,085$237,1290.17%
84AMEREN CORPAEE2,647$235,3630.17%
85GSK PLCGLAXF6,547$230,0620.17%
86WELLS FARGO CO NEW9497461015,535$228,5450.17%
87AMGEN INCAMGN846$222,1750.16%
88VISA INCV1,056$219,3780.16%
89ADOBE SYSTEMS INCORPORATEDADBE647$217,7350.16%
90DARDEN RESTAURANTS INCDRI1,543$213,3960.16%
91HANESBRANDS INC41034510220,394$129,7090.10%