Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings475 positions
SCHWAB STRATEGIC TR | 79.1M | $2.9B | 11.5% | $15.74 | +9.25% | 4 qtrssince 2023-Q1 | Increased 64 |
ISHARES TR | 7.5M | $1.5B | 5.9% | $171.94 | +13.33% | 4 qtrssince 2023-Q1 | Increased 62 |
VANGUARD INTL EQUITY INDEX F | 28.4M | $1.2B | 4.6% | $36.65 | +5.28% | 4 qtrssince 2023-Q1 | Increased 59 |
| 13.2M | $1B | 4.0% | — | — | — | Decreased 0 | |
VANGUARD INDEX FDS | 10.3M | $913.8M | 3.6% | $72.76 | +10.23% | 4 qtrssince 2023-Q1 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 13.8M | $819.4M | 3.2% | $52.68 | +2.22% | 4 qtrssince 2023-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 12.3M | $640.9M | 2.5% | $23.23 | +1.26% | 4 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 12M | $612.7M | 2.4% | $43.46 | +4.75% | 4 qtrssince 2023-Q1 | Increased 56 |
VANGUARD INTL EQUITY INDEX F | 13.9M | $591.1M | 2.3% | $35.44 | +8.97% | 4 qtrssince 2023-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 12.3M | $578.9M | 2.3% | $20.41 | +11.99% | 4 qtrssince 2023-Q1 | Increased 61 |
ISHARES GOLD TR | 14.8M | $575.9M | 2.3% | $37.53 | +4.00% | 4 qtrssince 2023-Q1 | Increased 55 |
VANGUARD SCOTTSDALE FDS | 8.2M | $504.2M | 2.0% | $55.02 | 0.00% | 1 qtr | New 72 |
VANGUARD INTL EQUITY INDEX F | 4.1M | $467.5M | 1.8% | $98.27 | +8.53% | 4 qtrssince 2023-Q1 | Increased 50 |
ISHARES TR | 6M | $453.2M | 1.8% | $64.03 | +8.47% | 4 qtrssince 2023-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $405.3M | 1.6% | $195.23 | +17.45% | 4 qtrssince 2023-Q1 | Increased 49 |
APPLE INC | 2M | $376.1M | 1.5% | $162.48 | +17.07% | 4 qtrssince 2023-Q1 | Increased 49 |
SPDR SERIES TRUST | 17.2M | $365.1M | 1.4% | $16.94 | +7.08% | 4 qtrssince 2023-Q1 | Increased 51 |
MICROSOFT | 895,682 | $336.8M | 1.3% | $280.82 | +31.11% | 4 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 7.2M | $305.4M | 1.2% | $32.59 | +6.96% | 4 qtrssince 2023-Q1 | Decreased 0 |
INVESCO ACTVELY MNGD ETC FD | 22M | $293M | 1.2% | $12.43 | -1.42% | 4 qtrssince 2023-Q1 | Increased 51 |
Empower Advisory Group, LLC manages $25.4B across 475 positions as of Q4 2023. Top holdings: SCHF (11.5%), IWM (5.9%), VWO (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 37 new positions, 21 exits, 234 increased. Top move: VGLT (NEW, conviction 72). Portfolio: $25.4B across 475 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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