Empower Advisory Group, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Empower Advisory Group, LLC

CIK Number: 0001978885

33.39B
Market Value
493
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SCHF Schwab Internat...
22.82
+0.42% 184.79M +2.04% 3.66B 17.68 11.93% Share
2 IWM iShares Russell...
237.73
+0.48% 8.14M +3.38% 1.62B 182.24 5.30% Share
3 VWO Vanguard Emergi...
51.99
+1.19% 34.08M +4.28% 1.54B 40.98 5.04% Share
4 BSV Vanguard Short-...
78.97
+0.18% 17.3M +5.99% 1.35B 76.66 4.42% Share
5 VNQ Vanguard Real E...
92.45
+1.11% 13.86M +17.51% 1.25B 84.25 4.10% Share
6 SCHP Schwab U.S. TIP...
26.98
+0.37% 40.67M +6.18% 1.09B 26.33 3.57% Share
7 VGIT Vanguard Interm...
60.24
+0.32% 18.25M +6.87% 1.08B 59.09 3.54% Share
8 USIG iShares Broad U...
52.04
+0.50% 15.7M +7.53% 801.75M 50.59 2.62% Share
9 IAU iShares Gold Tr...
67.75
+1.26% 13.3M -4.3% 783.91M 37.48 2.56% Share
10 VNQI Vanguard Global...
47.13
+1.16% 16.74M +1.25% 677.21M 40.64 2.21% Share
11 VGLT Vanguard Long-T...
56.45
+1.36% 11.65M +8.50% 671.25M 60.26 2.19% Share
12 SCHA Schwab U.S. Sma...
27.66
+0.64% 26.39M +4.17% 618.39M 21.68 2.02% Share
13 VSS Vanguard FTSE A...
140.84
+0.93% 4.85M +6.45% 561.11M 110.59 1.83% Share
14 ESGD iShares ESG Awa...
91.21
+0.43% 5.86M -1.77% 478.56M 72.04 1.56% Share
15 EBND SPDR Bloomberg ...
21.32
+0.64% 23.27M +7.08% 467.07M 20.29 1.52% Share
16 AAPL Apple Inc.
239.69
-0.04% 1.96M +0.20% 436.31M 166.51 1.42% Share
17 VTI Vanguard Total ...
319.56
-0.18% 1.55M -6.93% 426.95M 204.77 1.39% Share
18 PDBC Invesco Optimum...
13.12
-0.91% 29.7M +5.64% 404.75M 14 1.32% Share
19 SHYG iShares 0-5 Yea...
43.12
+0.02% 9.14M +6.25% 388.52M 41.85 1.27% Share
20 BNDX Vanguard Total ...
49.40
+0.31% 7.05M +6.92% 344.08M 48.93 1.12% Share
21 MSFT Microsoft Corpo...
495.00
-2.55% 897.14K +1.14% 336.78M 292.52 1.10% Share
22 GOOG Alphabet Inc.
235.17
+1.08% 2.07M +0.66% 323.83M 106.74 1.06% Share
23 AMZN Amazon.com, Inc...
232.33
-1.42% 1.57M +0.27% 298.77M 110.29 0.98% Share
24 NVDA NVIDIA Corporat...
167.02
-2.7% 2.46M -11.58% 266.45M 29.12 0.87% Share
25 BRK-B Berkshire Hatha...
499.86
-1.39% 493.8K +0.88% 262.99M 318.34 0.86% Share
26 META Meta Platforms,...
752.45
+0.51% 439.35K +1.67% 253.23M 230.84 0.83% Share
27 WMT Walmart Inc.
100.52
-0.41% 2.61M -0.29% 229.4M 51.24 0.75% Share
28 ESGE iShares ESG Awa...
40.99
+1.28% 5.7M -0.6% 199.33M 31.49 0.65% Share
