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 15 of 25

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Dell Technologies Inc.

DELL|24703L202

Shares:7.6K

Value:$689.9K

% of Portfolio:0.0% ($689.9K/$30.6B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.6K

Value:$678.0K

% of Portfolio:0.0% ($678.0K/$30.6B)

464287721

Shares:4.8K

Value:$673.3K

% of Portfolio:0.0% ($673.3K/$30.6B)

46435U663

Shares:17.3K

Value:$662.8K

% of Portfolio:0.0% ($662.8K/$30.6B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:6.0K

Value:$661.7K

% of Portfolio:0.0% ($661.7K/$30.6B)

ONTO INNOVATION INC.

ONTO|683344105

Shares:5.4K

Value:$660.0K

% of Portfolio:0.0% ($660.0K/$30.6B)

Philip Morris International Inc.

PM|718172109

Shares:4.1K

Value:$653.8K

% of Portfolio:0.0% ($653.8K/$30.6B)

Burke & Herbert Financial Services Corp.

BHRB|12135Y108

Shares:11.6K

Value:$648.6K

% of Portfolio:0.0% ($648.6K/$30.6B)

WORKIVA INC

WK|98139A105

Shares:8.5K

Value:$646.8K

% of Portfolio:0.0% ($646.8K/$30.6B)

464287598

IWD|464287598

Shares:3.3K

Value:$629.8K

% of Portfolio:0.0% ($629.8K/$30.6B)

CAL-MAINE FOODS INC

CALM|128030202

Shares:6.9K

Value:$623.9K

% of Portfolio:0.0% ($623.9K/$30.6B)

78464A854

SPLG|78464A854

Shares:9.4K

Value:$620.1K

% of Portfolio:0.0% ($620.1K/$30.6B)

Doximity, Inc.

DOCS|26622P107

Shares:10.7K

Value:$618.7K

% of Portfolio:0.0% ($618.7K/$30.6B)

46137V233

Shares:13.4K

Value:$617.6K

% of Portfolio:0.0% ($617.6K/$30.6B)

Marathon Petroleum Corp

MPC|56585A102

Shares:4.2K

Value:$610.9K

% of Portfolio:0.0% ($610.9K/$30.6B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.3K

Value:$591.0K

% of Portfolio:0.0% ($591.0K/$30.6B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:1.7K

Value:$585.0K

% of Portfolio:0.0% ($585.0K/$30.6B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.1K

Value:$583.0K

% of Portfolio:0.0% ($583.0K/$30.6B)

46137V613

PRF|46137V613

Shares:14.4K

Value:$581.7K

% of Portfolio:0.0% ($581.7K/$30.6B)

