Empower Advisory Group, LLC Portfolio Holdings

Empower Advisory Group, LLC

  • $30.4 Billion
  • Q1 2025

Empower Advisory Group, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $30.4 Billion distributed in 495 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 $3.66B, Ishares Russell 2000 ETF with a value of $1.62B, Vanguard Ftse Emerging Mkts Et with a value of $1.54B, Vanguard Bd Index Fd Inc Short with a value of $1.35B, and Vanguard Specialized Funds Van with a value of $1.25B.

Examining the 13F form we can see an increase of $890M in the current position value, from $29.6B to 30.4B.

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 $30.4 Billion
ETFs: $19.3 Billion
Technology: $1.44 Billion
Communication Services: $1.35 Billion
Financial Services: $1.16 Billion
Utilities: $1.15 Billion
Consumer Defensive: $1.13 Billion
Healthcare: $1.1 Billion
Consumer Cyclical: $1.04 Billion
Other: $2.74 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185M
$239,000 0.0% of portfolio
22,642
Q1 2023 New
$299M
$28,000 0.0% of portfolio
16,744
Q1 2025 Reduced 56.28%

Summary

  • Portfolio
  • No. of Stocks 495
  • Current Value $30.4 Billion
  • Prior Value $29.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 215 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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