Empower Advisory Group
Latest statistics and disclosures from Empower Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, IWM, VWO, BSV, VNQ, and represent 29.63% of Empower Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: VGLT (+$504M), AGG (+$142M), SCHF (+$82M), SCHA (+$67M), DIS (+$54M), IEFA (+$45M), USIG (+$21M), VWO (+$18M), BND (+$18M), EBND (+$16M).
- Started 37 new stock positions in FNDX, TQQQ, SFIX, TFC, SNPS, ROL, FNDA, AMRX, SQ, BX.
- Reduced shares in these 10 stocks: BSV (-$174M), VGIT (-$163M), TIP (-$91M), SHYG (-$81M), ITOT (-$50M), ESGD (-$18M), MTCH (-$14M), IJR (-$13M), SCHP (-$13M), HWC (-$11M).
- Sold out of its positions in Activision Blizzard, Alteryx, EXLS, GSK, VRAR, GTE, HWC, ILMN, IFF, SPHQ. IWP, Ishares Tr ibnd dec23 etf, MRVL, NTRS, PEG, SIRI, SCL, VMware, WBS, NU, TEL.
- Empower Advisory Group was a net buyer of stock by $782M.
- Empower Advisory Group has $25B in assets under management (AUM), dropping by 12.28%.
- Central Index Key (CIK): 0001978885
Tip: Access up to 7 years of quarterly data
Positions held by Empower Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Empower Advisory Group
Empower Advisory Group holds 475 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.5 | $2.9B | +2% | 79M | 36.96 |
|
Ishares Tr Russell 2000 Etf (IWM) | 5.9 | $1.5B | 7.5M | 200.71 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.6 | $1.2B | 28M | 41.10 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.0 | $1.0B | -14% | 13M | 77.02 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 3.6 | $914M | 10M | 88.36 |
|
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.2 | $819M | -16% | 14M | 59.32 |
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 2.5 | $641M | 12M | 52.20 |
|
|
Ishares Tr Usd Inv Grde Etf (USIG) | 2.4 | $613M | +3% | 12M | 51.26 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.3 | $591M | +2% | 14M | 42.59 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.3 | $579M | +13% | 12M | 47.24 |
|
Ishares Gold Tr Ishares New (IAU) | 2.3 | $576M | +2% | 15M | 39.03 |
|
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.0 | $504M | NEW | 8.2M | 61.53 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $468M | +2% | 4.1M | 115.03 |
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.8 | $453M | -3% | 6.0M | 75.54 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $405M | 1.7M | 237.22 |
|
|
Apple (AAPL) | 1.5 | $376M | 2.0M | 192.53 |
|
|
Spdr Ser Tr Bloomberg Emergi (EBND) | 1.4 | $365M | +4% | 17M | 21.24 |
|
Microsoft Corporation (MSFT) | 1.3 | $337M | 896k | 376.04 |
|
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.2 | $305M | -21% | 7.2M | 42.22 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.2 | $293M | +5% | 22M | 13.30 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $291M | 2.1M | 140.93 |
|
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $269M | +2% | 5.5M | 49.37 |
|
Amazon (AMZN) | 1.1 | $268M | 1.8M | 151.94 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.9 | $228M | -17% | 2.2M | 105.23 |
|
JPMorgan Chase & Co. (JPM) | 0.8 | $192M | 1.1M | 170.10 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.7 | $187M | 5.8M | 32.06 |
|
|
Meta Platforms Cl A (META) | 0.7 | $186M | 525k | 353.96 |
|
|
NVIDIA Corporation (NVDA) | 0.7 | $182M | 367k | 495.22 |
|
|
Mastercard Incorporated Cl A (MA) | 0.7 | $175M | 411k | 426.51 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $168M | +2% | 471k | 356.66 |
|
Procter & Gamble Company (PG) | 0.6 | $153M | +4% | 1.0M | 146.54 |
|
Tesla Motors (TSLA) | 0.6 | $150M | -2% | 602k | 248.48 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $149M | -2% | 569k | 262.26 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $147M | +2780% | 1.5M | 99.25 |
|
salesforce (CRM) | 0.5 | $139M | 530k | 263.14 |
|
|
Costco Wholesale Corporation (COST) | 0.5 | $137M | 208k | 660.08 |
|
|
Wal-Mart Stores (WMT) | 0.5 | $136M | +4% | 860k | 157.65 |
|
Netflix (NFLX) | 0.5 | $134M | 276k | 486.88 |
|
|
Uber Technologies (UBER) | 0.5 | $133M | 2.2M | 61.57 |
|
|
Amgen (AMGN) | 0.5 | $121M | 421k | 288.02 |
|
|
Bank of America Corporation (BAC) | 0.5 | $120M | +7% | 3.6M | 33.67 |
|
UnitedHealth (UNH) | 0.5 | $118M | 224k | 526.47 |
|
|
Home Depot (HD) | 0.4 | $111M | +2% | 321k | 346.55 |
|
