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CIK: 0001978885
Total reported value
$41.9B
$41.9B
495 檔
18.8%
As reported in its official Q1 2024 Form 13F filing, Empower Advisory Group, LLC's tracked investment portfolio stood at $41.9B with 495 total positions.
During Q1 2024, Empower Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 495 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.59% | +0.13% | +0.34% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.74% | +0.15% | -2.67% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.79% | +0.10% | +7.77% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.95% | -0.07% | +4.19% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.47% | +0.16% | +3.66% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.13% | -0.05% | +3.36% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.11% | -0.09% | +29.74% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.34% | -0.30% | +0.85% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.34% | -0.03% | +2.88% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.29% | -0.02% | +4.50% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.17% | +0.46% | -3.81% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.93% | — | +6.03% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.83% | -0.03% | +2.68% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.74% | -0.03% | -3.13% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +0.14% | -2.42% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.03% | -1.23% | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.37% | +0.01% | +3.97% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.06% | -0.22% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.25% | -0.31% | +9.07% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.19% | -0.01% | +3.54% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.14% | -0.31% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.05% | +0.05% | +4.13% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.04% | -18.06% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.07% | -17.75% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.01% | -17.02% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.03% | -9.96% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | +0.38% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | +0.02% | -0.34% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.70% | -0.01% | -0.87% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | — | +4.52% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.14% | +233.52% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.13% | -3.95% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.19% | +32.91% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | +0.01% | -4.23% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.01% | +4.91% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.06% | -1.15% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.04% | -8.78% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.02% | +26.31% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.03% | +0.65% | |
| 40 | SCCO | Southern Copper CORP | Stock-Materials | 0.50% | +0.02% | +0.11% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.05% | +25.90% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.12% | +18.91% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.49% | -0.10% | +0.46% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.48% | +0.04% | -6.08% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.02% | -0.04% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.01% | -0.54% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.05% | +1.38% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.44% | — | +5.29% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.19% | +0.92% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | +2.12% |
According to official SEC Form 13F filings, Empower Advisory Group, LLC reported a total U.S. public equity portfolio value of $41.9B across 495 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, IWM, VWO) accounted for 18.8% of total reported equity market value during Q1 2024.
During Q1 2024, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.6%)、IWM (5.7%)、VWO (4.8%). The largest single position, SCHF, represented 11.6% of total portfolio value.
In Q1 2024, Empower Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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