Empower Advisory Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Empower Advisory Group, LLC reported 498 stock positions worth $29.7 billion. Its top holding was Schwab Intl Equity ETF (SCHF) at 11.3% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 5.9%) and Vanguard Ftse Emerging Marke (VWO, 4.8%). Compared with Q3 2024, it opened 21 new positions, sold out of 25, added to 257 and reduced 185. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +719%) and the biggest sale Twilio Class A (TWLO, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- Greenwood Village, CO
- CIK
- 0001978885
- Portfolio Value
- $29.7B (Q4 2024)
- SEC Filing
- 0001420506-25-000084 ↗ filed Jan 31, 2025
Holdings Value
Holdings 498 stocks · $29.7B
| SCHF Schwab Intl Equity ETF | 11.28% | 181,089,569 | $3.4B | Add +9.4% |
| IWM iShares Russell 2000 ETF | 5.86% | 7,878,078 | $1.7B | Add +2.6% |
| VWO Vanguard Ftse Emerging Marke | 4.85% | 32,684,511 | $1.4B | Add +3.4% |
| BSV Vanguard Short-Term Bond ETF | 4.25% | 16,322,389 | $1.3B | Add +7.4% |
| VNQ Vanguard Real Estate ETF | 3.54% | 11,793,797 | $1.1B | Add +3.2% |
| VGIT Vanguard Intermediate-Term T | 3.33% | 17,071,797 | $990.2M | Add +8.1% |
| SCHP Schwab U.S. Tips ETF | 3.33% | 38,301,085 | $989.3M | Add +8.0% |
| USIG iShares Broad Usd Investment | 2.47% | 14,596,537 | $733.9M | Add +7.8% |
| IAU iShares Gold Trust | 2.32% | 13,893,012 | $687.8M | Reduce -6.9% |
| SCHA Schwab US Small-Cap ETF | 2.21% | 25,335,420 | $655.2M | Add +3.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 2.20% | 16,531,590 | $654.0M | Add +7.5% |
| VGLT Vanguard Long-Term Treasury | 2.00% | 10,738,988 | $594.4M | Add +10.8% |
| VSS Vanguard Ftse All Wo X-US SC | 1.76% | 4,559,901 | $522.0M | Add +5.2% |
| AAPL Apple Inc. | 1.65% | 1,960,205 | $490.9M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.63% | 1,669,130 | $483.7M | Add +0.4% |
| ESGD iShares Trust iShares ESG Aw | 1.53% | 5,963,609 | $454.1M | Add +4.8% |
| EBND State Street SPDR Bloomberg | 1.43% | 21,733,689 | $424.5M | Add +7.5% |
| GOOG Alphabet Inc. Class C | 1.32% | 2,059,130 | $392.1M | Add +1.5% |
| MSFT Microsoft Corp. | 1.26% | 887,052 | $373.9M | Add +1.9% |
| NVDA Nvidia Corp. | 1.26% | 2,780,522 | $373.4M | Add +0.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.23% | 8,600,196 | $366.5M | Add +6.1% |
| PDBC Invesco Optimum Yield Divers | 1.23% | 28,109,278 | $365.1M | Add +6.5% |
| AMZN Amazon.com Inc. | 1.16% | 1,566,136 | $343.6M | Add +2.0% |
| TSLA Tesla Inc. | 1.15% | 842,651 | $340.3M | Reduce -1.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.09% | 6,591,512 | $323.3M | Add +6.6% |
| META Meta Platforms Inc. Class A | 0.85% | 432,122 | $253.0M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 0.82% | 1,017,651 | $243.9M | Add +0.5% |
| WMT Walmart Inc. | 0.80% | 2,620,743 | $236.8M | Reduce -11.7% |
| MA Mastercard Inc. Class A | 0.76% | 425,948 | $224.3M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 489,494 | $221.9M | Add +2.2% |
| NFLX Netflix Inc. | 0.65% | 216,981 | $193.4M | Add +0.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.65% | 5,737,712 | $191.6M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.55% | 176,765 | $162.0M | Add +4.8% |
| IWB iShares Russell 1000 ETF | 0.54% | 501,752 | $161.6M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.53% | 1,456,882 | $156.7M | Add +3.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 1,359,735 | $151.4M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.50% | 193,486 | $149.4M | Add +38.9% |
