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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 Q2 2023 · Filed April 13, 2023 · Accession 0001927474-23-000002

Total Value
$143.1M
Positions
93
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (93)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201392,067$19.0M13.26%
2SCHWAB STRATEGIC TR808524797145,157$10.6M7.42%
3ISHARES TR464288646157,784$8.0M5.57%
4ISHARES TR46434V621151,008$7.5M5.28%
5ISHARES TR46434V407161,109$6.7M4.69%
6SCHWAB STRATEGIC TR808524805158,662$5.5M3.86%
7VANGUARD SCOTTSDALE FDS92206C40970,269$5.4M3.74%
8VANGUARD BD INDEX FDS92193783563,723$4.7M3.29%
9MICROSOFT CORPMSFT15,002$4.3M3.02%
10WISDOMTREE TRWT79,748$3.7M2.60%
11SCHWAB STRATEGIC TR80852430052,189$3.4M2.38%
12VANGUARD SCOTTSDALE FDS92206C87037,090$3.0M2.08%
13SCHWAB STRATEGIC TR80852460770,923$3.0M2.08%
14SCHWAB STRATEGIC TR80852450842,938$2.9M2.04%
15LOCKHEED MARTIN CORPLMT4,651$2.2M1.54%
16PROCTER AND GAMBLE CO74271810913,695$2.0M1.42%
17APPLE INCAAPL11,906$2.0M1.37%
18MCDONALDS CORPMCD6,730$1.9M1.32%
19WISDOMTREE TRWT45,786$1.9M1.31%
20WALMART INCWMT12,420$1.8M1.28%
21SPDR SER TR78464A29245,764$1.6M1.09%
22JOHNSON & JOHNSONJNJ9,884$1.5M1.07%
23WASTE MGMT INC DEL94106L1099,132$1.5M1.04%
24TARGET CORPTGT8,996$1.5M1.04%
25PEPSICO INCPEP7,245$1.3M0.92%
26WISDOMTREE TRWT45,564$1.3M0.91%
27GENERAL MLS INC37033410414,420$1.2M0.86%
28LILLY ELI & COLLY3,546$1.2M0.85%
29COCA COLA COKO17,881$1.1M0.78%
30CLOROX CO DELCLX6,757$1.1M0.75%
31SOUTHERN COSOMN15,282$1.1M0.74%
32EXXON MOBIL CORPXOM9,647$1.1M0.74%
33DEERE & CODE2,429$1.0M0.70%
34VANGUARD BD INDEX FDS92193782712,807$979,6400.68%
35PAYCHEX INCPAYX7,987$915,2460.64%
36VANGUARD BD INDEX FDS92193781911,126$853,7710.60%
37CHEVRON CORP NEWCVX4,977$812,0420.57%
38INVESCO QQQ TRIVZ2,444$784,3530.55%
39SYSCO CORPSYY9,948$768,2720.54%
40STARBUCKS CORPSBUX7,280$758,0550.53%
41JPMORGAN CHASE & COVYLD5,686$740,9970.52%
42COLGATE PALMOLIVE COCL9,515$715,0600.50%
43SPDR S&P 500 ETF TRSPY1,707$699,0290.49%
44KIMBERLY-CLARK CORPKMB5,075$681,1870.48%
45UNITED PARCEL SERVICE INCUPS3,460$671,1100.47%
46PIMCO ETF TR72201R86612,706$664,0300.46%
47DUKE ENERGY CORP NEWDUKB6,482$625,3190.44%
48CONSOLIDATED EDISON INCED6,307$603,3640.42%
49UNILEVER PLCUNLYF10,928$567,4960.40%
50REALTY INCOME CORPO8,513$539,0690.38%
51SCHWAB STRATEGIC TR80852483911,481$538,5530.38%
52ENTERPRISE PRODS PARTNERS L29379210720,170$522,4110.37%
53AMAZON COM INCAMZN5,052$521,8270.36%
54PFIZER INCPFE12,773$521,1270.36%
55US BANCORP DELUSB-PS14,391$518,8000.36%
56INTEL CORPINTC15,840$517,4890.36%
57ALTRIA GROUP INCMO11,344$506,1780.35%
58ISHARES TR46428868716,052$501,1310.35%
59AT&T INCT-PC24,667$474,8360.33%
60ARCHER DANIELS MIDLAND COADM5,739$457,1910.32%
61BP PLCBPPFF11,881$450,7780.32%
62KELLOGG COBEKE6,722$450,1170.31%
63PHILIP MORRIS INTL INC7181721094,422$430,0640.30%
64SPDR DOW JONES INDL AVERAGE78467X1091,238$411,7840.29%
65VERIZON COMMUNICATIONS INCVZ10,488$407,8730.29%
66PHILLIPS 66PSX3,836$388,8940.27%
67WISDOMTREE TRWT6,050$374,2540.26%
68BLACKROCK INCBLK553$369,9410.26%
69ALPHABET INCGOOG3,278$340,0270.24%
70HOME DEPOT INCHD1,151$339,6810.24%
71MERCK & CO INCMRK3,110$330,8770.23%
723M COMMM3,090$324,7860.23%
73LOWES COS INC5486611071,444$288,8430.20%
74AIR PRODS & CHEMS INCAIIR990$284,4320.20%
75CVS HEALTH CORPCVS3,801$282,4300.20%
76PGIM ETF TR69344A2067,920$270,9200.19%
77SALESFORCE INCCRM1,345$268,7040.19%
78ENBRIDGE INCENNPF6,868$262,0140.18%
79AFLAC INCAFL4,054$261,5470.18%
80WALGREENS BOOTS ALLIANCE INC9314271087,555$261,2670.18%
81TORONTO DOMINION BK ONTTORO4,267$255,5930.18%
82ADOBE SYSTEMS INCORPORATEDADBE629$242,3980.17%
83DARDEN RESTAURANTS INCDRI1,551$240,6520.17%
84ABBOTT LABSABLZF2,376$240,5610.17%
85DOMINION ENERGY INCD4,278$239,1810.17%
86VISA INCV1,057$238,3240.17%
87CARDINAL HEALTH INCCAH3,099$233,9380.16%
88GSK PLCGLAXF6,547$232,9420.16%
89AMEREN CORPAEE2,657$229,5450.16%
90WELLS FARGO CO NEW9497461015,559$207,7890.15%
91AMGEN INCAMGN851$205,7520.14%
92ALPHABET INCGOOG1,936$201,2960.14%
93HANESBRANDS INC41034510219,238$101,1910.07%