Empower Advisory Group, LLC Top Holdings and 13F Report (2025)

About Empower Advisory Group, LLC

Investment Activity

Empower Advisory Group, LLC has $30.64 billion in total holdings as of March 31, 2025.
Empower Advisory Group, LLC owns shares of 495 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 5.29% of the portfolio was purchased this quarter.
About 2.49% of the portfolio was sold this quarter.
This quarter, Empower Advisory Group, LLC has purchased 498 new stocks and bought additional shares in 215 stocks.
Empower Advisory Group, LLC sold shares of 224 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $3,655,177,403
iShares Russell 2000 ETF: $1,624,659,584
Vanguard FTSE Emerging Markets ETF: $1,542,595,274
Vanguard Short-Term Bond ETF: $1,354,310,077
Vanguard Real Estate ETF: $1,254,761,212

Largest New Holdings this Quarter

46138E461 - Invesco MSCI USA ETF: $86,495,440 Holding
969457100 - Williams Companies: $49,530,283 Holding
48251W104 - KKR & Co. Inc.: $34,663,578 Holding
78464A649 - SPDR Portfolio Aggregate Bond ETF: $1,465,536 Holding
37637Q105 - Glacier Bancorp: $863,617 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF: 2,064,842 shares (about $186.95M)
Invesco MSCI USA ETF: 1,544,010 shares (about $86.50M)
Vanguard Short-Term Bond ETF: 978,455 shares (about $76.59M)
Schwab International Equity ETF: 3,702,009 shares (about $73.23M)
Vanguard Intermediate-Term Treasury Index ETF: 1,173,609 shares (about $69.71M)

