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CIK: 0001592828
Total reported value
$19.0B
$19.0B
1369 檔
2.8%
As reported in its official Q2 2024 Form 13F filing, Empowered Funds, LLC's tracked investment portfolio stood at $19.0B with 1369 total positions.
During Q2 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 XOM, BOXX, NVDA) accounted for 2.8% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 1369 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -0.26% | +9.31% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.01% | -0.14% | -6.41% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.17% | +1064.09% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.30% | +45.01% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.16% | +59.67% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | -0.08% | +136.44% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.49% | -0.09% | +173.06% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.47% | — | +219.61% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.52% | -3.03% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.02% | +27.42% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.75% | -0.05% | +139.27% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.74% | -0.05% | +50.38% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.21% | +12.14% | |
| 14 | VLO | Valero Energy CORP | Stock-Energy | 0.63% | +0.14% | +33.55% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.17% | -0.57% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.60% | — | — | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.59% | -0.03% | — | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 0.59% | — | +29.93% | |
| 19 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.58% | +0.09% | +34.92% | |
| 20 | OC | Owens Corning | Stock-Industrials | 0.55% | -0.01% | +56.56% | |
| 21 | COP | Conocophillips | Stock-Energy | 0.55% | -0.04% | -15.37% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.06% | +4.02% | |
| 23 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.52% | -0.02% | +41.88% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | -0.04% | +24.92% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.04% | +17.90% | |
| 26 | FANG | Diamondback Energy Inc | Stock-Energy | 0.49% | -0.02% | +110.89% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | +3.20% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.19% | -18.55% | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.41% | +0.02% | -18.94% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.04% | +64.67% | |
| 31 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-Other | 0.40% | — | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | +55.27% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.09% | +37.76% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.38% | -0.06% | +123.29% | |
| 35 | DVN | Devon Energy CORP | Stock-Energy | 0.38% | +0.05% | +70.57% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.05% | +12.19% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | — | +99.25% | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.35% | -0.01% | +15.16% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.02% | +15.11% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.04% | -25.40% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.31% | +0.07% | -0.72% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.04% | +31.61% | |
| 43 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.30% | -0.13% | +56.90% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.01% | +22.76% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.07% | +171.69% | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.30% | -0.03% | +23.27% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.29% | -0.02% | +24.93% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.09% | +6.17% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.05% | +7.50% | |
| 50 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.28% | +0.03% | +30.36% |
According to official SEC Form 13F filings, Empowered Funds, LLC reported a total U.S. public equity portfolio value of $19.0B across 1369 disclosed positions in Q2 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 Q2 2024, Empowered Funds, LLC's top holdings by market value included XOM (2.0%)、BOXX (2.0%)、NVDA (1.8%). The largest single position, XOM, represented 2.0% of total portfolio value.
In Q2 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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