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CIK: 0001978885
Total reported value
$41.9B
$41.9B
495 檔
22.5%
At the close of Q1 2025, Empower Advisory Group, LLC disclosed equity holdings valued at approximately $41.9B, spread across 495 reported holdings.
In Q1 2025, Empower Advisory Group, LLC displayed an active expansion posture, initiating 7 new positions and adding to 118 existing holdings, outstripping position reductions.
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 | 11.93% | +0.13% | +2.04% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.30% | +0.15% | +3.38% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.04% | +0.10% | +4.28% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.42% | -0.07% | +5.99% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.10% | +0.16% | +17.51% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.57% | -0.09% | +6.18% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.05% | +6.87% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.62% | -0.03% | +7.53% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.56% | -0.30% | -4.30% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.21% | -0.02% | +1.25% | |
| 11 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.19% | — | +8.50% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.02% | +0.46% | +4.17% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.83% | -0.03% | +6.45% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.56% | -0.03% | -1.77% | |
| 15 | EBND | State Street Spdr Bloomberg | ETF-Other | 1.52% | +0.01% | +7.08% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.06% | +0.20% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | +0.14% | -6.93% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.32% | -0.31% | +5.64% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.27% | -0.01% | +6.25% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | +0.05% | +6.92% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.03% | +1.14% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.14% | +0.66% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.07% | +0.27% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.04% | -11.58% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | — | +0.88% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.01% | +1.67% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.14% | -0.29% | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.65% | -0.01% | -0.60% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | +0.02% | -15.02% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.03% | -20.93% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.19% | +6.10% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.13% | -9.36% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.15% | +9.84% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.06% | -0.03% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.01% | -1.83% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.10% | +1.35% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | — | +2.10% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.05% | -32.46% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.04% | +3.23% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.02% | +15.44% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.45% | +0.02% | +1.36% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.06% | +5.46% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.01% | +1.09% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.03% | +2.67% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.19% | +6.78% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.43% | -0.01% | +2.26% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | +3.43% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.05% | -0.12% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.02% | +1.37% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | — | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.7% | +2.04% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +0.6% | +17.51% | Add |
| 3 | PBUS | Invesco Msci USA ETF | +0.3% | NEW | New buy |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | +6.18% | Add |
| 5 | IAU | Ishares Gold Trust | +0.2% | -4.30% | Trim |
| 6 | VGIT | Vanguard Intermediate-term T | +0.2% | +6.87% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +4.28% | Add |
| 8 | VGLT | Vanguard Long-term Treasury | +0.2% | +8.50% | Add |
| 9 | SYK | Stryker CORP | +0.2% | +7245.81% | Add |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.2% | +5.99% | Add |
| 11 | WMB | Williams Cos Inc | +0.2% | NEW | New buy |
| 12 | USIG | Ishares Broad Usd Investment | +0.2% | +7.53% | Add |
| 13 | LIN | Linde plc | +0.1% | +39.33% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.88% | Add |
| 15 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | +158.84% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +15.44% | Add |
| 18 | COP | Conocophillips | +0.1% | +65.09% | Add |
| 19 | EBND | State Street Spdr Bloomberg | +0.1% | +7.08% | Add |
| 20 | PDBC | Invesco Optimum Yield Divers | +0.1% | +5.64% | Add |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +6.45% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +6.10% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +9.84% | Add |
| 24 | NEM | Newmont CORP | +0.1% | +2.69% | Add |
| 25 | DUK | Duke Energy CORP | +0.1% | +3.23% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +3.43% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +5.89% | Add |
| 28 | TMUS | T-mobile US Inc | +0.1% | +10.07% | Add |
| 29 | PGR | Progressive CORP | +0.1% | +12.47% | Add |
| 30 | AMGN | Amgen Inc | +0.1% | +3.65% | Add |
| 31 | ABT | Abbott Laboratories | +0.1% | -0.12% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.1% | +289.37% | Add |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +6.25% | Add |
| 34 | SO | Southern Co/the | 0% | +2.67% | Add |
| 35 | AEP | American Electric Power | 0% | +3.45% | Add |
| 36 | WM | Waste Management Inc | 0% | +1.57% | Add |
| 37 | SCCO | Southern Copper CORP | 0% | +16.97% | Add |
| 38 | KO | Coca-cola Co/the | 0% | +3.63% | Add |
| 39 | VEEV | Veeva Systems Inc-class A | 0% | +16.67% | Add |
| 40 | NUE | Nucor CORP | 0% | +19.74% | Add |
| 41 | UBER | Uber Technologies Inc | 0% | +2.85% | Add |
| 42 | PEG | Public Service Enterprise Gp | 0% | +2602.43% | Add |
| 43 | MNST | Monster Beverage CORP | 0% | +6.17% | Add |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | 0% | -1.77% | Trim |
| 45 | BNDX | Vanguard Total Intl Bond ETF | 0% | +6.92% | Add |
| 46 | UNH | Unitedhealth Group Inc | 0% | +6.78% | Add |
| 47 | EOG | Eog Resources Inc | 0% | +22.39% | Add |
| 48 | SBUX | Starbucks CORP | 0% | +1.36% | Add |
| 49 | EVRG | Evergy Inc | 0% | +2.87% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | +0.09% | 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 495 disclosed positions in Q1 2025.
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 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
PBUS
市值: $86.5M
Top Position Liquidated / Trimmed
WDC
前期市值: $452.0K
During Q1 2025, Empower Advisory Group, LLC's top holdings by market value included SCHF (11.9%)、IWM (5.3%)、VWO (5.0%). The largest single position, SCHF, represented 11.9% of total portfolio value.
In Q1 2025, Empower Advisory Group, LLC made 199 total portfolio adjustments, initiating 7 new buys, adding to 118 positions, trimming 72 holdings, and fully liquidating 2 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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