Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,670 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 495,363 | $124M | 1.8% | $176.91 | +40.53% | 15 qtrssince 2021-Q2 | Increased 55 |
NVIDIA CORP | 847,197 | $113.8M | 1.7% | $115.46 | +19.05% | 14 qtrssince 2021-Q3 | Increased 52 |
EXXON MOBIL CORP | 977,720 | $105.2M | 1.5% | $96.67 | +4.83% | 17 qtrssince 2020-Q4 | Increased 50 |
AVANTIS US SMALL CAP VALUE | 1M | $96.6M | 1.4% | $89.90 | +5.19% | 4 qtrssince 2024-Q1 | Increased 49 |
CHEVRON CORP | 663,463 | $96.1M | 1.4% | $138.39 | -2.16% | 17 qtrssince 2020-Q4 | Increased 48 |
VANGUARD FTSE DEVELOPED ETF | 2M | $95M | 1.4% | $47.06 | -1.80% | 11 qtrssince 2022-Q2 | Increased 50 |
ISHARES CORE MSCI DEV MKTS | 1.4M | $91.5M | 1.3% | $62.72 | -0.79% | 4 qtrssince 2024-Q1 | Increased 50 |
MICROSOFT CORP | 191,117 | $80.6M | 1.2% | $370.77 | +13.74% | 14 qtrssince 2021-Q3 | Increased 54 |
SCHWAB US LARGE-CAP ETF | 2.9M | $67.1M | 1.0% | $23.00 | 0.00% | 1 qtr | New 58 |
VANGUARD FTSE EMERGING MARKETS | 1.3M | $56.6M | 0.8% | $39.50 | +8.52% | 14 qtrssince 2021-Q3 | Increased 42 |
BROADCOM INC | 243,801 | $56.5M | 0.8% | $180.16 | +29.59% | 15 qtrssince 2021-Q2 | Increased 53 |
AMAZON.COM INC | 255,120 | $56M | 0.8% | $167.02 | +32.50% | 18 qtrssince 2020-Q3 | Increased 51 |
META PLATFORMS INC-CLASS A | 91,267 | $53.4M | 0.8% | $441.63 | +33.46% | 15 qtrssince 2021-Q2 | Decreased 0 |
AVANTIS REAL ESTATE ETF | 1.2M | $49.8M | 0.7% | $39.31 | +1.59% | 4 qtrssince 2024-Q1 | Increased 46 |
AVANTIS INTL S/C VALUE ETF | 707,459 | $46M | 0.7% | $61.19 | +2.35% | 4 qtrssince 2024-Q1 | Increased 44 |
ALPHABET INC-CL A | 230,302 | $43.6M | 0.6% | $137.84 | +38.20% | 15 qtrssince 2021-Q2 | Increased 42 |
EOG RESOURCES INC | 293,056 | $35.9M | 0.5% | $112.33 | +2.91% | 15 qtrssince 2021-Q2 | Increased 43 |
AMERICAN CENTY ETF TR | 755,782 | $34.9M | 0.5% | $45.81 | -2.29% | 3 qtrssince 2024-Q2 | Increased 43 |
TESLA INC | 86,305 | $34.9M | 0.5% | $216.65 | +92.66% | 13 qtrssince 2021-Q4 | Increased 48 |
CONOCOPHILLIPS | 330,429 | $32.8M | 0.5% | $105.82 | -11.32% | 17 qtrssince 2020-Q4 | Increased 38 |
Empowered Funds, LLC manages $6.8B across 1670 positions as of Q4 2024. Top holdings: AAPL (1.8%), NVDA (1.7%), XOM (1.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 364 new positions, 86 exits, 1043 increased. Top move: SCHX (NEW, conviction 58). Portfolio: $6.8B across 1670 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