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 16 of 25

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921946406

VYM|921946406

Shares:4.5K

Value:$578.6K

% of Portfolio:0.0% ($578.6K/$30.6B)

78464A409

SPYG|78464A409

Shares:7.2K

Value:$576.2K

% of Portfolio:0.0% ($576.2K/$30.6B)

DANAHER CORP /DE/

DHR|235851102

Shares:2.8K

Value:$574.0K

% of Portfolio:0.0% ($574.0K/$30.6B)

464287671

IUSG|464287671

Shares:4.5K

Value:$572.5K

% of Portfolio:0.0% ($572.5K/$30.6B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:2.0K

Value:$570.5K

% of Portfolio:0.0% ($570.5K/$30.6B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:3.1K

Value:$564.6K

% of Portfolio:0.0% ($564.6K/$30.6B)

Shell plc

SHEL|780259305

Shares:7.7K

Value:$560.9K

% of Portfolio:0.0% ($560.9K/$30.6B)

81369Y704

Shares:4.3K

Value:$559.8K

% of Portfolio:0.0% ($559.8K/$30.6B)

464287408

IVE|464287408

Shares:2.9K

Value:$557.8K

% of Portfolio:0.0% ($557.8K/$30.6B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.0K

Value:$557.4K

% of Portfolio:0.0% ($557.4K/$30.6B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:9.2K

Value:$550.9K

% of Portfolio:0.0% ($550.9K/$30.6B)

NetApp, Inc.

NTAP|64110D104

Shares:6.2K

Value:$547.2K

% of Portfolio:0.0% ($547.2K/$30.6B)

464287499

IWR|464287499

Shares:6.2K

Value:$529.3K

% of Portfolio:0.0% ($529.3K/$30.6B)

808524854

Shares:21.3K

Value:$528.6K

% of Portfolio:0.0% ($528.6K/$30.6B)

92204A504

VHT|92204A504

Shares:2.0K

Value:$527.4K

% of Portfolio:0.0% ($527.4K/$30.6B)

MORGAN STANLEY

MS|617446448

Shares:4.5K

Value:$526.8K

% of Portfolio:0.0% ($526.8K/$30.6B)

TRIMBLE INC.

TRMB|896239100

Shares:7.9K

Value:$520.6K

% of Portfolio:0.0% ($520.6K/$30.6B)

25434V609

Shares:10.0K

Value:$516.8K

% of Portfolio:0.0% ($516.8K/$30.6B)

46436E718

Shares:5.1K

Value:$515.5K

% of Portfolio:0.0% ($515.5K/$30.6B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.4K