464288323

Shares:11.0K

Value:$580.5K

% of Portfolio:0.0% ($580.5K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Dell Technologies Inc.(DELLcusip24703L202)	7.6K	QoQ -6.95% (-566) YoY +37.39% (+2.1K)	All Managers (Combined)	$689.9K	0.0% ($689.9K/$30.6B)	QoQ -26.40% (-$247.6K) YoY +9.74% (+$61.3K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.6K	QoQ -1.30% (-34) YoY +21.22% (+449)	All Managers (Combined)	$678.0K	0.0% ($678.0K/$30.6B)	QoQ +8.34% (-$52.2K) YoY +39.31% (+$191.3K)
(cusip464287721)✕	4.8K	QoQ -2.65% (-131) YoY +10.18% (+443)	All Managers (Combined)	$673.3K	0.0% ($673.3K/$30.6B)	QoQ -14.30% (-$112.4K) YoY +14.57% (+$85.6K)
(cusip46435U663)✕	17.3K	QoQ +0.87% (-149) YoY -4.53% (-819)	All Managers (Combined)	$662.8K	0.0% ($662.8K/$30.6B)	QoQ -7.86% (-$56.5K) YoY -8.94% (-$65.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	6.0K	QoQ -22.48% (-1.8K) YoY -30.83% (-2.7K)	All Managers (Combined)	$661.7K	0.0% ($661.7K/$30.6B)	QoQ -31.42% (-$303.2K) YoY -33.13% (-$327.9K)
ONTO INNOVATION INC.(ONTOcusip683344105)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$660.0K	0.0% ($660.0K/$30.6B)	QoQ -27.19% (-$246.6K) YoY NEW(+$660.0K)
Philip Morris International Inc.(PMcusip718172109)	4.1K	QoQ +1.12% (+46) YoY -6.17% (-271)	All Managers (Combined)	$653.8K	0.0% ($653.8K/$30.6B)	QoQ +33.38% (+$163.7K) YoY +62.55% (-$251.6K)
Burke & Herbert Financial Services Corp.(BHRBcusip12135Y108)	11.6K	QoQ 0.00% (-0) YoY NEW(+11.6K)	All Managers (Combined)	$648.6K	0.0% ($648.6K/$30.6B)	QoQ -10.02% (-$72.3K) YoY NEW(+$648.6K)
WORKIVA INC(WKcusip98139A105)	8.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$646.8K	0.0% ($646.8K/$30.6B)	QoQ -30.67% (-$286.2K) YoY -10.48% (-$75.8K)
(IWDcusip464287598)	3.3K	QoQ -18.08% (-739) YoY -12.10% (-461)	All Managers (Combined)	$629.8K	0.0% ($629.8K/$30.6B)	QoQ -16.74% (-$126.7K) YoY -7.66% (-$52.3K)
CAL-MAINE FOODS INC(CALMcusip128030202)	6.9K	QoQ +200.00% (+4.6K) YoY NEW(+6.9K)	All Managers (Combined)	$623.9K	0.0% ($623.9K/$30.6B)	QoQ +165.00% (+$388.5K) YoY NEW(+$623.9K)
(SPLGcusip78464A854)	9.4K	QoQ -7.35% (-749) YoY +38.82% (+2.6K)	All Managers (Combined)	$620.1K	0.0% ($620.1K/$30.6B)	QoQ -11.63% (-$81.6K) YoY +48.36% (+$202.1K)
Doximity, Inc.(DOCScusip26622P107)	10.7K	QoQ -8.20% (-953) YoY -26.04% (-3.8K)	All Managers (Combined)	$618.7K	0.0% ($618.7K/$30.6B)	QoQ -0.22% (-$1.4K) YoY +59.48% (-$230.8K)
(cusip46137V233)✕	13.4K	QoQ +0.60% (-81) YoY -0.09% (-13)	All Managers (Combined)	$617.6K	0.0% ($617.6K/$30.6B)	QoQ -7.32% (-$48.8K) YoY +9.12% (-$51.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	4.2K	QoQ +3.91% (+158) YoY +2.16% (-89)	All Managers (Combined)	$610.9K	0.0% ($610.9K/$30.6B)	QoQ +8.52% (+$48.0K) YoY -26.12% (-$216.1K)
MOODYS CORP /DE/(MCOcusip615369105)	1.3K	QoQ -0.85% (-11) YoY -17.86% (-276)	All Managers (Combined)	$591.0K	0.0% ($591.0K/$30.6B)	QoQ -2.46% (-$15.0K) YoY -2.67% (-$16.3K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	1.7K	QoQ -0.68% (-12) YoY +0.11% (+2)	All Managers (Combined)	$585.0K	0.0% ($585.0K/$30.6B)	QoQ +7.14% (-$39.0K) YoY +23.03% (+$109.5K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.1K	QoQ -9.09% (-410) YoY -95.44% (-85.9K)	All Managers (Combined)	$583.0K	0.0% ($583.0K/$30.6B)	QoQ -1.33% (-$7.9K) YoY -94.98% (-$11.1M)
(PRFcusip46137V613)	14.4K	QoQ -7.81% (-1.2K) YoY -16.37% (-2.8K)	All Managers (Combined)	$581.7K	0.0% ($581.7K/$30.6B)	QoQ -7.65% (-$48.2K) YoY -12.15% (-$80.5K)
(cusip464288323)✕	11.0K	QoQ 0.00% (-0) YoY NEW(+11.0K)	All Managers (Combined)	$580.5K	0.0% ($580.5K/$30.6B)	QoQ -1.07% (-$6.3K) YoY NEW(+$580.5K)