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CIK: 0001978885
Total reported value
$41.9B
$41.9B
498 檔
21.1%
During the Q4 2024 filing period, Empower Advisory Group, LLC (CIK: 0001978885) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $41.9B across 498 reported positions.
In Q4 2024, Empower Advisory Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 125 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.28% | +0.13% | +118.90% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.86% | +0.15% | +2.60% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.85% | +0.10% | +3.35% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.25% | -0.07% | +7.38% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.54% | +0.16% | +3.24% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.33% | -0.05% | +8.13% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.33% | -0.09% | +115.95% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.47% | -0.03% | +7.80% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.32% | -0.30% | -6.89% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.21% | +0.46% | +106.01% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.20% | -0.02% | +7.54% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.00% | — | +10.77% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.76% | -0.03% | +5.24% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.06% | +1.52% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.63% | +0.14% | +0.36% | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.53% | -0.03% | +4.77% | |
| 17 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.43% | +0.01% | +7.53% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.14% | +1.47% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.03% | +1.95% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.04% | +0.41% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.23% | -0.01% | +6.06% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.23% | -0.31% | +6.54% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.07% | +1.97% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | +0.05% | -1.16% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.09% | +0.05% | +6.57% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.01% | +2.55% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.03% | +0.52% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.14% | -11.66% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | +0.02% | +1.65% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | +2.23% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.13% | +0.29% | |
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.65% | -0.01% | +1.06% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.06% | +4.82% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | +0.01% | -2.26% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +3.24% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.01% | +3.17% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.15% | +38.92% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.02% | -1.73% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | -24.37% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.46% | -0.10% | +2.06% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.06% | +2.32% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.42% | -0.01% | +2.49% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | +0.02% | +2.98% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.04% | +3.02% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | +0.02% | -4.17% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.04% | -2.04% | |
| 47 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.40% | +0.04% | -1.20% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.19% | +0.03% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.03% | +2.61% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.37% | — | +2357.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.4% | -1.16% | Trim |
| 2 | SCHB | Schwab US Broad Market ETF | +0.3% | +2357.83% | Add |
| 3 | VRSK | Verisk Analytics Inc | +0.2% | +29469.04% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.2% | +7.38% | Add |
| 5 | PGR | Progressive CORP | +0.2% | +9038.53% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.97% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.47% | Add |
| 8 | KVUE | Kenvue Inc | +0.2% | NEW | New buy |
| 9 | VEEV | Veeva Systems Inc-class A | +0.2% | NEW | New buy |
| 10 | EOG | Eog Resources Inc | +0.2% | +21218.14% | Add |
| 11 | CEG | Constellation Energy | +0.1% | +16569.24% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.60% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +1.52% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +0.29% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +40.26% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +0.41% | Add |
| 17 | SCHP | Schwab U.s. Tips ETF | +0.1% | +115.95% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | +8.13% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.52% | Add |
| 20 | TMUS | T-mobile US Inc | +0.1% | +63.81% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +38.92% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | +3.17% | Add |
| 23 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -1.20% | Trim |
| 24 | SCHA | Schwab US Small-cap ETF | +0.1% | +106.01% | Add |
| 25 | FCX | Freeport-mcmoran Inc | +0.1% | +5518.71% | Add |
| 26 | KMI | Kinder Morgan, Inc. | +0.1% | -0.48% | Trim |
| 27 | FTNT | Fortinet Inc | +0.1% | +1.40% | Add |
| 28 | USIG | Ishares Broad Usd Investment | +0.1% | +7.80% | Add |
| 29 | CRM | Salesforce Inc | +0.1% | -2.04% | Trim |
| 30 | MA | Mastercard Inc - A | +0.1% | +1.65% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | -1.73% | Trim |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +6.06% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.36% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +4.82% | Add |
| 35 | BNDX | Vanguard Total Intl Bond ETF | 0% | +6.57% | Add |
| 36 | BKR | Baker Hughes Co | 0% | +1.92% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | +2.55% | Add |
| 38 | EW | Edwards Lifesciences CORP | 0% | +9.87% | Add |
| 39 | PDBC | Invesco Optimum Yield Divers | 0% | +6.54% | Add |
| 40 | DLTR | Dollar Tree Inc | 0% | +15.26% | Add |
| 41 | BA | Boeing Co/the | 0% | +2.65% | Add |
| 42 | PANW | Palo Alto Networks Inc | 0% | +2525.86% | Add |
| 43 | SRE | Sempra | 0% | +2.57% | Add |
| 44 | BKNG | Booking Holdings Inc | 0% | +7.73% | Add |
| 45 | T | At&t Inc | 0% | +1.18% | Add |
| 46 | MNST | Monster Beverage CORP | 0% | +6.52% | Add |
| 47 | DASH | Doordash Inc - A | 0% | +13.87% | Add |
| 48 | VOX | Vanguard Communication Servi | 0% | -0.41% | Trim |
| 49 | EVRG | Evergy Inc | 0% | +3.96% | Add |
| 50 | LRCX | Lam Research CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Empower Advisory Group, LLC reported a total U.S. public equity portfolio value of $41.9B across 498 disclosed positions in Q4 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 21.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
KVUE
市值: $48.3M
Top Position Liquidated / Trimmed
AGREUR
前期市值: $13.0M
During Q4 2024, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.3%)、IWM (5.9%)、VWO (4.8%). The largest single position, SCHF, represented 11.3% of total portfolio value.
In Q4 2024, Empower Advisory Group, LLC made 200 total portfolio adjustments, initiating 9 new buys, adding to 125 positions, trimming 60 holdings, and fully liquidating 6 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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