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CIK: 0001592828
Total reported value
$19.0B
$19.0B
1392 檔
2.6%
At the close of Q3 2024, Empowered Funds, LLC disclosed equity holdings valued at approximately $19.0B, spread across 1392 reported holdings.
During Q3 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, AAPL, VEA) accounted for 2.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 1392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 1.70% | -0.26% | -8.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.16% | -3.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.08% | +4.52% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.30% | +5.24% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.48% | -0.09% | +1.74% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.17% | -7.54% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.46% | — | +2.51% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.14% | -0.02% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.52% | -2.44% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.02% | +0.55% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.19% | +67.56% | |
| 12 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.79% | -0.05% | +1.54% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.74% | -0.05% | +1.78% | |
| 14 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.62% | +0.09% | +25.88% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.17% | +11.69% | |
| 16 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.59% | -0.03% | +2.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.21% | +6.55% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.54% | -0.14% | -70.62% | |
| 19 | EOG | Eog Resources Inc | Stock-Energy | 0.54% | — | +2.75% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.53% | -0.04% | +4.56% | |
| 21 | OC | Owens Corning | Stock-Industrials | 0.52% | -0.01% | +1.44% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.04% | +916.33% | |
| 23 | COP | Conocophillips | Stock-Energy | 0.49% | -0.04% | +7.57% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 0.47% | +0.14% | -5.02% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | +145.62% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.06% | -4.56% | |
| 27 | DVN | Devon Energy CORP | Stock-Energy | 0.44% | +0.05% | +52.93% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.02% | +8.85% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.04% | -0.63% | |
| 30 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.38% | -0.02% | -37.93% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.09% | -0.19% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.05% | +8.70% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.37% | -0.06% | +2.98% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.04% | +8.53% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.34% | +0.07% | +24.95% | |
| 36 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.34% | -0.01% | +163.36% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.33% | -0.06% | +48.37% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.32% | — | -1.31% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.32% | +0.02% | -8.16% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.07% | -0.22% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | -0.05% | +15.38% | |
| 42 | FANG | Diamondback Energy Inc | Stock-Energy | 0.31% | -0.02% | -19.91% | |
| 43 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.30% | -0.07% | +18.88% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.02% | +2.84% | |
| 45 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.30% | +0.03% | -1.33% | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.30% | +0.19% | +5.50% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.11% | +3.98% | |
| 48 | KBH | Kb Home | Stock-Consumer Disc | 0.29% | -0.01% | +201.77% | |
| 49 | PCAR | Paccar Inc | Stock-Industrials | 0.29% | -0.01% | -3.75% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | -0.04% | -8.89% |
According to official SEC Form 13F filings, Empowered Funds, LLC reported a total U.S. public equity portfolio value of $19.0B across 1392 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.
During Q3 2024, Empowered Funds, LLC's top holdings by market value included XOM (1.7%)、AAPL (1.6%)、VEA (1.6%). The largest single position, XOM, represented 1.7% of total portfolio value.
In Q3 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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