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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 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

Map of 500 Largest Holdings ofEmpower Advisory Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,066,433,214$17,460,657 -0.4%184,001,50312.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,859,433,416$102,025,722 5.8%8,616,8665.6%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,708,106,317$22,362,548 1.3%34,535,1055.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,424,564,492$62,988,095 4.6%18,101,2014.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,285,683,860$51,433,485 4.2%14,436,1543.9%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,140,884,833$49,627,108 4.5%19,075,1523.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,138,642,754$53,572,347 4.9%42,677,7643.4%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$849,671,145$42,266,653 5.2%16,517,7132.5%Manufacturing
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$846,107,839$178,364,947 26.7%33,442,9982.5%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$700,680,821$46,789,096 7.2%12,485,4032.1%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$658,917,816$6,601,775 1.0%4,903,0272.0%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$629,893,359$142,559,517 -18.5%13,648,8271.9%ETF
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$516,775,467$18,756,287 3.8%24,148,3861.5%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$504,009,441$18,661,435 -3.6%5,649,0631.5%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$486,051,169$13,908,443 2.9%1,599,2211.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$466,107,010$19,858,100 4.5%937,0681.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$461,242,203$72,823,758 18.7%2,919,4391.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$440,086,022$37,090,843 9.2%2,144,9821.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$418,891,495$74,377,392 21.6%1,909,3461.3%Retail/Wholesale
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$417,917,636$23,732,522 6.0%9,687,4741.3%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$410,324,456$23,097,491 6.0%31,466,5991.2%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$386,539,166$18,853,363 5.1%2,179,0361.2%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$376,013,131$453,104,991 -54.6%6,029,7171.1%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$363,597,352$14,651,990 4.2%7,343,9171.1%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$336,021,875$336,021,875 New Holding5,128,5391.0%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$334,122,064$9,840,210 3.0%452,6851.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$258,087,834$2,584,814 1.0%2,639,4750.8%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$241,293,287$1,422,335 0.6%496,7230.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$240,080,892$6,814,046 2.9%828,1220.7%Finance
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$218,615,471$4,778,818 -2.1%5,581,1970.7%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$207,072,231$3,673,404 1.8%368,4950.6%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$204,188,949$23,403,914 12.9%642,7910.6%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$197,631,795$65,751,387 -25.0%147,5820.6%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$177,587,400$7,120,902 4.2%1,432,0410.5%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$176,685,662$1,750,216 1.0%178,4810.5%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$176,122,257$10,457,391 6.3%225,9340.5%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$175,588,501$8,953,436 5.4%1,628,8360.5%Energy
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$162,605,742$4,657,880 -2.8%478,8580.5%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$160,482,990$2,882,199 1.8%595,6170.5%Basic Materials
Duke Energy Corporation stock logo
DUK
Duke Energy
$148,030,547$6,877,277 4.9%1,254,4960.4%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$145,670,549$7,113,796 5.1%914,3270.4%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$138,823,677$5,342,077 4.0%1,999,7650.4%Utilities
Southern Company (The) stock logo
SO
Southern
$135,116,802$2,966,843 2.2%1,471,3800.4%Utilities
Starbucks Corporation stock logo
SBUX
Starbucks
$134,616,953$7,101,693 5.6%1,469,1360.4%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$133,933,933$4,987,592 3.9%876,8180.4%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$131,326,730$6,149,466 4.9%465,5990.4%Basic Materials
LINDE PLC
