Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings495 positions
SCHWAB STRATEGIC TR | 79.4M | $3.1B | 11.6% | $15.75 | +15.27% | 5 qtrssince 2023-Q1 | Increased 62 |
ISHARES TR | 7.3M | $1.5B | 5.7% | $171.94 | +19.04% | 5 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 30.6M | $1.3B | 4.8% | $36.83 | +6.55% | 5 qtrssince 2023-Q1 | Increased 63 |
| 13.7M | $1.1B | 3.9% | — | — | — | Increased 61 | |
VANGUARD INDEX FDS | 10.7M | $927.1M | 3.5% | $72.99 | +8.47% | 5 qtrssince 2023-Q1 | Increased 61 |
VANGUARD SCOTTSDALE FDS | 14.3M | $835.9M | 3.1% | $52.70 | +1.39% | 5 qtrssince 2023-Q1 | Increased 60 |
SCHWAB STRATEGIC TR | 15.9M | $830.8M | 3.1% | $23.29 | +0.91% | 5 qtrssince 2023-Q1 | Increased 73 |
ISHARES GOLD TR | 14.9M | $625.2M | 2.3% | $37.57 | +11.83% | 5 qtrssince 2023-Q1 | Increased 54 |
ISHARES TR | 12.3M | $624.3M | 2.3% | $43.51 | +4.36% | 5 qtrssince 2023-Q1 | Increased 56 |
VANGUARD INTL EQUITY INDEX F | 14.5M | $611.2M | 2.3% | $35.56 | +7.45% | 5 qtrssince 2023-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 11.8M | $580.4M | 2.2% | $20.41 | +17.00% | 5 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 8.7M | $514.7M | 1.9% | $54.92 | -2.96% | 2 qtrssince 2023-Q4 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 4.2M | $487.6M | 1.8% | $98.53 | +9.94% | 5 qtrssince 2023-Q1 | Increased 51 |
ISHARES TR | 5.8M | $464.4M | 1.7% | $64.03 | +14.75% | 5 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $433.3M | 1.6% | $195.23 | +29.13% | 5 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 884,707 | $372.2M | 1.4% | $280.82 | +46.96% | 5 qtrssince 2023-Q1 | Decreased 0 |
SPDR SER TR | 17.9M | $366.3M | 1.4% | $16.97 | +4.14% | 5 qtrssince 2023-Q1 | Increased 51 |
APPLE INC | 1.9M | $334.2M | 1.3% | $162.48 | +4.40% | 5 qtrssince 2023-Q1 | Decreased 0 |
INVESCO ACTVELY MNGD ETC FD | 24M | $333.3M | 1.2% | $12.45 | +2.53% | 5 qtrssince 2023-Q1 | Increased 53 |
ISHARES TR | 7.5M | $318.7M | 1.2% | $32.69 | +8.64% | 5 qtrssince 2023-Q1 | Increased 51 |
Empower Advisory Group, LLC manages $26.7B across 495 positions as of Q1 2024. Top holdings: SCHF (11.6%), IWM (5.7%), VWO (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 40 new positions, 20 exits, 210 increased. Top move: SCHP (INCREASED, conviction 73). Portfolio: $26.7B across 495 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
Verify source filings on SEC EDGAR