Empowered Funds, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,670 positions
APPLE INC | 495,363 | $124M | 1.8% | $188.55 | +31.86% | 15 qtrssince 2021-Q2 | Increased 55 |
NVIDIA CORPORATION | 847,197 | $113.8M | 1.7% | $56.67 | +136.34% | 14 qtrssince 2021-Q3 | Increased 52 |
EXXON MOBIL CORP | 977,720 | $105.2M | 1.5% | $85.16 | +19.44% | 17 qtrssince 2020-Q4 | Increased 50 |
AMERICAN CENTY ETF TR | 1M | $96.6M | 1.4% | $88.06 | +6.78% | 4 qtrssince 2024-Q1 | Increased 49 |
CHEVRON CORPORATION | 663,463 | $96.1M | 1.4% | $133.59 | +0.80% | 17 qtrssince 2020-Q4 | Increased 48 |
VANGUARD TAX-MANAGED FDS | 2M | $95M | 1.4% | $46.51 | -1.56% | 11 qtrssince 2022-Q2 | Increased 50 |
ISHARES TR | 1.4M | $91.5M | 1.3% | $62.52 | -1.96% | 4 qtrssince 2024-Q1 | Increased 50 |
MICROSOFT CORP | 191,117 | $80.6M | 1.2% | $323.84 | +28.39% | 14 qtrssince 2021-Q3 | Increased 54 |
SCHWAB STRATEGIC TR | 2.9M | $67.1M | 1.0% | $22.79 | 0.00% | 1 qtr | New 58 |
VANGUARD INTL EQUITY INDEX F | 1.3M | $56.6M | 0.8% | $39.82 | +7.16% | 14 qtrssince 2021-Q3 | Increased 42 |
BROADCOM INC | 243,801 | $56.5M | 0.8% | $115.83 | +97.28% | 15 qtrssince 2021-Q2 | Increased 53 |
AMAZON COM INC | 255,120 | $56M | 0.8% | $148.86 | +47.38% | 18 qtrssince 2020-Q3 | Increased 51 |
META PLATFORMS INC | 91,267 | $53.4M | 0.8% | $368.59 | +57.94% | 15 qtrssince 2021-Q2 | Decreased 0 |
AMERICAN CENTY ETF TR | 1.2M | $49.8M | 0.7% | $38.40 | +2.78% | 4 qtrssince 2024-Q1 | Increased 46 |
AMERICAN CENTY ETF TR | 707,459 | $46M | 0.7% | $60.14 | +2.64% | 4 qtrssince 2024-Q1 | Increased 44 |
ALPHABET INC | 230,302 | $43.6M | 0.6% | $131.22 | +43.42% | 15 qtrssince 2021-Q2 | Increased 42 |
EOG RES INC | 293,056 | $35.9M | 0.5% | $109.11 | +5.95% | 15 qtrssince 2021-Q2 | Increased 43 |
AMERICAN CENTY ETF TR | 755,782 | $34.9M | 0.5% | $45.02 | -2.43% | 3 qtrssince 2024-Q2 | Increased 43 |
TESLA INC | 86,305 | $34.9M | 0.5% | $217.57 | +85.62% | 13 qtrssince 2021-Q4 | Increased 48 |
CONOCOPHILLIPS | 330,429 | $32.8M | 0.5% | $92.46 | +1.43% | 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: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 366 new positions, 88 exits, 1041 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR