Empower Advisory Group, LLC Portfolio Holdings

Empower Advisory Group, LLC

  • $29.5 Billion
  • Q3 2024

Empower Advisory Group, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.5 Billion distributed in 502 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 $3.4B, Ishares Russell 2000 ETF with a value of $1.7B, Vanguard Ftse Emerging Mkts Et with a value of $1.51B, Vanguard Bd Index Fd Inc Short with a value of $1.2B, and Vanguard Specialized Funds Van with a value of $1.11B.

Examining the 13F form we can see an increase of $2.62B in the current position value, from $26.9B to 29.5B.

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 $29.5 Billion
ETFs: $18.2 Billion
Technology: $1.56 Billion
Communication Services: $1.35 Billion
Consumer Cyclical: $1.21 Billion
Financial Services: $1.18 Billion
Consumer Defensive: $1.16 Billion
Utilities: $1.13 Billion
Basic Materials: $1.07 Billion
Other: $2.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$278,000 0.0% of portfolio
2,688
Q3 2024 Reduced 6.57%
$33.1B
$252,000 0.0% of portfolio
2,463
Q3 2024 Reduced 1.68%
$116B
$631,000 0.0% of portfolio
7,536
Q3 2024 Reduced 31.22%
$197B
$544,000 0.0% of portfolio
2,890
Q3 2024 Reduced 3.28%
$52.5B
$1.42 Million 0.0% of portfolio
10,555
Q3 2024 Added 156.38%
$89.9B
$223,000 0.0% of portfolio
354
Q3 2024 New
$115B
$738,000 0.0% of portfolio
2,162
Q3 2024 Added 69.97%
$130B
$419,000 0.0% of portfolio
11,285
Q3 2024 Added 30.6%
$79.5B
$862,000 0.0% of portfolio
6,887
Q3 2024 Reduced 8.28%
$4.81B
$274,000 0.0% of portfolio
11,907
Q3 2024 Reduced 3.27%
$78.1B
$426,000 0.0% of portfolio
370
Q2 2024 Reduced 1.33%
$43.8B
$221,000 0.0% of portfolio
20,995
Q3 2024 Reduced 16.84%
$50.3B
$320,000 0.0% of portfolio
3,519
Q3 2024 Added 17.97%
$62.5B
$488,000 0.0% of portfolio
9,782
Q3 2024 Added 0.13%
$191M
$295,000 0.0% of portfolio
22,642
Q1 2023 New
$66.3B
$836,000 0.0% of portfolio
2,974
Q3 2024 Reduced 5.53%
$63.8B
$301,000 0.0% of portfolio
1,215
Q3 2024 Reduced 27.29%
$37.5B
$278,000 0.0% of portfolio
3,470
Q3 2024 Added 7.33%

Summary

  • Portfolio
  • No. of Stocks 502
  • Current Value $29.5 Billion
  • Prior Value $26.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
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