Largest Sales this Quarter

Schwab US Broad Market ETF: 4,310,296 shares (about $92.80M)
Tesla: 273,536 shares (about $70.89M)
The Goldman Sachs Group: 98,090 shares (about $53.59M)
JPMorgan Chase & Co.: 213,033 shares (about $52.26M)
Charles River Laboratories International: 270,379 shares (about $40.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHF Schwab International Equity ETF	$3,655,177,403	$73,225,738 ▲	2.0%	184,791,578	11.9%	ETF
IWM iShares Russell 2000 ETF	$1,624,659,584	$53,061,748 ▲	3.4%	8,144,065	5.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,542,595,274	$63,294,300 ▲	4.3%	34,082,971	5.0%	ETF
BSV Vanguard Short-Term Bond ETF	$1,354,310,077	$76,593,458 ▲	6.0%	17,300,844	4.4%	ETF
VNQ Vanguard Real Estate ETF	$1,254,761,212	$186,950,800 ▲	17.5%	13,858,639	4.1%	ETF
SCHP Schwab U.S. TIPS ETF	$1,093,611,068	$63,694,881 ▲	6.2%	40,669,805	3.6%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$1,083,777,124	$69,712,375 ▲	6.9%	18,245,406	3.5%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$801,753,910	$56,162,816 ▲	7.5%	15,696,044	2.6%	Manufacturing
IAU iShares Gold Trust	$783,912,907	$35,219,109 ▼	-4.3%	13,295,673	2.6%	Finance
VNQI Vanguard Global ex-U.S. Real Estate ETF	$677,214,383	$8,346,251 ▲	1.2%	16,737,874	2.2%	ETF
VGLT Vanguard Long-Term Treasury Index ETF	$671,252,736	$52,579,612 ▲	8.5%	11,651,670	2.2%	ETF
SCHA Schwab US Small-Cap ETF	$618,387,986	$24,779,099 ▲	4.2%	26,393,000	2.0%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$561,111,145	$33,986,629 ▲	6.4%	4,853,903	1.8%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$478,558,431	$8,608,820 ▼	-1.8%	5,858,225	1.6%	Manufacturing
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	$467,067,515	$30,872,376 ▲	7.1%	23,271,924	1.5%	ETF
AAPL Apple	$436,307,889	$887,631 ▲	0.2%	1,964,201	1.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$426,952,609	$31,791,013 ▼	-6.9%	1,553,459	1.4%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$404,747,204	$21,617,739 ▲	5.6%	29,695,319	1.3%	Manufacturing
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$388,519,941	$22,839,617 ▲	6.2%	9,137,346	1.3%	ETF
BNDX Vanguard Total International Bond ETF	$344,082,260	$22,284,623 ▲	6.9%	7,047,977	1.1%	ETF
MSFT Microsoft	$336,779,140	$3,788,810 ▲	1.1%	897,145	1.1%	Computer and Technology
GOOG Alphabet	$323,826,386	$2,128,478 ▲	0.7%	2,072,754	1.1%	Computer and Technology
AMZN Amazon.com	$298,770,370	$797,380 ▲	0.3%	1,570,327	1.0%	Retail/Wholesale
NVDA NVIDIA	$266,452,241	$34,900,746 ▼	-11.6%	2,458,500	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$262,985,453	$2,290,628 ▲	0.9%	493,795	0.9%	Finance
META Meta Platforms	$253,225,740	$4,167,663 ▲	1.7%	439,353	0.8%	Computer and Technology
WMT Walmart	$229,398,741	$676,246 ▼	-0.3%	2,613,040	0.7%	Retail/Wholesale
ESGE iShares ESG Aware MSCI EM ETF	$199,326,822	$1,206,229 ▼	-0.6%	5,703,199	0.7%	Manufacturing
MA Mastercard	$198,396,621	$35,074,235 ▼	-15.0%	361,958	0.6%	Business Services
JPM JPMorgan Chase & Co.	$197,372,800	$52,256,996 ▼	-20.9%	804,618	0.6%	Finance
XOM Exxon Mobil	$183,839,653	$10,572,641 ▲	6.1%	1,545,780	0.6%	Energy
NFLX Netflix	$183,412,278	$18,929,469 ▼	-9.4%	196,682	0.6%	Consumer Discretionary
LLY Eli Lilly and Company	$175,521,322	$15,719,523 ▲	9.8%	212,519	0.6%	Medical
COST Costco Wholesale	$167,131,978	$49,181 ▼	0.0%	176,713	0.5%	Retail/Wholesale
IWB iShares Russell 1000 ETF	$151,092,398	$2,814,952 ▼	-1.8%	492,575	0.5%	ETF
ECL Ecolab	$148,288,821	$1,976,187 ▲	1.4%	584,920	0.5%	Basic Materials
PG Procter & Gamble	$148,210,174	$3,052,392 ▲	2.1%	869,676	0.5%	Consumer Staples
TSLA Tesla	$147,491,855	$70,889,595 ▼	-32.5%	569,115	0.5%	Auto/Tires/Trucks
DUK Duke Energy	$145,902,175	$4,561,555 ▲	3.2%	1,196,214	0.5%	Utilities
JNJ Johnson & Johnson	$139,996,534	$18,724,835 ▲	15.4%	844,166	0.5%	Medical
SBUX Starbucks	$136,505,161	$1,829,771 ▲	1.4%	1,391,632	0.4%	Retail/Wholesale
NEE NextEra Energy	$136,308,126	$7,052,491 ▲	5.5%	1,922,812	0.4%	Utilities
DIS Walt Disney	$135,674,892	$1,469,051 ▲	1.1%	1,374,619	0.4%	Consumer Discretionary
SO Southern	$132,322,639	$3,439,665 ▲	2.7%	1,439,072	0.4%	Utilities
UNH UnitedHealth Group	$131,927,133	$8,371,080 ▲	6.8%	251,890	0.4%	Medical
APD Air Products and Chemicals	$130,884,604	$2,894,345 ▲	2.3%	443,797	0.4%	Basic Materials
CVX Chevron	$125,103,725	$4,152,475 ▲	3.4%	747,825	0.4%	Energy
ABT Abbott Laboratories	$121,518,466	$150,027 ▼	-0.1%	916,083	0.4%	Medical
