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

About Empower Advisory Group, LLC

Investment Activity

Empower Advisory Group, LLC has $33.39 billion in total holdings as of June 30, 2025.
Empower Advisory Group, LLC owns shares of 497 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 6.25% of the portfolio was purchased this quarter.
About 3.20% of the portfolio was sold this quarter.
This quarter, Empower Advisory Group, LLC has purchased 495 new stocks and bought additional shares in 242 stocks.
Empower Advisory Group, LLC sold shares of 177 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Schwab International Equity ETF: $4,066,433,214
iShares Russell 2000 ETF: $1,859,433,416
Vanguard FTSE Emerging Markets ETF: $1,708,106,317
Vanguard Short-Term Bond ETF: $1,424,564,492
Vanguard Real Estate ETF: $1,285,683,860

Largest New Holdings this Quarter

98149E303 - SPDR Gold MiniShares Trust: $336,021,875 Holding
833445109 - Snowflake: $54,119,446 Holding
384109104 - Graco: $1,633,086 Holding
164024101 - Chemung Financial: $802,130 Holding
16119P108 - Charter Communications: $561,705 Holding

Largest Purchases this Quarter

SPDR Gold MiniShares Trust: 5,128,539 shares (about $336.02M)
Schwab US Small-Cap ETF: 7,049,998 shares (about $178.36M)
iShares Russell 2000 ETF: 472,801 shares (about $102.03M)
Interactive Brokers Group: 1,399,195 shares (about $77.53M)
Amazon.com: 339,019 shares (about $74.38M)

Largest Sales this Quarter

iShares Gold Trust: 7,265,956 shares (about $453.10M)
Vanguard Global ex-U.S. Real Estate ETF: 3,089,047 shares (about $142.56M)
Invesco MSCI USA ETF: 1,477,621 shares (about $91.88M)
Uber Technologies: 874,377 shares (about $81.58M)
Netflix: 49,100 shares (about $65.75M)

