Empower Advisory Group, LLC Top Holdings and 13F Report (2025) About Empower Advisory Group, LLCInvestment ActivityEmpower Advisory Group, LLC has $29.69 billion in total holdings as of December 31, 2024.Empower Advisory Group, LLC owns shares of 498 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 13.54% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Empower Advisory Group, LLC has purchased 502 new stocks and bought additional shares in 260 stocks.Empower Advisory Group, LLC sold shares of 179 stocks and completely divested from 28 stocks this quarter.Largest Holdings Schwab International Equity ETF $3,350,157,022iShares Russell 2000 ETF $1,740,740,180Vanguard FTSE Emerging Markets ETF $1,439,425,867Vanguard Short-Term Bond ETF $1,261,231,023Vanguard Real Estate ETF $1,050,591,465 Largest New Holdings this Quarter Kenvue $48,252,375 HoldingVeeva Systems $47,724,227 HoldingLAM RESEARCH CORP $2,259,499 HoldingARISTA NETWORKS INC $1,304,254 HoldingOnto Innovation $906,518 Holding Largest Purchases this Quarter Schwab International Equity ETF 98,363,977 shares (about $1.82B)Schwab U.S. TIPS ETF 20,565,226 shares (about $531.20M)Schwab US Small-Cap ETF 13,037,193 shares (about $337.14M)Schwab US Broad Market ETF 4,693,222 shares (about $106.54M)Vanguard Short-Term Bond ETF 1,121,941 shares (about $86.69M) Largest Sales this Quarter Twilio 1,037,668 shares (about $112.15M)Bank of America 1,416,633 shares (about $62.26M)iShares Gold Trust 1,028,719 shares (about $50.93M)Procter & Gamble 274,478 shares (about $46.02M)CVS Health 953,562 shares (about $42.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmpower Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$3,350,157,022$1,819,733,572 ▲118.9%181,089,56911.3%ETFIWMiShares Russell 2000 ETF$1,740,740,180$44,078,649 ▲2.6%7,878,0785.9%FinanceVWOVanguard FTSE Emerging Markets ETF$1,439,425,867$46,711,995 ▲3.4%32,684,5114.8%ETFBSVVanguard Short-Term Bond ETF$1,261,231,023$86,692,383 ▲7.4%16,322,3894.2%ETFVNQVanguard Real Estate ETF$1,050,591,465$33,004,408 ▲3.2%11,793,7973.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$990,164,243$74,458,313 ▲8.1%17,071,7973.3%ETFSCHPSchwab U.S. TIPS ETF$989,317,027$531,199,788 ▲116.0%38,301,0853.3%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$733,913,865$53,079,438 ▲7.8%14,596,5372.5%ManufacturingIAUiShares Gold Trust$687,843,005$50,931,876 ▼-6.9%13,893,0122.3%FinanceSCHASchwab US Small-Cap ETF$655,173,970$337,141,816 ▲106.0%25,335,4202.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$653,989,692$45,872,430 ▲7.5%16,531,5902.2%ETFVGLTVanguard Long-Term Treasury Index ETF$594,402,980$57,786,617 ▲10.8%10,738,9882.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$522,017,459$25,980,434 ▲5.2%4,559,9011.8%ETFAAPLApple$490,874,419$7,349,324 ▲1.5%1,960,2051.