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

Page 14 of 25

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922908595

VBK|922908595

Shares:3.1K

Value:$770.7K

% of Portfolio:0.0% ($770.7K/$30.6B)

81369Y506

Shares:8.2K

Value:$768.5K

% of Portfolio:0.0% ($768.5K/$30.6B)

BERKLEY W R CORP

WRB|084423102

Shares:10.7K

Value:$763.5K

% of Portfolio:0.0% ($763.5K/$30.6B)

BENTLEY SYSTEMS INC

BSY|08265T208

Shares:19.4K

Value:$763.5K

% of Portfolio:0.0% ($763.5K/$30.6B)

American Healthcare REIT, Inc.

AHR|398182303

Shares:24.7K

Value:$749.4K

% of Portfolio:0.0% ($749.4K/$30.6B)

233051853

Shares:16.9K

Value:$747.7K

% of Portfolio:0.0% ($747.7K/$30.6B)

NOVO NORDISK A S

NVO|670100205

Shares:10.6K

Value:$739.0K

% of Portfolio:0.0% ($739.0K/$30.6B)

25434V401

Shares:12.2K

Value:$738.5K

% of Portfolio:0.0% ($738.5K/$30.6B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.4K

Value:$736.2K

% of Portfolio:0.0% ($736.2K/$30.6B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:21.9K

Value:$734.4K

% of Portfolio:0.0% ($734.4K/$30.6B)

921910733

ESGV|921910733

Shares:7.4K

Value:$724.7K

% of Portfolio:0.0% ($724.7K/$30.6B)

EAGLE BANCORP INC

EGBN|268948106

Shares:34.2K

Value:$717.6K

% of Portfolio:0.0% ($717.6K/$30.6B)

78464A847

Shares:14.0K

Value:$715.5K

% of Portfolio:0.0% ($715.5K/$30.6B)

NorthWestern Energy Group, Inc.

NWE|668074305

Shares:12.4K

Value:$715.1K

% of Portfolio:0.0% ($715.1K/$30.6B)

12532H104

Shares:7.1K

Value:$713.5K

% of Portfolio:0.0% ($713.5K/$30.6B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:1.9K

Value:$711.1K

% of Portfolio:0.0% ($711.1K/$30.6B)

81369Y605

Shares:14.0K

Value:$696.4K

% of Portfolio:0.0% ($696.4K/$30.6B)

BlackRock, Inc.

BLK|09290D101

Shares:734

Value:$694.7K

% of Portfolio:0.0% ($694.7K/$30.6B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:3.7K

Value:$692.1K

% of Portfolio:0.0% ($692.1K/$30.6B)

MCCORMICK & CO INC

MKC|579780206

Shares:8.4K

Value:$691.6K

% of Portfolio:0.0% ($691.6K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBKcusip922908595)	3.1K	QoQ -2.14% (-67) YoY -3.04% (-96)	All Managers (Combined)	$770.7K	0.0% ($770.7K/$30.6B)	QoQ -12.02% (-$105.4K) YoY -6.36% (-$52.4K)
(cusip81369Y506)✕	8.2K	QoQ -1.94% (-163) YoY -3.72% (-318)	All Managers (Combined)	$768.5K	0.0% ($768.5K/$30.6B)	QoQ +6.97% (-$50.1K) YoY -4.69% (-$37.9K)
BERKLEY W R CORP(WRBcusip084423102)	10.7K	QoQ -0.64% (-70) YoY +49.01% (+3.5K)	All Managers (Combined)	$763.5K	0.0% ($763.5K/$30.6B)	QoQ +20.81% (-$131.5K) YoY +19.89% (+$126.7K)
BENTLEY SYSTEMS INC(BSYcusip08265T208)	19.4K	QoQ -0.01% (-3) YoY -24.12% (-6.2K)	All Managers (Combined)	$763.5K	0.0% ($763.5K/$30.6B)	QoQ -15.77% (-$143.0K) YoY -42.83% (-$572.2K)
American Healthcare REIT, Inc.(AHRcusip398182303)	24.7K	QoQ 0.00% (+0) YoY NEW(+24.7K)	All Managers (Combined)	$749.4K	0.0% ($749.4K/$30.6B)	QoQ +6.61% (+$46.5K) YoY NEW(+$749.4K)
(cusip233051853)✕	16.9K	QoQ -6.37% (-1.2K) YoY -4.87% (-868)	All Managers (Combined)	$747.7K	0.0% ($747.7K/$30.6B)	QoQ +0.33% (-$2.5K) YoY +2.32% (-$17.0K)
NOVO NORDISK A S(NVOcusip670100205)	10.6K	QoQ -14.52% (-1.8K) YoY -17.77% (-2.3K)	All Managers (Combined)	$739.0K	0.0% ($739.0K/$30.6B)	QoQ -31.00% (-$332.1K) YoY -55.53% (-$922.9K)
(cusip25434V401)✕	12.2K	QoQ 0.00% (-0) YoY -14.57% (-2.1K)	All Managers (Combined)	$738.5K	0.0% ($738.5K/$30.6B)	QoQ -5.12% (-$39.9K) YoY -9.33% (-$76.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.4K	QoQ -5.71% (-269) YoY -15.45% (-811)	All Managers (Combined)	$736.2K	0.0% ($736.2K/$30.6B)	QoQ -20.75% (-$192.8K) YoY +3.15% (-$22.5K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	21.9K	QoQ -2.74% (-618) YoY +44.06% (+6.7K)	All Managers (Combined)	$734.4K	0.0% ($734.4K/$30.6B)	QoQ -2.86% (-$21.7K) YoY +65.72% (+$291.3K)
(ESGVcusip921910733)	7.4K	QoQ -13.61% (-1.2K) YoY -23.71% (-2.3K)	All Managers (Combined)	$724.7K	0.0% ($724.7K/$30.6B)	QoQ -19.32% (-$173.7K) YoY -19.81% (-$179.1K)
EAGLE BANCORP INC(EGBNcusip268948106)	34.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$717.6K	0.0% ($717.6K/$30.6B)	QoQ -19.32% (-$171.9K) YoY -10.60% (-$85.1K)
(cusip78464A847)✕	14.0K	QoQ -1.69% (-241) YoY +252.61% (+10.0K)	All Managers (Combined)	$715.5K	0.0% ($715.5K/$30.6B)	QoQ -8.00% (-$62.3K) YoY +238.33% (+$504.1K)
NorthWestern Energy Group, Inc.(NWEcusip668074305)	12.4K	QoQ -95.61% (-269.3K) YoY -95.14% (-242.1K)	All Managers (Combined)	$715.1K	0.0% ($715.1K/$30.6B)	QoQ -95.25% (-$14.3M) YoY -94.48% (-$12.2M)
(cusip12532H104)✕	7.1K	QoQ -13.22% (-1.1K) YoY -38.32% (-4.4K)	All Managers (Combined)	$713.5K	0.0% ($713.5K/$30.6B)	QoQ -20.79% (-$187.3K) YoY -44.25% (-$566.5K)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	1.9K	QoQ -9.35% (-200) YoY -4.90% (-100)	All Managers (Combined)	$711.1K	0.0% ($711.1K/$30.6B)	QoQ -17.68% (-$152.8K) YoY -7.89% (-$61.0K)
(cusip81369Y605)✕	14.0K	QoQ +15.06% (+1.8K) YoY -25.70% (-4.8K)	All Managers (Combined)	$696.4K	0.0% ($696.4K/$30.6B)	QoQ +18.59% (+$109.2K) YoY -12.13% (-$96.2K)
BlackRock, Inc.(BLKcusip09290D101)	734	QoQ -14.25% (-122) YoY NEW(+734)	All Managers (Combined)	$694.7K	0.0% ($694.7K/$30.6B)	QoQ -20.82% (-$182.8K) YoY NEW(+$694.7K)
Guidewire Software, Inc.(GWREcusip40171V100)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$692.1K	0.0% ($692.1K/$30.6B)	QoQ NEW(+$692.1K) YoY NEW(+$692.1K)
MCCORMICK & CO INC(MKCcusip579780206)	8.4K	QoQ 0.00% (+0) YoY -3.94% (-345)	All Managers (Combined)	$691.6K	0.0% ($691.6K/$30.6B)	QoQ +7.96% (+$51.0K) YoY +2.93% (-$19.7K)