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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STARBUCKS CORP

SBUX|855244109

Shares:1.4M

Value:$136.5M

% of Portfolio:0.4% ($136.5M/$30.6B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:1.9M

Value:$136.3M

% of Portfolio:0.4% ($136.3M/$30.6B)

Walt Disney Co

DIS|254687106

Shares:1.4M

Value:$135.7M

% of Portfolio:0.4% ($135.7M/$30.6B)

SOUTHERN CO

SO|842587107

Shares:1.4M

Value:$132.3M

% of Portfolio:0.4% ($132.3M/$30.6B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:251.9K

Value:$131.9M

% of Portfolio:0.4% ($131.9M/$30.6B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:443.8K

Value:$130.9M

% of Portfolio:0.4% ($130.9M/$30.6B)

CHEVRON CORP

CVX|166764100

Shares:747.8K

Value:$125.1M

% of Portfolio:0.4% ($125.1M/$30.6B)

ABBOTT LABORATORIES

ABT|002824100

Shares:916.1K

Value:$121.5M

% of Portfolio:0.4% ($121.5M/$30.6B)

HOME DEPOT, INC.

HD|437076102

Shares:323.4K

Value:$118.5M

% of Portfolio:0.4% ($118.5M/$30.6B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:332.6K

Value:$116.1M

% of Portfolio:0.4% ($116.1M/$30.6B)

LINDE PLC

LIN|G54950103

Shares:248.7K

Value:$115.8M

% of Portfolio:0.4% ($115.8M/$30.6B)

AT&T INC.

T|00206R102

Shares:4.0M

Value:$114.1M

% of Portfolio:0.4% ($114.1M/$30.6B)

PFIZER INC

PFE|717081103

Shares:4.4M

Value:$112.0M

% of Portfolio:0.4% ($112.0M/$30.6B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:972.0K

Value:$106.9M

% of Portfolio:0.3% ($106.9M/$30.6B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:453.5K

Value:$105.0M

% of Portfolio:0.3% ($105.0M/$30.6B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:489.8K

Value:$103.7M

% of Portfolio:0.3% ($103.7M/$30.6B)

AbbVie Inc.

ABBV|00287Y109

Shares:474.0K

Value:$99.3M

% of Portfolio:0.3% ($99.3M/$30.6B)

Fortinet, Inc.

FTNT|34959E109

Shares:1.0M

Value:$98.1M

% of Portfolio:0.3% ($98.1M/$30.6B)

AMGEN INC

AMGN|031162100

Shares:314.5K

Value:$98.0M

% of Portfolio:0.3% ($98.0M/$30.6B)

Salesforce, Inc.

