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 5 of 25

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T-Mobile US, Inc.

TMUS|872590104

Shares:292.5K

Value:$78.0M

% of Portfolio:0.3% ($78.0M/$30.6B)

COMCAST CORP

CMCSA|20030N101

Shares:2.1M

Value:$77.7M

% of Portfolio:0.3% ($77.7M/$30.6B)

SEMPRA

SRE|816851109

Shares:1.1M

Value:$77.1M

% of Portfolio:0.3% ($77.1M/$30.6B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:271.9K

Value:$76.9M

% of Portfolio:0.3% ($76.9M/$30.6B)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:865.4K

Value:$76.3M

% of Portfolio:0.2% ($76.3M/$30.6B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:1.0M

Value:$75.4M

% of Portfolio:0.2% ($75.4M/$30.6B)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:926.7K

Value:$74.3M

% of Portfolio:0.2% ($74.3M/$30.6B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:447.7K

Value:$74.1M

% of Portfolio:0.2% ($74.1M/$30.6B)

CONOCOPHILLIPS

COP|20825C104

Shares:705.8K

Value:$74.1M

% of Portfolio:0.2% ($74.1M/$30.6B)

MASCO CORP /DE/

MAS|574599106

Shares:1.0M

Value:$72.2M

% of Portfolio:0.2% ($72.2M/$30.6B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:544.7K

Value:$71.9M

% of Portfolio:0.2% ($71.9M/$30.6B)

EVERSOURCE ENERGY

ES|30040W108

Shares:1.2M

Value:$71.6M

% of Portfolio:0.2% ($71.6M/$30.6B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:239.1K

Value:$71.2M

% of Portfolio:0.2% ($71.2M/$30.6B)

NUCOR CORP

NUE|670346105

Shares:587.0K

Value:$70.6M

% of Portfolio:0.2% ($70.6M/$30.6B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:1.5M

Value:$69.9M

% of Portfolio:0.2% ($69.9M/$30.6B)

Kraft Heinz Co

KHC|500754106

Shares:2.2M

Value:$68.4M

% of Portfolio:0.2% ($68.4M/$30.6B)

Uber Technologies, Inc

UBER|90353T100

Shares:933.2K

Value:$68.0M

% of Portfolio:0.2% ($68.0M/$30.6B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:1.7M

Value:$66.6M

% of Portfolio:0.2% ($66.6M/$30.6B)

Edwards Lifesciences Corp

EW|28176E108

Shares:915.2K

Value:$66.3M

% of Portfolio:0.2% ($66.3M/$30.6B)

