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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COLGATE PALMOLIVE CO

CL|194162103

Shares:161.9K

Value:$15.2M

% of Portfolio:0.0% ($15.2M/$30.6B)

464287200

IVV|464287200

Shares:26.1K

Value:$14.7M

% of Portfolio:0.0% ($14.7M/$30.6B)

DOMINION ENERGY, INC

D|25746U109

Shares:254.5K

Value:$14.3M

% of Portfolio:0.0% ($14.3M/$30.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:91.7K

Value:$14.2M

% of Portfolio:0.0% ($14.2M/$30.6B)

Merck & Co., Inc.

MRK|58933Y105

Shares:155.9K

Value:$14.0M

% of Portfolio:0.0% ($14.0M/$30.6B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:58.7K

Value:$14.0M

% of Portfolio:0.0% ($14.0M/$30.6B)

DoorDash, Inc.

DASH|25809K105

Shares:74.1K

Value:$13.5M

% of Portfolio:0.0% ($13.5M/$30.6B)

DEERE & CO

DE|244199105

Shares:28.7K

Value:$13.5M

% of Portfolio:0.0% ($13.5M/$30.6B)

FULLER H B CO

FUL|359694106

Shares:237.0K

Value:$13.3M

% of Portfolio:0.0% ($13.3M/$30.6B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:166.3K

Value:$13.0M

% of Portfolio:0.0% ($13.0M/$30.6B)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:157.8K

Value:$13.0M

% of Portfolio:0.0% ($13.0M/$30.6B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:22.9K

Value:$12.8M

% of Portfolio:0.0% ($12.8M/$30.6B)

808524102

SCHB|808524102

Shares:582.0K

Value:$12.5M

% of Portfolio:0.0% ($12.5M/$30.6B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:27.0K

Value:$12.1M

% of Portfolio:0.0% ($12.1M/$30.6B)

CITIGROUP INC

C|172967424

Shares:164.4K

Value:$11.7M

% of Portfolio:0.0% ($11.7M/$30.6B)

RELIANCE, INC.

RS|759509102

Shares:39.5K

Value:$11.4M

% of Portfolio:0.0% ($11.4M/$30.6B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:102.5K

Value:$11.3M

% of Portfolio:0.0% ($11.3M/$30.6B)

KROGER CO

KR|501044101

Shares:166.0K

Value:$11.2M

% of Portfolio:0.0% ($11.2M/$30.6B)

MSCI Inc.

MSCI|55354G100

Shares:18.6K

Value:$10.5M

% of Portfolio:0.0% ($10.5M/$30.6B)