29 MA Mastercard Inco...
584.12
-1.93% 361.96K -15.02% 198.4M 370.28 0.65% Share
30 JPM JPMorgan Chase ...
294.56
-3.05% 804.62K -20.93% 197.37M 132.17 0.64% Share
31 XOM Exxon Mobil Cor...
109.25
-2.81% 1.55M +6.10% 183.84M 111.9 0.60% Share
32 NFLX Netflix, Inc.
1243.82
-1.09% 196.68K -9.36% 183.41M 352.4 0.60% Share
33 LLY Eli Lilly and C...
726.85
-2.16% 212.52K +9.84% 175.52M 715.14 0.57% Share
34 COST Costco Wholesal...
963.48
+0.79% 176.71K -0.03% 167.13M 522.37 0.55% Share
35 IWB iShares Russell...
355.98
-0.24% 492.57K -1.83% 151.09M 225.23 0.49% Share
36 ECL Ecolab Inc.
273.64
-0.47% 584.92K +1.35% 148.29M 170.9 0.48% Share
37 PG The Procter & G...
160.06
+0.55% 869.68K +2.10% 148.21M 150.18 0.48% Share
38 TSLA Tesla, Inc.
350.84
+3.64% 569.12K -32.46% 147.49M 207.96 0.48% Share
39 DUK Duke Energy Cor...
120.59
-0.23% 1.2M +3.23% 145.9M 97.52 0.48% Share
40 JNJ Johnson & Johns...
178.39
-0.21% 844.17K +15.44% 140M 156.71 0.46% Share
41 SBUX Starbucks Corpo...
85.43
-1.82% 1.39M +1.36% 136.51M 99.72 0.45% Share
42 NEE NextEra Energy,...
70.89
+0.03% 1.92M +5.46% 136.31M 72.38 0.44% Share
43 DIS The Walt Disney...
117.95
-0.72% 1.37M +1.09% 135.67M 96.72 0.44% Share
44 SO The Southern Co...
91.79
-0.09% 1.44M +2.67% 132.32M 70.82 0.43% Share
45 UNH UnitedHealth Gr...
315.40
+1.62% 251.89K +6.78% 131.93M 479.65 0.43% Share
46 APD Air Products an...
289.86
-0.04% 443.8K +2.26% 130.88M 277.24 0.43% Share
47 CVX Chevron Corpora...
153.64
-2.57% 747.83K +3.43% 125.1M 161.17 0.41% Share
48 ABT Abbott Laborato...
132.94
+0.10% 916.08K -0.12% 121.52M 102.55 0.40% Share
49 HD The Home Depot,...
419.00
+1.78% 323.41K +1.37% 118.53M 300.45 0.39% Share
50 SHW The Sherwin-Wil...
372.67
+1.88% 332.56K +2.98% 116.13M 247 0.38% Share
51 LIN Linde plc
469.52
-0.61% 248.73K +39.33% 115.82M 441.07 0.38% Share
52 T AT&T Inc.
29.61
+0.08% 4.03M -12.26% 114.06M 18.53 0.37% Share
53 PFE Pfizer Inc.
24.88
+1.39% 4.42M +14.70% 111.98M 34.34 0.37% Share
54 UPS United Parcel S...
85.04
+0.66% 971.98K +18.27% 106.91M 164.31 0.35% Share
55 WM Waste Managemen...
220.07
-2.17% 453.45K +1.57% 104.98M 165.7 0.34% Share
56 HON Honeywell Inter...
214.25
-0.42% 489.85K +1.34% 103.73M 193.25 0.34% Share
57 ABBV AbbVie Inc.
212.53
-0.22% 474.04K +5.89% 99.32M 160.66 0.32% Share
58 FTNT Fortinet, Inc.
78.83
+3.13% 1.02M -0.37% 98.05M 67.23 0.32% Share
59 AMGN Amgen Inc.
283.64
+1.26% 314.53K +3.65% 97.99M 245.11 0.32% Share
60 CRM Salesforce, Inc...
250.76
+2.77% 363.56K -1.06% 97.56M 200.46 0.32% Share
61 VZ Verizon Communi...
44.38
+0.45% 2.06M +0.09% 93.46M 38.52 0.31% Share
62 BKR Baker Hughes Co...
45.58
-1.6% 2.12M +0.45% 93.2M 29.64 0.30% Share
63 NEM Newmont Corpora...
76.18
+1.74% 1.86M +2.69% 89.93M 46.13 0.29% Share
64 ITW Illinois Tool W...
266.22
+0.21% 356.93K +3.12% 88.52M 244.48 0.29% Share
65 PPL PPL Corporation
35.95
-1.49% 2.43M +2.55% 87.87M 28.15 0.29% Share
66 AEP American Electr...
108.11
-0.49% 798.19K +3.45% 87.22M 86.75 0.28% Share
67 PBUS Invesco PureBet...
65.08
-0.28% 1.54M +100.00% 86.5M 56.02 0.28% Share
68 KO The Coca-Cola C...
67.98
-0.39% 1.19M +3.63% 84.95M 62.44 0.28% Share
69 EVRG Evergy, Inc.
71.60
+0.03% 1.23M +2.87% 84.62M 59.33 0.28% Share
70 CAT Caterpillar Inc...
423.12
+0.69% 256.44K +0.41% 84.57M 250.66 0.28% Share
71 SCCO Southern Copper...
102.99
+2.15% 904.22K +16.97% 84.51M 77.97 0.28% Share
72 ESGU iShares ESG Awa...
141.42
-0.21% 692.88K -7.43% 84.47M 90.55 0.28% Share
73 PNW Pinnacle West C...
89.00
-0.32% 878.29K +0.59% 83.66M 79.09 0.27% Share
74 GS The Goldman Sac...
738.57
-1.38% 152.28K -39.18% 83.19M 332.47 0.27% Share
75 SYY Sysco Corporati...
82.50
-0.01% 1.1M +4.29% 82.52M 76.02 0.27% Share
76 BAC Bank of America...
49.76
-1.71% 1.96M -9.62% 81.96M 29.08 0.27% Share
77 CMG Chipotle Mexica...
41.06
-0.85% 1.62M -3.12% 81.56M 34.83 0.27% Share
78 LHX L3Harris Techno...
272.38
-0.22% 387.77K +4.71% 81.16M 200.46 0.26% Share
79 KMI Kinder Morgan, ...
26.59
-0.43% 2.75M -27.37% 78.55M 17.58 0.26% Share
80 MNST Monster Beverag...
62.46
-1.56% 1.34M +6.17% 78.42M 54.15 0.26% Share
81 TMUS T-Mobile US, In...
252.76
+0.25% 292.54K +10.07% 78.02M 216.57 0.25% Share
82 CMCSA Comcast Corpora...
33.91
-0.12% 2.1M +8.05% 77.67M 38.18 0.25% Share
83 SRE Sempra
81.07
-1.28% 1.08M +0.90% 77.12M 75.66 0.25% Share
84 PGR The Progressive...
243.87
-2.06% 271.86K +12.47% 76.94M 244.3 0.25% Share
85 EMN Eastman Chemica...
69.06
+0.67% 865.44K -1.27% 76.25M 86.15 0.25% Share
86 DD DuPont de Nemou...
77.83
+0.89% 1.01M +3.27% 75.39M 72.33 0.25% Share
87 SCI Service Corpora...
77.81
-1.02% 926.71K -3.45% 74.32M 69.25 0.24% Share
88 IBKR Interactive Bro...
60.16
-6.41% 447.65K -33.87% 74.13M 89.77 0.24% Share
89 COP ConocoPhillips
92.98
-2.91% 705.78K +65.09% 74.12M 109.67 0.24% Share
90 MAS Masco Corporati...
76.06
