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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MICROSOFT CORP

MSFT|594918104

Shares:897.1K

Value:$336.8M

% of Portfolio:1.1% ($336.8M/$30.6B)

Alphabet Inc.

GOOG|02079K107

Shares:2.1M

Value:$323.8M

% of Portfolio:1.1% ($323.8M/$30.6B)

AMAZON COM INC

AMZN|023135106

Shares:1.6M

Value:$298.8M

% of Portfolio:1.0% ($298.8M/$30.6B)

NVIDIA CORP

NVDA|67066G104

Shares:2.5M

Value:$266.5M

% of Portfolio:0.9% ($266.5M/$30.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:493.8K

Value:$263.0M

% of Portfolio:0.9% ($263.0M/$30.6B)

Meta Platforms, Inc.

META|30303M102

Shares:439.4K

Value:$253.2M

% of Portfolio:0.8% ($253.2M/$30.6B)

Walmart Inc.

WMT|931142103

Shares:2.6M

Value:$229.4M

% of Portfolio:0.7% ($229.4M/$30.6B)

46434G863

Shares:5.7M

Value:$199.3M

% of Portfolio:0.7% ($199.3M/$30.6B)

Mastercard Inc

MA|57636Q104

Shares:362.0K

Value:$198.4M

% of Portfolio:0.6% ($198.4M/$30.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:804.6K

Value:$197.4M

% of Portfolio:0.6% ($197.4M/$30.6B)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.5M

Value:$183.8M

% of Portfolio:0.6% ($183.8M/$30.6B)

NETFLIX INC

NFLX|64110L106

Shares:196.7K

Value:$183.4M

% of Portfolio:0.6% ($183.4M/$30.6B)

ELI LILLY & Co

LLY|532457108

Shares:212.5K

Value:$175.5M

% of Portfolio:0.6% ($175.5M/$30.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:176.7K

Value:$167.1M

% of Portfolio:0.5% ($167.1M/$30.6B)

464287622

IWB|464287622

Shares:492.6K

Value:$151.1M

% of Portfolio:0.5% ($151.1M/$30.6B)

ECOLAB INC.

ECL|278865100

Shares:584.9K

Value:$148.3M

% of Portfolio:0.5% ($148.3M/$30.6B)

PROCTER & GAMBLE Co

PG|742718109

Shares:869.7K

Value:$148.2M

% of Portfolio:0.5% ($148.2M/$30.6B)

Tesla, Inc.

TSLA|88160R101

Shares:569.1K

Value:$147.5M

% of Portfolio:0.5% ($147.5M/$30.6B)

Duke Energy CORP

DUK|26441C204

Shares:1.2M

Value:$145.9M

% of Portfolio:0.5% ($145.9M/$30.6B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:844.2K

