Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings239 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FIRST TRUST NASDAQ CYBERSECU | 675,929 | $35.7M | 4.0% | $52.47 | +86.37% | 1 qtr | New 80 |
SPDR SERIES TRUST | 375,173 | $33.9M | 3.8% | $88.31 | -3.15% | 2 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR | 364,388 | $26.7M | 3.0% | $70.97 | +40.90% | 1 qtr | New 79 |
ISHARES RUSSELL MIDCAP GRWTH | 228,900 | $26.4M | 3.0% | $113.21 | 0.00% | 1 qtr | New 74 |
ISHARES TR | 135,725 | $26.2M | 3.0% | $60.49 | +60.84% | 1 qtr | New 74 |
INVESCO EXCH TRADED FD TR II | 377,600 | $25.6M | 2.9% | $60.39 | +64.38% | 1 qtr | New 74 |
VANGUARD SHORT-TERM TIPS | 315,165 | $16.2M | 1.8% | $43.30 | +1.25% | 2 qtrssince 2021-Q3 | Decreased 0 |
EA SERIES TRUST | 434,311 | $16.1M | 1.8% | $29.70 | +16.12% | 12 qtrssince 2019-Q1 | Increased 49 |
PROSHARES TR | 938,912 | $15M | 1.7% | $14.88 | -5.31% | 3 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 132,375 | $14.6M | 1.6% | $103.71 | +84.17% | 1 qtr | New 64 |
EA SERIES TRUST | 414,206 | $14M | 1.6% | $24.43 | +18.36% | 12 qtrssince 2019-Q1 | Increased 44 |
SPDR PORTFOLIO S&P 500 GROWT | 171,333 | $12.4M | 1.4% | $70.38 | 0.00% | 1 qtr | New 64 |
VANECK ETF TRUST | 193,188 | $12.1M | 1.4% | $52.74 | -4.32% | 1 qtr | New 64 |
SPDR SERIES TRUST | 200,700 | $12.1M | 1.4% | $25.35 | -2.01% | 1 qtr | New 64 |
EA SERIES TRUST | 457,680 | $12M | 1.4% | $22.66 | -4.42% | 12 qtrssince 2019-Q1 | Increased 44 |
ISHARES TIPS BOND ETF | 92,880 | $12M | 1.4% | $106.42 | +1.78% | 2 qtrssince 2021-Q3 | Increased 57 |
VANGUARD TOTAL STOCK MARKET VIPERS | 49,513 | $12M | 1.3% | $211.21 | +8.28% | 2 qtrssince 2021-Q3 | Decreased 0 |
SPDR SERIES TRUST | 279,331 | $11.3M | 1.3% | $37.71 | 0.00% | 1 qtr | New 64 |
VANGUARD TOT WORLD STK ETF | 95,925 | $10.3M | 1.2% | $99.11 | 0.00% | 1 qtr | New 63 |
EA SERIES TRUST | 188,557 | $9.5M | 1.1% | $36.66 | +31.19% | 12 qtrssince 2019-Q1 | Increased 44 |
Empowered Funds, LLC manages $886.8M across 239 positions as of Q4 2021. Top holdings: CIBR (4.0%), XRT (3.8%), IMCG (3.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 93 new positions, 60 exits, 110 increased. Top move: CIBR (NEW, conviction 80). Portfolio: $887M across 239 positions.
Top holdings by portfolio weight
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Behavioral investing profile
Position Outcomes
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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