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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 Q3 2025 · Filed October 22, 2025 · Accession 0002085853-25-000134

Total Value
$251.1M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242011,196,828$31.5M12.55%
2SCHWAB STRATEGIC TR808524797656,429$17.9M7.14%
3ISHARES TR46434V621259,474$17.7M7.04%
4VANGUARD SCOTTSDALE FDS92206C870152,597$12.8M5.11%
5SCHWAB STRATEGIC TR808524805550,593$12.8M5.10%
6SCHWAB STRATEGIC TR808524300354,709$11.3M4.51%
7ISHARES TR464288646179,344$9.5M3.79%
8ISHARES TR46434V407212,141$9.2M3.66%
9VANGUARD SCOTTSDALE FDS92206C409114,884$9.2M3.66%
10VANGUARD BD INDEX FDS921937835109,926$8.2M3.26%
11MICROSOFT CORPMSFT14,236$7.4M2.94%
12FIDELITY COVINGTON TRUST31609284097,001$5.4M2.15%
13SCHWAB STRATEGIC TR808524607188,604$5.3M2.10%
14WISDOMTREE TRWT83,985$5.2M2.08%
15SCHWAB STRATEGIC TR808524508174,693$5.2M2.06%
16WALMART INCWMT32,292$3.3M1.33%
17WISDOMTREE TRWT35,566$3.2M1.26%
18APPLE INCAAPL10,885$2.8M1.10%
19WISDOMTREE TRWT45,901$2.4M0.96%
20LOCKHEED MARTIN CORPLMT4,466$2.2M0.89%
21PROCTER AND GAMBLE CO74271810913,005$2.0M0.80%
22JPMORGAN CHASE & CO.VYLD6,310$2.0M0.79%
23MCDONALDS CORPMCD6,359$1.9M0.77%
24DIMENSIONAL ETF TRUST25434V50028,209$1.9M0.77%
25JOHNSON & JOHNSONJNJ10,173$1.9M0.75%
26WASTE MGMT INC DEL94106L1098,182$1.8M0.72%
27ELI LILLY & COLLY2,287$1.7M0.69%
28ISHARES TR46429B65533,375$1.7M0.68%
29SCHWAB STRATEGIC TR80852483970,358$1.7M0.66%
30WISDOMTREE TRWT49,018$1.7M0.66%
31INVESCO QQQ TRIVZ2,459$1.5M0.59%
32SOUTHERN COSOMN15,049$1.4M0.57%
33FRANKLIN TEMPLETON ETF TRFGDL38,154$1.4M0.57%
34AMAZON COM INCAMZN5,991$1.3M0.52%
35EXXON MOBIL CORPXOM10,220$1.2M0.46%
36PEPSICO INCPEP8,095$1.1M0.45%
37SPDR S&P 500 ETF TRSPY1,676$1.1M0.44%
38PACER FDS TR69374H88119,065$1.1M0.44%
39VANGUARD INDEX FDS9229086293,608$1.1M0.42%
40ISHARES TR4642872001,565$1.0M0.42%
41COCA COLA COKO15,515$1.0M0.41%
42PAYCHEX INCPAYX7,698$975,7960.39%
43DEERE & CODE2,091$956,0310.38%
44DUKE ENERGY CORP NEWDUKB7,314$905,1330.36%
45VANGUARD BD INDEX FDS92193782711,402$899,7560.36%
46ALPHABET INCGOOG3,652$887,8590.35%
47CHEVRON CORP NEWCVX5,475$850,2180.34%
48VANGUARD SCOTTSDALE FDS92206C70613,671$820,6590.33%
49TARGET CORPTGT8,803$789,6690.31%
50SYSCO CORPSYY9,491$781,4900.31%
51US BANCORP DELUSB-PS15,781$762,7120.30%
52VANGUARD BD INDEX FDS9219378199,729$759,7680.30%
53PHILIP MORRIS INTL INC7181721094,597$745,6510.30%
54CLOROX CO DELCLX6,041$744,8040.30%
55STARBUCKS CORPSBUX8,430$713,2160.28%
56ENTERPRISE PRODS PARTNERS L29379210722,797$712,8580.28%
57COLGATE PALMOLIVE COCL8,657$692,0650.28%
58VANGUARD TAX-MANAGED FDS92194385811,543$691,6550.28%