HD Home Depot	$118,528,048	$1,601,196 ▲	1.4%	323,414	0.4%	Retail/Wholesale
SHW Sherwin-Williams	$116,125,125	$3,363,046 ▲	3.0%	332,556	0.4%	Basic Materials
LINDE PLC	$115,819,386	$32,696,258 ▲	39.3%	248,732	0.4%	SHS
T AT&T	$114,055,626	$15,933,745 ▼	-12.3%	4,033,084	0.4%	Computer and Technology
PFE Pfizer	$111,980,630	$14,353,641 ▲	14.7%	4,419,125	0.4%	Medical
UPS United Parcel Service	$106,908,156	$16,516,093 ▲	18.3%	971,981	0.3%	Transportation
WM Waste Management	$104,978,573	$1,626,588 ▲	1.6%	453,452	0.3%	Business Services
HON Honeywell International	$103,725,609	$1,367,694 ▲	1.3%	489,849	0.3%	Multi-Sector Conglomerates
ABBV AbbVie	$99,321,458	$5,527,974 ▲	5.9%	474,043	0.3%	Medical
FTNT Fortinet	$98,051,203	$363,381 ▼	-0.4%	1,018,608	0.3%	Computer and Technology
AMGN Amgen	$97,991,516	$3,446,678 ▲	3.6%	314,529	0.3%	Medical
CRM Salesforce	$97,564,829	$1,041,504 ▼	-1.1%	363,560	0.3%	Computer and Technology
VZ Verizon Communications	$93,458,852	$84,732 ▲	0.1%	2,060,380	0.3%	Computer and Technology
BKR Baker Hughes	$93,195,654	$418,580 ▲	0.5%	2,120,493	0.3%	Energy
NEM Newmont	$89,932,701	$2,356,643 ▲	2.7%	1,862,732	0.3%	Basic Materials
ITW Illinois Tool Works	$88,522,785	$2,675,534 ▲	3.1%	356,932	0.3%	Industrials
PPL PPL	$87,867,465	$2,187,255 ▲	2.6%	2,433,328	0.3%	Utilities
AEP American Electric Power	$87,218,698	$2,912,375 ▲	3.5%	798,194	0.3%	Utilities
PBUS Invesco MSCI USA ETF	$86,495,440	$86,495,440 ▲	New Holding	1,544,010	0.3%	ETF
KO Coca-Cola	$84,953,360	$2,976,527 ▲	3.6%	1,186,168	0.3%	Consumer Staples
EVERGY INC	$84,617,578	$2,362,710 ▲	2.9%	1,227,231	0.3%	COM
CAT Caterpillar	$84,574,381	$347,280 ▲	0.4%	256,441	0.3%	Industrials
SCCO Southern Copper	$84,508,745	$12,257,835 ▲	17.0%	904,224	0.3%	Basic Materials
ESGU iShares ESG Aware MSCI USA ETF	$84,469,334	$6,776,852 ▼	-7.4%	692,883	0.3%	Manufacturing
PNW Pinnacle West Capital	$83,657,115	$488,251 ▲	0.6%	878,290	0.3%	Utilities
GS The Goldman Sachs Group	$83,191,907	$53,585,673 ▼	-39.2%	152,285	0.3%	Finance
SYY Sysco	$82,522,843	$3,397,061 ▲	4.3%	1,099,718	0.3%	Consumer Staples
BAC Bank of America	$81,961,955	$8,722,323 ▼	-9.6%	1,964,101	0.3%	Finance
CMG Chipotle Mexican Grill	$81,560,554	$2,627,539 ▼	-3.1%	1,624,389	0.3%	Retail/Wholesale
LHX L3Harris Technologies	$81,164,907	$3,654,340 ▲	4.7%	387,774	0.3%	Aerospace
KMI Kinder Morgan	$78,547,185	$29,599,841 ▼	-27.4%	2,753,144	0.3%	Energy
MNST Monster Beverage	$78,422,080	$4,559,294 ▲	6.2%	1,340,090	0.3%	Consumer Staples
TMUS T-Mobile US	$78,023,729	$7,136,637 ▲	10.1%	292,541	0.3%	Computer and Technology
CMCSA Comcast	$77,665,278	$5,784,592 ▲	8.0%	2,104,750	0.3%	Consumer Discretionary
SRE Sempra	$77,119,489	$686,412 ▲	0.9%	1,080,710	0.3%	Utilities
PGR Progressive	$76,938,024	$8,530,494 ▲	12.5%	271,856	0.3%	Finance
EMN Eastman Chemical	$76,253,575	$977,581 ▼	-1.3%	865,436	0.2%	Basic Materials
DD DuPont de Nemours	$75,390,932	$2,385,503 ▲	3.3%	1,009,520	0.2%	Basic Materials
SCI Service Co. International	$74,321,806	$2,655,983 ▼	-3.5%	926,706	0.2%	Consumer Staples
IBKR Interactive Brokers Group	$74,126,569	$37,965,668 ▼	-33.9%	447,651	0.2%	Finance
COP ConocoPhillips	$74,120,844	$29,223,615 ▲	65.1%	705,778	0.2%	Energy
MAS Masco	$72,249,574	$1,591,423 ▲	2.3%	1,038,964	0.2%	Construction
VLO Valero Energy	$71,934,201	$4,730,881 ▲	7.0%	544,667	0.2%	Energy
ES Eversource Energy	$71,648,005	$3,155,562 ▲	4.6%	1,153,566	0.2%	Utilities
VRSK Verisk Analytics	$71,173,846	$1,827,092 ▲	2.6%	239,143	0.2%	Business Services
NUE Nucor	$70,645,210	$11,647,945 ▲	19.7%	587,047	0.2%	Basic Materials
ADM Archer-Daniels-Midland	$69,933,131	$11,589,372 ▲	19.9%	1,456,637	0.2%	Consumer Staples
KHC Kraft Heinz	$68,432,744	$6,441,148 ▲	10.4%	2,248,858	0.2%	Consumer Staples
UBER Uber Technologies	$67,991,994	$1,882,046 ▲	2.8%	933,187	0.2%	Computer and Technology
WTRG Essential Utilities	$66,616,163	$994,852 ▲	1.5%	1,685,205	0.2%	Utilities
EW Edwards Lifesciences	$66,331,564	$10,118,783 ▲	18.0%	915,171	0.2%	Medical
BA Boeing	$65,088,248	$6,998,014 ▲	12.0%	381,637	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Empower Advisory Group, LLC Top Holdings and 13F Report (2025)

About Empower Advisory Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Empower Advisory Group, LLC Top Holdings and 13F Report (2025)

About Empower Advisory Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEmpower Advisory Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools