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CIK: 0001592828
Total reported value
$19.0B
$19.0B
1372 檔
2.3%
In Q1 2024, Empowered Funds, LLC's U.S. equity holdings reached a combined market value of $19.0B, distributed across 1372 disclosed stock positions.
During Q1 2024, Empowered Funds, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BOXX, XOM, MSFT) accounted for 2.3% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.21% | -0.14% | +5.02% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 1.94% | -0.26% | +5.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.52% | +12.19% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.30% | +5.42% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.07% | +2879.57% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | +0.17% | +22.98% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 0.93% | — | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.16% | +37.51% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-Other | 0.80% | — | — | |
| 10 | COP | Conocophillips | Stock-Energy | 0.75% | -0.04% | +14.93% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | +0.02% | +3354.07% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | — | EXIT | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.69% | -0.02% | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.08% | +2066.27% | |
| 15 | PSX | Phillips 66 | Stock-Energy | 0.61% | +0.02% | +46.51% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.17% | +13.54% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.19% | +22.41% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.58% | -0.09% | — | |
| 19 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.55% | -0.07% | +38.48% | |
| 20 | VLO | Valero Energy CORP | Stock-Energy | 0.54% | +0.14% | -2.06% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.52% | -0.05% | — | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.52% | +0.09% | -12.41% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.21% | +12.30% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | — | — | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 0.48% | — | +16.01% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.48% | -0.04% | +113.49% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.04% | +25.14% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | +74.08% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.06% | +8.29% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | +122.64% | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.43% | — | — | |
| 32 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.42% | -0.02% | -0.35% | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.41% | — | — | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.41% | — | -1.04% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.38% | -0.01% | +160.04% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.04% | -0.69% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.37% | -0.02% | -10.55% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | -0.06% | +99.81% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.35% | -0.04% | +1433.73% | |
| 40 | OC | Owens Corning | Stock-Industrials | 0.35% | -0.01% | +20.89% | |
| 41 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.34% | — | — | |
| 42 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.34% | -0.05% | — | |
| 43 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.33% | — | — | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.33% | +0.05% | +177.88% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.05% | +8.21% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.33% | — | +4441.77% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.32% | — | — | |
| 48 | HPQ | Hp Inc | Stock-Tech | 0.32% | +0.05% | +134.01% | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.32% | +0.07% | +376.63% | |
| 50 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.32% | +0.03% | +3.17% |
According to official SEC Form 13F filings, Empowered Funds, LLC reported a total U.S. public equity portfolio value of $19.0B across 1372 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.
During Q1 2024, Empowered Funds, LLC's top holdings by market value included BOXX (2.2%)、XOM (1.9%)、MSFT (1.3%). The largest single position, BOXX, represented 2.2% of total portfolio value.
In Q1 2024, Empowered Funds, 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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