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	$4,066,433,214	$17,460,657 ▼	-0.4%	184,001,503	12.2%	ETF
IWM iShares Russell 2000 ETF	$1,859,433,416	$102,025,722 ▲	5.8%	8,616,866	5.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,708,106,317	$22,362,548 ▲	1.3%	34,535,105	5.1%	ETF
BSV Vanguard Short-Term Bond ETF	$1,424,564,492	$62,988,095 ▲	4.6%	18,101,201	4.3%	ETF
VNQ Vanguard Real Estate ETF	$1,285,683,860	$51,433,485 ▲	4.2%	14,436,154	3.9%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$1,140,884,833	$49,627,108 ▲	4.5%	19,075,152	3.4%	ETF
SCHP Schwab U.S. TIPS ETF	$1,138,642,754	$53,572,347 ▲	4.9%	42,677,764	3.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$849,671,145	$42,266,653 ▲	5.2%	16,517,713	2.5%	Manufacturing
SCHA Schwab US Small-Cap ETF	$846,107,839	$178,364,947 ▲	26.7%	33,442,998	2.5%	ETF
VGLT Vanguard Long-Term Treasury ETF	$700,680,821	$46,789,096 ▲	7.2%	12,485,403	2.1%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$658,917,816	$6,601,775 ▲	1.0%	4,903,027	2.0%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$629,893,359	$142,559,517 ▼	-18.5%	13,648,827	1.9%	ETF
EBND SPDR Bloomberg Emerging Markets Local Bond ETF	$516,775,467	$18,756,287 ▲	3.8%	24,148,386	1.5%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$504,009,441	$18,661,435 ▼	-3.6%	5,649,063	1.5%	Manufacturing
VTI Vanguard Total Stock Market ETF	$486,051,169	$13,908,443 ▲	2.9%	1,599,221	1.5%	ETF
MSFT Microsoft	$466,107,010	$19,858,100 ▲	4.5%	937,068	1.4%	Computer and Technology
NVDA NVIDIA	$461,242,203	$72,823,758 ▲	18.7%	2,919,439	1.4%	Computer and Technology
AAPL Apple	$440,086,022	$37,090,843 ▲	9.2%	2,144,982	1.3%	Computer and Technology
AMZN Amazon.com	$418,891,495	$74,377,392 ▲	21.6%	1,909,346	1.3%	Retail/Wholesale
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$417,917,636	$23,732,522 ▲	6.0%	9,687,474	1.3%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$410,324,456	$23,097,491 ▲	6.0%	31,466,599	1.2%	Manufacturing
GOOG Alphabet	$386,539,166	$18,853,363 ▲	5.1%	2,179,036	1.2%	Computer and Technology
IAU iShares Gold Trust	$376,013,131	$453,104,991 ▼	-54.6%	6,029,717	1.1%	Finance
BNDX Vanguard Total International Bond ETF	$363,597,352	$14,651,990 ▲	4.2%	7,343,917	1.1%	ETF
GLDM SPDR Gold MiniShares Trust	$336,021,875	$336,021,875 ▲	New Holding	5,128,539	1.0%	Finance
META Meta Platforms	$334,122,064	$9,840,210 ▲	3.0%	452,685	1.0%	Computer and Technology
WMT Walmart	$258,087,834	$2,584,814 ▲	1.0%	2,639,475	0.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$241,293,287	$1,422,335 ▲	0.6%	496,723	0.7%	Finance
JPM JPMorgan Chase & Co.	$240,080,892	$6,814,046 ▲	2.9%	828,122	0.7%	Finance
ESGE iShares ESG Aware MSCI EM ETF	$218,615,471	$4,778,818 ▼	-2.1%	5,581,197	0.7%	Manufacturing
MA Mastercard	$207,072,231	$3,673,404 ▲	1.8%	368,495	0.6%	Business Services
TSLA Tesla	$204,188,949	$23,403,914 ▲	12.9%	642,791	0.6%	Auto/Tires/Trucks
NFLX Netflix	$197,631,795	$65,751,387 ▼	-25.0%	147,582	0.6%	Consumer Discretionary
DIS Walt Disney	$177,587,400	$7,120,902 ▲	4.2%	1,432,041	0.5%	Consumer Discretionary
COST Costco Wholesale	$176,685,662	$1,750,216 ▲	1.0%	178,481	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$176,122,257	$10,457,391 ▲	6.3%	225,934	0.5%	Medical
XOM Exxon Mobil	$175,588,501	$8,953,436 ▲	5.4%	1,628,836	0.5%	Energy
IWB iShares Russell 1000 ETF	$162,605,742	$4,657,880 ▼	-2.8%	478,858	0.5%	ETF
ECL Ecolab	$160,482,990	$2,882,199 ▲	1.8%	595,617	0.5%	Basic Materials
DUK Duke Energy	$148,030,547	$6,877,277 ▲	4.9%	1,254,496	0.4%	Utilities
PG Procter & Gamble	$145,670,549	$7,113,796 ▲	5.1%	914,327	0.4%	Consumer Staples
NEE NextEra Energy	$138,823,677	$5,342,077 ▲	4.0%	1,999,765	0.4%	Utilities
SO Southern	$135,116,802	$2,966,843 ▲	2.2%	1,471,380	0.4%	Utilities
SBUX Starbucks	$134,616,953	$7,101,693 ▲	5.6%	1,469,136	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$133,933,933	$4,987,592 ▲	3.9%	876,818	0.4%	Medical
APD Air Products and Chemicals	$131,326,730	$6,149,466 ▲	4.9%	465,599	0.4%	Basic Materials
LINDE PLC	$127,437,929	$10,737,670 ▲	9.2%	271,618	0.4%	SHS
ABT Abbott Laboratories	$124,902,406	$306,022 ▲	0.2%	918,333	0.4%	Medical
HD Home Depot	$124,755,724	$6,179,344 ▲	5.2%	340,268	0.4%	Retail/Wholesale