Value:$140.0M

% of Portfolio:0.5% ($140.0M/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	897.1K	QoQ +1.13% (-10.1K) YoY +1.40% (-12.4K)	All Managers (Combined)	$336.8M	1.1% ($336.8M/$30.6B)	QoQ -9.92% (-$37.1M) YoY -9.52% (-$35.4M)
Alphabet Inc.(GOOGcusip02079K107)	2.1M	QoQ +0.66% (-13.6K) YoY +0.79% (+16.4K)	All Managers (Combined)	$323.8M	1.1% ($323.8M/$30.6B)	QoQ -17.42% (-$68.3M) YoY +3.42% (+$10.7M)
AMAZON COM INC(AMZNcusip023135106)	1.6M	QoQ +0.26% (-4.2K) YoY +8.06% (+117.2K)	All Managers (Combined)	$298.8M	1.0% ($298.8M/$30.6B)	QoQ -13.04% (-$44.8M) YoY +13.98% (+$36.7M)
NVIDIA CORP(NVDAcusip67066G104)	2.5M	QoQ -11.58% (-322.0K) YoY +718.02% (-2.2M)	All Managers (Combined)	$266.5M	0.9% ($266.5M/$30.6B)	QoQ -28.64% (-$106.9M) YoY -1.87% (-$5.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	493.8K	QoQ +0.87% (+4.3K) YoY +4.35% (+20.6K)	All Managers (Combined)	$263.0M	0.9% ($263.0M/$30.6B)	QoQ +18.52% (+$41.1M) YoY +32.16% (+$64.0M)
Meta Platforms, Inc.(METAcusip30303M102)	439.4K	QoQ +1.67% (+7.2K) YoY +0.92% (+4.0K)	All Managers (Combined)	$253.2M	0.8% ($253.2M/$30.6B)	QoQ +0.08% (+$213.8K) YoY +19.79% (+$41.8M)
Walmart Inc.(WMTcusip931142103)	2.6M	QoQ -0.29% (-7.7K) YoY -8.85% (-253.7K)	All Managers (Combined)	$229.4M	0.7% ($229.4M/$30.6B)	QoQ -3.11% (-$7.4M) YoY +32.99% (-$56.9M)
(cusip46434G863)✕	5.7M	QoQ -0.60% (-34.5K) YoY -1.43% (-83.0K)	All Managers (Combined)	$199.3M	0.7% ($199.3M/$30.6B)	QoQ +4.04% (-$7.7M) YoY +6.88% (-$12.8M)
Mastercard Inc(MAcusip57636Q104)	362.0K	QoQ -15.02% (-64.0K) YoY -11.69% (-47.9K)	All Managers (Combined)	$198.4M	0.6% ($198.4M/$30.6B)	QoQ -11.54% (-$25.9M) YoY +0.50% (-$997.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	804.6K	QoQ -20.93% (-213.0K) YoY -20.72% (-210.3K)	All Managers (Combined)	$197.4M	0.6% ($197.4M/$30.6B)	QoQ -19.08% (-$46.6M) YoY -2.91% (-$5.9M)
EXXON MOBIL CORP(XOMcusip30231G102)	1.5M	QoQ +6.10% (+88.9K) YoY +14.29% (+193.3K)	All Managers (Combined)	$183.8M	0.6% ($183.8M/$30.6B)	QoQ +17.30% (+$27.1M) YoY +16.93% (+$26.6M)
NETFLIX INC(NFLXcusip64110L106)	196.7K	QoQ -9.35% (-20.3K) YoY -25.72% (-68.1K)	All Managers (Combined)	$183.4M	0.6% ($183.4M/$30.6B)	QoQ -5.16% (-$10.0M) YoY +14.03% (-$22.6M)
ELI LILLY & Co(LLYcusip532457108)	212.5K	QoQ +9.83% (+19.0K) YoY +68.81% (+86.6K)	All Managers (Combined)	$175.5M	0.6% ($175.5M/$30.6B)	QoQ +17.50% (+$26.2M) YoY +79.21% (+$77.6M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	176.7K	QoQ -0.02% (-52) YoY -14.10% (-29.0K)	All Managers (Combined)	$167.1M	0.5% ($167.1M/$30.6B)	QoQ +3.19% (-$5.2M) YoY +10.89% (-$16.4M)
(IWBcusip464287622)	492.6K	QoQ -1.82% (-9.2K) YoY -9.54% (-51.9K)	All Managers (Combined)	$151.1M	0.5% ($151.1M/$30.6B)	QoQ -6.52% (-$10.6M) YoY -3.66% (-$5.7M)
ECOLAB INC.(ECLcusip278865100)	584.9K	QoQ +1.35% (+7.8K) YoY +4.03% (+22.7K)	All Managers (Combined)	$148.3M	0.5% ($148.3M/$30.6B)	QoQ +9.65% (+$13.1M) YoY +14.22% (+$18.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	869.7K	QoQ +2.10% (+17.9K) YoY -20.40% (-222.9K)	All Managers (Combined)	$148.2M	0.5% ($148.2M/$30.6B)	QoQ +3.78% (+$5.4M) YoY -16.39% (-$29.1M)
Tesla, Inc.(TSLAcusip88160R101)	569.1K	QoQ -32.46% (-273.5K) YoY -24.88% (-188.5K)	All Managers (Combined)	$147.5M	0.5% ($147.5M/$30.6B)	QoQ -56.65% (-$192.8M) YoY +10.74% (-$14.3M)
Duke Energy CORP(DUKcusip26441C204)	1.2M	QoQ +3.22% (+37.4K) YoY +9.76% (+106.4K)	All Managers (Combined)	$145.9M	0.5% ($145.9M/$30.6B)	QoQ +16.86% (+$21.1M) YoY +38.43% (+$40.5M)
JOHNSON & JOHNSON(JNJcusip478160104)	844.2K	QoQ +15.44% (+112.9K) YoY -3.69% (-32.4K)	All Managers (Combined)	$140.0M	0.5% ($140.0M/$30.6B)	QoQ +32.37% (+$34.2M) YoY +0.96% (-$1.3M)