Empower Advisory Group, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $29.6 Billion distributed in 498 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $3.35B, Ishares Russell 2000 ETF with a value of $1.74B, Vanguard Ftse Emerging Mkts Et with a value of $1.44B, Vanguard Bd Index Fd Inc Short with a value of $1.26B, and Vanguard Specialized Funds Van with a value of $1.05B.

Examining the 13F form we can see an increase of $70.6M in the current position value, from $29.5B to 29.6B.

Empower Advisory Group, LLC is based out at Greenwood Village, CO

Below you can find more details about Empower Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $29.6 Billion
ETFs: $18.2 Billion
Technology: $1.69 Billion
Communication Services: $1.41 Billion
Consumer Cyclical: $1.33 Billion
Financial Services: $1.27 Billion
Consumer Defensive: $1.08 Billion
Utilities: $1.07 Billion
Industrials: $1.01 Billion
Other: $2.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 498
  • Current Value $29.6 Billion
  • Prior Value $29.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 260 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
Track This Portfolio

Track Empower Advisory Group, LLC Portfolio

Follow Empower Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.