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 24 of 25

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UBS Group AG

UBS|H42097107

Shares:7.3K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$30.6B)

Energy Transfer LP

ET|29273V100

Shares:12.0K

Value:$223.4K

% of Portfolio:0.0% ($223.4K/$30.6B)

808524409

Shares:8.4K

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$30.6B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:457

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$30.6B)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.2K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$30.6B)

808524862

Shares:9.0K

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$30.6B)

464287705

IJJ|464287705

Shares:1.8K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$30.6B)

337345102

Shares:1.3K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$30.6B)

922042742

VT|922042742

Shares:1.9K

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$30.6B)

464287754

Shares:1.7K

Value:$218.7K

% of Portfolio:0.0% ($218.7K/$30.6B)

HELIOS TECHNOLOGIES, INC.

HLIO|42328H109

Shares:6.8K

Value:$217.1K

% of Portfolio:0.0% ($217.1K/$30.6B)

46137V597

Shares:5.7K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$30.6B)

03073E105

Shares:777

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$30.6B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.6K

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$30.6B)

67092P300

Shares:5.3K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$30.6B)

Parker-Hannifin Corp

PH|701094104

Shares:350

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$30.6B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:1.4K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$30.6B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:2.2K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$30.6B)

ROYAL BANK OF CANADA

RY|780087102

Shares:1.9K

Value:$210.2K

% of Portfolio:0.0% ($210.2K/$30.6B)

Workday, Inc.

WDAY|98138H101

Shares:900

Value:$210.2K

% of Portfolio:0.0% ($210.2K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UBS Group AG(UBScusipH42097107)	7.3K	QoQ +6.65% (+456) YoY +6.70% (+459)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$30.6B)	QoQ +7.74% (+$16.1K) YoY +6.38% (+$13.4K)
Energy Transfer LP(ETcusip29273V100)	12.0K	QoQ +14.69% (+1.5K) YoY NEW(+12.0K)	All Managers (Combined)	$223.4K	0.0% ($223.4K/$30.6B)	QoQ +8.83% (+$18.1K) YoY NEW(+$223.4K)
(cusip808524409)✕	8.4K	QoQ -44.73% (-6.8K) YoY +115.37% (-4.5K)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$30.6B)	QoQ -43.65% (-$172.5K) YoY -24.65% (-$72.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	457	QoQ -1.72% (-8) YoY NEW(+457)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$30.6B)	QoQ -10.63% (-$26.3K) YoY NEW(+$221.2K)
Mondelez International, Inc.(MDLZcusip609207105)	3.2K	QoQ NEW(+3.2K) YoY -1.72% (-57)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$30.6B)	QoQ NEW(+$220.4K) YoY -4.74% (-$11.0K)
(cusip808524862)✕	9.0K	QoQ -0.39% (-36) YoY +9.97% (-821)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$30.6B)	QoQ +0.76% (-$1.7K) YoY -44.47% (-$176.4K)
(IJJcusip464287705)	1.8K	QoQ -24.55% (-599) YoY -48.02% (-1.7K)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$30.6B)	QoQ -27.72% (-$84.5K) YoY -47.39% (-$198.4K)
(cusip337345102)✕	1.3K	QoQ -23.99% (-400) YoY NEW(+1.3K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$30.6B)	QoQ -29.93% (-$94.0K) YoY NEW(+$219.9K)
(VTcusip922042742)	1.9K	QoQ -16.52% (-374) YoY NEW(+1.9K)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$30.6B)	QoQ -17.61% (-$46.8K) YoY NEW(+$219.0K)
(cusip464287754)✕	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$218.7K	0.0% ($218.7K/$30.6B)	QoQ -2.50% (-$5.6K) YoY NEW(+$218.7K)
HELIOS TECHNOLOGIES, INC.(HLIOcusip42328H109)	6.8K	QoQ 0.00% (-0) YoY +10.00% (-615)	All Managers (Combined)	$217.1K	0.0% ($217.1K/$30.6B)	QoQ -28.11% (-$84.9K) YoY -21.01% (-$57.8K)
(cusip46137V597)✕	5.7K	QoQ +1.13% (-64) YoY -22.75% (-1.7K)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$30.6B)	QoQ -7.98% (-$18.8K) YoY -25.54% (-$74.3K)
(cusip03073E105)✕	777	QoQ -21.83% (-217) YoY -19.97% (-194)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$30.6B)	QoQ -3.24% (-$7.3K) YoY -8.42% (-$19.9K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$30.6B)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
(cusip67092P300)✕	5.3K	QoQ -0.63% (-34) YoY 0.00% (+0)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$30.6B)	QoQ +2.18% (-$4.6K) YoY +4.19% (+$8.6K)
Parker-Hannifin Corp(PHcusip701094104)	350	QoQ -13.58% (-55) YoY -24.24% (-112)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$30.6B)	QoQ -17.40% (-$44.8K) YoY -17.14% (-$44.0K)
Keysight Technologies, Inc.(KEYScusip49338L103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$211.3K	0.0% ($211.3K/$30.6B)	QoQ NEW(+$211.3K) YoY NEW(+$211.3K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	2.2K	QoQ -0.32% (-7) YoY 0.00% (-0)	All Managers (Combined)	$211.3K	0.0% ($211.3K/$30.6B)	QoQ -4.29% (-$9.5K) YoY -26.00% (-$74.3K)
ROYAL BANK OF CANADA(RYcusip780087102)	1.9K	QoQ -6.28% (-125) YoY -22.09% (-529)	All Managers (Combined)	$210.2K	0.0% ($210.2K/$30.6B)	QoQ -12.33% (-$29.6K) YoY -12.95% (-$31.3K)
Workday, Inc.(WDAYcusip98138H101)	900	QoQ +11.11% (+90) YoY -44.06% (-709)	All Managers (Combined)	$210.2K	0.0% ($210.2K/$30.6B)	QoQ +0.56% (+$1.2K) YoY -52.10% (-$228.7K)