BOEING CO

BA|097023105

Shares:381.6K

Value:$65.1M

% of Portfolio:0.2% ($65.1M/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
T-Mobile US, Inc.(TMUScusip872590104)	292.5K	QoQ +10.06% (+26.8K) YoY +10419.27% (+289.8K)	All Managers (Combined)	$78.0M	0.3% ($78.0M/$30.6B)	QoQ +32.99% (+$19.4M) YoY +17087.84% (+$77.6M)
COMCAST CORP(CMCSAcusip20030N101)	2.1M	QoQ +8.04% (+156.8K) YoY +17.95% (+320.3K)	All Managers (Combined)	$77.7M	0.3% ($77.7M/$30.6B)	QoQ +6.23% (+$4.6M) YoY +0.40% (+$311.4K)
SEMPRA(SREcusip816851109)	1.1M	QoQ +0.89% (-9.6K) YoY +8.11% (+81.1K)	All Managers (Combined)	$77.1M	0.3% ($77.1M/$30.6B)	QoQ -17.91% (-$16.8M) YoY +7.41% (+$5.3M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	271.9K	QoQ +12.47% (+30.1K) YoY +26140.92% (+270.8K)	All Managers (Combined)	$76.9M	0.3% ($76.9M/$30.6B)	QoQ +32.84% (+$19.0M) YoY +35807.71% (+$76.7M)
EASTMAN CHEMICAL CO(EMNcusip277432100)	865.4K	QoQ -1.26% (-11.1K) YoY +4.48% (-37.1K)	All Managers (Combined)	$76.3M	0.2% ($76.3M/$30.6B)	QoQ -4.73% (-$3.8M) YoY -8.14% (-$6.8M)
DuPont de Nemours, Inc.(DDcusip26614N102)	1.0M	QoQ +3.26% (+31.9K) YoY -18.51% (-229.4K)	All Managers (Combined)	$75.4M	0.2% ($75.4M/$30.6B)	QoQ +1.14% (+$850.7K) YoY -20.63% (-$19.6M)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	926.7K	QoQ -3.45% (-33.1K) YoY +2.17% (+19.8K)	All Managers (Combined)	$74.3M	0.2% ($74.3M/$30.6B)	QoQ -2.99% (-$2.3M) YoY +10.42% (+$7.0M)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	447.7K	QoQ -33.87% (-229.3K) YoY -34.09% (-231.6K)	All Managers (Combined)	$74.1M	0.2% ($74.1M/$30.6B)	QoQ -38.01% (-$45.5M) YoY -2.30% (-$1.8M)
CONOCOPHILLIPS(COPcusip20825C104)	705.8K	QoQ +65.09% (+278.3K) YoY +12914.53% (+700.4K)	All Managers (Combined)	$74.1M	0.2% ($74.1M/$30.6B)	QoQ +74.82% (+$31.7M) YoY +10638.43% (+$73.4M)
MASCO CORP /DE/(MAScusip574599106)	1.0M	QoQ +2.25% (-22.9K) YoY +6.18% (-60.5K)	All Managers (Combined)	$72.2M	0.2% ($72.2M/$30.6B)	QoQ -2.01% (-$1.5M) YoY -6.38% (-$4.9M)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	544.7K	QoQ +7.03% (+35.8K) YoY +12.16% (-59.1K)	All Managers (Combined)	$71.9M	0.2% ($71.9M/$30.6B)	QoQ +15.31% (+$9.6M) YoY -13.21% (-$11.0M)
EVERSOURCE ENERGY(EScusip30040W108)	1.2M	QoQ +4.60% (+50.8K) YoY +4.55% (+50.3K)	All Managers (Combined)	$71.6M	0.2% ($71.6M/$30.6B)	QoQ +13.13% (+$8.3M) YoY +8.64% (+$5.7M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	239.1K	QoQ +2.63% (+6.1K) YoY +25422.19% (+238.2K)	All Managers (Combined)	$71.2M	0.2% ($71.2M/$30.6B)	QoQ +10.90% (+$7.0M) YoY +32106.81% (+$71.0M)
NUCOR CORP(NUEcusip670346105)	587.0K	QoQ +19.74% (+96.8K) YoY +17.16% (-86.0K)	All Managers (Combined)	$70.6M	0.2% ($70.6M/$30.6B)	QoQ +23.46% (+$13.4M) YoY -28.75% (-$28.5M)
Archer-Daniels-Midland Co(ADMcusip039483102)	1.5M	QoQ +19.86% (+241.4K) YoY +37.59% (+398.0K)	All Managers (Combined)	$69.9M	0.2% ($69.9M/$30.6B)	QoQ +13.90% (+$8.5M) YoY +5.17% (+$3.4M)
Kraft Heinz Co(KHCcusip500754106)	2.2M	QoQ +10.39% (+211.7K) YoY +14.79% (-289.9K)	All Managers (Combined)	$68.4M	0.2% ($68.4M/$30.6B)	QoQ +9.38% (+$5.9M) YoY -5.33% (-$3.9M)
Uber Technologies, Inc(UBERcusip90353T100)	933.2K	QoQ +2.84% (+25.8K) YoY -24.42% (-301.6K)	All Managers (Combined)	$68.0M	0.2% ($68.0M/$30.6B)	QoQ +24.22% (+$13.3M) YoY -28.47% (-$27.1M)
Essential Utilities, Inc.(WTRGcusip29670G102)	1.7M	QoQ +1.51% (+25.2K) YoY +15.42% (+225.2K)	All Managers (Combined)	$66.6M	0.2% ($66.6M/$30.6B)	QoQ +10.48% (+$6.3M) YoY +23.15% (+$12.5M)
Edwards Lifesciences Corp(EWcusip28176E108)	915.2K	QoQ +18.00% (+139.6K) YoY +60.35% (+344.4K)	All Managers (Combined)	$66.3M	0.2% ($66.3M/$30.6B)	QoQ +15.53% (+$8.9M) YoY +21.62% (+$11.8M)
BOEING CO(BAcusip097023105)	381.6K	QoQ +12.04% (+41.0K) YoY +29.27% (+86.4K)	All Managers (Combined)	$65.1M	0.2% ($65.1M/$30.6B)	QoQ +7.96% (+$4.8M) YoY +14.24% (+$8.1M)