Empowered Funds, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,614 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP | 988,037 | $117.5M | 1.7% | $96.85 | +17.52% | 18 qtrssince 2020-Q4 | Increased 48 |
APPLE INC | 476,686 | $105.9M | 1.5% | $176.91 | +24.79% | 16 qtrssince 2021-Q2 | Decreased 0 |
CHEVRON CORP | 619,904 | $103.7M | 1.5% | $138.39 | +14.85% | 18 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 948,552 | $102.8M | 1.5% | $114.84 | -4.52% | 15 qtrssince 2021-Q3 | Increased 53 |
VANGUARD FTSE DEVELOPED ETF | 2M | $99.4M | 1.4% | $47.06 | +5.72% | 12 qtrssince 2022-Q2 | Decreased 0 |
ISHARES CORE MSCI DEV MKTS | 1.4M | $98.9M | 1.4% | $62.76 | +6.77% | 5 qtrssince 2024-Q1 | Increased 48 |
AVANTIS US SMALL CAP VALUE | 1M | $88.2M | 1.3% | $89.85 | -4.30% | 5 qtrssince 2024-Q1 | Increased 47 |
MICROSOFT CORP | 212,376 | $79.7M | 1.1% | $371.37 | +1.46% | 15 qtrssince 2021-Q3 | Increased 52 |
VANGUARD FTSE EMERGING MARKETS | 1.3M | $60M | 0.9% | $39.65 | +11.18% | 15 qtrssince 2021-Q3 | Increased 43 |
META PLATFORMS INC-CLASS A | 94,888 | $54.7M | 0.8% | $446.73 | +28.81% | 16 qtrssince 2021-Q2 | Increased 43 |
AMAZON.COM INC | 273,778 | $52.1M | 0.7% | $168.77 | +14.19% | 19 qtrssince 2020-Q3 | Increased 44 |
AVANTIS REAL ESTATE ETF | 1.2M | $51.7M | 0.7% | $39.33 | +5.04% | 5 qtrssince 2024-Q1 | Increased 42 |
AVANTIS INTL S/C VALUE ETF | 715,401 | $49.9M | 0.7% | $61.27 | +11.26% | 5 qtrssince 2024-Q1 | Increased 42 |
MERCK & CO. INC. | 500,902 | $45M | 0.6% | $100.86 | -14.00% | 11 qtrssince 2022-Q3 | Increased 58 |
BROADCOM INC | 264,686 | $44.3M | 0.6% | $179.21 | -6.19% | 16 qtrssince 2021-Q2 | Increased 45 |
ALPHABET INC-CL A | 286,057 | $44.2M | 0.6% | $140.97 | +9.17% | 16 qtrssince 2021-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 175,355 | $43M | 0.6% | $190.55 | +24.88% | 11 qtrssince 2022-Q3 | Increased 54 |
QUALCOMM INC | 266,835 | $41M | 0.6% | $152.27 | -1.37% | 12 qtrssince 2022-Q2 | Increased 57 |
AMERICAN CENTY ETF TR | 796,550 | $37.6M | 0.5% | $45.81 | +0.09% | 4 qtrssince 2024-Q2 | Increased 43 |
CONOCOPHILLIPS | 349,191 | $36.7M | 0.5% | $105.50 | -5.45% | 18 qtrssince 2020-Q4 | Increased 43 |
Empowered Funds, LLC manages $7B across 1614 positions as of Q1 2025. Top holdings: XOM (1.7%), AAPL (1.5%), CVX (1.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 170 new positions, 226 exits, 1078 increased. Top move: MRK (INCREASED, conviction 58). Portfolio: $7.0B across 1614 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer