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 29.55% of Empower Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$190M), WMT (+$121M), VWO (+$92M), LLY (+$73M), AEP (+$52M), BSV (+$42M), XOM (+$39M), VNQ (+$33M), VGLT (+$29M), JNJ (+$29M).
- Started 40 new stock positions in SIVR, CME, ATO, IWP, COWZ, PGR, IUSG, IRM, DEO, PNC.
- Reduced shares in these 10 stocks: ITOT (-$227M), AGG (-$130M), UBER (-$71M), NVDA (-$60M), AMZN (-$57M), IEFA (-$48M), META (-$43M), IWM (-$42M), IJR (-$34M), ITW (-$25M).
- Sold out of its positions in AMRX, ASPN, BANF, BR, DFAS, GNW, LIT, ICUI, IDA, ICLN. MBB, IGSB, REET, JBL, NVS, PECO, ROL, SFIX, VFC, VTWO.
- Empower Advisory Group was a net buyer of stock by $233M.
- Empower Advisory Group has $27B in assets under management (AUM), dropping by 5.17%.
- Central Index Key (CIK): 0001978885
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Portfolio Holdings for Empower Advisory Group
Empower Advisory Group holds 495 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.6 | $3.1B | 79M | 39.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.7 | $1.5B | -2% | 7.3M | 210.30 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.8 | $1.3B | +7% | 31M | 41.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $1.1B | +4% | 14M | 76.67 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $927M | +3% | 11M | 86.48 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.1 | $836M | +3% | 14M | 58.55 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.1 | $831M | +29% | 16M | 52.16 |
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| Ishares Gold Tr Ishares New (IAU) | 2.3 | $625M | 15M | 42.01 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 2.3 | $624M | +2% | 12M | 50.77 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.3 | $611M | +4% | 15M | 42.14 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.2 | $580M | -3% | 12M | 49.24 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.9 | $515M | +6% | 8.7M | 59.24 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $488M | +2% | 4.2M | 116.84 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.7 | $464M | -3% | 5.8M | 79.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $433M | -2% | 1.7M | 259.90 |
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| Microsoft Corporation (MSFT) | 1.4 | $372M | 885k | 420.72 |
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| Spdr Ser Tr Bloomberg Emergi (EBND) | 1.4 | $366M | +3% | 18M | 20.50 |
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| Apple (AAPL) | 1.3 | $334M | 1.9M | 171.48 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.2 | $333M | +9% | 24M | 13.87 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.2 | $319M | +3% | 7.5M | 42.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $313M | 2.1M | 152.26 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $279M | +4% | 5.7M | 49.19 |
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| NVIDIA Corporation (NVDA) | 1.0 | $272M | -18% | 301k | 903.56 |
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| Amazon (AMZN) | 1.0 | $262M | -17% | 1.5M | 180.38 |
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| Meta Platforms Cl A (META) | 0.8 | $211M | -17% | 435k | 485.58 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $203M | -9% | 1.0M | 200.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $199M | 473k | 420.52 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $197M | 410k | 481.57 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.7 | $187M | 5.8M | 32.23 |
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| Procter & Gamble Company (PG) | 0.7 | $177M | +4% | 1.1M | 162.25 |
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| Wal-Mart Stores (WMT) | 0.6 | $173M | +233% | 2.9M | 60.17 |
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| Netflix (NFLX) | 0.6 | $161M | -3% | 265k | 607.33 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $157M | +32% | 1.4M | 116.24 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $157M | -4% | 545k | 288.03 |
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| Walt Disney Company (DIS) | 0.6 | $154M | +4% | 1.3M | 122.36 |
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| Costco Wholesale Corporation (COST) | 0.6 | $151M | 206k | 732.63 |
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| salesforce (CRM) | 0.5 | $146M | -8% | 483k | 301.18 |
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| Johnson & Johnson (JNJ) | 0.5 | $139M | +26% | 877k | 158.19 |
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| Bank of America Corporation (BAC) | 0.5 | $136M | 3.6M | 37.92 |
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| Southern Copper Corporation (SCCO) | 0.5 | $135M | 1.3M | 106.52 |
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| Tesla Motors (TSLA) | 0.5 | $133M | +25% | 758k | 175.79 |
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| Chevron Corporation (CVX) | 0.5 | $130M | +18% | 823k | 157.74 |
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| Ecolab (ECL) | 0.5 | $130M | 562k | 230.90 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $127M | -6% | 44k | 2906.78 |
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| Home Depot (HD) | 0.5 | $123M | 321k | 383.60 |
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| Amgen (AMGN) | 0.4 | $119M | 418k | 284.32 |
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| Verizon Communications (VZ) | 0.4 | $118M | 2.8M | 41.96 |
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| Sherwin-Williams Company (SHW) | 0.4 | $117M | +5% | 338k | 347.33 |
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| UnitedHealth (UNH) | 0.4 | $112M | 226k | 494.70 |
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| Abbvie (ABBV) | 0.4 | $111M | +2% | 608k | 182.10 |
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| Nextera Energy (NEE) | 0.4 | $109M | +21% | 1.7M | 63.91 |
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| Honeywell International (HON) | 0.4 | $108M | +8% | 527k | 205.25 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $105M | +7% | 1.1M | 96.71 |
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| Goldman Sachs (GS) | 0.4 | $105M | 252k | 417.69 |
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| Abbott Laboratories (ABT) | 0.4 | $104M | -2% | 917k | 113.66 |
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| Pfizer (PFE) | 0.4 | $104M | +30% | 3.7M | 27.75 |
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| Nucor Corporation (NUE) | 0.4 | $99M | 501k | 197.90 |
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| United Parcel Service CL B (UPS) | 0.4 | $99M | +12% | 666k | 148.63 |
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| Starbucks Corporation (SBUX) | 0.4 | $99M | +4% | 1.1M | 91.39 |
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| Eli Lilly & Co. (LLY) | 0.4 | $98M | +291% | 126k | 777.96 |
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| Air Products & Chemicals (APD) | 0.4 | $96M | +24% | 396k | 242.27 |
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| Southern Company (SO) | 0.4 | $95M | +3% | 1.3M | 71.74 |
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| Uber Technologies (UBER) | 0.4 | $95M | -42% | 1.2M | 76.99 |
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| Dupont De Nemours (DD) | 0.4 | $95M | -2% | 1.2M | 76.67 |
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| Caterpillar (CAT) | 0.3 | $93M | 254k | 366.43 |
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| Waste Management (WM) | 0.3 | $93M | 434k | 213.15 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $91M | -4% | 793k | 114.96 |
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| Illinois Tool Works (ITW) | 0.3 | $87M | -22% | 323k | 268.33 |
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| Owens Corning (OC) | 0.3 | $85M | 508k | 166.80 |
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| Nike CL B (NKE) | 0.3 | $85M | +3% | 901k | 93.98 |
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| Eastman Chemical Company (EMN) | 0.3 | $83M | +3% | 828k | 100.22 |
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| Valero Energy Corporation (VLO) | 0.3 | $83M | 486k | 170.69 |
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| SYSCO Corporation (SYY) | 0.3 | $78M | +2% | 964k | 81.18 |
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| At&t (T) | 0.3 | $78M | +2% | 4.4M | 17.60 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $77M | 1.8M | 43.35 |
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| Masco Corporation (MAS) | 0.3 | $77M | 978k | 78.88 |
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| Intel Corporation (INTC) | 0.3 | $76M | -12% | 1.7M | 44.17 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $76M | +28% | 679k | 111.71 |
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| L3harris Technologies (LHX) | 0.3 | $75M | +3% | 350k | 213.10 |
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| Scotts Miracle-gro Cl A (SMG) | 0.3 | $74M | +4% | 992k | 74.59 |
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| Charles River Laboratories (CRL) | 0.3 | $72M | +4% | 267k | 270.95 |
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| Kraft Heinz (KHC) | 0.3 | $72M | 2.0M | 36.90 |
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| Sempra Energy (SRE) | 0.3 | $72M | +4% | 1000k | 71.83 |
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| Pinnacle West Capital Corporation (PNW) | 0.3 | $70M | +4% | 940k | 74.73 |
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| MGM Resorts International. (MGM) | 0.3 | $70M | +2% | 1.5M | 47.21 |
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| Paypal Holdings (PYPL) | 0.3 | $70M | +8% | 1.0M | 66.99 |
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| Kinder Morgan (KMI) | 0.3 | $69M | 3.7M | 18.34 |
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| Albemarle Corporation (ALB) | 0.3 | $69M | +41% | 520k | 131.74 |
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| Service Corporation International (SCI) | 0.3 | $67M | +2% | 907k | 74.21 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $67M | +2% | 2.0M | 33.50 |
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| Pool Corporation (POOL) | 0.3 | $67M | +2% | 166k | 403.50 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $67M | +13% | 1.1M | 62.81 |
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| Dow (DOW) | 0.2 | $66M | +3% | 1.1M | 57.93 |
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| Eversource Energy (ES) | 0.2 | $66M | +19% | 1.1M | 59.77 |
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| Twilio Cl A (TWLO) | 0.2 | $66M | 1.1M | 61.15 |
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| Coca-Cola Company (KO) | 0.2 | $65M | +2% | 1.1M | 61.18 |
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| Monster Beverage Corp (MNST) | 0.2 | $65M | 1.1M | 59.28 |
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| Fortinet (FTNT) | 0.2 | $64M | +10% | 941k | 68.31 |
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| Match Group (MTCH) | 0.2 | $64M | +67% | 1.8M | 36.28 |
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| CVS Caremark Corporation (CVS) | 0.2 | $64M | +6% | 796k | 79.76 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $62M | 305k | 204.43 |
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| Newmont Mining Corporation (NEM) | 0.2 | $62M | +18% | 1.7M | 35.84 |
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| Pepsi (PEP) | 0.2 | $62M | +24% | 353k | 175.01 |
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| PPL Corporation (PPL) | 0.2 | $60M | +6% | 2.2M | 27.53 |
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| Darling International (DAR) | 0.2 | $60M | +18% | 1.3M | 46.51 |
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| Dollar Tree (DLTR) | 0.2 | $59M | +7% | 445k | 133.15 |
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| AES Corporation (AES) | 0.2 | $58M | +13% | 3.3M | 17.93 |
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| Boeing Company (BA) | 0.2 | $57M | -19% | 295k | 192.99 |
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| Evergy (EVRG) | 0.2 | $57M | +15% | 1.1M | 53.38 |
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| Edwards Lifesciences (EW) | 0.2 | $55M | +7% | 571k | 95.56 |
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| Essential Utils (WTRG) | 0.2 | $54M | +7% | 1.5M | 37.05 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $52M | +12% | 367k | 142.58 |
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| American Electric Power Company (AEP) | 0.2 | $52M | +18536% | 606k | 86.10 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $52M | +22% | 5.9M | 8.73 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $44M | 940k | 46.89 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $40M | 198k | 204.14 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $39M | -2% | 300k | 131.22 |
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| Lowe's Companies (LOW) | 0.1 | $38M | -3% | 150k | 254.73 |
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| Portland Gen Elec Com New (POR) | 0.1 | $27M | +9% | 653k | 42.00 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $25M | +2% | 189k | 131.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $24M | -90% | 204k | 115.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $22M | -3% | 89k | 249.86 |
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| Granite Construction (GVA) | 0.1 | $22M | 379k | 57.13 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $22M | -5% | 366k | 58.65 |
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| Booking Holdings (BKNG) | 0.1 | $19M | -11% | 5.3k | 3628.10 |
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| Merck & Co (MRK) | 0.1 | $19M | -2% | 143k | 131.95 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $19M | -2% | 76k | 244.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $19M | -3% | 370k | 50.17 |
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| H.B. Fuller Company (FUL) | 0.1 | $18M | 229k | 79.74 |
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| Rli (RLI) | 0.1 | $18M | 120k | 148.47 |
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| Balchem Corporation (BCPC) | 0.1 | $18M | 113k | 154.95 |
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| Target Corporation (TGT) | 0.1 | $18M | 99k | 177.21 |
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| TJX Companies (TJX) | 0.1 | $17M | -3% | 164k | 101.42 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $17M | -2% | 50k | 334.18 |
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| Sanmina (SANM) | 0.1 | $16M | 263k | 62.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $16M | -26% | 31k | 523.08 |
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| Marriott Intl Cl A (MAR) | 0.1 | $16M | -2% | 62k | 252.31 |
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| Colgate-Palmolive Company (CL) | 0.1 | $15M | -2% | 170k | 90.05 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $15M | -89% | 149k | 97.94 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $14M | -8% | 281k | 50.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $14M | -11% | 93k | 150.93 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $14M | 27k | 504.61 |
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| Trex Company (TREX) | 0.1 | $14M | -4% | 136k | 99.75 |
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| Werner Enterprises (WERN) | 0.1 | $13M | 343k | 39.12 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $13M | -4% | 184k | 72.34 |
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| Avangrid (AGR) | 0.0 | $13M | +8% | 363k | 36.44 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $13M | +3% | 255k | 50.93 |
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| Dominion Resources (D) | 0.0 | $13M | +5% | 255k | 49.19 |
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| Ormat Technologies (ORA) | 0.0 | $12M | +3% | 184k | 66.19 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $12M | 197k | 61.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $12M | -4% | 23k | 525.73 |
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| First Interstate Bancsystem (FIBK) | 0.0 | $12M | +4% | 433k | 27.21 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $12M | 90k | 129.35 |
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| Xylem (XYL) | 0.0 | $11M | 88k | 129.24 |
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| Citigroup Com New (C) | 0.0 | $11M | 179k | 63.24 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $11M | -2% | 20k | 581.21 |
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| Mongodb Cl A (MDB) | 0.0 | $11M | 31k | 358.64 |
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| Yeti Hldgs (YETI) | 0.0 | $11M | +4% | 286k | 38.55 |
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| Vulcan Materials Company (VMC) | 0.0 | $11M | -3% | 40k | 272.92 |
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| Msci (MSCI) | 0.0 | $11M | -3% | 19k | 560.46 |
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| PPG Industries (PPG) | 0.0 | $11M | -2% | 74k | 144.90 |
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| Expeditors International of Washington (EXPD) | 0.0 | $10M | -2% | 86k | 121.57 |
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| Consolidated Edison (ED) | 0.0 | $9.6M | -2% | 106k | 90.81 |
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| General Mills (GIS) | 0.0 | $9.2M | +2% | 132k | 69.97 |
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| Automatic Data Processing (ADP) | 0.0 | $9.2M | +15% | 37k | 249.74 |
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| AGCO Corporation (AGCO) | 0.0 | $9.1M | +2% | 74k | 123.02 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $8.7M | -4% | 38k | 228.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $8.5M | 18k | 480.70 |
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| American Water Works (AWK) | 0.0 | $8.1M | +5% | 66k | 122.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $8.1M | +2% | 18k | 444.01 |
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| Xcel Energy (XEL) | 0.0 | $7.8M | 145k | 53.75 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $7.3M | +8% | 16k | 454.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $6.4M | -84% | 58k | 110.52 |
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| McDonald's Corporation (MCD) | 0.0 | $5.0M | -10% | 18k | 281.95 |
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| Advanced Micro Devices (AMD) | 0.0 | $4.9M | +3% | 27k | 180.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $4.9M | -7% | 14k | 344.20 |
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| Visa Com Cl A (V) | 0.0 | $4.8M | -11% | 17k | 279.08 |
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| Intuit (INTU) | 0.0 | $4.8M | +23% | 7.4k | 650.00 |
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| Broadcom (AVGO) | 0.0 | $4.7M | -6% | 3.5k | 1325.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.4M | -3% | 85k | 51.60 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $4.2M | +9% | 8.0k | 524.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $3.9M | -3% | 11k | 346.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.9M | 21k | 182.61 |
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| Wells Fargo & Company (WFC) | 0.0 | $3.8M | +17% | 66k | 57.96 |
