Empower Advisory Group, LLC Reduced Holdings in Q1 2025

Empower Advisory Group, LLC

  • $30.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-11.3K
- 3.18%
$49.25 - $50.66 $556K - $572K
344K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-623
- 3.82%
$507.05 - $563.67 $316K - $351K
15.7K $8.06M
WFC
Wells Fargo & Company

Financial Services
-11.8K
- 12.4%
$66.78 - $81.42 $787K - $960K
83.3K $5.98M
FIBK
First Interstate Bancsystem Inc

Financial Services
-19.7K
- 69.95%
$27.77 - $33.5 $547K - $660K
8.46K $242K
VUG
Vanguard Growth ETF

ETFs
-139
- 0.9%
$369.1 - $427.61 $51.3K - $59.4K
15.4K $5.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.53K
- 9.77%
$57.21 - $65.8 $316K - $364K
51.1K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
-2.74K
- 16.23%
N/A
14.1K $2.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-503
- 6.59%
$360.07 - $417.26 $181K - $210K
7.13K $2.57M
EA
Electronic Arts Inc.

Communication Services
-3K
- 63.87%
$116.53 - $146.29 $349K - $438K
1.7K $244K
CVS
Cvs Health Corp

Healthcare
-13K
- 66.75%
$44.22 - $68.64 $576K - $894K
6.49K $439K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-905
- 52.95%
$408.78 - $448.82 $370K - $406K
804 $337K
TJX
Tjx Companies Inc

Consumer Cyclical
-4.44K
- 2.88%
$112.81 - $126.16 $501K - $560K
150K $18.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-9.55K
- 42.38%
$32.42 - $36.13 $309K - $345K
13K $428K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.66K
- 14.92%
$62.43 - $84.12 $166K - $223K
15.1K $986K
NVO
Novo Nordisk A S

Healthcare
-1.81K
- 14.53%
$69.3 - $90.95 $125K - $165K
10.6K $738K
C
Citigroup Inc

Financial Services
-5.95K
- 3.49%
$67.23 - $84.63 $400K - $503K
164K $11.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.15K
- 12.98%
$183.02 - $207.75 $211K - $239K
7.72K $1.44M
QCOM
Qualcomm Inc

Technology
-2.07K
- 12.2%
$151.94 - $175.86 $314K - $364K
14.9K $2.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.28K
- 25.3%
$58.01 - $64.46 $364K - $405K
18.5K $1.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.64K
- 39.67%
$168.16 - $186.21 $275K - $304K
2.49K $425K
EMR
Emerson Electric CO

Industrials
-1.75K
- 22.49%
$108.64 - $131.17 $190K - $230K
6.04K $661K
ZS
Zscaler, Inc.

Technology
-1.79K
- 53.58%
$181.66 - $216.87 $325K - $388K
1.55K $307K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.41K
- 14.91%
$71.17 - $73.66 $314K - $325K
25.2K $1.85M
XLK
Technology Sector Spdr

ETFs
-172
- 1.95%
$206.38 - $242.18 $35.5K - $41.7K
8.64K $1.78M
DELL
Dell Technologies Inc.

Technology
-566
- 6.96%
$90.34 - $124.66 $51.1K - $70.6K
7.57K $689K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.15K
- 6.57%
$21.75 - $24.28 $134K - $149K
87.4K $1.93M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-496
- 24.82%
$307.43 - $357.48 $152K - $177K
1.5K $463K
ACN
Accenture PLC

Technology
-178
- 4.24%
$300.91 - $398.25 $53.6K - $70.9K
4.02K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-269
- 5.72%
$165.25 - $224.62 $44.5K - $60.4K
4.44K $736K
IVE
Ishares S&P 500 Value ETF

ETFs
-972
- 24.93%
$185.78 - $198.58 $181K - $193K
2.93K $557K
GIB
Cgi Inc

Technology
-1.09K
- 13.22%
$98.12 - $122.43 $107K - $133K
7.15K $713K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.49K
- 24.97%
$126.11 - $135.06 $188K - $202K
4.49K $578K
INFY
Infosys LTD

Technology
-6.05K
- 30.21%
$18.06 - $22.89 $109K - $139K
14K $255K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.17K
- 13.61%
$96.93 - $109.51 $113K - $128K
7.4K $724K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.78K
- 44.73%
$25.77 - $27.6 $175K - $187K
8.38K $222K
SHOP
Shopify Inc.

Technology
-152
- 1.05%
$90.59 - $129.31 $13.8K - $19.7K
14.3K $1.36M
DAL
Delta Air Lines, Inc.

Industrials
-421
- 4.85%
$43.6 - $69.06 $18.4K - $29.1K
8.26K $360K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.1K
- 17.32%
$50.44 - $58.1 $106K - $122K
10K $516K
VEA
Vanguard Ftse Developed Market

ETFs
-24.7K
- 6.76%
$47.4 - $52.99 $1.17M - $1.31M
340K $17.3M
VFH
Vanguard Financial ETF

ETFs
-1.27K
- 27.59%
$114.07 - $127.34 $145K - $162K
3.34K $398K
BSY
Bentley Systems Inc

Technology
-3
- 0.02%
$39.34 - $47.7 $118 - $143
19.4K $763K
IWD
Ishares Russell 1000 Val ETF

ETFs
-739
- 18.09%
$182.82 - $196.21 $135K - $145K
3.35K $629K
IVW
Ishares S&P 500 Growth ETF

ETFs
-104
- 0.8%
$92.45 - $106.69 $9.61K - $11.1K
12.9K $1.2M
NVTS
Navitas Semiconductor Corp

Technology
-11.4K
- 17.38%
$1.83 - $4.25 $20.9K - $48.5K
54.2K $111K
AMAT
Applied Materials Inc

Technology
-119
- 2.12%
$145.06 - $195.51 $17.3K - $23.3K
5.51K $799K
IYW
Ishares Dj Us Tech ETF

ETFs
-131
- 2.66%
$140.44 - $166.79 $18.4K - $21.8K
4.79K $673K
VBK
Vanguard Small Cap Growth ETF

ETFs
-67
- 2.14%
$247.97 - $296.33 $16.6K - $19.9K
3.06K $770K
FISV
Fiserv Inc

Technology
-823
- 11.11%
N/A
6.59K $824K
IWS
Ishares Russell Midcap Value E

ETFs
-709
- 26.73%
$122.59 - $135.24 $86.9K - $95.9K
1.94K $244K
Activity Summary
Buys All Purchases 239 New Holdings 24 Increased Positions 215 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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