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 25 of 25

Sort by:

46434V878

Shares:4.1K

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$30.6B)

46429B598

Shares:4.0K

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$30.6B)

US BANCORP \DE\

USB|902973304

Shares:4.9K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$30.6B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:385

Value:$205.3K

% of Portfolio:0.0% ($205.3K/$30.6B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:1.8K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$30.6B)

TE Connectivity plc

TEL|G87052109

Shares:1.4K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$30.6B)

464287788

Shares:1.8K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$30.6B)

Lemonade, Inc.

LMND|52567D107

Shares:6.4K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$30.6B)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:21.9K

Value:$169.6K

% of Portfolio:0.0% ($169.6K/$30.6B)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:12.5K

Value:$164.7K

% of Portfolio:0.0% ($164.7K/$30.6B)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:19.0K

Value:$154.7K

% of Portfolio:0.0% ($154.7K/$30.6B)

Sonos Inc

SONO|83570H108

Shares:12.1K

Value:$129.3K

% of Portfolio:0.0% ($129.3K/$30.6B)

Navitas Semiconductor Corp

NVTS|63942X106

Shares:54.2K

Value:$111.1K

% of Portfolio:0.0% ($111.1K/$30.6B)

GRAY MEDIA, INC

GTN|389375106

Shares:11.8K

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$30.6B)

Rackspace Technology, Inc.

RXT|750102105

Shares:16.7K

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V878)✕	4.1K	QoQ -24.09% (-1.3K) YoY -32.71% (-2.0K)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$30.6B)	QoQ -23.68% (-$64.8K) YoY -32.52% (-$100.5K)
(cusip46429B598)✕	4.0K	QoQ +0.99% (-40) YoY NEW(+4.0K)	All Managers (Combined)	$208.0K	0.0% ($208.0K/$30.6B)	QoQ -1.22% (-$2.6K) YoY NEW(+$208.0K)
US BANCORP \DE\(USBcusip902973304)	4.9K	QoQ -4.22% (-216) YoY +5.99% (+277)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$30.6B)	QoQ -15.45% (-$37.8K) YoY +0.10% (+$227)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	385	QoQ -26.80% (-141) YoY -10.67% (-46)	All Managers (Combined)	$205.3K	0.0% ($205.3K/$30.6B)	QoQ -31.42% (-$94.1K) YoY -14.40% (-$34.6K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	1.8K	QoQ 0.00% (-0) YoY -12.37% (-250)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$30.6B)	QoQ -5.99% (-$13.1K) YoY -14.78% (-$35.5K)
TE Connectivity plc(TELcusipG87052109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$30.6B)	QoQ NEW(+$203.4K) YoY NEW(+$203.4K)
(cusip464287788)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$30.6B)	QoQ NEW(+$202.1K) YoY NEW(+$202.1K)
Lemonade, Inc.(LMNDcusip52567D107)	6.4K	QoQ -4.38% (-293) YoY NEW(+6.4K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$30.6B)	QoQ -18.07% (-$44.3K) YoY NEW(+$200.6K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	21.9K	QoQ +19.21% (+3.5K) YoY +36.15% (+5.8K)	All Managers (Combined)	$169.6K	0.0% ($169.6K/$30.6B)	QoQ +14.78% (+$21.8K) YoY +91.75% (+$81.2K)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	12.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$164.7K	0.0% ($164.7K/$30.6B)	QoQ -8.32% (-$15.0K) YoY +2.16% (+$3.5K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	19.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$154.7K	0.0% ($154.7K/$30.6B)	QoQ -0.36% (-$570) YoY -0.24% (-$380)
Sonos Inc(SONOcusip83570H108)	12.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$129.3K	0.0% ($129.3K/$30.6B)	QoQ -29.05% (-$53.0K) YoY -44.01% (-$101.7K)
Navitas Semiconductor Corp(NVTScusip63942X106)	54.2K	QoQ -17.38% (-11.4K) YoY -24.18% (-17.3K)	All Managers (Combined)	$111.1K	0.0% ($111.1K/$30.6B)	QoQ -52.55% (-$123.1K) YoY -67.41% (-$229.9K)
GRAY MEDIA, INC(GTNcusip389375106)	11.8K	QoQ 0.00% (+0) YoY NEW(+11.8K)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$30.6B)	QoQ +37.14% (+$13.8K) YoY NEW(+$51.1K)
Rackspace Technology, Inc.(RXTcusip750102105)	16.7K	QoQ -56.27% (-21.6K) YoY NEW(+16.7K)	All Managers (Combined)	$28.3K	0.0% ($28.3K/$30.6B)	QoQ -66.56% (-$56.3K) YoY NEW(+$28.3K)