$127,437,929$10,737,670 9.2%271,6180.4%SHS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$124,902,406$306,022 0.2%918,3330.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$124,755,724$6,179,344 5.2%340,2680.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$119,480,662$15,873,842 15.3%433,4510.4%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$117,732,462$1,015,013 0.9%4,068,1570.4%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$117,521,224$10,401,627 9.7%4,848,2350.4%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$116,543,186$18,431,439 18.8%1,154,5790.3%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$116,007,236$1,931,273 1.7%498,1420.3%Multi-Sector Conglomerates
Chevron Corporation stock logo
CVX
Chevron
$113,895,505$6,814,414 6.4%795,4150.3%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$108,862,986$30,280,777 38.5%348,9530.3%Medical
Fortinet, Inc. stock logo
FTNT
Fortinet
$108,511,066$823,876 0.8%1,026,4010.3%Computer and Technology
Newmont Corporation stock logo
NEM
Newmont
$107,629,227$893,534 -0.8%1,847,3950.3%Basic Materials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$107,316,191$463,577 -0.4%151,6300.3%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$105,902,452$2,143,585 2.1%462,8200.3%Business Services
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$104,323,861$38,065,376 57.4%323,2240.3%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$103,160,583$3,607,635 3.6%265,7340.3%Industrials
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$102,333,731$77,529,391 312.6%1,846,8460.3%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$101,739,377$2,600,102 2.6%373,0950.3%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$100,499,352$3,230,068 3.3%400,6510.3%Aerospace
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$99,139,470$7,930,010 8.7%1,765,6180.3%Retail/Wholesale
Southern Copper Corporation stock logo
SCCO
Southern Copper
$99,134,175$7,653,815 8.4%979,8770.3%Basic Materials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$95,579,066$18,607,366 -16.3%278,3640.3%Basic Materials
Bank of America Corporation stock logo
BAC
Bank of America
$94,084,317$1,143,062 1.2%1,988,2570.3%Finance
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$93,918,316$171,290 0.2%694,1490.3%Manufacturing
AbbVie Inc. stock logo
ABBV
AbbVie
$92,147,895$4,156,032 4.7%496,4330.3%Medical
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$91,949,757$10,609,366 13.0%928,4100.3%Retail/Wholesale
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$91,638,397$3,387,073 3.8%370,6310.3%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$90,597,932$2,778,415 3.2%324,4800.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$89,819,086$666,445 0.7%2,075,7820.3%Computer and Technology
EVERGY INC
$86,919,172$2,326,113 2.7%1,260,9770.3%COM
Sempra Energy stock logo
SRE
Sempra Energy
$86,797,058$4,911,640 6.0%1,145,5330.3%Utilities
Sysco Corporation stock logo
SYY
Sysco
$86,719,950$3,427,311 4.1%1,144,9690.3%Consumer Staples
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$86,502,480$2,559,221 3.0%1,380,9460.3%Consumer Staples
DOORDASH INC
$86,156,258$67,891,587 371.7%349,5040.3%CL A
CocaCola Company (The) stock logo
KO
CocaCola
$86,146,116$2,224,734 2.7%1,217,6130.3%Consumer Staples
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$85,512,250$2,691,638 3.2%824,1350.3%Utilities
The Boeing Company stock logo
BA
Boeing
$84,721,452$4,756,965 5.9%404,3400.3%Aerospace
PPL Corporation stock logo
PPL
PPL
$84,456,590$1,991,105 2.4%2,492,0800.3%Utilities
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$83,938,200$7,056,897 9.2%1,590,3410.3%Consumer Staples
Baker Hughes Company stock logo
BKR
Baker Hughes
$83,932,762$2,633,076 3.2%2,189,1700.3%Energy
Nucor Corporation stock logo
NUE
Nucor
$83,635,999$7,589,883 10.0%645,6380.3%Basic Materials
Comcast Corporation stock logo
CMCSA
Comcast
$81,842,831$6,724,316 9.0%2,293,1590.2%Consumer Discretionary
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$81,616,819$674,377 0.8%2,776,0820.2%Energy
Eversource Energy stock logo
ES
Eversource Energy
$79,431,911$6,042,054 8.2%1,248,5370.2%Utilities
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$79,381,621$3,114,789 4.1%275,6500.2%Medical
The Progressive Corporation stock logo
PGR
Progressive
$78,624,091$6,076,664 8.4%294,6270.2%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$78,167,082$3,674,138 4.9%250,9380.2%Business Services
Valero Energy Corporation stock logo
VLO
Valero Energy
$77,674,593$4,460,459 6.1%577,8500.2%Energy
Service Corporation International stock logo
SCI
Service Corporation International
$76,271,790$837,931 1.1%937,0000.2%Consumer Staples
Pinnacle West Capital Corporation stock logo
PNW
Pinnacle West Capital
$75,926,106$2,654,485 -3.4%848,6210.2%Utilities
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$74,292,294$2,716,780 3.8%949,9080.2%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$73,722,057$4,021,346 5.8%309,4190.2%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$73,209,388$3,532,134 5.1%985,0560.2%Business Services
Masco Corporation stock logo
MAS
Masco
$70,897,317$4,029,580 6.0%1,101,5740.2%Construction

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