| GS Goldman Sachs Group Inc. | 0.48% | 250,375 | $143.4M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.48% | 851,765 | $142.8M | Reduce -24.4% |
| ECL Ecolab Inc. | 0.46% | 577,125 | $135.2M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.44% | 1,823,327 | $130.7M | Add +2.3% |
| APD Air Products & Chemicals Inc. | 0.42% | 433,983 | $125.9M | Add +2.5% |
| SBUX Starbucks Corp. | 0.42% | 1,372,978 | $125.3M | Add +3.0% |
| DUK Duke Energy Corp. | 0.42% | 1,158,815 | $124.9M | Add +3.0% |
| HD Home Depot Inc. | 0.42% | 319,045 | $124.1M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.41% | 367,441 | $122.8M | Reduce -2.0% |
| IBKR Interactive Brokers Gro Class A | 0.40% | 676,926 | $119.6M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.40% | 235,907 | $119.3M | Add +0.0% |
| SO The Southern Co. | 0.39% | 1,401,664 | $115.4M | Add +2.6% |
| SCHB Schwab US Broad Market ETF | 0.37% | 4,892,270 | $111.1M | Add +719.3% |
| SHW The Sherwin-Williams Co. | 0.37% | 322,925 | $109.8M | Add +3.3% |
| HON Honeywell International Inc. | 0.37% | 483,390 | $109.2M | Reduce -12.7% |
| JNJ Johnson & Johnson | 0.36% | 731,257 | $105.8M | Reduce -12.4% |
| CVX Chevron Corp. | 0.35% | 723,003 | $104.7M | Add +3.9% |
| T AT&T Inc. | 0.35% | 4,596,512 | $104.7M | Add +1.2% |
| KMI Kinder Morgan Inc. | 0.35% | 3,790,643 | $103.9M | Reduce -0.5% |
| ABT Abbott Laboratories | 0.35% | 917,214 | $103.7M | Add +1.0% |
| UPS United Parcel Service Class B | 0.35% | 821,821 | $103.6M | Add +2.1% |
| PFE Pfizer Inc. | 0.34% | 3,852,683 | $102.2M | Reduce -4.4% |
| CMG Chipotle Mexican Grill Inc. | 0.34% | 1,676,720 | $101.1M | Reduce -12.1% |
| FTNT Fortinet Inc. | 0.33% | 1,022,383 | $96.6M | Add +1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.32% | 748,472 | $96.4M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 2,173,119 | $95.5M | Reduce -39.5% |
| SRE Sempra | 0.32% | 1,071,091 | $94.0M | Add +2.6% |
| CAT Caterpillar Inc. | 0.31% | 255,388 | $92.6M | Add +0.7% |
| WM Waste Management Inc. | 0.30% | 446,426 | $90.1M | Add +2.2% |
| ITW Illinois Tool Works | 0.30% | 346,144 | $87.8M | Add +3.2% |
| OC Owens Corning | 0.29% | 512,049 | $87.2M | Add +1.0% |
| BKR Baker Hughes Co. | 0.29% | 2,110,969 | $86.6M | Add +1.9% |
| VZ Verizon Communications Inc. | 0.28% | 2,058,512 | $82.3M | Reduce -9.4% |
| PYPL PayPal Holdings Inc. | 0.27% | 951,362 | $81.2M | Reduce -14.5% |
| SYY Sysco Corp. | 0.27% | 1,054,448 | $80.6M | Add +4.1% |
| EMN Eastman Chemical Co. | 0.27% | 876,531 | $80.0M | Add +2.9% |
| ABBV Abbvie Inc. | 0.27% | 447,659 | $79.5M | Add +2.9% |
| AVGO Broadcom Inc. | 0.27% | 341,753 | $79.2M | Add +40.3% |
| AMGN Amgen Inc. | 0.27% | 303,466 | $79.1M | Reduce -27.8% |
| LHX L3HARRIS Technologies Inc. | 0.26% | 370,315 | $77.9M | Add +2.5% |
| PPL PPL Corp. | 0.26% | 2,372,756 | $77.0M | Add +3.1% |
| SCI Service Corp. International | 0.26% | 959,823 | $76.6M | Add +1.4% |
| LIN Linde PLC | 0.25% | 178,514 | $74.7M | Add +3.6% |
| DD Dupont DE Nemours Inc. | 0.25% | 977,577 | $74.5M | Add +2.7% |
| PNW Pinnacle West Capital | 0.25% | 873,164 | $74.0M | Reduce -10.3% |
| MAS Masco Corp. | 0.25% | 1,016,079 | $73.7M | Add +2.0% |
| EVRG Evergy Inc. | 0.25% | 1,192,964 | $73.4M | Add +4.0% |
| CMCSA Comcast Corp. Class A | 0.25% | 1,947,986 | $73.1M | Add +2.2% |
| KO The Coca-Cola Co. | 0.24% | 1,144,608 | $71.3M | Add +3.4% |
| AEP American Electric Power | 0.24% | 771,541 | $71.2M | Add +4.2% |
| SCCO Southern Copper Corp. | 0.24% | 773,068 | $70.4M | Reduce -23.0% |
| NEM Newmont Corp. | 0.23% | 1,813,920 | $67.5M | Add +1.6% |