CRM|79466L302

Shares:363.6K

Value:$97.6M

% of Portfolio:0.3% ($97.6M/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	1.4M	QoQ +1.35% (+18.7K) YoY +28.64% (+309.8K)	All Managers (Combined)	$136.5M	0.4% ($136.5M/$30.6B)	QoQ +8.95% (+$11.2M) YoY +38.07% (+$37.6M)
NEXTERA ENERGY INC(NEEcusip65339F101)	1.9M	QoQ +5.45% (+99.5K) YoY +12.87% (+219.3K)	All Managers (Combined)	$136.3M	0.4% ($136.3M/$30.6B)	QoQ +4.27% (+$5.6M) YoY +25.20% (+$27.4M)
Walt Disney Co(DIScusip254687106)	1.4M	QoQ +1.09% (-14.9K) YoY +9.00% (-113.5K)	All Managers (Combined)	$135.7M	0.4% ($135.7M/$30.6B)	QoQ -10.39% (-$15.7M) YoY -12.07% (-$18.6M)
SOUTHERN CO(SOcusip842587107)	1.4M	QoQ +2.66% (+37.4K) YoY +8.17% (+108.8K)	All Managers (Combined)	$132.3M	0.4% ($132.3M/$30.6B)	QoQ +14.67% (+$16.9M) YoY +38.65% (+$36.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	251.9K	QoQ +6.77% (+16.0K) YoY +11.68% (+26.4K)	All Managers (Combined)	$131.9M	0.4% ($131.9M/$30.6B)	QoQ +10.55% (+$12.6M) YoY +18.24% (+$20.4M)
Air Products & Chemicals, Inc.(APDcusip009158106)	443.8K	QoQ +2.26% (+9.8K) YoY +12.21% (+48.3K)	All Managers (Combined)	$130.9M	0.4% ($130.9M/$30.6B)	QoQ +3.98% (+$5.0M) YoY +36.60% (+$35.1M)
CHEVRON CORP(CVXcusip166764100)	747.8K	QoQ +3.43% (+24.8K) YoY -9.15% (-75.4K)	All Managers (Combined)	$125.1M	0.4% ($125.1M/$30.6B)	QoQ +19.46% (+$20.4M) YoY -3.65% (-$4.7M)
ABBOTT LABORATORIES(ABTcusip002824100)	916.1K	QoQ -0.12% (-1.1K) YoY -0.12% (-1.1K)	All Managers (Combined)	$121.5M	0.4% ($121.5M/$30.6B)	QoQ +17.13% (-$17.8M) YoY +16.56% (-$17.3M)
HOME DEPOT, INC.(HDcusip437076102)	323.4K	QoQ +1.36% (-4.4K) YoY +0.77% (-2.5K)	All Managers (Combined)	$118.5M	0.4% ($118.5M/$30.6B)	QoQ -4.49% (-$5.6M) YoY -3.71% (-$4.6M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	332.6K	QoQ +2.98% (+9.6K) YoY -1.48% (-5.0K)	All Managers (Combined)	$116.1M	0.4% ($116.1M/$30.6B)	QoQ +5.78% (+$6.4M) YoY -0.95% (-$1.1M)
LINDE PLC(LINcusipG54950103)	248.7K	QoQ +39.33% (+70.2K) YoY +44716.57% (+248.2K)	All Managers (Combined)	$115.8M	0.4% ($115.8M/$30.6B)	QoQ +54.96% (+$41.1M) YoY +44843.84% (+$115.6M)
AT&T INC.(Tcusip00206R102)	4.0M	QoQ -12.25% (-563.4K) YoY -8.49% (-374.3K)	All Managers (Combined)	$114.1M	0.4% ($114.1M/$30.6B)	QoQ +8.97% (-$9.4M) YoY +47.03% (-$36.5M)
PFIZER INC(PFEcusip717081103)	4.4M	QoQ +14.70% (+566.4K) YoY +18.23% (+681.4K)	All Managers (Combined)	$112.0M	0.4% ($112.0M/$30.6B)	QoQ +9.55% (+$9.8M) YoY +7.96% (+$8.3M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	972.0K	QoQ +18.27% (+150.2K) YoY +45.97% (+306.1K)	All Managers (Combined)	$106.9M	0.3% ($106.9M/$30.6B)	QoQ +3.16% (+$3.3M) YoY +8.02% (+$7.9M)
WASTE MANAGEMENT INC(WMcusip94106L109)	453.5K	QoQ +1.57% (+7.0K) YoY +4.47% (+19.4K)	All Managers (Combined)	$105.0M	0.3% ($105.0M/$30.6B)	QoQ +16.53% (+$14.9M) YoY +13.47% (+$12.5M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	489.8K	QoQ +1.33% (-6.5K) YoY -7.01% (-36.9K)	All Managers (Combined)	$103.7M	0.3% ($103.7M/$30.6B)	QoQ -5.00% (-$5.5M) YoY -4.06% (-$4.4M)
AbbVie Inc.(ABBVcusip00287Y109)	474.0K	QoQ +5.89% (+26.4K) YoY -21.99% (-133.6K)	All Managers (Combined)	$99.3M	0.3% ($99.3M/$30.6B)	QoQ +24.85% (+$19.8M) YoY -10.24% (-$11.3M)
Fortinet, Inc.(FTNTcusip34959E109)	1.0M	QoQ -0.36% (-3.8K) YoY +8.30% (+78.1K)	All Managers (Combined)	$98.1M	0.3% ($98.1M/$30.6B)	QoQ +1.50% (-$1.5M) YoY +52.62% (+$33.8M)
AMGEN INC(AMGNcusip031162100)	314.5K	QoQ +3.64% (+11.1K) YoY -24.78% (-103.6K)	All Managers (Combined)	$98.0M	0.3% ($98.0M/$30.6B)	QoQ +23.89% (+$18.9M) YoY -17.58% (-$20.9M)
Salesforce, Inc.(CRMcusip79466L302)	363.6K	QoQ -1.05% (-3.9K) YoY -24.75% (-119.6K)	All Managers (Combined)	$97.6M	0.3% ($97.6M/$30.6B)	QoQ -20.58% (-$25.3M) YoY -32.95% (-$47.9M)