Empower Advisory Group, LLC Reduced Holdings in Q4 2024

Empower Advisory Group, LLC

  • $29.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
-9
- 0.2%
$56.7 - $64.64 $510 - $582
4.49K $254K
IRM
Iron Mountain Inc

Real Estate
-90
- 4.34%
$101.62 - $128.14 $9.15K - $11.5K
1.99K $208K
IWS
Ishares Russell Midcap Value E

ETFs
-219
- 7.63%
$128.08 - $140.32 $28K - $30.7K
2.65K $343K
VCIT
Vanguard Intermediate Term Cor

ETFs
-160
- 2.78%
$80.13 - $83.77 $12.8K - $13.4K
5.59K $448K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-307
- 5.59%
$100.16 - $100.7 $30.7K - $30.9K
5.19K $520K
ROK
Rockwell Automation, Inc

Industrials
-163
- 17.21%
$264.65 - $302.92 $43.1K - $49.4K
784 $224K
IEF
Ishares Barclays

ETFs
-161
- 6.6%
$92.08 - $98.18 $14.8K - $15.8K
2.28K $210K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-71
- 3.53%
$131.66 - $144.0 $9.35K - $10.2K
1.94K $256K
SOXX
Ishares Semiconductor ETF

ETFs
-2
- 0.11%
$211.27 - $239.8 $423 - $480
1.83K $393K
TT
Trane Technologies PLC

Industrials
-9
- 0.69%
$369.35 - $419.14 $3.32K - $3.77K
1.3K $479K
IWP
Ishares Russell Mid Cap Growth

ETFs
-365
- 16.01%
$116.4 - $138.52 $42.5K - $50.6K
1.92K $242K
IWD
Ishares Russell 1000 Val ETF

ETFs
-26
- 0.63%
$183.23 - $199.79 $4.76K - $5.19K
4.09K $756K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-116
- 3.02%
$94.77 - $97.36 $11K - $11.3K
3.73K $356K
NSC
Norfolk Southern Corp

Industrials
-12
- 0.99%
$230.6 - $277.0 $2.77K - $3.32K
1.2K $282K
AJG
Arthur J. Gallagher & Co.

Financial Services
-93
- 3.13%
$278.49 - $315.16 $25.9K - $29.3K
2.88K $817K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-542
- 5.38%
$22.39 - $23.45 $12.1K - $12.7K
9.54K $219K
RY
Royal Bank Of Canada

Financial Services
-67
- 3.26%
$119.72 - $128.02 $8.02K - $8.58K
1.99K $239K
UBS
Ubs Group Ag

Financial Services
-300
- 4.19%
$29.78 - $33.08 $8.93K - $9.92K
6.85K $207K
USB
Us Bancorp \De\

Financial Services
-508
- 9.03%
$43.98 - $53.66 $22.3K - $27.3K
5.12K $244K
DLB
Dolby Laboratories, Inc.

Industrials
-300
- 4.63%
$70.91 - $81.98 $21.3K - $24.6K
6.18K $482K
TYL
Tyler Technologies Inc

Technology
-10
- 1.93%
$576.64 - $635.69 $5.77K - $6.36K
509 $293K
XLF
Financial Sector Spdr

ETFs
-1.03K
- 7.78%
$44.89 - $51.34 $46K - $52.6K
12.2K $587K
INFY
Infosys LTD

Technology
-88
- 0.44%
$20.71 - $23.42 $1.82K - $2.06K
20K $439K
PM
Philip Morris International Inc.

Consumer Defensive
-38
- 0.92%
$118.38 - $133.06 $4.5K - $5.06K
4.07K $490K
IWR
Ishares Russell Mid Cap ETF

ETFs
-121
- 1.91%
$87.25 - $95.52 $10.6K - $11.6K
6.22K $549K
CLX
Clorox CO

Consumer Defensive
-36
- 1.97%
$156.51 - $169.74 $5.63K - $6.11K
1.79K $290K
VOT
Vanguard Mid Cap Growth Index

ETFs
-86
- 5.45%
$241.48 - $274.89 $20.8K - $23.6K
1.49K $378K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7
- 0.82%
$238.25 - $261.28 $1.67K - $1.83K
842 $203K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-544
- 6.65%
$370.24 - $418.94 $201K - $228K
7.63K $3.07M
ERIC
Ericsson Lm Telephone CO

Technology
-1.56K
- 7.85%
$7.36 - $8.59 $11.5K - $13.4K
18.3K $147K
CHD
Church & Dwight CO Inc

Consumer Defensive
-8
- 0.39%
$99.11 - $112.25 $793 - $898
2.05K $214K
BX
Blackstone Inc.

Financial Services
-390
- 11.24%
$148.45 - $199.05 $57.9K - $77.6K
3.08K $530K
ATO
Atmos Energy Corp

Utilities
-11
- 0.75%
$136.41 - $151.43 $1.5K - $1.67K
1.46K $203K
American Healthcare Reit Inc
-1.3K
- 4.98%
N/A
24.7K $0
Ark 21 Shares Bitcoin ETF
-814
- 14.23%
N/A
4.91K $0
IXN
Ishares Global Information Tec

ETFs
-67
- 1.57%
$80.67 - $87.84 $5.4K - $5.89K
4.21K $357K
EA
Electronic Arts Inc.

Communication Services
-60
- 1.26%
$140.69 - $167.97 $8.44K - $10.1K
4.69K $686K
HPE
Hewlett Packard Enterprise CO

Technology
-122
- 1.24%
$19.31 - $23.95 $2.36K - $2.92K
9.7K $207K
VV
Vanguard Large Cap ETF

ETFs
-119
- 1.79%
$260.27 - $280.65 $31K - $33.4K
6.51K $1.76M
CAH
Cardinal Health Inc

Healthcare
-22
- 1.08%
$107.89 - $125.33 $2.37K - $2.76K
2.01K $237K
CPRT
Copart Inc

Consumer Cyclical
-96
- 2.32%
$51.36 - $63.8 $4.93K - $6.12K
4.05K $232K
LZ
Legalzoom.Com, Inc.

Industrials
-7.3K
- 11.44%
$6.33 - $9.22 $46.2K - $67.3K
56.5K $424K
AMP
Ameriprise Financial Inc

Financial Services
-9
- 1.9%
$473.15 - $574.01 $4.26K - $5.17K
465 $247K
LUV
Southwest Airlines CO

Industrials
-2.19K
- 8.88%
$28.99 - $34.84 $63.5K - $76.4K
22.5K $756K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-120
- 0.89%
$46.94 - $51.62 $5.63K - $6.19K
13.3K $666K
CSCO
Cisco Systems, Inc.

Technology
-5.54K
- 9.21%
$52.45 - $60.02 $291K - $333K
54.6K $3.24M
VBK
Vanguard Small Cap Growth ETF

ETFs
-31
- 0.98%
$264.18 - $304.19 $8.19K - $9.43K
3.13K $876K
CMI
Cummins Inc

Industrials
-5
- 0.36%
$324.93 - $383.42 $1.62K - $1.92K
1.39K $485K
ISRG
Intuitive Surgical Inc

Healthcare
-32
- 1.89%
$471.27 - $550.62 $15.1K - $17.6K
1.67K $869K
Activity Summary
Buys All Purchases 284 New Holdings 24 Increased Positions 260 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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