Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings498 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SCHWAB INTL EQUITY ETF | 181.1M | $3.4B | 11.3% | $16.99 | +5.26% | 8 qtrssince 2023-Q1 | Increased 100 |
ISHARES RUSSELL 2000 ETF ETF | 7.9M | $1.7B | 5.9% | $173.23 | +25.98% | 8 qtrssince 2023-Q1 | Increased 64 |
VANGUARD FTSE EMERGING MARKETS | 32.7M | $1.4B | 4.8% | $37.46 | +14.43% | 8 qtrssince 2023-Q1 | Increased 61 |
| 16.3M | $1.3B | 4.2% | — | — | — | Increased 63 | |
VANGUARD REAL ESTATE ETF ETF | 11.8M | $1.1B | 3.5% | $73.94 | +14.92% | 8 qtrssince 2023-Q1 | Increased 60 |
VANGUARD INTERMEDIATE-TERM T | 17.1M | $990.2M | 3.3% | $53.02 | +2.97% | 8 qtrssince 2023-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 38.3M | $989.3M | 3.3% | $23.83 | +1.17% | 8 qtrssince 2023-Q1 | Increased 94 |
ISHARES TR | 14.6M | $733.9M | 2.5% | $44.01 | +6.08% | 8 qtrssince 2023-Q1 | Increased 59 |
ISHARES GOLD TRUST | 13.9M | $687.8M | 2.3% | $37.66 | +30.70% | 8 qtrssince 2023-Q1 | Decreased 0 |
SCHWAB US SMALL-CAP ETF | 25.3M | $655.2M | 2.2% | $23.00 | +10.87% | 8 qtrssince 2023-Q1 | Increased 87 |
VANGUARD GLBL EX-US REAL EST | 16.5M | $654M | 2.2% | $35.89 | +5.13% | 8 qtrssince 2023-Q1 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 10.7M | $594.4M | 2.0% | $54.51 | -5.41% | 5 qtrssince 2023-Q4 | Increased 60 |
VANGUARD FTSE ALL WO X-US SC | 4.6M | $522M | 1.8% | $100.04 | +10.40% | 8 qtrssince 2023-Q1 | Increased 52 |
APPLE INC | 2M | $490.9M | 1.7% | $163.77 | +51.81% | 8 qtrssince 2023-Q1 | Increased 50 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $483.7M | 1.6% | $194.44 | +47.76% | 8 qtrssince 2023-Q1 | Increased 49 |
ISHARES TRUST ISHARES ESG AW | 6M | $454.1M | 1.5% | $65.16 | +12.51% | 8 qtrssince 2023-Q1 | Increased 52 |
SPDR BLOOMBERG EM BOND | 21.7M | $424.5M | 1.4% | $17.30 | +3.09% | 8 qtrssince 2023-Q1 | Increased 53 |
ALPHABET INC-CL C | 2.1M | $392.1M | 1.3% | $103.10 | +86.16% | 8 qtrssince 2023-Q1 | Increased 50 |
MICROSOFT CORP | 887,052 | $373.9M | 1.3% | $281.65 | +49.73% | 8 qtrssince 2023-Q1 | Increased 50 |
NVIDIA CORP | 2.8M | $373.4M | 1.3% | $113.18 | +21.44% | 8 qtrssince 2023-Q1 | Increased 49 |
Empower Advisory Group, LLC manages $29.7B across 498 positions as of Q4 2024. Top holdings: SCHF (11.3%), IWM (5.9%), VWO (4.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 22 new positions, 26 exits, 262 increased. Top move: SCHF (INCREASED, conviction 100). Portfolio: $29.7B across 498 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