Value:$510.4K

% of Portfolio:0.0% ($510.4K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	4.5K	QoQ -24.96% (-1.5K) YoY -13.29% (-688)	All Managers (Combined)	$578.6K	0.0% ($578.6K/$30.6B)	QoQ -24.16% (-$184.3K) YoY -7.58% (-$47.5K)
(SPYGcusip78464A409)	7.2K	QoQ -0.34% (-25) YoY +61.17% (+2.7K)	All Managers (Combined)	$576.2K	0.0% ($576.2K/$30.6B)	QoQ -8.88% (-$56.2K) YoY +77.08% (+$250.8K)
DANAHER CORP /DE/(DHRcusip235851102)	2.8K	QoQ +11.06% (-279) YoY +2.33% (-64)	All Managers (Combined)	$574.0K	0.0% ($574.0K/$30.6B)	QoQ -0.81% (-$4.7K) YoY -15.98% (-$109.2K)
(IUSGcusip464287671)	4.5K	QoQ +3.16% (-138) YoY +0.11% (+5)	All Managers (Combined)	$572.5K	0.0% ($572.5K/$30.6B)	QoQ -5.92% (-$36.0K) YoY +8.54% (+$45.0K)
MICROSTRATEGY Inc(MSTRcusip594972408)	2.0K	QoQ +1.90% (+37) YoY NEW(+2.0K)	All Managers (Combined)	$570.5K	0.0% ($570.5K/$30.6B)	QoQ +1.43% (+$8.0K) YoY NEW(+$570.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	3.1K	QoQ +0.89% (+28) YoY -17.45% (-666)	All Managers (Combined)	$564.6K	0.0% ($564.6K/$30.6B)	QoQ +1.45% (+$8.1K) YoY -0.59% (-$3.4K)
Shell plc(SHELcusip780259305)	7.7K	QoQ +2.84% (+212) YoY -23.22% (-2.3K)	All Managers (Combined)	$560.9K	0.0% ($560.9K/$30.6B)	QoQ +20.29% (+$94.6K) YoY -16.08% (-$107.5K)
(cusip81369Y704)✕	4.3K	QoQ -0.11% (-5) YoY -18.46% (-967)	All Managers (Combined)	$559.8K	0.0% ($559.8K/$30.6B)	QoQ -0.64% (-$3.6K) YoY -15.15% (-$100.0K)
(IVEcusip464287408)	2.9K	QoQ -24.92% (-972) YoY +14.60% (+373)	All Managers (Combined)	$557.8K	0.0% ($557.8K/$30.6B)	QoQ -25.04% (-$186.4K) YoY +16.91% (+$80.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.0K	QoQ -19.02% (-1.2K) YoY -32.54% (-2.4K)	All Managers (Combined)	$557.4K	0.0% ($557.4K/$30.6B)	QoQ -1.77% (-$10.1K) YoY +3.18% (-$17.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	9.2K	QoQ -9.37% (-949) YoY -21.11% (-2.5K)	All Managers (Combined)	$550.9K	0.0% ($550.9K/$30.6B)	QoQ +4.03% (-$21.4K) YoY +8.54% (-$43.4K)
NetApp, Inc.(NTAPcusip64110D104)	6.2K	QoQ +1.03% (-64) YoY +1.99% (-122)	All Managers (Combined)	$547.2K	0.0% ($547.2K/$30.6B)	QoQ -23.54% (-$168.5K) YoY -14.64% (-$93.9K)
(IWRcusip464287499)	6.2K	QoQ +0.11% (-7) YoY -19.20% (-1.5K)	All Managers (Combined)	$529.3K	0.0% ($529.3K/$30.6B)	QoQ -3.66% (-$20.1K) YoY -18.26% (-$118.3K)
(cusip808524854)✕	21.3K	QoQ -9.29% (-2.2K) YoY +317.84% (+16.2K)	All Managers (Combined)	$528.6K	0.0% ($528.6K/$30.6B)	QoQ -7.17% (-$40.8K) YoY +111.77% (+$279.0K)
(VHTcusip92204A504)	2.0K	QoQ -7.47% (-161) YoY +22.28% (+363)	All Managers (Combined)	$527.4K	0.0% ($527.4K/$30.6B)	QoQ -3.44% (-$18.8K) YoY +19.68% (+$86.7K)
MORGAN STANLEY(MScusip617446448)	4.5K	QoQ +14.79% (+582) YoY -46.64% (-3.9K)	All Managers (Combined)	$526.8K	0.0% ($526.8K/$30.6B)	QoQ +6.53% (+$32.3K) YoY -33.88% (-$270.0K)
TRIMBLE INC.(TRMBcusip896239100)	7.9K	QoQ -6.26% (-530) YoY -6.51% (-553)	All Managers (Combined)	$520.6K	0.0% ($520.6K/$30.6B)	QoQ -12.91% (-$77.2K) YoY -4.64% (-$25.4K)
(cusip25434V609)✕	10.0K	QoQ -17.32% (-2.1K) YoY +58.54% (+3.7K)	All Managers (Combined)	$516.8K	0.0% ($516.8K/$30.6B)	QoQ -23.51% (-$158.9K) YoY +49.98% (+$172.2K)
(cusip46436E718)✕	5.1K	QoQ -1.31% (-68) YoY NEW(+5.1K)	All Managers (Combined)	$515.5K	0.0% ($515.5K/$30.6B)	QoQ -0.96% (-$5.0K) YoY NEW(+$515.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.4K	QoQ +2.49% (+204) YoY -20.44% (-2.1K)	All Managers (Combined)	$510.4K	0.0% ($510.4K/$30.6B)	QoQ +10.52% (+$48.6K) YoY -10.52% (-$60.0K)