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| Lam Research Corporation (LRCX) | 0.0 | $3.4M | -2% | 3.5k | 971.57 |
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| Oracle Corporation (ORCL) | 0.0 | $3.4M | +81% | 27k | 125.61 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.4M | -83% | 32k | 107.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $3.4M | +472% | 55k | 60.74 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $3.4M | -93% | 45k | 74.22 |
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| Domino's Pizza (DPZ) | 0.0 | $3.3M | 6.6k | 496.88 |
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| Servicenow (NOW) | 0.0 | $3.3M | 4.3k | 762.40 |
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| Cisco Systems (CSCO) | 0.0 | $3.1M | -4% | 62k | 49.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $3.0M | -19% | 18k | 162.86 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $2.9M | -6% | 17k | 175.27 |
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| Qualcomm (QCOM) | 0.0 | $2.8M | 16k | 169.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $2.7M | +2% | 8.0k | 337.05 |
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| Bill Com Holdings Ord (BILL) | 0.0 | $2.6M | 38k | 68.72 |
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| American Express Company (AXP) | 0.0 | $2.5M | 11k | 227.70 |
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| Cigna Corp (CI) | 0.0 | $2.4M | -5% | 6.5k | 363.19 |
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| Autodesk (ADSK) | 0.0 | $2.3M | 8.7k | 260.42 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $2.2M | +8% | 36k | 60.30 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.1M | -2% | 103k | 20.30 |
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| Masimo Corporation (MASI) | 0.0 | $2.1M | 14k | 146.85 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.0M | -24% | 33k | 62.06 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.0M | +6% | 9.5k | 208.27 |
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| International Business Machines (IBM) | 0.0 | $1.7M | -9% | 9.1k | 190.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.7M | 8.4k | 205.72 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | -2% | 7.2k | 239.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.7M | -5% | 5.2k | 320.59 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.7M | +7% | 13k | 128.40 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.5M | -2% | 8.0k | 191.89 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.5M | -92% | 20k | 72.63 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.4M | +24% | 17k | 84.44 |
|
| Anthem (ELV) | 0.0 | $1.4M | 2.8k | 518.54 |
|
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $1.3M | 26k | 52.22 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.3M | 12k | 110.44 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.3M | +25% | 5.2k | 245.93 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.3M | +2% | 16k | 80.63 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $1.2M | NEW | 19k | 63.17 |
|
| Shopify Cl A (SHOP) | 0.0 | $1.2M | -5% | 16k | 77.17 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.2M | 21k | 57.54 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.2M | +6% | 5.6k | 206.23 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | 6.5k | 174.21 |
|
|
| Deere & Company (DE) | 0.0 | $1.1M | +77% | 2.6k | 410.74 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.1M | -26% | 13k | 79.86 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.0M | 1.5k | 698.57 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $1.0M | 3.2k | 317.73 |
|
|
| Ishares Bitcoin Tr SHS | 0.0 | $1.0M | NEW | 25k | 40.47 |
|
| Emerson Electric (EMR) | 0.0 | $990k | +26% | 8.7k | 113.42 |
|
| 3M Company (MMM) | 0.0 | $959k | -7% | 9.0k | 106.07 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $947k | +13% | 3.2k | 300.08 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $916k | -29% | 5.9k | 155.91 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $909k | NEW | 83k | 11.01 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $904k | +27% | 9.7k | 93.19 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $904k | 20k | 46.00 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $899k | +2% | 13k | 68.49 |
|
| Prologis (PLD) | 0.0 | $893k | -2% | 6.9k | 130.22 |
|
| Cadence Design Systems (CDNS) | 0.0 | $885k | 2.8k | 311.28 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $873k | 656.00 | 1331.29 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $853k | -10% | 15k | 57.57 |
|
| Legalzoom (LZ) | 0.0 | $851k | 64k | 13.34 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $827k | 4.1k | 201.50 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $823k | -23% | 3.2k | 260.72 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $815k | -25% | 14k | 56.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $806k | 8.5k | 94.41 |
|
|
| Eagle Ban (EGBN) | 0.0 | $803k | 34k | 23.49 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $802k | -9% | 826.00 | 970.49 |
|
| Morgan Stanley Com New (MS) | 0.0 | $797k | +21% | 8.5k | 94.16 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $793k | 19k | 42.12 |
|
|
| McKesson Corporation (MCK) | 0.0 | $791k | 1.5k | 536.85 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $772k | -3% | 2.0k | 378.83 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $760k | -94% | 10k | 76.13 |
|
| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $731k | 18k | 41.05 |
|
|
| Corning Incorporated (GLW) | 0.0 | $728k | -4% | 22k | 32.96 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $728k | 18k | 40.27 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $726k | -4% | 11k | 67.75 |
|
| Workiva Com Cl A (WK) | 0.0 | $723k | 8.5k | 84.80 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $714k | 5.2k | 136.05 |
|
|
| ConocoPhillips (COP) | 0.0 | $690k | -2% | 5.4k | 127.28 |
|
| Danaher Corporation (DHR) | 0.0 | $683k | 2.7k | 249.72 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $682k | +24% | 3.8k | 179.11 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $679k | 3.3k | 206.01 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $677k | -7% | 8.7k | 77.73 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $672k | 8.7k | 76.81 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $669k | +10% | 1.7k | 399.09 |
|
| Shell Spon Ads (SHEL) | 0.0 | $668k | -3% | 10k | 67.04 |
|
| Coupang Cl A (CPNG) | 0.0 | $667k | -3% | 38k | 17.79 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $663k | -5% | 4.5k | 147.73 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $662k | 17k | 38.47 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $660k | +6% | 5.2k | 125.96 |
|
| California Water Service (CWT) | 0.0 | $657k | -96% | 14k | 46.48 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $648k | +69% | 2.3k | 286.61 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $648k | +2% | 7.7k | 84.09 |
|
| NetApp (NTAP) | 0.0 | $641k | 6.1k | 104.97 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $637k | 7.2k | 88.44 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $629k | +11% | 5.5k | 114.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $626k | -6% | 5.2k | 120.99 |
|
| MercadoLibre (MELI) | 0.0 | $626k | -25% | 414.00 | 1511.96 |
|
| Electronic Arts (EA) | 0.0 | $620k | 4.7k | 132.67 |
|
|
| Moody's Corporation (MCO) | 0.0 | $607k | 1.5k | 393.03 |
|
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $604k | 7.2k | 83.77 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $588k | 4.4k | 135.06 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $588k | +13% | 1.5k | 397.76 |
|
| Confluent Class A Com (CFLT) | 0.0 | $582k | 19k | 30.52 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $571k | +32% | 8.5k | 67.34 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $570k | -5% | 11k | 54.23 |
|
| Capital One Financial (COF) | 0.0 | $568k | +22% | 3.8k | 148.89 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $566k | 13k | 42.13 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $552k | +20% | 5.1k | 107.60 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $549k | -60% | 5.5k | 99.43 |
|
| Trimble Navigation (TRMB) | 0.0 | $546k | -7% | 8.5k | 64.36 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $545k | 2.1k | 263.90 |
|
|
| Gilead Sciences (GILD) | 0.0 | $540k | -24% | 7.4k | 73.25 |
|
| Primoris Services (PRIM) | 0.0 | $537k | 13k | 42.57 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $527k | NEW | 4.5k | 117.21 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $524k | NEW | 53k | 9.96 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $517k | NEW | 4.3k | 118.87 |
|
| Selectquote Ord (SLQT) | 0.0 | $515k | 257k | 2.00 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $513k | -26% | 4.4k | 115.80 |
|
| Altria (MO) | 0.0 | $508k | +2% | 12k | 43.62 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $508k | +2% | 3.9k | 131.24 |
|
| Fiserv (FI) | 0.0 | $505k | -9% | 3.2k | 159.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $504k | -43% | 3.0k | 169.37 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $500k | +14% | 11k | 47.02 |
|
| Travelers Companies (TRV) | 0.0 | $487k | +90% | 2.1k | 230.11 |
|
| General Electric Com New (GE) | 0.0 | $481k | +4% | 2.7k | 175.53 |
|
| Stryker Corporation (SYK) | 0.0 | $479k | +11% | 1.3k | 357.87 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $477k | +19% | 2.6k | 186.81 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $476k | 1.7k | 275.00 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $471k | -28% | 12k | 40.90 |
|
| Cummins (CMI) | 0.0 | $467k | -4% | 1.6k | 294.65 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $467k | 5.8k | 80.51 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $467k | -97% | 7.7k | 60.34 |
|
| Medtronic SHS (MDT) | 0.0 | $467k | +23% | 5.4k | 87.15 |
|
| Paychex (PAYX) | 0.0 | $456k | +117% | 3.7k | 122.80 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $455k | -6% | 4.7k | 97.53 |
|
| Metropcs Communications (TMUS) | 0.0 | $454k | -12% | 2.8k | 163.23 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $453k | 839.00 | 539.93 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $451k | -32% | 5.2k | 87.42 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $447k | 5.1k | 87.48 |
|
|
| Hubspot (HUBS) | 0.0 | $447k | -7% | 713.00 | 626.56 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $447k | -11% | 933.00 | 478.66 |
|
| American Tower Reit (AMT) | 0.0 | $444k | 2.2k | 197.59 |
|
|
| Southwest Airlines (LUV) | 0.0 | $443k | 15k | 29.19 |
|
|
| Micron Technology (MU) | 0.0 | $442k | -29% | 3.8k | 117.89 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $441k | -8% | 1.6k | 270.51 |
|
| Workday Cl A (WDAY) | 0.0 | $439k | -44% | 1.6k | 272.75 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $435k | 8.1k | 53.39 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $433k | NEW | 39k | 11.02 |
|
| Palo Alto Networks (PANW) | 0.0 | $429k | +16% | 1.5k | 284.13 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $429k | -56% | 18k | 24.51 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $427k | 7.0k | 60.74 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $423k | 375.00 | 1128.88 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $419k | 3.5k | 118.27 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $418k | +61% | 6.8k | 61.53 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $417k | -18% | 4.5k | 92.89 |
|
| Arista Networks (ANET) | 0.0 | $413k | 1.4k | 289.98 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $413k | +2% | 1.2k | 333.72 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $411k | NEW | 4.4k | 93.05 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $410k | 13k | 31.10 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $410k | NEW | 2.5k | 164.35 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $404k | 1.7k | 235.79 |
|
|
| Philip Morris International (PM) | 0.0 | $402k | +5% | 4.4k | 91.62 |
|
| Wp Carey (WPC) | 0.0 | $402k | +6% | 7.1k | 56.44 |
|
| Trane Technologies SHS (TT) | 0.0 | $398k | -12% | 1.3k | 300.20 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $397k | -40% | 14k | 27.88 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $397k | 12k | 31.95 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $397k | NEW | 8.2k | 48.21 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $392k | +204% | 1.7k | 225.94 |
|
| Unilever Spon Adr New (UL) | 0.0 | $391k | +15% | 7.8k | 50.19 |
|
| Doximity Cl A (DOCS) | 0.0 | $388k | 14k | 26.91 |
|
|
| Phillips 66 (PSX) | 0.0 | $386k | -17% | 2.4k | 163.34 |
|
| Yum! Brands (YUM) | 0.0 | $382k | 2.8k | 138.65 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $381k | +21% | 6.6k | 57.47 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $380k | -5% | 5.8k | 65.65 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $375k | +2% | 2.0k | 183.89 |
|
| AutoZone (AZO) | 0.0 | $372k | +10% | 118.00 | 3151.65 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $372k | 12k | 32.19 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $372k | 386.00 | 962.49 |
|
|
| Tyler Technologies (TYL) | 0.0 | $371k | -23% | 872.00 | 425.06 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $370k | 1.0k | 354.98 |
|
|
| Block Cl A (SQ) | 0.0 | $369k | +8% | 4.4k | 84.58 |
|
| Norfolk Southern (NSC) | 0.0 | $369k | -2% | 1.4k | 254.87 |
|
| Eaton Corp SHS (ETN) | 0.0 | $368k | +11% | 1.2k | 312.68 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $366k | -2% | 3.6k | 102.39 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $365k | +64% | 4.4k | 83.58 |
|
| Northwest Natural Holdin (NWN) | 0.0 | $361k | -96% | 9.7k | 37.22 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $358k | -4% | 1.4k | 262.50 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.0 | $357k | NEW | 9.2k | 38.71 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $355k | 3.3k | 109.17 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $354k | +4% | 3.7k | 95.20 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $353k | +12% | 3.2k | 108.91 |
|
| Dover Corporation (DOV) | 0.0 | $350k | +5% | 2.0k | 177.19 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $347k | -49% | 3.8k | 91.25 |
|
| CarMax (KMX) | 0.0 | $346k | 4.0k | 87.11 |
|
|
| Hp (HPQ) | 0.0 | $346k | 12k | 30.22 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $345k | +39% | 8.4k | 41.08 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $345k | -18% | 6.3k | 54.43 |
|
| FedEx Corporation (FDX) | 0.0 | $344k | -20% | 1.2k | 289.74 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $341k | 72k | 4.77 |
|
|
| BlackRock (BLK) | 0.0 | $339k | -11% | 406.00 | 833.70 |
|
