Empower Advisory Group, LLC Purchases in Q1 2025

Empower Advisory Group, LLC

  • $30.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
715
+ 17.68%
$52.3 - $59.83 $37.4K - $42.8K
4.76K $269K
F
Ford Motor CO

Consumer Cyclical
3.41K
+ 15.56%
$9.12 - $10.43 $31.1K - $35.5K
25.3K $253K
CHD
Church & Dwight CO Inc

Consumer Defensive
220
+ 10.72%
$101.42 - $113.2 $22.3K - $24.9K
2.27K $250K
EEM
Ishares Msci Emerging Markets

ETFs
362
+ 4.32%
$40.81 - $45.34 $14.8K - $16.4K
8.75K $382K
MS
Morgan Stanley

Financial Services
582
+ 14.8%
$111.68 - $141.08 $65K - $82.1K
4.52K $526K
XLC
Select Sector Spdr Tr Communic

ETFs
323
+ 10.86%
$94.84 - $105.31 $30.6K - $34K
3.3K $317K
NSC
Norfolk Southern Corp

Industrials
110
+ 9.14%
$227.69 - $259.76 $25K - $28.6K
1.31K $310K
RLI
Rli Corp

Financial Services
130K
+ 105.46%
$71.75 - $163.21 $9.32M - $21.2M
253K $20.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
145
+ 7.47%
$128.74 - $138.67 $18.7K - $20.1K
2.09K $283K
FNDX
Schwab Fundamental U S Large C

ETFs
1.16K
+ 7.46%
$23.03 - $25.01 $26.6K - $28.9K
16.6K $392K
ATO
Atmos Energy Corp

Utilities
2
+ 0.14%
$136.51 - $154.58 $273 - $309
1.47K $226K
ERIC
Ericsson Lm Telephone CO

Technology
3.52K
+ 19.22%
$7.47 - $8.9 $26.3K - $31.4K
21.9K $169K
UL
Unilever PLC

Consumer Defensive
155
+ 3.45%
$54.72 - $60.29 $8.48K - $9.34K
4.65K $276K
ADSK
Autodesk, Inc.

Technology
86
+ 1.04%
N/A
8.35K $2.05M
ET
Energy Transfer LP

Energy
1.54K
+ 14.69%
$17.26 - $21.08 $26.6K - $32.4K
12K $223K
UBS
Ubs Group Ag

Financial Services
456
+ 6.65%
$30.28 - $35.78 $13.8K - $16.3K
7.31K $223K
IEF
Ishares Barclays

ETFs
81
+ 3.56%
$91.17 - $95.39 $7.38K - $7.73K
2.36K $224K
VV
Vanguard Large Cap ETF

ETFs
364
+ 5.59%
$253.32 - $282.66 $92.2K - $103K
6.88K $1.77M
MRK
Merck & Co., Inc.

Healthcare
15.3K
+ 10.92%
$83.01 - $101.02 $1.27M - $1.55M
156K $14M
MSTR
Microstrategy Inc

Technology
37
+ 1.91%
$239.27 - $396.5 $8.85K - $14.7K
1.98K $570K
COF
Capital One Financial Corp

Financial Services
28
+ 0.9%
$163.87 - $209.82 $4.59K - $5.87K
3.15K $564K
JNK
Spdr Bloomberg High Yield Bond

ETFs
85
+ 2.28%
$94.86 - $97.12 $8.06K - $8.26K
3.82K $363K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.13%
$406.29 - $469.04 $406 - $469
783 $328K
OKE
Oneok Inc

Energy
51
+ 1.3%
$89.57 - $109.85 $4.57K - $5.6K
3.98K $395K
WDAY
Workday, Inc.

Technology
90
+ 11.11%
$233.53 - $277.82 $21K - $25K
900 $210K
CPNG
Coupang, Inc.

Consumer Cyclical
108
+ 0.29%
$21.34 - $25.52 $2.3K - $2.76K
37.7K $826K
Linde PLC
70.2K
+ 39.33%
N/A
249K $0
Ishares Bitcoin Trust ETF
5.54K
+ 13.19%
N/A
47.6K $0
Fidelity Wise Origin Bitcoin
637
+ 16.98%
N/A
4.39K $0
Thomson Reuters Corp
1
+ 0.02%
N/A
5.49K $0
Te Connectivity PLC
1.44K
New
N/A
1.44K $0
Bitwise Bitcoin ETF Tr
490
+ 6.77%
N/A
7.73K $0
Ferguson Enterprises Inc
5.26K
New
N/A
5.26K $0
Smurfit Westrock PLC
6.47K
New
N/A
6.47K $0
Kenvue Inc
153K
+ 6.77%
N/A
2.41M $0
Flagstar Financial Inc
133
+ 0.62%
N/A
21.4K $0
INDA
Ishares Msci India Index Fund

ETFs
40
+ 1.0%
$47.8 - $53.4 $1.91K - $2.14K
4.04K $208K
NMFC
New Mountain Finance Corp

Financial Services
191
+ 0.86%
$10.89 - $12.02 $2.08K - $2.3K
22.4K $247K
DHR
Danaher Corp

Healthcare
279
+ 11.07%
$201.62 - $250.59 $56.3K - $69.9K
2.8K $574K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
164
+ 9.95%
$203.38 - $274.79 $33.4K - $45.1K
1.81K $372K
CMF
Ishares California Muni Bond E

ETFs
317
+ 1.26%
$55.93 - $57.47 $17.7K - $18.2K
25.6K $1.44M
MTB
M&T Bank Corp

Financial Services
7
+ 0.44%
$170.47 - $201.98 $1.19K - $1.41K
1.61K $288K
MSI
Motorola Solutions, Inc.

Technology
8
+ 1.14%
$411.73 - $482.1 $3.29K - $3.86K
707 $309K
SOXX
Ishares Semiconductor ETF

ETFs
165
+ 9.04%
$188.17 - $235.81 $31K - $38.9K
1.99K $374K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
64
+ 1.13%
$37.35 - $43.35 $2.39K - $2.77K
5.72K $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.11%
$82.81 - $92.93 $580 - $651
6.22K $529K
CDNS
Cadence Design Systems Inc

Technology
36
+ 4.11%
$233.96 - $324.52 $8.42K - $11.7K
911 $231K
IWN
Ishares Russell2000 Val ETF

ETFs
27
+ 1.02%
$149.27 - $169.4 $4.03K - $4.57K
2.67K $402K
TT
Trane Technologies PLC

Industrials
22
+ 1.7%
$332.0 - $400.86 $7.3K - $8.82K
1.32K $444K
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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