Empower Advisory Group, LLC

Q4 2024 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2024
Date filed
1/31/2025
Form type
13F-HR
Num holdings
498
Total value ($000)
$29,693,879
Net value change ($000)
+114,415 (0.4%)
New positions
24
Sold out positions
28
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2024 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 117,237 52.6%
SCHB 97,814 738.7%
VRSK 63,965 30315.2%
AMZN 57,412 20.1%
PGR 57,246 8531.4%
GOOGL 52,862 15.6%
KVUE 48,252 NEW
VEEV 47,724 NEW
IWM 44,616 2.6%
EOG 43,019 21191.6%
Top Reduces (Value $000, Stocks/ETFs)
VWO -73,775 -4.9%
VNQI -67,112 -9.3%
TWLO -66,588 -96.0%
VNQ -62,266 -5.6%
CVS -60,311 -98.6%
AMGN -56,344 -41.6%
IAU -53,767 -7.3%
PG -52,267 -26.8%
SCHWAB STRATEGIC TRUST -51,519 -1.5%
BAC -46,932 -32.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type