Empower Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$305M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$98.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$87.1M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$75.5M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$74.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Twilio
TWLO
|
+$94.8M |
| 2 |
Bank of America
BAC
|
+$62.3M |
| 3 |
CVS Health
CVS
|
+$53.5M |
| 4 |
iShares Gold Trust
IAU
|
+$51.7M |
| 5 |
Procter & Gamble
PG
|
+$46.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.74% |
| 2 | Communication Services | 4.69% |
| 3 | Consumer Discretionary | 4.51% |
| 4 | Financials | 4.29% |
| 5 | Consumer Staples | 3.81% |
Similar funds
Empower Advisory Group's Q4 2024 Portfolio in Review
As of Q4 2024, Empower Advisory Group held 523 positions worth $29.7B, up 0.39% from $29.6B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Empower Advisory Group deployed $1.12B of net new capital in Q4 2024, opening 21 new positions and adding to 257 existing holdings. Its largest new stake was Kenvue: 2,260,064 shares worth $48.3M.
By sector, the portfolio is most concentrated in Technology at 5.7% of assets, up from 5.5% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Twilio, an estimated $94.8M trimmed.
- Empower Advisory Group's largest Q4 2024 buy was Kenvue: 2,260,064 shares worth $48.3M.
- Empower Advisory Group added most to Schwab International Equity ETF in Q4 2024, an estimated $305M increase.
- Empower Advisory Group's biggest Q4 2024 reduction was Twilio, cutting an estimated $94.8M.
- Empower Advisory Group fully exited Avangrid, Inc. in Q4 2024, selling an estimated $13M.
- Empower Advisory Group's ten largest holdings make up 43% of its $29.7B portfolio in Q4 2024.
- Empower Advisory Group opened 21 new positions and closed 25 in Q4 2024.
- Empower Advisory Group's portfolio value rose 0.39% quarter-over-quarter to $29.7B.
Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.