Ecolab (ECL) | 0.4 | $111M | +3% | 560k | 198.35 |
|
Illinois Tool Works (ITW) | 0.4 | $109M | 417k | 261.94 |
|
|
Johnson & Johnson (JNJ) | 0.4 | $109M | +6% | 694k | 156.74 |
|
Southern Copper Corporation (SCCO) | 0.4 | $109M | +2% | 1.3M | 86.07 |
|
Walt Disney Company (DIS) | 0.4 | $109M | +99% | 1.2M | 90.29 |
|
Chipotle Mexican Grill (CMG) | 0.4 | $106M | 47k | 2286.95 |
|
|
Verizon Communications (VZ) | 0.4 | $105M | +13% | 2.8M | 37.70 |
|
Abbott Laboratories (ABT) | 0.4 | $104M | +13% | 942k | 110.07 |
|
Chevron Corporation (CVX) | 0.4 | $103M | +8% | 692k | 149.16 |
|
Exxon Mobil Corporation (XOM) | 0.4 | $102M | +11% | 1.0M | 99.98 |
|
Honeywell International (HON) | 0.4 | $101M | -2% | 483k | 209.71 |
|
Sherwin-Williams Company (SHW) | 0.4 | $100M | +8% | 321k | 311.90 |
|
Starbucks Corporation (SBUX) | 0.4 | $99M | +3% | 1.0M | 96.01 |
|
Duke Energy Corp Com New (DUK) | 0.4 | $99M | 1.0M | 97.04 |
|
|
Intel Corporation (INTC) | 0.4 | $99M | 2.0M | 50.25 |
|
|
Dupont De Nemours (DD) | 0.4 | $97M | 1.3M | 76.93 |
|
|
Goldman Sachs (GS) | 0.4 | $95M | +5% | 247k | 385.77 |
|
Boeing Company (BA) | 0.4 | $95M | 365k | 260.66 |
|
|
Nike CL B (NKE) | 0.4 | $95M | +3% | 872k | 108.57 |
|
United Parcel Service CL B (UPS) | 0.4 | $93M | +18% | 590k | 157.23 |
|
Abbvie (ABBV) | 0.4 | $92M | +3% | 595k | 154.97 |
|
Southern Company (SO) | 0.4 | $90M | +3% | 1.3M | 70.12 |
|
Nucor Corporation (NUE) | 0.3 | $88M | 506k | 174.04 |
|
|
Air Products & Chemicals (APD) | 0.3 | $87M | +20% | 317k | 273.80 |
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $87M | 826k | 104.92 |
|
|
Nextera Energy (NEE) | 0.3 | $85M | +20% | 1.4M | 60.74 |
|
Pfizer (PFE) | 0.3 | $83M | +16% | 2.9M | 28.79 |
|
Twilio Cl A (TWLO) | 0.3 | $80M | +4% | 1.1M | 75.87 |
|
Waste Management (WM) | 0.3 | $78M | 436k | 179.10 |
|
|
Comcast Corp Cl A (CMCSA) | 0.3 | $77M | 1.8M | 43.85 |
|
|
Owens Corning (OC) | 0.3 | $76M | +2% | 511k | 148.23 |
|
Caterpillar (CAT) | 0.3 | $75M | +2% | 253k | 295.67 |
|
Eastman Chemical Company (EMN) | 0.3 | $72M | +10% | 802k | 89.82 |
|
Kraft Heinz (KHC) | 0.3 | $72M | +2% | 1.9M | 36.98 |
|
At&t (T) | 0.3 | $72M | +6% | 4.3M | 16.78 |
|
Sempra Energy (SRE) | 0.3 | $71M | 955k | 74.73 |
|
|
L3harris Technologies (LHX) | 0.3 | $71M | +17% | 337k | 210.62 |
|
SYSCO Corporation (SYY) | 0.3 | $69M | +11% | 942k | 73.13 |
|
Archer Daniels Midland Company (ADM) | 0.3 | $67M | 932k | 72.22 |
|
|
Baker Hughes Company Cl A (BKR) | 0.3 | $67M | 2.0M | 34.18 |
|
|
Masco Corporation (MAS) | 0.3 | $66M | +3% | 982k | 66.98 |
|
Kinder Morgan (KMI) | 0.3 | $65M | +2% | 3.7M | 17.64 |
|
Pinnacle West Capital Corporation (PNW) | 0.3 | $65M | 902k | 71.84 |
|
|
MGM Resorts International. (MGM) | 0.3 | $65M | +7% | 1.4M | 44.68 |
|
Pool Corporation (POOL) | 0.3 | $65M | +4% | 162k | 398.71 |
|
Valero Energy Corporation (VLO) | 0.2 | $63M | +2% | 481k | 130.00 |
|
Monster Beverage Corp (MNST) | 0.2 | $62M | +3% | 1.1M | 57.61 |
|
Coca-Cola Company (KO) | 0.2 | $62M | +2% | 1.0M | 58.93 |
|
Scotts Miracle-gro Cl A (SMG) | 0.2 | $61M | +5% | 954k | 63.75 |
|
Dow (DOW) | 0.2 | $61M | +5% | 1.1M | 54.84 |
|
Newmont Mining Corporation (NEM) | 0.2 | $61M | +8% | 1.5M | 41.39 |
|
Charles River Laboratories (CRL) | 0.2 | $61M | +5% | 256k | 236.40 |
|
Service Corporation International (SCI) | 0.2 | $60M | +11% | 882k | 68.45 |
|
CVS Caremark Corporation (CVS) | 0.2 | $59M | 746k | 78.96 |
|
|
Dollar Tree (DLTR) | 0.2 | $59M | +15% | 414k | 142.05 |
|
Paypal Holdings (PYPL) | 0.2 | $59M | +12% | 957k | 61.41 |
|
Vanguard World Fds Materials Etf (VAW) | 0.2 | $59M | 309k | 189.94 |
|
|
Eversource Energy (ES) | 0.2 | $57M | +31% | 927k | 61.72 |
|
PPL Corporation (PPL) | 0.2 | $56M | +14% | 2.1M | 27.10 |
|
AES Corporation (AES) | 0.2 | $56M | +21% | 2.9M | 19.25 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.2 | $55M | +39% | 4.9M | 11.38 |
|
Darling International (DAR) | 0.2 | $54M | +9% | 1.1M | 49.84 |
|
Albemarle Corporation (ALB) | 0.2 | $53M | +34% | 369k | 144.48 |
|
Essential Utils (WTRG) | 0.2 | $51M | +5% | 1.4M | 37.35 |
|
Fortinet (FTNT) | 0.2 | $50M | 850k | 58.53 |
|
|
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $48M | +1387% | 689k | 70.35 |
|
Evergy (EVRG) | 0.2 | $48M | +13% | 924k | 52.20 |
|
Pepsi (PEP) | 0.2 | $48M | -13% | 282k | 169.84 |
|
Vanguard World Fds Utilities Etf (VPU) | 0.2 | $45M | -5% | 327k | 137.07 |
|
Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $45M | 943k | 47.23 |
|
|
Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $44M | 527k | 82.90 |
|
|
Edwards Lifesciences (EW) | 0.2 | $40M | +14% | 530k | 76.25 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $40M | -24% | 366k | 108.25 |
|
Match Group (MTCH) | 0.2 | $39M | -26% | 1.1M | 36.50 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $38M | 199k | 190.96 |
|
|
Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $36M | 307k | 117.72 |
|
|
Lowe's Companies (LOW) | 0.1 | $35M | -3% | 155k | 222.55 |
|
Portland Gen Elec Com New (POR) | 0.1 | $26M | +6% | 596k | 43.34 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $22M | +30% | 389k | 56.14 |
|
Vanguard World Fds Energy Etf (VDE) | 0.1 | $22M | 185k | 117.28 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $22M | 93k | 232.64 |
|
|
Booking Holdings (BKNG) | 0.1 | $21M | -5% | 6.0k | 3547.39 |
|
CMS Energy Corporation (CMS) | 0.1 | $21M | -17% | 365k | 58.07 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $21M | -81% | 193k | 107.49 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $20M | +38% | 42k | 475.31 |
|
Granite Construction (GVA) | 0.1 | $20M | 384k | 50.86 |
|
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $19M | +2433% | 257k | 73.55 |
|
Eli Lilly & Co. (LLY) | 0.1 | $19M | -6% | 32k | 582.93 |
|
H.B. Fuller Company (FUL) | 0.1 | $19M | 230k | 81.41 |
|
|
California Water Service (CWT) | 0.1 | $19M | 359k | 51.87 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $18M | -5% | 385k | 47.90 |
|
Vanguard World Fds Industrial Etf (VIS) | 0.1 | $17M | 78k | 220.43 |
|
|
Balchem Corporation (BCPC) | 0.1 | $17M | +2% | 113k | 148.75 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $16M | -6% | 27k | 596.59 |
|
Rli (RLI) | 0.1 | $16M | +2% | 121k | 133.12 |
|
TJX Companies (TJX) | 0.1 | $16M | -4% | 170k | 93.81 |
|
Merck & Co (MRK) | 0.1 | $16M | -3% | 146k | 109.02 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $16M | 308k | 51.05 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $15M | +4% | 105k | 139.69 |
|
Marriott Intl Cl A (MAR) | 0.1 | $14M | 64k | 225.51 |
|
|
Werner Enterprises (WERN) | 0.1 | $14M | +2% | 337k | 42.37 |
|
Reliance Steel & Aluminum (RS) | 0.1 | $14M | -2% | 51k | 279.68 |
|
Yeti Hldgs (YETI) | 0.1 | $14M | +4% | 273k | 51.78 |
|
Colgate-Palmolive Company (CL) | 0.1 | $14M | -4% | 176k | 79.71 |
|
Target Corporation (TGT) | 0.1 | $14M | +42% | 97k | 142.42 |
|
Ormat Technologies (ORA) | 0.1 | $14M | +2% | 178k | 75.79 |
|
Sanmina (SANM) | 0.1 | $13M | +2% | 261k | 51.37 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $13M | -3% | 192k | 68.80 |
|
Mongodb Cl A (MDB) | 0.1 | $13M | 31k | 408.85 |
|
|
First Interstate Bancsystem (FIBK) | 0.0 | $13M | +4% | 413k | 30.75 |
|
Southwest Gas Corporation (SWX) | 0.0 | $13M | +4% | 199k | 63.35 |
|
Northwestern Energy Group In Com New (NWE) | 0.0 | $13M | +3% | 245k | 50.89 |
|
Trex Company (TREX) | 0.0 | $12M | -4% | 142k | 82.79 |
|
Northwest Natural Holdin (NWN) | 0.0 | $12M | +2% | 295k | 38.94 |
|
PPG Industries (PPG) | 0.0 | $11M | 76k | 149.55 |
|
|
Dominion Resources (D) | 0.0 | $11M | +28% | 242k | 47.00 |
|
Msci (MSCI) | 0.0 | $11M | 20k | 565.66 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $11M | +11% | 24k | 477.63 |
|
Expeditors International of Washington (EXPD) | 0.0 | $11M | -3% | 88k | 127.20 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $11M | -8% | 90k | 121.51 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $11M | +13% | 196k | 55.67 |
|
Avangrid (AGR) | 0.0 | $11M | +30% | 335k | 32.41 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $11M | 20k | 530.79 |
|
|
Xylem (XYL) | 0.0 | $10M | +6% | 89k | 114.36 |
|
Consolidated Edison (ED) | 0.0 | $9.9M | -4% | 109k | 90.97 |
|
Citigroup Com New (C) | 0.0 | $9.4M | +22% | 182k | 51.44 |
|
Vulcan Materials Company (VMC) | 0.0 | $9.4M | 41k | 227.01 |
|
|
Xcel Energy (XEL) | 0.0 | $8.9M | +7% | 143k | 61.91 |
|
AGCO Corporation (AGCO) | 0.0 | $8.7M | -3% | 72k | 121.41 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $8.5M | +7% | 40k | 213.33 |
|
General Mills (GIS) | 0.0 | $8.4M | 128k | 65.14 |
|
|