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$483,730,678$1,726,399 ▲0.4%1,669,1301.6%ETFESGDiShares ESG Aware MSCI EAFE ETF$454,069,215$20,681,605 ▲4.8%5,963,6091.5%ManufacturingEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$424,458,948$29,711,380 ▲7.5%21,733,6891.4%ETFGOOGAlphabet$392,140,779$5,680,826 ▲1.5%2,059,1301.3%Computer and TechnologyMSFTMicrosoft$373,892,323$7,144,002 ▲1.9%887,0521.3%Computer and TechnologyNVDANVIDIA$373,396,279$1,535,069 ▲0.4%2,780,5221.3%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$366,454,344$20,938,511 ▲6.1%8,600,1961.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$365,139,521$22,409,984 ▲6.5%28,109,2781.2%ManufacturingAMZNAmazon.com$343,594,664$6,634,575 ▲2.0%1,566,1361.2%Retail/WholesaleTSLATesla$340,296,268$4,007,305 ▼-1.2%842,6511.1%Auto/Tires/TrucksBNDXVanguard Total International Bond ETF$323,313,681$19,934,510 ▲6.6%6,591,5121.1%ETFMETAMeta Platforms$253,011,892$6,288,966 ▲2.5%432,1220.9%Computer and TechnologyJPMJPMorgan Chase & Co.$243,941,102$1,253,443 ▲0.5%1,017,6510.8%FinanceWMTWalmart$236,784,114$31,262,001 ▼-11.7%2,620,7430.8%Retail/WholesaleMAMastercard$224,291,666$3,643,342 ▲1.7%425,9480.8%Business ServicesBRK.BBerkshire Hathaway$221,877,827$4,835,137 ▲2.2%489,4940.7%FinanceNFLXNetflix$193,399,338$562,422 ▲0.3%216,9810.7%Consumer DiscretionaryESGEiShares ESG Aware MSCI EM ETF$191,582,215$2,008,075 ▲1.1%5,737,7120.6%ManufacturingCOSTCostco Wholesale$161,964,244$7,443,767 ▲4.8%176,7650.5%Retail/WholesaleIWBiShares Russell 1000 ETF$161,644,482$3,731,258 ▼-2.3%501,7520.5%ETFXOMExxon Mobil$156,716,839$4,918,317 ▲3.2%1,456,8820.5%Oils/EnergyDISWalt Disney$151,406,523$4,657,326 ▲3.2%1,359,7350.5%Consumer DiscretionaryLLYEli Lilly and Company$149,370,841$41,851,566 ▲38.9%193,4860.5%MedicalGSThe Goldman Sachs Group$143,369,994$2,521,250 ▼-1.7%250,3750.5%FinancePGProcter & Gamble$142,798,405$46,016,238 ▼-24.4%851,7650.5%Consumer StaplesECLEcolab$135,231,865$2,729,358 ▲2.1%577,1250.5%Basic MaterialsNEENextEra Energy$130,714,277$2,962,804 ▲2.3%1,823,3270.4%UtilitiesAPDAir Products and Chemicals$125,872,562$3,063,986 ▲2.5%433,9830.4%Basic MaterialsSBUXStarbucks$125,284,227$3,625,180 ▲3.0%1,372,9780.4%Retail/WholesaleDUKDuke Energy$124,850,765$3,655,188 ▲3.0%1,158,8150.4%UtilitiesHDHome Depot$124,105,154$5,397,618 ▼-4.2%319,0450.4%Retail/WholesaleCRMSalesforce$122,846,711$2,558,297 ▼-2.0%367,4410.4%Computer and TechnologyIBKRInteractive Brokers Group$119,592,605$1,450,285 ▼-1.2%676,9260.4%FinanceUNHUnitedHealth Group$119,335,779$33,387 ▲0.0%235,9070.4%MedicalSOSouthern$115,384,952$2,931,085 ▲2.6%1,401,6640.4%UtilitiesSCHBSchwab US Broad Market ETF$111,054,518$106,536,129 ▲2,357.8%4,892,2700.4%ETFSHWSherwin-Williams$109,772,004$3,490,065 ▲3.3%322,9250.4%Basic MaterialsHONHoneywell International$109,192,886$15,893,834 ▼-12.7%483,3900.4%Multi-Sector ConglomeratesJNJJohnson & Johnson$105,754,322$14,985,515 ▼-12.4%731,2570.4%MedicalCVXChevron$104,719,746$3,906,914 ▲3.9%723,0030.4%Oils/EnergyTAT&T$104,662,571$1,220,176 ▲1.2%4,596,5120.4%Computer and TechnologyKMIKinder Morgan$103,863,606$500,132 ▼-0.5%3,790,6430.3%Oils/EnergyABTAbbott Laboratories$103,746,132$1,059,276 ▲1.0%917,2140.3%MedicalUPSUnited Parcel Service$103,631,613$2,124,785 ▲2.1%821,8210.3%TransportationPFEPfizer$102,211,672$4,703,636 ▼-4.4%3,852,6830.3%MedicalCMGChipotle Mexican Grill$101,106,189$13,937,256 ▼-12.1%1,676,7200.3%Retail/WholesaleFTNTFortinet$96,594,790$1,337,743 ▲1.4%1,022,3830.3%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$96,418,128$935,491 ▼-1.0%748,4720.3%ManufacturingBACBank of America$95,508,583$62,261,022 ▼-39.5%2,173,1190.3%FinanceSRESempra$93,956,103$2,352,738 ▲2.6%1,071,0910.3%UtilitiesCATCaterpillar$92,644,568$641,360 ▲0.7%255,3880.3%Industrial ProductsWMWaste Management$90,084,212$1,976,935 ▲2.2%446,4260.3%Business ServicesITWIllinois Tool Works$87,768,249$2,722,980 ▲3.2%346,1440.3%Industrial ProductsOCOwens Corning$87,212,120$880,043 ▲1.0%512,0490.3%ConstructionBKRBaker Hughes$86,591,956$1,632,309 ▲1.9%2,110,9690.3%Oils/EnergyVZVerizon Communications$82,319,914$8,580,336 ▼-9.4%2,058,5120.3%Computer and TechnologyPYPLPayPal$81,198,730$13,724,875 ▼-14.5%951,3620.3%Computer and TechnologySYYSysco$80,623,126$3,207,040 ▲4.1%1,054,4480.3%Consumer StaplesEMNEastman Chemical$80,044,834$2,246,473 ▲2.9%876,5310.3%Basic MaterialsABBVAbbVie$79,549,089$2,206,148 ▲2.9%447,6590.3%MedicalAVGOBroadcom$79,232,125$22,742,608 ▲40.3%341,7530.3%Computer and TechnologyAMGNAmgen$79,095,457$30,463,373 ▼-27.8%303,4660.3%MedicalLHXL3Harris Technologies$77,869,738$1,858,873 ▲2.4%370,3150.3%AerospacePPLPPL$77,019,671$2,289,696 ▲3.1%2,372,7560.3%UtilitiesSCIService Co. International$76,613,044$1,098,642 ▲1.5%959,8230.3%Consumer StaplesLINDE PLC$74,738,565$2,599,944 ▲3.6%178,5140.3%SHSDDDuPont de Nemours$74,540,273$1,988,067 ▲2.7%977,5770.3%Basic MaterialsPNWPinnacle West Capital$74,018,129$8,493,363 ▼-10.3%873,1640.2%UtilitiesMASMasco$73,736,880$1,460,762 ▲2.0%1,016,0790.2%ConstructionEVERGY INC$73,426,935$2,796,770 ▲4.0%1,192,9640.2%COMCMCSAComcast$73,107,933$1,556,407 ▲2.2%1,947,9860.2%Consumer DiscretionaryKOCoca-Cola$71,263,320$2,355,297 ▲3.4%1,144,6080.2%Consumer StaplesAEPAmerican Electric Power$71,159,182$2,848,706 ▲4.2%771,5410.2%UtilitiesSCCOSouthern Copper$70,449,649$21,050,290 ▼-23.0%773,0680.2%Basic MaterialsNEMNewmont$67,514,100$1,027,458 ▲1.5%1,813,9200.2%Basic MaterialsMNSTMonster Beverage$66,340,193$4,061,732 ▲6.5%1,262,1800.2%Consumer StaplesPOOLPool$64,573,149$3,269,281 ▲5.3%189,3970.2%Consumer DiscretionaryVRSKVerisk Analytics$64,176,413$63,959,374 ▲29,469.0%233,0040.2%Business ServicesALBAlbemarle$63,826,949$3,078,652 ▲5.1%741,4840.2%Basic MaterialsESEversource Energy$63,331,497$4,219,496 ▼-6.2%1,102,7600.2%UtilitiesKHCKraft Heinz$62,562,015$207,937 ▲0.3%2,037,1870.2%Consumer StaplesVLOValero Energy$62,379,466$1,583,251 ▲2.6%508,8460.2%Oils/EnergyMTCHMatch Group$61,558,874$5,957,145 ▼-8.8%1,881,9590.2%Retail/WholesaleADMArcher-Daniels-Midland$61,394,003$3,879,278 ▲6.7%1,215,2420.2%Consumer StaplesWTRGEssential Utilities$60,292,579$2,708,128 ▲4.7%1,660,0380.2%UtilitiesBABoeing$60,287,079$1,556,715 ▲2.7%340,6050.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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