EA
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Empower Advisory Group, LLC13F | |
| Empower Advisory Group, LLC | |
| Last update 2025-05-09 | 495 Stocks (24 new) |
| Value $30.64 Bil | Turnover 5 % |
Empower Advisory Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF | Schwab International Equity ETF | 184,791,578 | 3,655,177.4 | +2.04% | 11.930 | +0.24% | 8.410 | +12.34% | +18.83% | 48,375.6 | ||
IWM | iShares Russell 2000 ETF | 8,144,065 | 1,624,659.6 | +3.38% | 5.300 | +0.17% | 2.730 | +17.49% | -0.47% | 65,502.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 34,082,971 | 1,542,595.3 | +4.28% | 5.040 | +0.21% | 1.960 | +15.27% | +14.00% | 86,124.6 | ||
BSV | Vanguard Short-Term Bond ETF | 17,300,844 | 1,354,310.1 | +5.99% | 4.420 | +0.25% | 4.020 | +0.98% | +3.00% | 38,342.2 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 13,858,639 | 1,254,761.2 | +17.51% | 4.100 | +0.61% | 3.450 | +4.98% | +1.94% | 33,138.0 | ||
SCHP | Schwab U.S. Tips ETF | 40,669,805 | 1,093,611.1 | +6.18% | 3.570 | +0.21% | 8.460 | +1.76% | +4.09% | 12,987.3 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 18,245,406 | 1,083,777.1 | +6.87% | 3.540 | +0.23% | 3.390 | +0.67% | +3.63% | 31,472.8 | ||
USIG | iShares U.S. Credit Bond ETF | 15,696,044 | 801,753.9 | +7.53% | 2.620 | +0.18% | 6.060 | +2.25% | +3.25% | 14,048.1 | ||
IAU | iShares Gold Trust | 13,295,673 | 783,912.9 | -4.30% | 2.560 | -0.10% | 1.780 | +3.02% | +26.80% | 47,429.1 | ||
VNQI |
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
| 16,737,874 | 677,214.4 | +1.25% | 2.210 | +0.03% | 23.690 | +10.41% | +14.79% | 3,186.8 |
Empower Advisory Group, LLC's Historical Top Holdings Breakdowns
Empower Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Add Add | +0.61% | 85.55 ($90.76) 94.34 | $89.01 | -1.93% | Add 17.51% | 13,858,639 | 2,064,842 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.37% | 222.15 ($333.26) 428.22 | $310.78 | -6.75% | Reduce -32.46% | 569,115 | -273,536 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.33% | 21.23 ($22.75) 23.75 | $24.00 | 5.49% | Reduce -88.1% | 581,974 | -4,310,296 | |
PBUS | Invesco MSCI USA ETF | 2025-03-31 | New Buy New Buy | +0.28% | 55.29 ($59.08) 61.72 | $62.57 | 5.91% | New holding | 1,544,010 | 1,544,010 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.25% | 76.94 ($77.63) 78.28 | $78.11 | 0.62% | Add 5.99% | 17,300,844 | 978,455 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.24% | 18.36 ($19.62) 20.51 | $21.84 | 11.31% | Add 2.04% | 184,791,578 | 3,702,009 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.23% | 57.44 ($58.5) 59.4 | $58.97 | 0.80% | Add 6.87% | 18,245,406 | 1,173,609 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Add Add | +0.21% | 25.69 ($26.29) 26.89 | $26.44 | 0.57% | Add 6.18% | 40,669,805 | 2,368,720 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.21% | 42.5 ($45.01) 46.71 | $50.01 | 11.11% | Add 4.28% | 34,082,971 | 1,398,460 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Reduce Reduce | -0.19% | 524.81 ($601.74) 672.19 | $702.51 | 16.75% | Reduce -39.18% | 152,285 | -98,090 |
Empower Advisory Group, LLC Total Holding History ($B)
Empower Advisory Group, LLC's Asset Allocation
Empower Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Empower Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Empower Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Empower Advisory Group, LLC's Holdings Heat Map
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Empower Advisory Group, LLC's Holdings Bubble Chart
Empower Advisory Group, LLC News
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