| MNST Monster Beverage Corp. | 0.22% | 1,262,180 | $66.3M | Add +6.5% |
| POOL Pool Corp. | 0.22% | 189,397 | $64.6M | Add +5.3% |
| VRSK Verisk Analytics Inc. | 0.22% | 233,004 | $64.2M | Add +29469.0% |
| ALB Albemarle Corp. | 0.21% | 741,484 | $63.8M | Add +5.1% |
| ES Eversource Energy | 0.21% | 1,102,760 | $63.3M | Reduce -6.3% |
| KHC The Kraft Heinz Co. | 0.21% | 2,037,187 | $62.6M | Add +0.3% |
| VLO Valero Energy Corp. | 0.21% | 508,846 | $62.4M | Add +2.6% |
| MTCH Match Group Inc. | 0.21% | 1,881,959 | $61.6M | Reduce -8.8% |
| ADM Archer-Daniels-Midland Co. | 0.21% | 1,215,242 | $61.4M | Add +6.7% |
| WTRG Essential Utilities Inc. | 0.20% | 1,660,038 | $60.3M | Add +4.7% |
| BA The Boeing Co. | 0.20% | 340,605 | $60.3M | Add +2.6% |
Portfolio Sells Q3 2024 → Q4 2024
| TWLO Twilio Inc. Class A | Reduce -97.6% | 0.01% | −0.23 |
| CVS CVS Health Corp. | Reduce -98.0% | 0.00% | −0.20 |
| AMGN Amgen Inc. | Reduce -27.8% | 0.27% | −0.19 |
| IAU iShares Gold Trust | Reduce -6.9% | 2.32% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -24.4% | 0.48% | −0.18 |
| BAC Bank of America Corp. | Reduce -39.5% | 0.32% | −0.16 |
| SCCO Southern Copper Corp. | Reduce -23.0% | 0.24% | −0.16 |
| JNJ Johnson & Johnson | Reduce -12.4% | 0.36% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -15.2% | 0.18% | −0.09 |
| NUE Nucor Corp. | Reduce -6.1% | 0.19% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -9.4% | 0.28% | −0.07 |
| ES Eversource Energy | Reduce -6.3% | 0.21% | −0.06 |
| MTCH Match Group Inc. | Reduce -8.8% | 0.21% | −0.06 |
| COP Conocophillips | Reduce -22.5% | 0.14% | −0.05 |
| NKE Nike Inc. Class B | Reduce -8.1% | 0.19% | −0.05 |
| TGT Target Corp. | Reduce -12.7% | 0.16% | −0.05 |
| PFE Pfizer Inc. | Reduce -4.4% | 0.34% | −0.05 |
| MGM MGM Resorts International | Reduce -13.3% | 0.16% | −0.05 |
| FIBK First Interstate Bancsys-A | Reduce -94.0% | 0.00% | −0.05 |
| AGR Avangrid Inc. | Sold out | 0.00% | −0.04 |
| PNW Pinnacle West Capital | Reduce -10.3% | 0.25% | −0.04 |
| HD Home Depot Inc. | Reduce -4.2% | 0.42% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -12.1% | 0.34% | −0.03 |
| ADP Automatic Data Processing | Reduce -82.4% | 0.01% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -12.5% | 0.10% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.19% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -14.5% | 0.27% | −0.02 |
| HON Honeywell International Inc. | Reduce -12.7% | 0.37% | −0.02 |
| VPU Vanguard Utilities ETF | Reduce -0.1% | 0.20% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -17.0% | 0.03% | −0.01 |
| WMT Walmart Inc. | Reduce -11.7% | 0.80% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -6.0% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -15.1% | 0.04% | −0.01 |
| DE Deere & Co. | Reduce -16.6% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.04% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.8% | 0.03% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 0.06% | −0.01 |
| XYL Xylem Inc. | Reduce -1.5% | 0.03% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -1.6% | 0.03% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.0% | 0.03% | −0.01 |
| MDB Mongodb Inc. | Reduce -0.0% | 0.02% | −0.00 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.00 |
| GVA Granite Construction Inc. | Reduce -12.1% | 0.09% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.7% | 0.01% | −0.00 |
| BBAG JPMorgan Betabuilders US Agg | Sold out | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -23.0% | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -13.3% | 0.01% | −0.00 |
| DAL Delta Air Lines Inc. | Reduce -56.7% | 0.00% | −0.00 |
| MTD Mettler-Toledo International | Reduce -38.0% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHB Schwab US Broad Market ETF | Add +719.3% | 0.37% | +0.33 |
| VRSK Verisk Analytics Inc. | Add +29469.0% | 0.22% | +0.22 |
| BSV Vanguard Short-Term Bond ETF | Add +7.4% | 4.25% | +0.20 |
| PGR Progressive Corp. | Add +9038.5% | 0.20% | +0.19 |
| AMZN Amazon.com Inc. | Add +2.0% | 1.16% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 1.32% | +0.17 |
| KVUE Kenvue Inc. | New | 0.16% | +0.16 |
| VEEV Veeva Systems Inc. Class A | New | 0.16% | +0.16 |
| EOG EOG Resources Inc. | Add +21218.1% | 0.15% | +0.14 |
| CEG Constellation Energy | Add +16569.2% | 0.14% | +0.14 |
| NFLX Netflix Inc. | Add +0.3% | 0.65% | +0.13 |
| AAPL Apple Inc. | Add +1.5% | 1.65% | +0.13 |
| IWM iShares Russell 2000 ETF | Add +2.6% | 5.86% | +0.13 |
| AVGO Broadcom Inc. | Add +40.3% | 0.27% | +0.12 |
| NVDA Nvidia Corp. | Add +0.4% | 1.26% | +0.12 |
| SCHP Schwab U.S. Tips ETF | Add +8.0% | 3.33% | +0.12 |
| VGIT Vanguard Intermediate-Term T | Add +8.1% | 3.33% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.82% | +0.10 |
| LLY Eli Lilly & Co. | Add +38.9% | 0.50% | +0.09 |
| TMUS T-Mobile US Inc. | Add +63.8% | 0.20% | +0.08 |
| DIS The Walt Disney Co. | Add +3.2% | 0.51% | +0.08 |
| FCX Freeport-McMoran Inc. | Add +5518.7% | 0.07% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Add +3.0% | 2.21% | +0.07 |
| USIG iShares Broad Usd Investment | Add +7.8% | 2.47% | +0.06 |
| FTNT Fortinet Inc. | Add +1.4% | 0.33% | +0.06 |
| MA Mastercard Inc. Class A | Add +1.6% | 0.76% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +6.1% | 1.23% | +0.04 |
| COST Costco Wholesale Corp. | Add +4.8% | 0.55% | +0.04 |
| BKR Baker Hughes Co. | Add +1.9% | 0.29% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.6% | 1.09% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 1.63% | +0.04 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.85% | +0.04 |
| EW Edwards Lifesciences Corp. | Add +9.9% | 0.19% | +0.04 |
| DLTR Dollar Tree Inc. | Add +15.3% | 0.19% | +0.04 |
| BA The Boeing Co. | Add +2.6% | 0.20% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +1212.9% | 0.03% | +0.03 |
| PDBC Invesco Optimum Yield Divers | Add +6.5% | 1.23% | +0.03 |
| SRE Sempra | Add +2.6% | 0.32% | +0.02 |
| BKNG Booking Holdings Inc. | Add +7.7% | 0.09% | +0.02 |
| T AT&T Inc. | Add +1.2% | 0.35% | +0.01 |
| MNST Monster Beverage Corp. | Add +6.5% | 0.22% | +0.01 |
| DASH DoorDash Inc. Class A | Add +13.9% | 0.04% | +0.01 |
| SANM Sanmina Corp. | Add +1.8% | 0.07% | +0.01 |
| WFC Wells Fargo & Co. | Add +19.4% | 0.02% | +0.01 |
| EVRG Evergy Inc. | Add +4.0% | 0.25% | +0.01 |
| CVX Chevron Corp. | Add +3.9% | 0.35% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +13.1% | 0.06% | +0.01 |
| SCI Service Corp. International | Add +1.4% | 0.26% | +0.01 |
| RLI Rli Corp. | Add +2.0% | 0.07% | +0.01 |
| SYY Sysco Corp. | Add +4.1% | 0.27% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 532 | $41.9B | SCHF, IWM, VWO, BSV, VNQ |
| Q1 2026 | 510 | $38.5B | SCHF, IWM, VWO, BSV, VNQ |
| Q4 2025 | 501 | $37.0B | SCHF, IWM, VWO, BSV, VNQ |
| Q3 2025 | 528 | $36.1B | SCHF, IWM, VWO, BSV, VNQ |
| Q2 2025 | 497 | $33.4B | SCHF, IWM, VWO, BSV, VNQ |
| Q1 2025 | 495 | $30.6B | SCHF, IWM, VWO, BSV, VNQ |
| Q4 2024 | 498 | $29.7B | SCHF, IWM, VWO, BSV, VNQ |
| Q3 2024 | 502 | $29.6B | SCHF, IWM, VWO, BSV, VNQ |
| Q2 2024 | 490 | $26.9B | SCHF, IWM, VWO, BSV, VNQ |
| Q1 2024 | 495 | $26.7B | SCHF, IWM, VWO, BSV, VNQ |