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 17 of 25

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25434V724

Shares:12.2K

Value:$501.0K

% of Portfolio:0.0% ($501.0K/$30.6B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:341

Value:$488.5K

% of Portfolio:0.0% ($488.5K/$30.6B)

AUTOZONE INC

AZO|053332102

Shares:128

Value:$488.0K

% of Portfolio:0.0% ($488.0K/$30.6B)

LEGALZOOM.COM, INC.

LZ|52466B103

Shares:56.5K

Value:$486.5K

% of Portfolio:0.0% ($486.5K/$30.6B)

YUM BRANDS INC

YUM|988498101

Shares:3.1K

Value:$480.3K

% of Portfolio:0.0% ($480.3K/$30.6B)

BARCLAYS BANK PLC

DJP|06738C778

Shares:13.4K

Value:$474.9K

% of Portfolio:0.0% ($474.9K/$30.6B)

921910816

MGK|921910816

Shares:1.5K

Value:$463.9K

% of Portfolio:0.0% ($463.9K/$30.6B)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:391

Value:$461.7K

% of Portfolio:0.0% ($461.7K/$30.6B)

921910725

VSGX|921910725

Shares:7.8K

Value:$459.7K

% of Portfolio:0.0% ($459.7K/$30.6B)

Blackstone Inc.

BX|09260D107

Shares:3.2K

Value:$452.2K

% of Portfolio:0.0% ($452.2K/$30.6B)

464288240

Shares:8.1K

Value:$451.9K

% of Portfolio:0.0% ($451.9K/$30.6B)

92206C870

VCIT|92206C870

Shares:5.5K

Value:$448.5K

% of Portfolio:0.0% ($448.5K/$30.6B)

74347R248

Shares:7.0K

Value:$447.8K

% of Portfolio:0.0% ($447.8K/$30.6B)

Trane Technologies plc

TT|G8994E103

Shares:1.3K

Value:$444.4K

% of Portfolio:0.0% ($444.4K/$30.6B)

CUMMINS INC

CMI|231021106

Shares:1.4K

Value:$441.3K

% of Portfolio:0.0% ($441.3K/$30.6B)

CVS HEALTH Corp

CVS|126650100

Shares:6.5K

Value:$439.7K

% of Portfolio:0.0% ($439.7K/$30.6B)

921932505

VOOG|921932505

Shares:1.3K

Value:$438.2K

% of Portfolio:0.0% ($438.2K/$30.6B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:854

Value:$437.3K

% of Portfolio:0.0% ($437.3K/$30.6B)

25434V708

DFAC|25434V708

Shares:13.0K

Value:$428.0K

% of Portfolio:0.0% ($428.0K/$30.6B)

