Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings484 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 75M | $2.6B | 11.8% | $15.73 | 0.00% | 1 qtr | New 98 |
ISHARES RUSSELL 2000 ETF ETF | 7M | $1.2B | 5.6% | $169.33 | 0.00% | 1 qtr | New 98 |
| 14.3M | $1.1B | 4.9% | — | — | — | New 88 | |
VANGUARD FTSE EMERGING MARKETS | 26.3M | $1.1B | 4.8% | $36.85 | 0.00% | 1 qtr | New 88 |
VANGUARD REAL ESTATE ETF ETF | 9.2M | $756.8M | 3.4% | $72.79 | 0.00% | 1 qtr | New 88 |
VANGUARD INTERMEDIATE-TERM T | 11.9M | $716.9M | 3.2% | $53.16 | 0.00% | 1 qtr | New 88 |
ISHARES TR | 10.5M | $532.5M | 2.4% | $43.46 | 0.00% | 1 qtr | New 81 |
ISHARES GOLD TRUST | 13.8M | $520.2M | 2.3% | $37.57 | 0.00% | 1 qtr | New 81 |
VANGUARD GLBL EX-US REAL EST | 12.5M | $511.9M | 2.3% | $35.45 | 0.00% | 1 qtr | New 81 |
SCHWAB STRATEGIC TR | 9.5M | $511.2M | 2.3% | $23.56 | 0.00% | 1 qtr | New 81 |
SCHWAB US SMALL-CAP ETF | 11.2M | $467.6M | 2.1% | $19.73 | 0.00% | 1 qtr | New 81 |
ISHARES TRUST ISHARES ESG AW | 6.3M | $458.3M | 2.1% | $64.77 | 0.00% | 1 qtr | New 81 |
VANGUARD FTSE ALL WO X-US SC | 3.8M | $418.1M | 1.9% | $98.34 | 0.00% | 1 qtr | New 71 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $353.8M | 1.6% | $193.72 | 0.00% | 1 qtr | New 71 |
ISHARES TR | 8.5M | $352.8M | 1.6% | $32.93 | 0.00% | 1 qtr | New 71 |
APPLE INC | 1.9M | $319.5M | 1.4% | $162.26 | 0.00% | 1 qtr | New 71 |
INVESCO OPTIMUM YIELD DIVERS | 19.2M | $277.2M | 1.2% | $12.45 | 0.00% | 1 qtr | New 70 |
ISHARES TR | 2.6M | $262.4M | 1.2% | $89.77 | 0.00% | 1 qtr | New 70 |
MICROSOFT CORP | 894,514 | $256.9M | 1.2% | $278.11 | 0.00% | 1 qtr | New 70 |
VANGUARD TOTAL INTL BOND ETF | 5M | $242.3M | 1.1% | $42.53 | 0.00% | 1 qtr | New 70 |
Empower Advisory Group, LLC manages $22.3B across 484 positions as of Q1 2023. Top holdings: SCHF (11.8%), IWM (5.6%), VANGUARD BD INDEX FDS (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 484 new positions, 0 exits, 0 increased. Top move: SCHF (NEW, conviction 98). Portfolio: $22.3B across 484 positions.
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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