+2.81% 1.04M +2.25% 72.25M 51.86 0.24% Share
91 VLO Valero Energy C...
156.77
+0.89% 544.67K +7.04% 71.93M 138.19 0.23% Share
92 ES Eversource Ener...
63.52
+0.17% 1.15M +4.61% 71.65M 70.85 0.23% Share
93 VRSK Verisk Analytic...
270.31
+0.10% 239.14K +2.63% 71.17M 275.72 0.23% Share
94 NUE Nucor Corporati...
147.28
+1.61% 587.05K +19.74% 70.65M 148.91 0.23% Share
95 ADM Archer-Daniels-...
62.95
+1.63% 1.46M +19.86% 69.93M 69.65 0.23% Share
96 KHC The Kraft Heinz...
27.29
+1.22% 2.25M +10.39% 68.43M 37.61 0.22% Share
97 UBER Uber Technologi...
90.98
-1.09% 933.19K +2.85% 67.99M 32.94 0.22% Share
98 WTRG Essential Utili...
39.34
+0.88% 1.69M +1.52% 66.62M 41.63 0.22% Share
99 EW Edwards Lifesci...
80.90
-0.07% 915.17K +18.00% 66.33M 78.03 0.22% Share
100 BA The Boeing Comp...
229.68
-0.46% 381.64K +12.05% 65.09M 202.16 0.21% Share
101 VPU Vanguard Utilit...
181.02
-0.25% 380.9K +4.63% 65.06M 146.45 0.21% Share
102 VAW Vanguard Materi...
208.08
+0.85% 340.82K +7.21% 64.35M 179.16 0.21% Share
103 PEP PepsiCo, Inc.
146.39
-0.34% 428.85K +13.54% 64.3M 176.79 0.21% Share
104 AVGO Broadcom Inc.
334.89
+9.41% 375.86K +9.98% 62.93M 178.16 0.21% Share
105 POOL Pool Corporatio...
333.09
+5.47% 193.99K +2.42% 61.76M 346.81 0.20% Share
106 DLTR Dollar Tree, In...
101.12
+0.87% 821.29K +8.00% 61.65M 111.5 0.20% Share
107 VEEV Veeva Systems I...
272.85
+1.03% 264.83K +16.67% 61.34M 213.31 0.20% Share
108 PYPL PayPal Holdings...
68.26
-0.29% 937.53K -1.45% 61.17M 73.09 0.20% Share
109 MTCH Match Group, In...
38.17
+2.09% 1.95M +3.84% 60.97M 36.81 0.20% Share
110 OC Owens Corning
155.56
+2.10% 405.35K -20.84% 57.89M 99.28 0.19% Share
111 KVUE Kenvue Inc.
18.66
-9.15% 2.41M +6.77% 57.87M 21.52 0.19% Share
112 AES The AES Corpora...
12.93
+0.94% 4.54M +14.52% 56.35M 20.03 0.18% Share
113 ALB Albemarle Corpo...
81.50
+2.81% 778.12K +4.94% 56.04M 150.51 0.18% Share
114 EOG EOG Resources, ...
117.93
-3.02% 431.55K +22.39% 55.34M 123.59 0.18% Share
115 SYK Stryker Corpora...
392.22
-0.54% 146.25K +7.25K% 54.44M 371.52 0.18% Share
116 DOW Dow Inc.
24.50
+2.45% 1.56M +23.56% 54.44M 50.59 0.18% Share
117 FCX Freeport-McMoRa...
46.35
+0.61% 1.42M +158.84% 53.86M 37.97 0.18% Share
118 BGRN iShares USD Gre...
48.05
+0.31% 1.05M +4.84% 49.75M 47.05 0.16% Share
119 WMB The Williams Co...
57.18
-0.69% 828.82K +100.00% 49.53M 59.76 0.16% Share
120 VDC Vanguard Consum...
220.26
+0.26% 222.37K +11.77% 48.66M 196.34 0.16% Share