American Water Works (AWK) | 0.0 | $8.2M | +11% | 62k | 131.99 |
|
ICU Medical, Incorporated (ICUI) | 0.0 | $7.8M | +8% | 78k | 99.74 |
|
V.F. Corporation (VFC) | 0.0 | $7.6M | 404k | 18.80 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $7.6M | +32% | 17k | 436.80 |
|
Automatic Data Processing (ADP) | 0.0 | $7.4M | +385% | 32k | 232.97 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $7.2M | 18k | 409.52 |
|
|
Lauder Estee Cos Cl A (EL) | 0.0 | $6.8M | +65% | 46k | 146.25 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $6.7M | +27% | 15k | 453.23 |
|
McDonald's Corporation (MCD) | 0.0 | $5.9M | -4% | 20k | 296.51 |
|
Visa Com Cl A (V) | 0.0 | $5.0M | 19k | 260.35 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $4.8M | +5% | 16k | 310.88 |
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $4.5M | +16% | 89k | 50.58 |
|
Broadcom (AVGO) | 0.0 | $4.2M | +7% | 3.8k | 1116.25 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.1M | +92% | 12k | 350.91 |
|
Advanced Micro Devices (AMD) | 0.0 | $3.9M | -6% | 26k | 147.41 |
|
Intuit (INTU) | 0.0 | $3.7M | +11% | 6.0k | 625.03 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.6M | 21k | 170.40 |
|
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.5M | -3% | 7.3k | 484.00 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $3.4M | -8% | 23k | 149.50 |
|
Cisco Systems (CSCO) | 0.0 | $3.3M | 65k | 50.52 |
|
|
Bill Com Holdings Ord (BILL) | 0.0 | $3.1M | 38k | 81.59 |
|
|
Servicenow (NOW) | 0.0 | $3.0M | +770% | 4.2k | 706.49 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $2.9M | 18k | 164.42 |
|
|
Lam Research Corporation (LRCX) | 0.0 | $2.8M | +94% | 3.6k | 783.26 |
|
Wells Fargo & Company (WFC) | 0.0 | $2.7M | +71% | 56k | 49.22 |
|
Domino's Pizza (DPZ) | 0.0 | $2.7M | 6.6k | 412.23 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.7M | -3% | 9.7k | 277.15 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.4M | +25% | 43k | 56.40 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $2.4M | 7.8k | 303.17 |
|
|
Qualcomm (QCOM) | 0.0 | $2.4M | +2% | 16k | 144.63 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.2M | +56% | 106k | 20.71 |
|
Autodesk (ADSK) | 0.0 | $2.1M | 8.7k | 243.48 |
|
|
American Express Company (AXP) | 0.0 | $2.1M | -23% | 11k | 187.34 |
|
Cigna Corp (CI) | 0.0 | $2.1M | +7% | 6.9k | 299.45 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.9M | -4% | 33k | 57.96 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.7M | 8.9k | 192.48 |
|
|
Masimo Corporation (MASI) | 0.0 | $1.7M | 14k | 117.21 |
|
|
International Business Machines (IBM) | 0.0 | $1.6M | -17% | 10k | 163.55 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.6M | +16% | 7.4k | 218.15 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.6M | +2% | 8.3k | 191.17 |
|
Oracle Corporation (ORCL) | 0.0 | $1.6M | -26% | 15k | 105.43 |
|
Rollins (ROL) | 0.0 | $1.5M | NEW | 34k | 43.67 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.5M | +3% | 8.2k | 179.98 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.4M | +3% | 5.5k | 255.32 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $1.4M | -72% | 14k | 98.59 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.3M | +13% | 18k | 75.35 |
|
Bentley Sys Com Cl B (BSY) | 0.0 | $1.3M | +26% | 26k | 52.18 |
|
Anthem (ELV) | 0.0 | $1.3M | 2.8k | 471.56 |
|
|
Shopify Cl A (SHOP) | 0.0 | $1.3M | 16k | 77.90 |
|
|
Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.2M | 12k | 107.67 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $1.2M | +15% | 12k | 103.45 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.2M | 8.4k | 145.01 |
|
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.2M | -23% | 21k | 57.94 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | -2% | 15k | 76.13 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | -14% | 6.6k | 170.47 |
|
3M Company (MMM) | 0.0 | $1.1M | -14% | 9.8k | 109.32 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.0M | +21% | 14k | 75.10 |
|
Eagle Ban (EGBN) | 0.0 | $1.0M | 34k | 30.14 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $1.0M | 4.1k | 245.62 |
|
|
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $1.0M | -75% | 40k | 25.35 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $995k | -8% | 4.1k | 241.77 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $994k | -24% | 19k | 51.83 |
