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 4 of 25

Sort by:

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:2.1M

Value:$93.5M

% of Portfolio:0.3% ($93.5M/$30.6B)

Baker Hughes Co

BKR|05722G100

Shares:2.1M

Value:$93.2M

% of Portfolio:0.3% ($93.2M/$30.6B)

NEWMONT Corp /DE/

NEM|651639106

Shares:1.9M

Value:$89.9M

% of Portfolio:0.3% ($89.9M/$30.6B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:356.9K

Value:$88.5M

% of Portfolio:0.3% ($88.5M/$30.6B)

PPL Corp

PPL|69351T106

Shares:2.4M

Value:$87.9M

% of Portfolio:0.3% ($87.9M/$30.6B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:798.2K

Value:$87.2M

% of Portfolio:0.3% ($87.2M/$30.6B)

46138E461

Shares:1.5M

Value:$86.5M

% of Portfolio:0.3% ($86.5M/$30.6B)

COCA COLA CO

KO|191216100

Shares:1.2M

Value:$85.0M

% of Portfolio:0.3% ($85.0M/$30.6B)

Evergy, Inc.

EVRG|30034W106

Shares:1.2M

Value:$84.6M

% of Portfolio:0.3% ($84.6M/$30.6B)

CATERPILLAR INC

CAT|149123101

Shares:256.4K

Value:$84.6M

% of Portfolio:0.3% ($84.6M/$30.6B)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:904.2K

Value:$84.5M

% of Portfolio:0.3% ($84.5M/$30.6B)

46435G425

ESGU|46435G425

Shares:692.9K

Value:$84.5M

% of Portfolio:0.3% ($84.5M/$30.6B)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:878.3K

Value:$83.7M

% of Portfolio:0.3% ($83.7M/$30.6B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:152.3K

Value:$83.2M

% of Portfolio:0.3% ($83.2M/$30.6B)

SYSCO CORP

SYY|871829107

Shares:1.1M

Value:$82.5M

% of Portfolio:0.3% ($82.5M/$30.6B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:2.0M

Value:$82.0M

% of Portfolio:0.3% ($82.0M/$30.6B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:1.6M

Value:$81.6M

% of Portfolio:0.3% ($81.6M/$30.6B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:387.8K

Value:$81.2M

% of Portfolio:0.3% ($81.2M/$30.6B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:2.8M

Value:$78.5M

% of Portfolio:0.3% ($78.5M/$30.6B)

Monster Beverage Corp

MNST|61174X109

Shares:1.3M

Value:$78.4M

% of Portfolio:0.3% ($78.4M/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	2.1M	QoQ +0.09% (+1.9K) YoY -26.94% (-760.0K)	All Managers (Combined)	$93.5M	0.3% ($93.5M/$30.6B)	QoQ +13.53% (+$11.1M) YoY -21.02% (-$24.9M)
Baker Hughes Co(BKRcusip05722G100)	2.1M	QoQ +0.45% (+9.5K) YoY +5.81% (+116.5K)	All Managers (Combined)	$93.2M	0.3% ($93.2M/$30.6B)	QoQ +7.62% (+$6.6M) YoY +38.82% (+$26.1M)
NEWMONT Corp /DE/(NEMcusip651639106)	1.9M	QoQ +2.69% (+48.8K) YoY +7.51% (+130.2K)	All Managers (Combined)	$89.9M	0.3% ($89.9M/$30.6B)	QoQ +33.20% (+$22.4M) YoY +44.83% (+$27.8M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	356.9K	QoQ +3.11% (+10.8K) YoY +10.50% (+33.9K)	All Managers (Combined)	$88.5M	0.3% ($88.5M/$30.6B)	QoQ +0.85% (+$754.5K) YoY +2.13% (+$1.9M)
PPL Corp(PPLcusip69351T106)	2.4M	QoQ +2.55% (+60.6K) YoY +11.12% (+243.5K)	All Managers (Combined)	$87.9M	0.3% ($87.9M/$30.6B)	QoQ +14.08% (+$10.8M) YoY +45.75% (+$27.6M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	798.2K	QoQ +3.45% (+26.7K) YoY +31.78% (+192.5K)	All Managers (Combined)	$87.2M	0.3% ($87.2M/$30.6B)	QoQ +22.56% (+$16.1M) YoY +67.24% (+$35.1M)
(cusip46138E461)✕	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$86.5M	0.3% ($86.5M/$30.6B)	QoQ NEW(+$86.5M) YoY NEW(+$86.5M)
COCA COLA CO(KOcusip191216100)	1.2M	QoQ +3.63% (+41.6K) YoY +11.08% (+118.4K)	All Managers (Combined)	$85.0M	0.3% ($85.0M/$30.6B)	QoQ +19.21% (+$13.7M) YoY +30.04% (+$19.6M)
Evergy, Inc.(EVRGcusip30034W106)	1.2M	QoQ +2.87% (+34.3K) YoY +14.98% (+159.9K)	All Managers (Combined)	$84.6M	0.3% ($84.6M/$30.6B)	QoQ +15.24% (+$11.2M) YoY +48.52% (+$27.6M)
CATERPILLAR INC(CATcusip149123101)	256.4K	QoQ +0.41% (-1.1K) YoY +1.02% (-2.6K)	All Managers (Combined)	$84.6M	0.3% ($84.6M/$30.6B)	QoQ -8.71% (-$8.1M) YoY -9.07% (-$8.4M)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	904.2K	QoQ +16.96% (+131.2K) YoY -28.46% (-359.9K)	All Managers (Combined)	$84.5M	0.3% ($84.5M/$30.6B)	QoQ +19.95% (+$14.1M) YoY -37.23% (-$50.1M)
(ESGUcusip46435G425)	692.9K	QoQ -7.42% (-55.6K) YoY -12.60% (-99.9K)	All Managers (Combined)	$84.5M	0.3% ($84.5M/$30.6B)	QoQ -12.39% (-$11.9M) YoY -7.31% (-$6.7M)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	878.3K	QoQ +0.58% (+5.1K) YoY -6.54% (-61.5K)	All Managers (Combined)	$83.7M	0.3% ($83.7M/$30.6B)	QoQ +13.02% (+$9.6M) YoY +19.11% (-$13.4M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	152.3K	QoQ -39.17% (-98.1K) YoY -39.44% (-99.2K)	All Managers (Combined)	$83.2M	0.3% ($83.2M/$30.6B)	QoQ -41.97% (-$60.2M) YoY -20.79% (-$21.8M)
SYSCO CORP(SYYcusip871829107)	1.1M	QoQ +4.29% (+45.3K) YoY +14.04% (+135.5K)	All Managers (Combined)	$82.5M	0.3% ($82.5M/$30.6B)	QoQ +2.35% (+$1.9M) YoY +5.42% (+$4.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	2.0M	QoQ -9.61% (-209.0K) YoY -45.34% (-1.6M)	All Managers (Combined)	$82.0M	0.3% ($82.0M/$30.6B)	QoQ -14.18% (-$13.5M) YoY -39.85% (-$54.3M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	1.6M	QoQ -3.12% (-52.3K) YoY +3615.86% (-1.6M)	All Managers (Combined)	$81.6M	0.3% ($81.6M/$30.6B)	QoQ -19.33% (-$19.5M) YoY -35.81% (-$45.5M)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	387.8K	QoQ +4.71% (+17.5K) YoY +10.86% (+38.0K)	All Managers (Combined)	$81.2M	0.3% ($81.2M/$30.6B)	QoQ +4.23% (+$3.3M) YoY +8.89% (+$6.6M)
KINDER MORGAN, INC.(KMIcusip49456B101)	2.8M	QoQ -27.37% (-1.0M) YoY -26.29% (-982.2K)	All Managers (Combined)	$78.5M	0.3% ($78.5M/$30.6B)	QoQ -24.37% (-$25.3M) YoY +14.65% (-$10.0M)
Monster Beverage Corp(MNSTcusip61174X109)	1.3M	QoQ +6.17% (+77.9K) YoY +21.95% (+241.2K)	All Managers (Combined)	$78.4M	0.3% ($78.4M/$30.6B)	QoQ +18.21% (+$12.1M) YoY +20.38% (+$13.3M)