121 NKE NIKE, Inc.
73.90
-1.92% 741.4K -2.56% 47.06M 113.41 0.15% Share
122 MGM MGM Resorts Int...
36.69
-0.92% 1.54M +13.08% 45.69M 42.57 0.15% Share
123 CEG Constellation E...
301.58
-2.42% 205.29K +13.40% 41.39M 220.91 0.14% Share
124 VOX Vanguard Commun...
185.82
+0.57% 266.94K -9.13% 39.61M 97.08 0.13% Share
125 TGT Target Corporat...
93.19
+0.52% 363.26K +4.36% 37.91M 146.06 0.12% Share
126 KKR KKR & Co. Inc.
135.56
-1.3% 299.83K +100.00% 34.66M 115.61 0.11% Share
127 VDE Vanguard Energy...
123.04
-1.85% 226.06K +14.26% 29.32M 116.79 0.10% Share
128 LOW Lowe's Companie...
270.00
+2.05% 118.59K -2.06% 27.66M 199.97 0.09% Share
129 BKNG Booking Holding...
5505.80
-1.43% 5.18K -3.47% 23.86M 2818.58 0.08% Share
130 IJR iShares Core S&...
119.11
+0.29% 197.87K +289.37% 20.69M 102.02 0.07% Share
131 RLI RLI Corp.
67.07
-1.02% 253.07K +105.46% 20.33M 67.37 0.07% Share
132 VIS Vanguard Indust...
290.19
-0.17% 81.21K +7.83% 20.1M 195 0.07% Share
133 BCPC Balchem Corpora...
161.16
-0.15% 119.06K +2.75% 19.76M 129.29 0.06% Share
134 ITOT iShares Core S&...
141.90
-0.2% 161.56K -16.46% 19.71M 94.87 0.06% Share
135 GVA Granite Constru...
108.11
-0.19% 247.86K -17.47% 18.69M 41.13 0.06% Share
136 TJX The TJX Compani...
139.20
-1.29% 149.85K -2.88% 18.25M 78.36 0.06% Share
137 VEU Vanguard FTSE A...
69.73
+0.62% 291.54K -4.51% 17.68M 54.1 0.06% Share
138 VEA Vanguard Develo...
58.97
+0.49% 340.18K -6.76% 17.29M 45.19 0.06% Share
139 VTEB Vanguard Tax-Ex...
49.35
+0.60% 343.89K -3.18% 17.06M 50.57 0.06% Share
140 ORA Ormat Technolog...
91.12
-0.63% 215.33K +6.46% 15.24M 81.55 0.05% Share
141 CL Colgate-Palmoli...
85.17
+1.79% 161.92K -0.85% 15.17M 76.46 0.05% Share
142 IVV iShares Core S&...
650.45
-0.27% 26.13K +5.46% 14.68M 441.73 0.05% Share
143 D Dominion Energy...
58.19
-1.03% 254.45K -0.16% 14.27M 53.52 0.05% Share
144 GOOGL Alphabet Inc.
235.00
+1.16% 91.71K -3.46% 14.18M 111.17 0.05% Share
145 MRK Merck & Co., In...
84.70
+0.78% 155.85K +10.92% 13.99M 104.66 0.05% Share
146 MAR Marriott Intern...
264.70
-1.54% 58.71K -3.03% 13.98M 173.87 0.05% Share
147 DASH DoorDash, Inc.
246.85
-0.78% 74.09K +13.19% 13.54M 128.9 0.04% Share
148 DE Deere & Company
473.10
-0.38% 28.71K -4.2% 13.48M 364.38 0.04% Share
149 FUL H.B. Fuller Com...
62.40
+1.81% 237.04K +0.64% 13.3M 68.64 0.04% Share
150 SCHW The Charles Sch...
92.08
-5.68% 166.3K -2.94% 13.02M 52.38 0.04% Share