XCEL ENERGY INC

XEL|98389B100

Shares:147.3K

Value:$10.4M

% of Portfolio:0.0% ($10.4M/$30.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COLGATE PALMOLIVE CO(CLcusip194162103)	161.9K	QoQ -0.85% (-1.4K) YoY -4.97% (-8.5K)	All Managers (Combined)	$15.2M	0.0% ($15.2M/$30.6B)	QoQ +2.19% (-$325.3K) YoY -1.12% (-$173.0K)
(IVVcusip464287200)	26.1K	QoQ +5.45% (+1.4K) YoY +15.68% (+3.5K)	All Managers (Combined)	$14.7M	0.0% ($14.7M/$30.6B)	QoQ +0.66% (+$96.3K) YoY +23.64% (+$2.8M)
DOMINION ENERGY, INC(Dcusip25746U109)	254.5K	QoQ -0.15% (-405) YoY -0.06% (-160)	All Managers (Combined)	$14.3M	0.0% ($14.3M/$30.6B)	QoQ +3.93% (-$540.5K) YoY +13.91% (-$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	91.7K	QoQ -3.45% (-3.3K) YoY -1.13% (-1.1K)	All Managers (Combined)	$14.2M	0.0% ($14.2M/$30.6B)	QoQ -21.13% (-$3.8M) YoY +1.29% (-$181.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	155.9K	QoQ +10.91% (+15.3K) YoY +9.39% (-13.4K)	All Managers (Combined)	$14.0M	0.0% ($14.0M/$30.6B)	QoQ +0.08% (+$11.3K) YoY -25.58% (-$4.8M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	58.7K	QoQ -3.02% (-1.8K) YoY -4.92% (-3.0K)	All Managers (Combined)	$14.0M	0.0% ($14.0M/$30.6B)	QoQ -17.19% (-$2.9M) YoY -10.23% (-$1.6M)
DoorDash, Inc.(DASHcusip25809K105)	74.1K	QoQ +13.18% (+8.6K) YoY NEW(+74.1K)	All Managers (Combined)	$13.5M	0.0% ($13.5M/$30.6B)	QoQ +23.32% (+$2.6M) YoY NEW(+$13.5M)
DEERE & CO(DEcusip244199105)	28.7K	QoQ -4.20% (-1.3K) YoY +1013.37% (+26.1K)	All Managers (Combined)	$13.5M	0.0% ($13.5M/$30.6B)	QoQ +6.12% (-$777.4K) YoY +1172.26% (+$12.4M)
FULLER H B CO(FULcusip359694106)	237.0K	QoQ +0.64% (-1.5K) YoY +3.56% (-8.2K)	All Managers (Combined)	$13.3M	0.0% ($13.3M/$30.6B)	QoQ -16.30% (-$2.6M) YoY -27.11% (-$4.9M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	166.3K	QoQ -2.93% (-5.0K) YoY -9.45% (-17.4K)	All Managers (Combined)	$13.0M	0.0% ($13.0M/$30.6B)	QoQ +2.66% (-$337.9K) YoY -2.01% (-$267.9K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	157.8K	QoQ +2602.43% (+152.0K) YoY +3181.24% (+153.0K)	All Managers (Combined)	$13.0M	0.0% ($13.0M/$30.6B)	QoQ +2532.38% (+$12.5M) YoY +3943.82% (+$12.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	22.9K	QoQ -6.80% (-1.7K) YoY -25.28% (-7.8K)	All Managers (Combined)	$12.8M	0.0% ($12.8M/$30.6B)	QoQ -11.05% (-$1.6M) YoY -20.09% (-$3.2M)
(SCHBcusip808524102)	582.0K	QoQ -88.10% (-4.3M) YoY +195.81% (+385.2K)	All Managers (Combined)	$12.5M	0.0% ($12.5M/$30.6B)	QoQ -88.71% (-$98.5M) YoY +4.32% (+$519.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	27.0K	QoQ +47.75% (+8.7K) YoY +69.15% (+11.0K)	All Managers (Combined)	$12.1M	0.0% ($12.1M/$30.6B)	QoQ +35.82% (+$3.2M) YoY +66.12% (+$4.8M)
CITIGROUP INC(Ccusip172967424)	164.4K	QoQ -3.49% (-5.9K) YoY -8.36% (-15.0K)	All Managers (Combined)	$11.7M	0.0% ($11.7M/$30.6B)	QoQ -2.66% (-$320.0K) YoY +2.86% (-$325.0K)
RELIANCE, INC.(RScusip759509102)	39.5K	QoQ -19.25% (-9.4K) YoY -20.37% (-10.1K)	All Managers (Combined)	$11.4M	0.0% ($11.4M/$30.6B)	QoQ -13.41% (-$1.8M) YoY -31.19% (-$5.2M)
CONSOLIDATED EDISON INC(EDcusip209115104)	102.5K	QoQ -0.42% (-442) YoY -3.33% (-3.5K)	All Managers (Combined)	$11.3M	0.0% ($11.3M/$30.6B)	QoQ +23.40% (-$2.1M) YoY +17.71% (-$1.7M)
KROGER CO(KRcusip501044101)	166.0K	QoQ -0.57% (-966) YoY NEW(+166.0K)	All Managers (Combined)	$11.2M	0.0% ($11.2M/$30.6B)	QoQ +10.05% (-$1.0M) YoY NEW(+$11.2M)
MSCI Inc.(MSCIcusip55354G100)	18.6K	QoQ -1.13% (-213) YoY -3.52% (-678)	All Managers (Combined)	$10.5M	0.0% ($10.5M/$30.6B)	QoQ -6.82% (-$769.2K) YoY -2.65% (-$286.2K)
XCEL ENERGY INC(XELcusip98389B100)	147.3K	QoQ +0.16% (+249) YoY +1.57% (+2.3K)	All Managers (Combined)	$10.4M	0.0% ($10.4M/$30.6B)	QoQ +5.02% (+$498.4K) YoY +33.77% (+$2.6M)