|
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $978k | 3.2k | 304.55 |
|
|
Prologis (PLD) | 0.0 | $942k | -6% | 7.1k | 133.30 |
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $916k | +10% | 17k | 55.41 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $914k | 20k | 46.62 |
|
|
MercadoLibre (MELI) | 0.0 | $875k | +9% | 557.00 | 1571.54 |
|
Workiva Com Cl A (WK) | 0.0 | $865k | 8.5k | 101.53 |
|
|
Applied Materials (AMAT) | 0.0 | $860k | +8% | 5.3k | 162.07 |
|
Kla Corp Com New (KLAC) | 0.0 | $860k | 1.5k | 581.30 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $826k | +135% | 5.2k | 157.80 |
|
Workday Cl A (WDAY) | 0.0 | $793k | -11% | 2.9k | 276.06 |
|
Gilead Sciences (GILD) | 0.0 | $793k | +29% | 9.8k | 81.01 |
|
Mettler-Toledo International (MTD) | 0.0 | $792k | -9% | 653.00 | 1212.96 |
|
Cadence Design Systems (CDNS) | 0.0 | $766k | -33% | 2.8k | 272.37 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $759k | -6% | 2.8k | 273.74 |
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $753k | +7% | 11k | 67.35 |
|
Boston Scientific Corporation (BSX) | 0.0 | $740k | 13k | 57.81 |
|
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $731k | +14% | 9.4k | 77.39 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $725k | -7% | 8.6k | 83.84 |
|
Legalzoom (LZ) | 0.0 | $721k | 64k | 11.30 |
|
|
Corning Incorporated (GLW) | 0.0 | $705k | -5% | 23k | 30.45 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $703k | -3% | 19k | 37.60 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $702k | -42% | 6.0k | 117.12 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $691k | +11% | 913.00 | 756.94 |
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $687k | -3% | 18k | 38.01 |
|
McKesson Corporation (MCK) | 0.0 | $682k | -5% | 1.5k | 462.98 |
|
Caci Intl Cl A (CACI) | 0.0 | $681k | 2.1k | 323.86 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $677k | 10k | 65.80 |
|
|
Emerson Electric (EMR) | 0.0 | $674k | -2% | 6.9k | 97.33 |
|
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $672k | 18k | 37.77 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $651k | +7% | 4.8k | 136.38 |
|
ConocoPhillips (COP) | 0.0 | $648k | +8% | 5.6k | 116.07 |
|
Morgan Stanley Com New (MS) | 0.0 | $647k | -3% | 6.9k | 93.25 |
|
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $645k | 7.6k | 85.06 |
|
|
New York Community Ban (NYCB) | 0.0 | $645k | 63k | 10.23 |
|
|
Electronic Arts (EA) | 0.0 | $640k | -19% | 4.7k | 136.81 |
|
Coupang Cl A (CPNG) | 0.0 | $626k | +2% | 39k | 16.19 |
|
Danaher Corporation (DHR) | 0.0 | $624k | -2% | 2.7k | 231.34 |
|
Dolby Laboratories Com Cl A (DLB) | 0.0 | $623k | 7.2k | 86.18 |
|
|
Marsh & McLennan Companies (MMC) | 0.0 | $622k | 3.3k | 189.46 |
|
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $621k | +48% | 5.6k | 111.63 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $616k | -6% | 4.2k | 148.36 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $611k | -67% | 24k | 25.52 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $607k | +12% | 17k | 35.20 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $602k | 8.8k | 68.42 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $600k | 7.6k | 79.22 |
|
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $600k | -26% | 16k | 37.22 |
|
Moody's Corporation (MCO) | 0.0 | $597k | 1.5k | 390.56 |
|
|
Navitas Semiconductor Corp-a (NVTS) | 0.0 | $588k | 73k | 8.07 |
|
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $586k | +5% | 7.5k | 77.73 |
|
Deere & Company (DE) | 0.0 | $581k | -17% | 1.5k | 399.87 |
|
Bristol Myers Squibb (BMY) | 0.0 | $569k | +12% | 11k | 51.31 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $558k | 4.9k | 113.99 |
|
|
The Trade Desk Com Cl A (TTD) | 0.0 | $548k | +20% | 7.6k | 71.96 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $545k | +8% | 5.2k | 104.00 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $536k | 4.4k | 122.75 |
|
|
NetApp (NTAP) | 0.0 | $536k | 6.1k | 88.16 |
|
|
Intuitive Surgical Com New (ISRG) | 0.0 | $513k | +9% | 1.5k | 337.36 |
|
Metropcs Communications (TMUS) | 0.0 | $511k | +10% | 3.2k | 160.34 |
|
W.R. Berkley Corporation (WRB) | 0.0 | $509k | 7.2k | 70.72 |
|
|
