Empowered Funds, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,369 positions
Exxon Mobil Corp | 1M | $116.5M | 2.0% | $94.68 | +13.12% | 15 qtrssince 2020-Q4 | Increased 56 |
EA SERIES TRUST | 1.1M | $116.1M | 2.0% | $103.84 | +3.55% | 6 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA Corp | 829,553 | $102.5M | 1.8% | $63.23 | +94.85% | 12 qtrssince 2021-Q3 | Increased 76 |
Chevron Corp | 622,109 | $97.3M | 1.7% | $135.83 | +4.81% | 15 qtrssince 2020-Q4 | Increased 64 |
Apple Inc | 444,485 | $93.6M | 1.6% | $165.40 | +26.14% | 13 qtrssince 2021-Q2 | Increased 68 |
VANGUARD FTSE DEV MKT ETF | 1.8M | $88.8M | 1.5% | $46.52 | -0.06% | 9 qtrssince 2022-Q2 | Increased 76 |
ISHARES TR | 1.3M | $85.9M | 1.5% | $62.67 | -0.41% | 2 qtrssince 2024-Q1 | Increased 76 |
AMERICAN CENTY ETF TR | 945,576 | $84.8M | 1.5% | $89.65 | -2.41% | 2 qtrssince 2024-Q1 | Increased 76 |
Microsoft Corp | 168,533 | $75.3M | 1.3% | $360.80 | +21.73% | 12 qtrssince 2021-Q3 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 1.3M | $54.9M | 0.9% | $39.28 | +5.08% | 12 qtrssince 2021-Q3 | Increased 51 |
AMERICAN CENTY ETF TR | 1.1M | $43.4M | 0.8% | $38.46 | -1.39% | 2 qtrssince 2024-Q1 | Increased 66 |
AMERICAN CENTY ETF TR | 656,256 | $42.6M | 0.7% | $59.86 | +0.43% | 2 qtrssince 2024-Q1 | Increased 57 |
Alphabet Inc | 210,638 | $38.4M | 0.7% | $135.24 | +33.57% | 13 qtrssince 2021-Q2 | Increased 46 |
Valero Energy Corp | 234,014 | $36.7M | 0.6% | $131.98 | +11.87% | 8 qtrssince 2022-Q3 | Increased 53 |
Amazon.com Inc | 184,011 | $35.6M | 0.6% | $152.92 | +26.38% | 16 qtrssince 2020-Q3 | Decreased 0 |
JANUS DETROIT STR TR | 684,868 | $34.7M | 0.6% | $44.88 | 0.00% | 1 qtr | New 56 |
AMERICAN CENTY ETF TR | 704,082 | $34.3M | 0.6% | $45.01 | 0.00% | 1 qtr | New 56 |
EOG Resources Inc | 270,119 | $34M | 0.6% | $112.07 | +4.44% | 13 qtrssince 2021-Q2 | Increased 51 |
Marathon Petroleum Corp | 192,018 | $33.3M | 0.6% | $140.38 | +18.25% | 9 qtrssince 2022-Q2 | Increased 53 |
Owens Corning | 183,255 | $31.8M | 0.6% | $138.09 | +20.21% | 6 qtrssince 2023-Q1 | Increased 58 |
Empowered Funds, LLC manages $5.8B across 1369 positions as of Q2 2024. Top holdings: XOM (2.0%), BOXX (2.0%), NVDA (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 120 new positions, 123 exits, 1016 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $5.8B across 1369 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR