Empower-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "NWE",
  "FIBK",
  "TREX",
  "MTCH",
  "DJP",
  "POOL",
  null,
  null,
  "MASI",
  "AES",
  "FLO",
  "MU",
  "ACN",
  "ZS",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  null,
  "ADBE",
  "FLG",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  null,
  "SCHH",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "FUL",
  "WRB",
  "BSX",
  "COF",
  "CMI",
  null,
  "LMND",
  null,
  "DUK",
  "EGBN",
  "D",
  "EBAY",
  "WTRG",
  "SONO",
  null,
  null,
  "EOG",
  "EXPD",
  null,
  "FERG",
  null,
  "FCX",
  "IBKR",
  "ARKB",
  "NMFC",
  "GILD",
  "GIS",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  null,
  "UNP",
  "GBCI",
  "QCOM",
  "SCCO",
  "ISRG",
  "EMXC",
  "HLIO",
  null,
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  "RXT",
  null,
  "BBUS",
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "EXG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "EVRG",
  "GE",
  "GWRE",
  "HRL",
  "NVS",
  "ORLY",
  "EMN",
  "ADM",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  null,
  "VGIT",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "MDB",
  "AMGN",
  "KVUE",
  "MAS",
  "ORA",
  "MSTR",
  "PPG",
  "FNDX",
  null,
  null,
  null,
  "IEFA",
  "RY",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SRE",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "SLQT",
  "VV",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "POR",
  "PNW",
  "VWO",
  "ETV",
  null,
  "VSS",
  "SIVR",
  null,
  "IWV",
  "PRF",
  "VCIT",
  null,
  "VIG",
  "NVTS",
  "LZ",
  null,
  "XLB",
  null,
  "MTD",
  "IWN",
  "WGO",
  "IEF",
  null,
  "TSM",
  "GPN",
  null,
  null,
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GVA",
  "EW",
  "TT",
  "VRSK",
  "GTN",
  "RLI",
  "ATO",
  "ADSK",
  "AON",
  "ALB",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "DLTR",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "FVCB",
  "ES",
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "TTWO",
  "IVE",
  "LUV",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WERN",
  "WFC",
  "WTW",
  "WMB",
  "WPC",
  "XEL",
  "WK",
  "WDAY",
  "YUM",
  "YETI",
  "XYL",
  "IUSG",
  "DTE",
  "OC",
  "ONTO",
  "FNF",
  "MTB",
  null,
  "SCHD",
  "ET",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "NSC",
  "INFY",
  "MKL",
  "MGM",
  null,
  "SO",
  "TTD",
  "TRMB",
  "PPL",
  "SW",
  "PSX",
  "CRM",
  "SCI",
  "SANM",
  "SYY",
  "DIA",
  "SPOT",
  "MTUM",
  "HALO",
  null,
  "IUSV",
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "ESGU",
  "NTAP",
  "NUE",
  "KMB",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  "BRK-B",
  "BSY",
  "BILL",
  "BA",
  "BMY",
  "CACI",
  "CHRW",
  "BHRB",
  "CALM",
  "CNI",
  "CDNS",
  "CRL",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CFLT",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DAL",
  null,
  null,
  null,
  "DFAC",
  "DLB",
  "RSP",
  "IJJ",
  "EFA",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 495
Total Value: 30636049074
Accession Number: 0001420506-25-000954
Form Type: 13F-HR
CIK: empower-advisory-group
Manager Name: Empower-Advisory-Group

Data Enrichment

84% identified

415 identified80 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

495 positions • $30.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TEXAS INSTRUMENTS INC

TXN|882508104

Shares:7.7K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$30.6B)

SHOPIFY INC.

SHOP|82509L107

Shares:14.3K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$30.6B)

MERCADOLIBRE INC

MELI|58733R102

Shares:694

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$30.6B)

Elevance Health, Inc.

ELV|036752103

Shares:3.1K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$30.6B)

808524847

SCHH|808524847

Shares:60.7K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$30.6B)

TWILIO INC

TWLO|90138F102

Shares:13.1K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$30.6B)

Accenture plc

ACN|G1151C101

Shares:4.0K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$30.6B)

808524706

Shares:44.3K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$30.6B)

464287309

IVW|464287309

Shares:12.9K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$30.6B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:29.1K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$30.6B)

921909768

VXUS|921909768

Shares:18.5K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$30.6B)

3M CO

MMM|88579Y101

Shares:7.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$30.6B)

BILL Holdings, Inc.

BILL|090043100

Shares:23.4K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$30.6B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.9K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$30.6B)

UNION PACIFIC CORP

UNP|907818108

Shares:4.5K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$30.6B)

389637109

Shares:15.1K

Value:$986.7K

% of Portfolio:0.0% ($986.7K/$30.6B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:11.6K

Value:$979.6K

% of Portfolio:0.0% ($979.6K/$30.6B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:2.8K

Value:$972.9K

% of Portfolio:0.0% ($972.9K/$30.6B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:5.5K

Value:$946.7K

% of Portfolio:0.0% ($946.7K/$30.6B)

MCKESSON CORP

MCK|58155Q103

Shares:1.4K

Value:$934.8K

% of Portfolio:0.0% ($934.8K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEXAS INSTRUMENTS INC(TXNcusip882508104)	7.7K	QoQ +2.61% (-197) YoY +18.37% (+1.2K)	All Managers (Combined)	$1.4M	0.0% ($1.4M/$30.6B)	QoQ -1.65% (-$23.5K) YoY +22.11% (+$251.9K)
SHOPIFY INC.(SHOPcusip82509L107)	14.3K	QoQ -1.05% (-152) YoY -7.74% (-1.2K)	All Managers (Combined)	$1.4M	0.0% ($1.4M/$30.6B)	QoQ -11.14% (-$171.1K) YoY +14.14% (-$169.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	694	QoQ +1.01% (+7) YoY +67.63% (+280)	All Managers (Combined)	$1.4M	0.0% ($1.4M/$30.6B)	QoQ +15.89% (+$185.7K) YoY +116.29% (+$728.0K)
Elevance Health, Inc.(ELVcusip036752103)	3.1K	QoQ +25.05% (+616) YoY +10.77% (-299)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$30.6B)	QoQ +47.44% (+$430.4K) YoY -7.08% (-$102.0K)
(SCHHcusip808524847)	60.7K	QoQ +5.17% (+3.0K) YoY -41.12% (-42.4K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$30.6B)	QoQ +7.42% (+$90.2K) YoY -37.61% (-$786.6K)
TWILIO INC(TWLOcusip90138F102)	13.1K	QoQ -48.58% (-12.3K) YoY -98.78% (-1.1M)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$30.6B)	QoQ -53.42% (-$1.5M) YoY -98.05% (-$64.5M)
Accenture plc(ACNcusipG1151C101)	4.0K	QoQ -4.23% (-178) YoY -64.38% (-7.3K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$30.6B)	QoQ -15.05% (-$222.5K) YoY -67.93% (-$2.7M)
(cusip808524706)✕	44.3K	QoQ +2.50% (+1.1K) YoY +257.47% (+31.9K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$30.6B)	QoQ +6.12% (+$70.6K) YoY +290.32% (+$909.4K)
(IVWcusip464287309)	12.9K	QoQ -0.79% (-104) YoY -24.46% (-4.2K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$30.6B)	QoQ -9.29% (-$123.0K) YoY -16.96% (-$245.0K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	29.1K	QoQ +319.80% (+22.2K) YoY +288.62% (+21.6K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$30.6B)	QoQ +298.22% (+$898.1K) YoY +310.25% (+$906.9K)
(VXUScusip921909768)	18.5K	QoQ -25.29% (-6.3K) YoY -48.26% (-17.3K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$30.6B)	QoQ -21.27% (-$311.3K) YoY -46.72% (-$1.0M)
3M CO(MMMcusip88579Y101)	7.5K	QoQ +3.01% (+219) YoY -17.34% (-1.6K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$30.6B)	QoQ +17.20% (+$161.0K) YoY +14.44% (-$138.5K)
BILL Holdings, Inc.(BILLcusip090043100)	23.4K	QoQ 0.00% (-0) YoY -39.06% (-15.0K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$30.6B)	QoQ -45.82% (-$908.2K) YoY -59.30% (-$1.6M)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.9K	QoQ -1.58% (-31) YoY -6.82% (-141)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$30.6B)	QoQ +20.99% (-$183.7K) YoY +94.19% (-$513.6K)
UNION PACIFIC CORP(UNPcusip907818108)	4.5K	QoQ -7.35% (-355) YoY -13.26% (-684)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$30.6B)	QoQ -4.02% (-$44.3K) YoY -16.68% (-$211.5K)
(cusip389637109)✕	15.1K	QoQ -14.92% (-2.7K) YoY -20.27% (-3.9K)	All Managers (Combined)	$986.7K	0.0% ($986.7K/$30.6B)	QoQ -25.09% (-$330.6K) YoY -17.75% (-$213.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	11.6K	QoQ +7.25% (+785) YoY -8.41% (-1.1K)	All Managers (Combined)	$979.6K	0.0% ($979.6K/$30.6B)	QoQ +19.69% (+$161.2K) YoY +235.91% (-$688.0K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.8K	QoQ -2.18% (-63) YoY NEW(+2.8K)	All Managers (Combined)	$972.9K	0.0% ($972.9K/$30.6B)	QoQ +18.96% (-$155.1K) YoY NEW(+$972.9K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	5.5K	QoQ +0.01% (+1) YoY +245.68% (+3.9K)	All Managers (Combined)	$946.7K	0.0% ($946.7K/$30.6B)	QoQ +7.52% (+$66.2K) YoY +282.89% (+$699.4K)
MCKESSON CORP(MCKcusip58155Q103)	1.4K	QoQ -0.57% (-8) YoY -5.70% (-84)	All Managers (Combined)	$934.8K	0.0% ($934.8K/$30.6B)	QoQ +17.41% (-$138.6K) YoY +18.21% (-$144.0K)