Empower Advisory Group, LLC Reduced Holdings in Q3 2025

Empower Advisory Group, LLC

  • $35.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-58
- 1.57%
$196.15 - $217.83 $11.4K - $12.6K
3.64K $733K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.23K
- 8.95%
$108.46 - $120.63 $567K - $631K
53.2K $6.32M
CMF
Ishares California Muni Bond E

ETFs
-1.68K
- 6.1%
$55.16 - $57.13 $92.4K - $95.7K
25.8K $1.47M
XLP
Consumer Staples Sector Spdr

ETFs
-724
- 18.62%
N/A
3.17K $240K
IXN
Ishares Global Information Tec

ETFs
-1.15K
- 19.3%
$91.28 - $103.32 $105K - $119K
4.8K $495K
SLB
Schlumberger Limited

Energy
-1.62K
- 15.99%
$32.37 - $37.31 $52.6K - $60.6K
8.53K $293K
CALM
Cal Maine Foods Inc

Consumer Defensive
-88
- 1.3%
$94.1 - $119.16 $8.28K - $10.5K
6.68K $628K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-12
- 0.62%
$138.59 - $171.12 $1.66K - $2.05K
1.92K $269K
MCO
Moodys Corp

Financial Services
-24
- 2.0%
$472.69 - $521.32 $11.3K - $12.5K
1.17K $559K
MCHP
Microchip Technology Inc

Technology
-226
- 6.58%
$60.95 - $75.26 $13.8K - $17K
3.21K $206K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-405
- 13.81%
$126.64 - $135.65 $51.3K - $54.9K
2.53K $342K
LUV
Southwest Airlines CO

Industrials
-463
- 2.06%
$29.06 - $37.7 $13.5K - $17.5K
22K $702K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-255
- 10.89%
$136.48 - $142.97 $34.8K - $36.5K
2.09K $292K
INDA
Ishares Msci India Index Fund

ETFs
-40
- 0.68%
$51.98 - $55.84 $2.08K - $2.23K
5.88K $306K
VOE
Vanguard Mid Cap Value Index F

ETFs
-405
- 8.4%
$164.63 - $174.58 $66.7K - $70.7K
4.42K $770K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-316
- 4.62%
$29.81 - $34.07 $9.42K - $10.8K
6.52K $214K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.43K
- 7.12%
$20.34 - $21.61 $29.1K - $31K
18.7K $402K
DLB
Dolby Laboratories, Inc.

Industrials
-7
- 0.14%
$70.09 - $76.79 $491 - $538
4.9K $354K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-589
- 8.59%
$42.28 - $45.71 $24.9K - $26.9K
6.27K $285K
SQ
Block, Inc.

Technology
-125
- 3.79%
N/A
3.17K $181K
LYFT
Lyft, Inc.

Technology
-5.71K
- 29.4%
$13.41 - $22.93 $76.6K - $131K
13.7K $301K
ERIC
Ericsson Lm Telephone CO

Technology
-68
- 0.42%
$7.2 - $8.55 $490 - $581
16.2K $134K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-606
- 6.96%
$28.15 - $30.13 $17.1K - $18.3K
8.1K $240K
ADSK
Autodesk, Inc.

Technology
-13
- 0.16%
N/A
8.31K $2.04M
Thomson Reuters Corp
-333
- 6.41%
N/A
4.86K $0
Lam Research Corp
-1.27K
- 4.11%
N/A
29.6K $0
Kenvue Inc
-2.47M
- 97.73%
N/A
57.4K $0
DJP
Barclays Bank PLC

ETFs
-24
- 0.19%
N/A
12.9K $418K
American Healthcare Reit Inc
-6.22K
- 29.42%
N/A
14.9K $0
Bitwise Bitcoin ETF Tr
-67
- 1.06%
N/A
6.27K $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
-80
- 6.19%
$185.88 - $207.44 $14.9K - $16.6K
1.21K $243K
WPC
W. P. Carey Inc.

Real Estate
-312
- 6.61%
$61.29 - $68.7 $19.1K - $21.4K
4.41K $297K
IWP
Ishares Russell Mid Cap Growth

ETFs
-86
- 1.87%
$137.51 - $145.26 $11.8K - $12.5K
4.51K $641K
MO
Altria Group, Inc.

Consumer Defensive
-1.06K
- 10.45%
$57.75 - $67.68 $61.4K - $72K
9.12K $602K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-574
- 14.52%
$89.32 - $107.82 $51.3K - $61.9K
3.38K $364K
DELL
Dell Technologies Inc.

Technology
-1.52K
- 13.05%
$120.96 - $141.77 $183K - $215K
10.1K $1.43M
XLY
Select Sector Spdr Consumer Di

ETFs
-91
- 6.51%
$216.09 - $242.18 $19.7K - $22K
1.31K $312K
TRV
Travelers Companies, Inc.

Financial Services
-39
- 1.8%
$250.62 - $279.43 $9.77K - $10.9K
2.13K $593K
VT
Vanguard Total World Stk Index

ETFs
-3
- 0.18%
$128.41 - $138.03 $385 - $414
1.71K $235K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-435
- 3.03%
$42.04 - $45.23 $18.3K - $19.7K
13.9K $628K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-56
- 0.73%
$64.58 - $69.94 $3.62K - $3.92K
7.58K $526K
IWR
Ishares Russell Mid Cap ETF

ETFs
-57
- 0.75%
$92.26 - $97.51 $5.26K - $5.56K
7.51K $725K
XLE
Energy Sector Spdr

ETFs
-10
- 0.13%
$84.25 - $91.99 $843 - $920
7.4K $660K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-42
- 3.24%
$393.18 - $439.39 $16.5K - $18.5K
1.25K $546K
IWN
Ishares Russell2000 Val ETF

ETFs
-67
- 2.76%
$157.1 - $178.94 $10.5K - $12K
2.36K $417K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-556
- 3.35%
$41.34 - $45.65 $23K - $25.4K
16K $722K
VBR
Vanguard Small Cap Value ETF

ETFs
-261
- 3.76%
$195.41 - $212.37 $51K - $55.4K
6.67K $1.39M
SLV
I Shares Silver Trust

ETFs
-438
- 7.18%
$32.73 - $42.5 $14.3K - $18.6K
5.67K $240K
AZO
Autozone Inc

Consumer Cyclical
-7
- 5.47%
$3649.42 - $4354.54 $25.5K - $30.5K
121 $519K
Activity Summary
Buys All Purchases 337 New Holdings 52 Increased Positions 285 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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