Empowered Funds, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.17 Billion distributed in 2563 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $108M, Apple Inc. with a value of $99.4M, Vanguard Ftse Developed Market with a value of $99.2M, Chevron Corp with a value of $96.4M, and Ishares Core Msci Intl Develop with a value of $94.3M.

Examining the 13F form we can see an increase of $613M in the current position value, from $5.56B to 6.17B.

Below you can find more details about Empowered Funds, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.17 Billion
Technology: $908 Million
Financial Services: $780 Million
Consumer Cyclical: $772 Million
Energy: $761 Million
ETFs: $714 Million
Industrials: $690 Million
Healthcare: $488 Million
Communication Services: $338 Million
Other: $668 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,563
  • Current Value $6.17 Billion
  • Prior Value $5.56 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 104 stocks
  • Additional Purchases 1,006 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 267 stocks
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