Empower Advisory Group, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings498 positions
SCHWAB STRATEGIC TR | 181.1M | $3.4B | 11.3% | $16.05 | +10.68% | 8 qtrssince 2023-Q1 | Increased 100 |
iShares Russell 2000 ETF | 7.9M | $1.7B | 5.9% | $174.79 | +24.16% | 8 qtrssince 2023-Q1 | Increased 64 |
VANGUARD EMERGING MARKETS ETF | 32.7M | $1.4B | 4.8% | $37.25 | +14.54% | 8 qtrssince 2023-Q1 | Increased 61 |
| 16.3M | $1.3B | 4.2% | — | — | — | Increased 63 | |
Vanguard Real Estate ETF | 11.8M | $1.1B | 3.5% | $73.75 | +13.98% | 8 qtrssince 2023-Q1 | Increased 60 |
Vanguard Intermediate-Term Treasury ETF | 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% | $23.43 | +2.37% | 8 qtrssince 2023-Q1 | Increased 94 |
iShares Broad USD Investment Grade Corporate Bond ETF | 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 STRATEGIC TR | 25.3M | $655.2M | 2.2% | $20.72 | +22.63% | 8 qtrssince 2023-Q1 | Increased 87 |
VANGUARD INTL EQUITY INDEX F | 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 WORLD | 4.6M | $522M | 1.8% | $99.71 | +10.10% | 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 ETF | 1.7M | $483.7M | 1.6% | $195.66 | +45.09% | 8 qtrssince 2023-Q1 | Increased 49 |
ISHARES TR | 6M | $454.1M | 1.5% | $64.40 | +12.11% | 8 qtrssince 2023-Q1 | Increased 52 |
SPDR SER TR | 21.7M | $424.5M | 1.4% | $17.12 | +3.09% | 8 qtrssince 2023-Q1 | Increased 53 |
Alphabet Inc | 2.1M | $392.1M | 1.3% | $105.42 | +79.59% | 8 qtrssince 2023-Q1 | Increased 50 |
Microsoft Corp | 887,052 | $373.9M | 1.3% | $283.82 | +46.49% | 8 qtrssince 2023-Q1 | Increased 50 |
NVIDIA Corp | 2.8M | $373.4M | 1.3% | $29.03 | +361.44% | 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: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 24 new positions, 28 exits, 260 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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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