46432F339

QUAL|46432F339

Shares:2.5K

Value:$425.0K

% of Portfolio:0.0% ($425.0K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V724)✕	12.2K	QoQ -5.86% (-757) YoY +5.67% (+653)	All Managers (Combined)	$501.0K	0.0% ($501.0K/$30.6B)	QoQ -5.19% (-$27.5K) YoY +6.47% (+$30.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	341	QoQ -16.21% (-66) YoY -9.06% (-34)	All Managers (Combined)	$488.5K	0.0% ($488.5K/$30.6B)	QoQ +1.22% (-$5.9K) YoY +15.39% (-$65.2K)
AUTOZONE INC(AZOcusip053332102)	128	QoQ +3.22% (+4) YoY +8.47% (+10)	All Managers (Combined)	$488.0K	0.0% ($488.0K/$30.6B)	QoQ +22.91% (+$91.0K) YoY +31.22% (+$116.1K)
LEGALZOOM.COM, INC.(LZcusip52466B103)	56.5K	QoQ 0.00% (+0) YoY -11.44% (-7.3K)	All Managers (Combined)	$486.5K	0.0% ($486.5K/$30.6B)	QoQ +14.64% (+$62.1K) YoY -42.84% (-$364.6K)
YUM BRANDS INC(YUMcusip988498101)	3.1K	QoQ +8.53% (+240) YoY +10.70% (+295)	All Managers (Combined)	$480.3K	0.0% ($480.3K/$30.6B)	QoQ +27.30% (+$103.0K) YoY +25.63% (+$98.0K)
BARCLAYS BANK PLC(DJPcusip06738C778)	13.4K	QoQ 0.00% (+0) YoY +2.07% (+273)	All Managers (Combined)	$474.9K	0.0% ($474.9K/$30.6B)	QoQ +10.03% (+$43.3K) YoY +15.88% (+$65.1K)
(MGKcusip921910816)	1.5K	QoQ -24.82% (-496) YoY -33.53% (-758)	All Managers (Combined)	$463.9K	0.0% ($463.9K/$30.6B)	QoQ -32.38% (-$222.2K) YoY -28.37% (-$183.8K)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	391	QoQ -2.25% (-9) YoY -40.39% (-265)	All Managers (Combined)	$461.7K	0.0% ($461.7K/$30.6B)	QoQ -5.66% (-$27.7K) YoY -47.12% (-$411.6K)
(VSGXcusip921910725)	7.8K	QoQ +12.09% (+841) YoY +17.48% (+1.2K)	All Managers (Combined)	$459.7K	0.0% ($459.7K/$30.6B)	QoQ +16.60% (+$65.5K) YoY +20.57% (+$78.4K)
Blackstone Inc.(BXcusip09260D107)	3.2K	QoQ +5.06% (-156) YoY +77.55% (+1.4K)	All Managers (Combined)	$452.2K	0.0% ($452.2K/$30.6B)	QoQ -14.82% (-$78.7K) YoY +88.91% (+$212.8K)
(cusip464288240)✕	8.1K	QoQ -0.15% (-13) YoY 0.00% (+0)	All Managers (Combined)	$451.9K	0.0% ($451.9K/$30.6B)	QoQ +6.13% (-$26.1K) YoY +3.85% (+$16.8K)
(VCITcusip92206C870)	5.5K	QoQ -1.91% (-107) YoY -5.46% (-317)	All Managers (Combined)	$448.5K	0.0% ($448.5K/$30.6B)	QoQ -0.09% (-$416) YoY -3.99% (-$18.7K)
(cusip74347R248)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$447.8K	0.0% ($447.8K/$30.6B)	QoQ -3.65% (-$17.0K) YoY +4.91% (+$21.0K)
Trane Technologies plc(TTcusipG8994E103)	1.3K	QoQ +1.69% (-22) YoY -0.60% (-8)	All Managers (Combined)	$444.4K	0.0% ($444.4K/$30.6B)	QoQ -7.23% (-$34.6K) YoY +11.55% (-$46.0K)
CUMMINS INC(CMIcusip231021106)	1.4K	QoQ +1.07% (-15) YoY -11.22% (-178)	All Managers (Combined)	$441.3K	0.0% ($441.3K/$30.6B)	QoQ -9.11% (-$44.3K) YoY -5.56% (-$26.0K)
CVS HEALTH Corp(CVScusip126650100)	6.5K	QoQ -66.74% (-13.0K) YoY -99.18% (-789.3K)	All Managers (Combined)	$439.7K	0.0% ($439.7K/$30.6B)	QoQ -49.80% (-$436.4K) YoY -99.30% (-$63.0M)
(VOOGcusip921932505)	1.3K	QoQ -2.74% (-37) YoY NEW(+1.3K)	All Managers (Combined)	$438.2K	0.0% ($438.2K/$30.6B)	QoQ -11.13% (-$54.9K) YoY NEW(+$438.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	854	QoQ +7.28% (+58) YoY -8.46% (-79)	All Managers (Combined)	$437.3K	0.0% ($437.3K/$30.6B)	QoQ +17.05% (+$63.7K) YoY -2.08% (-$9.3K)
(DFACcusip25434V708)	13.0K	QoQ -42.38% (-9.5K) YoY +4.48% (+557)	All Managers (Combined)	$428.0K	0.0% ($428.0K/$30.6B)	QoQ -45.04% (-$350.9K) YoY +7.88% (+$31.3K)
(QUALcusip46432F339)	2.5K	QoQ -39.66% (-1.6K) YoY -0.24% (-6)	All Managers (Combined)	$425.0K	0.0% ($425.0K/$30.6B)	QoQ -42.10% (-$309.0K) YoY +3.72% (-$15.3K)