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CIK: 0001978885
Total reported value
$41.9B
$41.9B
502 檔
21.3%
According to the latest 13F quarterly dataset, Empower Advisory Group, LLC managed an equity portfolio of $41.9B at the end of Q3 2024, spanning 502 distinct U.S. exchange-listed positions.
In Q3 2024, Empower Advisory Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 142 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 502 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.50% | +0.13% | +3.44% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.73% | +0.15% | +2.56% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.12% | +0.10% | +2.57% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.04% | -0.07% | +4.91% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.76% | +0.16% | +1.11% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.22% | -0.05% | +4.26% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.22% | -0.09% | +5.08% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.51% | -0.30% | +0.75% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.44% | -0.02% | +2.02% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.41% | -0.03% | +4.46% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.14% | +0.46% | +2.92% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.02% | — | +4.34% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.85% | -0.03% | +2.89% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.62% | -0.03% | -0.39% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +0.14% | -0.42% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.06% | -0.56% | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.45% | +0.01% | +4.47% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.03% | +0.30% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.20% | -0.31% | +7.47% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.19% | -0.01% | +4.94% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.14% | +0.78% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.04% | +0.60% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.05% | +0.05% | +4.48% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.07% | +4.69% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.01% | +1.10% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.14% | +1.82% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.05% | +0.78% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | +1.66% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.03% | +0.53% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | +0.02% | +1.95% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.70% | -0.01% | -0.30% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | — | +2.13% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.19% | +3.07% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | +0.01% | -1.99% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.13% | +0.80% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.06% | +1.85% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.06% | +1.05% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.49% | -0.10% | +0.97% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.03% | +0.79% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.19% | +2.13% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.01% | +0.64% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | -10.07% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.02% | +1.66% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.44% | +0.02% | +9.31% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | -0.04% | +1.84% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.01% | +4.54% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.02% | +1.12% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.43% | -0.01% | +3.54% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.15% | +4.25% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.42% | -0.03% | +1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.3% | +1.11% | Add |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | +0.2% | +2.02% | Add |
| 3 | TSLA | Tesla Inc | +0.1% | +0.78% | Add |
| 4 | AVGO | Broadcom Inc | +0.1% | +7175.52% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.57% | Add |
| 6 | TMUS | T-mobile US Inc | +0.1% | +8328.83% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.1% | +3.44% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.56% | Add |
| 9 | IAU | Ishares Gold Trust | +0.1% | +0.75% | Add |
| 10 | SBUX | Starbucks CORP | +0.1% | +9.31% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +1.82% | Add |
| 12 | SHW | Sherwin-williams Co/the | +0.1% | +2.74% | Add |
| 13 | PYPL | Paypal Holdings Inc | +0.1% | +4.14% | Add |
| 14 | NEE | Nextera Energy Inc | +0.1% | +1.85% | Add |
| 15 | NEM | Newmont CORP | +0.1% | +1.29% | Add |
| 16 | MTCH | Match Group Inc | +0.1% | +8.35% | Add |
| 17 | SCHA | Schwab US Small-cap ETF | 0% | +2.92% | Add |
| 18 | META | Meta Platforms Inc-class A | 0% | +1.10% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.66% | Add |
| 20 | HD | Home Depot Inc | 0% | +1.66% | Add |
| 21 | APD | Air Products & Chemicals Inc | 0% | +3.54% | Add |
| 22 | FTNT | Fortinet Inc | 0% | +4.16% | Add |
| 23 | MAS | Masco CORP | 0% | +1.52% | Add |
| 24 | POOL | Pool CORP | 0% | +5.49% | Add |
| 25 | ALB | Albemarle CORP | 0% | +28.69% | Add |
| 26 | VGLT | Vanguard Long-term Treasury | 0% | +4.34% | Add |
| 27 | MA | Mastercard Inc - A | 0% | +1.95% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | +2.13% | Add |
| 29 | DUK | Duke Energy CORP | 0% | +1.84% | Add |
| 30 | SO | Southern Co/the | 0% | +1.62% | Add |
| 31 | CAT | Caterpillar Inc | 0% | +1.15% | Add |
| 32 | ES | Eversource Energy | 0% | +3.51% | Add |
| 33 | PPL | Ppl CORP | 0% | +2.83% | Add |
| 34 | AEP | American Electric Power | 0% | +4.24% | Add |
| 35 | EBND | State Street Spdr Bloomberg | 0% | +4.47% | Add |
| 36 | T | At&t Inc | 0% | +1.46% | Add |
| 37 | EMN | Eastman Chemical Co | 0% | +2.47% | Add |
| 38 | PNW | Pinnacle West Capital | 0% | +1.96% | Add |
| 39 | EVRG | Evergy Inc | 0% | +3.88% | Add |
| 40 | AES | Aes CORP | 0% | +5.82% | Add |
| 41 | LIN | Linde plc | 0% | +6.92% | Add |
| 42 | CVS | Cvs Health CORP | 0% | +11.47% | Add |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +2.89% | Add |
| 44 | UPS | United Parcel Service-cl B | 0% | +13.59% | Add |
| 45 | IBKR | Interactive Brokers Gro-cl A | 0% | +1.09% | Add |
| 46 | GS | Goldman Sachs Group Inc | 0% | +1.12% | Add |
| 47 | KO | Coca-cola Co/the | 0% | +2.45% | Add |
| 48 | ITW | Illinois Tool Works | 0% | +2.98% | Add |
| 49 | SRE | Sempra | 0% | +2.70% | Add |
| 50 | 6D8 | Dupont De Nemours Inc | 0% | +2.03% | Add |
According to official SEC Form 13F filings, Empower Advisory Group, LLC reported a total U.S. public equity portfolio value of $41.9B across 502 disclosed positions in Q3 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 21.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
AHR
市值: $679.4K
Top Position Liquidated / Trimmed
LNG
前期市值: $1.0M
During Q3 2024, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.5%)、IWM (5.7%)、VWO (5.1%). The largest single position, SCHF, represented 11.5% of total portfolio value.
In Q3 2024, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 142 positions, trimming 48 holdings, and fully liquidating 4 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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