Empowered Funds, LLC

Q4 2024 13F-HR Holdings

Location
Havertown, PA
Holdings as of
12/31/2024
Date filed
1/28/2025
Form type
13F-HR
Num holdings
1,670
Total value ($000)
$6,840,959
Net value change ($000)
+482,064 (7.6%)
New positions
366
Sold out positions
88
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/6/2024 Next filing: 5/16/2025 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)
SCHX 67,102 NEW
JBBB 29,871 NEW
AAPL 24,599 24.7%
AVGO 24,486 76.4%
NVDA 20,624 22.1%
TOL 18,309 167.5%
AMZN 17,676 46.2%
TSLA 15,868 83.6%
SYF 15,142 191.0%
GM 14,796 1259.2%
Top Reduces (Value $000, Stocks/ETFs)
VT -72,799 -100.0%
BOXX -26,830 -77.8%
OC -26,819 -81.7%
WSM -15,399 -70.6%
CMCSA -15,247 -45.6%
VST -14,609 -86.7%
MHO -13,224 -77.0%
CVS -11,747 -89.1%
EMHY -11,551 -100.0%
SGOL -11,356 -71.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type