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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CARDINAL HEALTH INC

CAH|14149Y108

Shares:2.2K

Value:$296.6K

% of Portfolio:0.0% ($296.6K/$30.6B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.6K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$30.6B)

46434V621

DGRO|46434V621

Shares:4.8K

Value:$293.6K

% of Portfolio:0.0% ($293.6K/$30.6B)

Smurfit Westrock plc

SW|G8267P108

Shares:6.5K

Value:$291.3K

% of Portfolio:0.0% ($291.3K/$30.6B)

DOVER Corp

DOV|260003108

Shares:1.7K

Value:$290.2K

% of Portfolio:0.0% ($290.2K/$30.6B)

M&T BANK CORP

MTB|55261F104

Shares:1.6K

Value:$288.3K

% of Portfolio:0.0% ($288.3K/$30.6B)

464287663

IUSV|464287663

Shares:3.1K

Value:$287.3K

% of Portfolio:0.0% ($287.3K/$30.6B)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:4.5K

Value:$284.0K

% of Portfolio:0.0% ($284.0K/$30.6B)

78464A763

SDY|78464A763

Shares:2.1K

Value:$283.2K

% of Portfolio:0.0% ($283.2K/$30.6B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:486

Value:$282.3K

% of Portfolio:0.0% ($282.3K/$30.6B)

81369Y308

Shares:3.4K

Value:$278.4K

% of Portfolio:0.0% ($278.4K/$30.6B)

UNILEVER PLC

UL|904767704

Shares:4.6K

Value:$276.7K

% of Portfolio:0.0% ($276.7K/$30.6B)

46138E354

Shares:3.7K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$30.6B)

81369Y407

Shares:1.4K

Value:$273.5K

% of Portfolio:0.0% ($273.5K/$30.6B)

HP INC

HPQ|40434L105

Shares:9.9K

Value:$272.9K

% of Portfolio:0.0% ($272.9K/$30.6B)

PORTLAND GENERAL ELECTRIC CO /OR/

POR|736508847

Shares:6.1K

Value:$271.5K

% of Portfolio:0.0% ($271.5K/$30.6B)

Ark 21Shares Bitcoin ETF

ARKB|040919102

Shares:3.3K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$30.6B)

46429B697

USMV|46429B697

Shares:2.9K

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$30.6B)

COPART INC

CPRT|217204106

Shares:4.8K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$30.6B)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:1.3K

Value:$269.2K

% of Portfolio:0.0% ($269.2K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARDINAL HEALTH INC(CAHcusip14149Y108)	2.2K	QoQ +7.00% (+141) YoY -25.65% (-743)	All Managers (Combined)	$296.6K	0.0% ($296.6K/$30.6B)	QoQ +24.65% (+$58.7K) YoY -8.46% (-$27.4K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.6K	QoQ +1.13% (-18) YoY +30.98% (-379)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$30.6B)	QoQ -16.01% (-$56.1K) YoY -11.54% (-$38.4K)
(DGROcusip46434V621)	4.8K	QoQ -15.77% (-890) YoY NEW(+4.8K)	All Managers (Combined)	$293.6K	0.0% ($293.6K/$30.6B)	QoQ -15.16% (-$52.5K) YoY NEW(+$293.6K)
Smurfit Westrock plc(SWcusipG8267P108)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$291.3K	0.0% ($291.3K/$30.6B)	QoQ NEW(+$291.3K) YoY NEW(+$291.3K)
DOVER Corp(DOVcusip260003108)	1.7K	QoQ -10.65% (-197) YoY -16.26% (-321)	All Managers (Combined)	$290.2K	0.0% ($290.2K/$30.6B)	QoQ -16.33% (-$56.6K) YoY -16.98% (-$59.4K)
M&T BANK CORP(MTBcusip55261F104)	1.6K	QoQ +0.43% (-7) YoY +2.28% (+36)	All Managers (Combined)	$288.3K	0.0% ($288.3K/$30.6B)	QoQ -4.51% (-$13.6K) YoY +25.70% (+$59.0K)
(IUSVcusip464287663)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$287.3K	0.0% ($287.3K/$30.6B)	QoQ NEW(+$287.3K) YoY NEW(+$287.3K)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	4.5K	QoQ -22.02% (-1.3K) YoY -24.16% (-1.4K)	All Managers (Combined)	$284.0K	0.0% ($284.0K/$30.6B)	QoQ +4.06% (-$11.1K) YoY +18.95% (-$45.2K)
(SDYcusip78464A763)	2.1K	QoQ +7.46% (+145) YoY -46.03% (-1.8K)	All Managers (Combined)	$283.2K	0.0% ($283.2K/$30.6B)	QoQ +10.37% (+$26.6K) YoY -44.20% (-$224.3K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	486	QoQ -4.51% (-23) YoY -44.26% (-386)	All Managers (Combined)	$282.3K	0.0% ($282.3K/$30.6B)	QoQ -3.80% (-$11.2K) YoY -23.84% (-$88.4K)
(cusip81369Y308)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$278.4K	0.0% ($278.4K/$30.6B)	QoQ NEW(+$278.4K) YoY NEW(+$278.4K)
UNILEVER PLC(ULcusip904767704)	4.6K	QoQ +3.45% (+155) YoY -40.33% (-3.1K)	All Managers (Combined)	$276.7K	0.0% ($276.7K/$30.6B)	QoQ +8.65% (+$22.0K) YoY -29.20% (-$114.2K)
(cusip46138E354)✕	3.7K	QoQ -2.80% (-107) YoY NEW(+3.7K)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$30.6B)	QoQ +3.74% (-$10.0K) YoY NEW(+$276.6K)
(cusip81369Y407)✕	1.4K	QoQ -14.13% (-228) YoY -32.04% (-653)	All Managers (Combined)	$273.5K	0.0% ($273.5K/$30.6B)	QoQ -24.42% (-$88.4K) YoY -27.02% (-$101.3K)
HP INC(HPQcusip40434L105)	9.9K	QoQ +1.86% (-180) YoY -14.00% (-1.6K)	All Managers (Combined)	$272.9K	0.0% ($272.9K/$30.6B)	QoQ -13.56% (-$42.8K) YoY -21.20% (-$73.4K)
PORTLAND GENERAL ELECTRIC CO /OR/(PORcusip736508847)	6.1K	QoQ -99.05% (-637.5K) YoY -99.06% (-646.7K)	All Managers (Combined)	$271.5K	0.0% ($271.5K/$30.6B)	QoQ -99.03% (-$27.8M) YoY -99.00% (-$27.1M)
Ark 21Shares Bitcoin ETF(ARKBcusip040919102)	3.3K	QoQ -33.08% (-1.6K) YoY -3.52% (-120)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$30.6B)	QoQ -41.02% (-$187.7K) YoY +11.72% (-$28.3K)
(USMVcusip46429B697)	2.9K	QoQ -17.13% (-595) YoY -34.02% (-1.5K)	All Managers (Combined)	$269.6K	0.0% ($269.6K/$30.6B)	QoQ -12.58% (-$38.8K) YoY -26.06% (-$95.0K)
COPART INC(CPRTcusip217204106)	4.8K	QoQ +17.67% (+715) YoY +8.99% (+393)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$30.6B)	QoQ +16.03% (+$37.2K) YoY +6.49% (+$16.4K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$269.2K	0.0% ($269.2K/$30.6B)	QoQ NEW(+$269.2K) YoY NEW(+$269.2K)