59VERIZON COMMUNICATIONS INCVZ15,113$664,2170.26%
60BLACKROCK INCBLK549$640,0750.25%
61SPDR DOW JONES INDL AVERAGE78467X1091,371$635,7880.25%
62REALTY INCOME CORPO10,319$627,2720.25%
63ALTRIA GROUP INCMO9,277$612,8070.24%
64CORNING INCGLW7,386$605,9080.24%
65CONSOLIDATED EDISON INCED5,995$602,6280.24%
66KIMBERLY-CLARK CORPKMB4,664$579,9180.23%
67BROADCOM INCAVGO1,713$565,1340.23%
68BANK AMERICA CORP06050510410,413$537,2190.21%
69UNILEVER PLCUNLYF8,942$530,0850.21%
70NVIDIA CORPORATIONNVDA2,822$526,5970.21%
71WISDOMTREE TRWT5,877$511,4720.20%
72GENERAL MLS INC3703341049,902$499,2630.20%
73AMGEN INCAMGN1,599$451,2460.18%
74LOWES COS INC5486611071,767$444,0230.18%
75HOME DEPOT INCHD1,091$442,0400.18%
76VISA INCV1,277$435,7900.17%
77KELLANOVABEKE5,148$422,2200.17%
78ABBOTT LABSABLZF3,126$418,6950.17%
79AFLAC INCAFL3,732$416,8780.17%
80AIR PRODS & CHEMS INCAIIR1,449$395,1380.16%
81ENBRIDGE INCENNPF7,717$389,4000.16%
82UNITED PARCEL SERVICE INCUPS4,602$384,3860.15%
83MASTERCARD INCORPORATEDMA668$380,0790.15%
84PNC FINL SVCS GROUP INC6934751051,878$377,2890.15%
85AT&T INCT-PC13,197$372,6800.15%
86TORONTO DOMINION BK ONTTORO4,538$362,8130.14%
87NIKE INCNKE5,171$360,5980.14%
88CARDINAL HEALTH INCCAH2,165$339,8200.14%
89MEDTRONIC PLCMDT3,519$335,1500.13%
90PFIZER INCPFE13,140$334,7990.13%
91CISCO SYS INCCSCO4,857$332,3490.13%
92TAIWAN SEMICONDUCTOR MFG LTD8740391001,117$311,9670.12%
93ARCHER DANIELS MIDLAND COADM5,192$310,1560.12%
94AMERICAN CENTY ETF TR0250728773,102$308,7610.12%
95META PLATFORMS INCMETA410$301,1620.12%
96AMERICAN ELEC PWR CO INC0255371012,653$298,4930.12%
97WELLS FARGO CO NEW9497461013,499$293,2730.12%
98PALO ALTO NETWORKS INCPANW1,440$293,2130.12%
99AMEREN CORPAEE2,725$284,4650.11%
100ALPHABET INCGOOG1,152$280,6730.11%
101ABBVIE INCABBV1,211$280,4840.11%
102DARDEN RESTAURANTS INCDRI1,471$279,9590.11%
103SALESFORCE INCCRM1,167$276,6930.11%
104PIMCO ETF TR72201R8665,105$266,9120.11%
105ADOBE INCADBE752$265,2680.11%
106BP PLCBPPFF7,682$264,7280.11%
107NEXTERA ENERGY INCNEE-PW3,461$261,2520.10%
108PROLOGIS INC.PLDGP2,256$258,3110.10%
109MERCK & CO INCMRK3,067$257,3850.10%
110PHILLIPS 66PSX1,872$254,6620.10%
111UNION PAC CORPUNP1,039$245,5190.10%
112BERKSHIRE HATHAWAY INC DELBRK-A487$244,8340.10%
113VANGUARD WORLD FD92204A8761,276$241,7070.10%
114ISHARES TR4642886877,541$238,4550.09%
115ISHARES BITCOIN TRUST ETFIBIT3,564$231,6600.09%
116GSK PLCGLAXF5,182$223,6700.09%
117MORGAN STANLEYMS-PQ1,387$220,5570.09%
118ISHARES TR4642877211,081$211,8090.08%
119VANGUARD INDEX FDS922908751811$206,3160.08%
120TEXAS INSTRS INC8825081041,103$202,5780.08%
121INTERNATIONAL BUSINESS MACHSINTR715$201,6410.08%