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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.68B
$110 Million 0.37% of portfolio
1,907,852
Q3 2024 Added 2.86%
$1.79B
$148,000 0.0% of portfolio
12,117
Q1 2024 Reduced 0.02%
$501M
$558,000 0.0% of portfolio
257,344
Q1 2023 New
$1.55B
$405,000 0.0% of portfolio
63,800
Q3 2023 Reduced 23.87%
$1.72B
$292,000 0.0% of portfolio
6,150
Q2 2023 Reduced 32.79%
$497M
$261,000 0.0% of portfolio
12,420
Q3 2024 New
$953M
$771,000 0.0% of portfolio
34,172
Q1 2023 New
$1.19B
$266,000 0.0% of portfolio
22,206
Q1 2023 New
$459M
$155,000 0.0% of portfolio
63,392
Q3 2024 Reduced 7.12%
$374M
$63,000 0.0% of portfolio
11,823
Q2 2024 New

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
Track This Portfolio

Track Empower Advisory Group, LLC Portfolio

Follow Empower Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email