AVGO Broadcom	$119,480,662	$15,873,842 ▲	15.3%	433,451	0.4%	Computer and Technology
T AT&T	$117,732,462	$1,015,013 ▲	0.9%	4,068,157	0.4%	Computer and Technology
PFE Pfizer	$117,521,224	$10,401,627 ▲	9.7%	4,848,235	0.4%	Medical
UPS United Parcel Service	$116,543,186	$18,431,439 ▲	18.8%	1,154,579	0.3%	Transportation
HON Honeywell International	$116,007,236	$1,931,273 ▲	1.7%	498,142	0.3%	Multi-Sector Conglomerates
CVX Chevron	$113,895,505	$6,814,414 ▲	6.4%	795,415	0.3%	Energy
UNH UnitedHealth Group	$108,862,986	$30,280,777 ▲	38.5%	348,953	0.3%	Medical
FTNT Fortinet	$108,511,066	$823,876 ▲	0.8%	1,026,401	0.3%	Computer and Technology
NEM Newmont	$107,629,227	$893,534 ▼	-0.8%	1,847,395	0.3%	Basic Materials
GS The Goldman Sachs Group	$107,316,191	$463,577 ▼	-0.4%	151,630	0.3%	Finance
WM Waste Management	$105,902,452	$2,143,585 ▲	2.1%	462,820	0.3%	Business Services
CEG Constellation Energy	$104,323,861	$38,065,376 ▲	57.4%	323,224	0.3%	Energy
CAT Caterpillar	$103,160,583	$3,607,635 ▲	3.6%	265,734	0.3%	Industrials
IBKR Interactive Brokers Group	$102,333,731	$77,529,391 ▲	312.6%	1,846,846	0.3%	Finance
CRM Salesforce	$101,739,377	$2,600,102 ▲	2.6%	373,095	0.3%	Computer and Technology
LHX L3Harris Technologies	$100,499,352	$3,230,068 ▲	3.3%	400,651	0.3%	Aerospace
CMG Chipotle Mexican Grill	$99,139,470	$7,930,010 ▲	8.7%	1,765,618	0.3%	Retail/Wholesale
SCCO Southern Copper	$99,134,175	$7,653,815 ▲	8.4%	979,877	0.3%	Basic Materials
SHW Sherwin-Williams	$95,579,066	$18,607,366 ▼	-16.3%	278,364	0.3%	Basic Materials
BAC Bank of America	$94,084,317	$1,143,062 ▲	1.2%	1,988,257	0.3%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$93,918,316	$171,290 ▲	0.2%	694,149	0.3%	Manufacturing
ABBV AbbVie	$92,147,895	$4,156,032 ▲	4.7%	496,433	0.3%	Medical
DLTR Dollar Tree	$91,949,757	$10,609,366 ▲	13.0%	928,410	0.3%	Retail/Wholesale
ITW Illinois Tool Works	$91,638,397	$3,387,073 ▲	3.8%	370,631	0.3%	Industrials
AMGN Amgen	$90,597,932	$2,778,415 ▲	3.2%	324,480	0.3%	Medical
VZ Verizon Communications	$89,819,086	$666,445 ▲	0.7%	2,075,782	0.3%	Computer and Technology
EVERGY INC	$86,919,172	$2,326,113 ▲	2.7%	1,260,977	0.3%	COM
SRE Sempra Energy	$86,797,058	$4,911,640 ▲	6.0%	1,145,533	0.3%	Utilities
SYY Sysco	$86,719,950	$3,427,311 ▲	4.1%	1,144,969	0.3%	Consumer Staples
MNST Monster Beverage	$86,502,480	$2,559,221 ▲	3.0%	1,380,946	0.3%	Consumer Staples
DOORDASH INC	$86,156,258	$67,891,587 ▲	371.7%	349,504	0.3%	CL A
KO CocaCola	$86,146,116	$2,224,734 ▲	2.7%	1,217,613	0.3%	Consumer Staples
AEP American Electric Power	$85,512,250	$2,691,638 ▲	3.2%	824,135	0.3%	Utilities
BA Boeing	$84,721,452	$4,756,965 ▲	5.9%	404,340	0.3%	Aerospace
PPL PPL	$84,456,590	$1,991,105 ▲	2.4%	2,492,080	0.3%	Utilities
ADM Archer Daniels Midland	$83,938,200	$7,056,897 ▲	9.2%	1,590,341	0.3%	Consumer Staples
BKR Baker Hughes	$83,932,762	$2,633,076 ▲	3.2%	2,189,170	0.3%	Energy
NUE Nucor	$83,635,999	$7,589,883 ▲	10.0%	645,638	0.3%	Basic Materials
CMCSA Comcast	$81,842,831	$6,724,316 ▲	9.0%	2,293,159	0.2%	Consumer Discretionary
KMI Kinder Morgan	$81,616,819	$674,377 ▲	0.8%	2,776,082	0.2%	Energy
ES Eversource Energy	$79,431,911	$6,042,054 ▲	8.2%	1,248,537	0.2%	Utilities
VEEV Veeva Systems	$79,381,621	$3,114,789 ▲	4.1%	275,650	0.2%	Medical
PGR Progressive	$78,624,091	$6,076,664 ▲	8.4%	294,627	0.2%	Finance
VRSK Verisk Analytics	$78,167,082	$3,674,138 ▲	4.9%	250,938	0.2%	Business Services
VLO Valero Energy	$77,674,593	$4,460,459 ▲	6.1%	577,850	0.2%	Energy
SCI Service Corporation International	$76,271,790	$837,931 ▲	1.1%	937,000	0.2%	Consumer Staples
PNW Pinnacle West Capital	$75,926,106	$2,654,485 ▼	-3.4%	848,621	0.2%	Utilities
EW Edwards Lifesciences	$74,292,294	$2,716,780 ▲	3.8%	949,908	0.2%	Medical
TMUS T-Mobile US	$73,722,057	$4,021,346 ▲	5.8%	309,419	0.2%	Computer and Technology
PYPL PayPal	$73,209,388	$3,532,134 ▲	5.1%	985,056	0.2%	Business Services
MAS Masco	$70,897,317	$4,029,580 ▲	6.0%	1,101,574	0.2%	Construction

Showing largest 100 holdings. View all holdings.

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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

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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