Zscaler Incorporated (ZS) | 0.0 | $505k | -16% | 2.3k | 221.56 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $504k | -2% | 3.0k | 165.25 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $503k | 13k | 37.72 |
|
|
American Tower Reit (AMT) | 0.0 | $494k | +13% | 2.3k | 215.88 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $494k | -10% | 1.1k | 468.14 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $490k | +49% | 1.3k | 376.87 |
|
Trimble Navigation (TRMB) | 0.0 | $488k | 9.2k | 53.20 |
|
|
Tyler Technologies (TYL) | 0.0 | $474k | -47% | 1.1k | 418.22 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $473k | -24% | 5.8k | 81.28 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $472k | 3.8k | 124.97 |
|
|
IDEXX Laboratories (IDXX) | 0.0 | $470k | 846.00 | 555.05 |
|
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $469k | +2% | 5.5k | 85.54 |
|
Fiserv (FI) | 0.0 | $466k | 3.5k | 132.84 |
|
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $460k | -40% | 4.2k | 108.41 |
|
Altria (MO) | 0.0 | $458k | -10% | 11k | 40.34 |
|
Micron Technology (MU) | 0.0 | $457k | +8% | 5.4k | 85.34 |
|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $455k | NEW | 7.4k | 61.94 |
|
Hubspot (HUBS) | 0.0 | $449k | -7% | 774.00 | 580.54 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $445k | 1.8k | 250.69 |
|
|
Confluent Class A Com (CFLT) | 0.0 | $444k | 19k | 23.40 |
|
|
Wp Carey (WPC) | 0.0 | $433k | -9% | 6.7k | 64.81 |
|
Southwest Airlines (LUV) | 0.0 | $432k | 15k | 28.88 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $424k | -2% | 3.6k | 116.29 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $422k | -12% | 2.7k | 155.33 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $420k | -26% | 5.0k | 84.14 |
|
Primoris Services (PRIM) | 0.0 | $419k | 13k | 33.21 |
|
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $418k | -16% | 5.2k | 81.10 |
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $416k | 8.1k | 51.04 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $412k | +20% | 6.4k | 64.48 |
|
Willis Towers Watson SHS (WTW) | 0.0 | $410k | 1.7k | 241.20 |
|
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $408k | +6% | 7.8k | 52.33 |
|
Capital One Financial (COF) | 0.0 | $407k | 3.1k | 131.12 |
|
|
Doximity Cl A (DOCS) | 0.0 | $404k | 14k | 28.04 |
|
|
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $403k | +3% | 13k | 30.39 |
|
Ida (IDA) | 0.0 | $401k | -12% | 4.1k | 98.32 |
|
Cummins (CMI) | 0.0 | $397k | 1.7k | 239.57 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $397k | -10% | 16k | 24.79 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $396k | +4% | 9.3k | 42.57 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $396k | 3.5k | 114.02 |
|
|
Philip Morris International (PM) | 0.0 | $392k | +3% | 4.2k | 94.08 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $389k | 6.1k | 63.33 |
|
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $389k | 5.1k | 76.00 |
|
|
Spotify Technology S A SHS (SPOT) | 0.0 | $387k | 2.1k | 187.91 |
|
|
Proshares Tr Large Cap Cre (CSM) | 0.0 | $385k | 7.0k | 54.77 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $384k | -6% | 1.9k | 197.33 |
|
Phillips 66 (PSX) | 0.0 | $381k | -5% | 2.9k | 133.14 |
|
Palo Alto Networks (PANW) | 0.0 | $381k | -2% | 1.3k | 294.88 |
|
Dell Technologies CL C (DELL) | 0.0 | $378k | 4.9k | 76.50 |
|
|
FedEx Corporation (FDX) | 0.0 | $376k | +4% | 1.5k | 252.97 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $374k | -2% | 1.7k | 219.57 |
|
BlackRock (BLK) | 0.0 | $373k | -2% | 459.00 | 811.80 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $372k | -22% | 2.1k | 173.89 |
|
Trane Technologies SHS (TT) | 0.0 | $369k | 1.5k | 243.90 |
|
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $367k | +42% | 11k | 33.73 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $363k | +11% | 12k | 29.23 |
|
Yum! Brands (YUM) | 0.0 | $361k | +4% | 2.8k | 130.66 |
|
Stryker Corporation (SYK) | 0.0 | $360k | -24% | 1.2k | 299.46 |
|
Medtronic SHS (MDT) | 0.0 | $358k | +14% | 4.3k | 82.38 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $357k | +4% | 2.0k | 178.81 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $355k | NEW | 6.9k | 51.28 |
|
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $353k | NEW | 12k | 30.74 |
|
Selectquote Ord (SLQT) | 0.0 | $353k | 257k | 1.37 |
|
|
Aon Shs Cl A (AON) | 0.0 | $352k | -26% | 1.2k | 291.02 |
|
O'reilly Automotive (ORLY) | 0.0 | $352k | -21% | 370.00 | 950.08 |
|
Schlumberger Com Stk (SLB) | 0.0 | $351k | +23% | 6.7k | 52.04 |
|
Norfolk Southern (NSC) | 0.0 | $350k | +7% | 1.5k | 236.38 |
|
Hp (HPQ) | 0.0 | $349k | +2% | 12k | 30.09 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $346k | +22% | 1.3k | 259.51 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $342k | NEW | 389.00 | 878.29 |
|
Phillips Edison & Co Common Stock (PECO) | 0.0 | $341k | 9.3k | 36.48 |
|
|
Arista Networks (ANET) | 0.0 | $341k | +29% | 1.4k | 235.51 |
|
Vanguard World Fds Financials Etf (VFH) | 0.0 | $340k | 3.7k | 92.26 |
|
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $340k | -4% | 4.5k | 75.32 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $338k | -3% | 3.6k | 94.73 |
|
Roper Industries (ROP) | 0.0 | $337k | -35% | 618.00 | 544.92 |
|
General Electric Com New (GE) | 0.0 | $333k | -15% | 2.6k | 127.63 |
|
Thomson Reuters Corp. (TRI) | 0.0 | $332k | NEW | 2.3k | 146.94 |
|
International Paper Company (IP) | 0.0 | $330k | -72% | 9.1k | 36.15 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $328k | -13% | 570.00 | 576.22 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $327k | 3.3k | 100.51 |
|
|
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $327k | NEW | 5.9k | 55.35 |
|
Unilever Spon Adr New (UL) | 0.0 | $326k | +2% | 6.7k | 48.48 |
|
Motorola Solutions Com New (MSI) | 0.0 | $323k | -10% | 1.0k | 313.09 |
|
Pioneer Natural Resources (PXD) | 0.0 | $322k | 1.4k | 224.88 |
|
|
First Virginia Community Bank (FVCB) | 0.0 | $322k | 23k | 14.20 |
|
|
Constellation Brands Cl A (STZ) | 0.0 | $320k | -5% | 1.3k | 241.75 |
|
Global Payments (GPN) | 0.0 | $318k | 2.5k | 127.00 |
|
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $318k | -47% | 2.9k | 110.65 |
|
Jabil Circuit (JBL) | 0.0 | $317k | +11% | 2.5k | 127.40 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $316k | 6.5k | 48.72 |
|
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $315k | 4.3k | 72.66 |
|
|
Microchip Technology (MCHP) | 0.0 | $313k | NEW | 3.5k | 90.18 |
|
Block Cl A (SQ) | 0.0 | $311k | NEW | 4.0k | 77.35 |
|
CarMax (KMX) | 0.0 | $310k | +12% | 4.0k | 76.74 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $310k | -15% | 2.2k | 139.03 |
|
Rockwell Automation (ROK) | 0.0 | $307k | 990.00 | 310.48 |
|
|
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $307k | 6.1k | 50.36 |
|
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $304k | 4.9k | 61.90 |
|
|
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $301k | 5.4k | 55.28 |
|
|
Infosys Sponsored Adr (INFY) | 0.0 | $300k | 16k | 18.38 |
|
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $299k | -32% | 3.6k | 82.96 |
|
Canadian Natl Ry (CNI) | 0.0 | $297k | +2% | 2.4k | 125.63 |
|
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $297k | +5% | 11k | 27.29 |
|
AFLAC Incorporated (AFL) | 0.0 | $292k | -24% | 3.5k | 82.50 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $290k | -46% | 2.1k | 136.14 |
|
Dover Corporation (DOV) | 0.0 | $287k | 1.9k | 153.81 |
|
|
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $287k | 5.6k | 50.94 |
|
|
Ishares Tr Global Tech Etf (IXN) | 0.0 | $284k | 4.2k | 68.18 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $284k | NEW | 7.6k | 37.49 |
|
Chubb (CB) | 0.0 | $284k | 1.3k | 226.00 |
|
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $283k | +14% | 8.1k | 34.89 |
|
New Mountain Finance Corp (NMFC) | 0.0 | $283k | 22k | 12.72 |
|
|
C H Robinson Worldwide Com New (CHRW) | 0.0 | $281k | 3.3k | 86.39 |
|
|
Helios Technologies (HLIO) | 0.0 | $279k | 6.2k | 45.35 |
|
|
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $278k | 8.8k | 31.49 |
|
|
Flowers Foods (FLO) | 0.0 | $277k | 12k | 22.51 |
|
|
AutoZone (AZO) | 0.0 | $277k | 107.00 | 2585.61 |
|
|
Halozyme Therapeutics (HALO) | 0.0 | $273k | 7.4k | 36.96 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $271k | NEW | 2.1k | 130.92 |
|
Ford Motor Company (F) | 0.0 | $267k | +29% | 22k | 12.19 |
|
Verisk Analytics (VRSK) | 0.0 | $264k | -22% | 1.1k | 238.81 |
|
American Electric Power Company (AEP) | 0.0 | $264k | 3.3k | 81.22 |
|
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $262k | -2% | 3.7k | 70.10 |
|
Ishares Tr Global Reit Etf (REET) | 0.0 | $260k | 11k | 24.18 |
|
|
Corteva (CTVA) | 0.0 | $257k | +19% | 5.4k | 47.92 |
|
Linde SHS (LIN) | 0.0 | $257k | -10% | 626.00 | 410.71 |
|
Eaton Corp SHS (ETN) | 0.0 | $255k | +7% | 1.1k | 240.82 |
|
Westrock (WRK) | 0.0 | $255k | -7% | 6.1k | 41.52 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $254k | 625.00 | 406.89 |
|
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $252k | 3.9k | 65.06 |
|
|
CSX Corporation (CSX) | 0.0 | $251k | -42% | 7.2k | 34.67 |
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $251k | +18% | 5.0k | 49.72 |
|
Cintas Corporation (CTAS) | 0.0 | $249k | NEW | 413.00 | 602.66 |
|
Cardinal Health (CAH) | 0.0 | $245k | 2.4k | 100.80 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $244k | -5% | 3.4k | 72.43 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $242k | NEW | 5.2k | 46.63 |
|
Oneok (OKE) | 0.0 | $242k | -7% | 3.4k | 70.23 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $242k | NEW | 6.0k | 40.21 |
|
Broadridge Financial Solutions (BR) | 0.0 | $241k | -2% | 1.2k | 205.75 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $241k | NEW | 14k | 17.17 |
|
BP Sponsored Adr (BP) | 0.0 | $240k | +4% | 6.8k | 35.40 |
|
Halliburton Company (HAL) | 0.0 | $238k | -28% | 6.6k | 36.15 |
|
Truist Financial Corp equities (TFC) | 0.0 | $237k | NEW | 6.4k | 36.92 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $237k | 1.7k | 135.82 |
|
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $235k | NEW | 4.2k | 55.90 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $233k | +2% | 6.6k | 35.41 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $229k | 452.00 | 507.38 |
|
|
White Mountains Insurance Gp (WTM) | 0.0 | $227k | 151.00 | 1505.01 |
|
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $227k | -2% | 15k | 15.57 |
|
BancFirst Corporation (BANF) | 0.0 | $224k | NEW | 2.3k | 97.33 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $218k | NEW | 3.2k | 67.39 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $217k | NEW | 2.3k | 96.39 |
|
Martin Marietta Materials (MLM) | 0.0 | $214k | NEW | 429.00 | 498.91 |
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $213k | NEW | 2.3k | 94.08 |
|
M&T Bank Corporation (MTB) | 0.0 | $213k | NEW | 1.6k | 137.08 |
|
Copart (CPRT) | 0.0 | $213k | NEW | 4.3k | 49.00 |
|
Aspen Aerogels (ASPN) | 0.0 | $212k | -24% | 13k | 15.78 |
|
Travelers Companies (TRV) | 0.0 | $212k | NEW | 1.1k | 190.44 |
|
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $210k | NEW | 4.1k | 50.70 |
|
Ubs Group SHS (UBS) | 0.0 | $208k | NEW | 6.7k | 30.90 |
|
Sonos (SONO) | 0.0 | $208k | 12k | 17.14 |
|
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $207k | -28% | 2.6k | 78.03 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $206k | NEW | 3.4k | 59.62 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $205k | -22% | 2.0k | 100.97 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $205k | NEW | 3.9k | 52.05 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $204k | NEW | 1.6k | 129.49 |
|
Paychex (PAYX) | 0.0 | $203k | -5% | 1.7k | 119.11 |
|
EOG Resources (EOG) | 0.0 | $203k | -14% | 1.7k | 120.95 |
|
AmerisourceBergen (COR) | 0.0 | $202k | NEW | 985.00 | 205.38 |
|
Viper Energy Cl A (VNOM) | 0.0 | $202k | NEW | 6.4k | 31.38 |
|
Us Bancorp Del Com New (USB) | 0.0 | $201k | NEW | 4.7k | 43.28 |
|
Synopsys (SNPS) | 0.0 | $200k | NEW | 389.00 | 514.91 |
|
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $154k | 13k | 12.33 |
|
|
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $147k | 19k | 7.72 |
|
|
Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $136k | NEW | 22k | 6.07 |
|
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $101k | 16k | 6.30 |
|
|
Genworth Finl Com Cl A (GNW) | 0.0 | $94k | 14k | 6.68 |
|
|
Cepton Com New (CPTN) | 0.0 | $45k | 14k | 3.14 |
|
|
Stitch Fix Com Cl A (SFIX) | 0.0 | $39k | NEW | 11k | 3.57 |
|
Allbirds Com Cl A (BIRD) | 0.0 | $12k | 10k | 1.23 |
|
Past Filings by Empower Advisory Group
SEC 13F filings are viewable for Empower Advisory Group going back to 2023
- Empower Advisory Group 2023 Q4 filed Feb. 7, 2024
- Empower Advisory Group 2023 Q3 filed Nov. 6, 2023
- Empower Advisory Group 2023 Q2 filed Aug. 10, 2023
- Empower Advisory Group 2023 Q1 filed May 25, 2023