| Cme (CME) | 0.0 | $337k | NEW | 1.6k | 215.29 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $332k | -7% | 1.2k | 271.76 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $329k | 2.3k | 145.51 |
|
|
| Global Payments (GPN) | 0.0 | $329k | 2.5k | 133.66 |
|
|
| Rockwell Automation (ROK) | 0.0 | $327k | +13% | 1.1k | 291.33 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $325k | +14% | 4.4k | 73.15 |
|
| Cardinal Health (CAH) | 0.0 | $324k | +19% | 2.9k | 111.90 |
|
| Public Service Enterprise (PEG) | 0.0 | $321k | NEW | 4.8k | 66.78 |
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $321k | NEW | 6.5k | 49.61 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $321k | -29% | 2.6k | 125.33 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $318k | -4% | 3.4k | 92.72 |
|
| Chubb (CB) | 0.0 | $317k | -2% | 1.2k | 259.13 |
|
| Zoetis Cl A (ZTS) | 0.0 | $316k | -3% | 1.9k | 169.20 |
|
| AFLAC Incorporated (AFL) | 0.0 | $316k | +3% | 3.7k | 85.86 |
|
| BP Sponsored Adr (BP) | 0.0 | $314k | +22% | 8.3k | 37.68 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $313k | -22% | 12k | 25.25 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $312k | -27% | 2.0k | 158.81 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $312k | 4.2k | 74.81 |
|
|
| Corteva (CTVA) | 0.0 | $312k | 5.4k | 57.67 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $311k | NEW | 4.1k | 76.03 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $309k | 6.1k | 50.56 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $305k | NEW | 6.1k | 49.95 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $303k | NEW | 2.0k | 148.74 |
|
| Zscaler Incorporated (ZS) | 0.0 | $301k | -31% | 1.6k | 192.63 |
|
| Ford Motor Company (F) | 0.0 | $301k | +3% | 23k | 13.28 |
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $300k | +5% | 12k | 26.09 |
|
| Cintas Corporation (CTAS) | 0.0 | $298k | +4% | 433.00 | 687.03 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $297k | NEW | 14k | 21.24 |
|
| Iron Mountain (IRM) | 0.0 | $296k | NEW | 3.7k | 80.21 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $296k | +4% | 3.9k | 75.98 |
|
| Flowers Foods (FLO) | 0.0 | $295k | 12k | 23.75 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $292k | +16% | 7.5k | 38.98 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $292k | 16k | 17.93 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $292k | -9% | 13k | 23.01 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $291k | -2% | 7.4k | 39.28 |
|
| Microchip Technology (MCHP) | 0.0 | $290k | -6% | 3.2k | 89.71 |
|
| CSX Corporation (CSX) | 0.0 | $289k | +7% | 7.8k | 37.07 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $286k | -19% | 3.5k | 81.66 |
|
| Canadian Natl Ry (CNI) | 0.0 | $286k | -8% | 2.2k | 131.71 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $283k | -8% | 4.5k | 63.33 |
|
| New Mountain Finance Corp (NMFC) | 0.0 | $281k | 22k | 12.67 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $276k | 23k | 12.18 |
|
|
| Helios Technologies (HLIO) | 0.0 | $275k | 6.2k | 44.69 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $274k | +5% | 5.5k | 50.10 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $274k | NEW | 12k | 23.81 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $271k | 151.00 | 1794.30 |
|
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $271k | -30% | 7.6k | 35.61 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $270k | 8.7k | 31.21 |
|
|
| Clorox Company (CLX) | 0.0 | $269k | NEW | 1.8k | 153.11 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $269k | -45% | 4.0k | 67.39 |
|
| Westrock (WRK) | 0.0 | $267k | -12% | 5.4k | 49.45 |
|
| eBay (EBAY) | 0.0 | $266k | NEW | 5.0k | 52.78 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $264k | +18% | 3.8k | 68.84 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $261k | NEW | 5.2k | 50.29 |
|
| Oneok (OKE) | 0.0 | $261k | -5% | 3.3k | 80.18 |
|
| Linde SHS (LIN) | 0.0 | $258k | -11% | 555.00 | 464.32 |
|
| Halliburton Company (HAL) | 0.0 | $257k | 6.5k | 39.42 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $257k | NEW | 462.00 | 555.79 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $256k | NEW | 1.4k | 182.69 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $255k | 4.1k | 61.56 |
|
|
| Copart (CPRT) | 0.0 | $253k | 4.4k | 57.92 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $252k | NEW | 1.3k | 195.03 |
|
| International Paper Company (IP) | 0.0 | $252k | -29% | 6.4k | 39.02 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $251k | +10% | 4.4k | 57.62 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $250k | -13% | 7.0k | 35.80 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $250k | 5.1k | 49.05 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $250k | -4% | 597.00 | 418.01 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $248k | 3.3k | 76.14 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $247k | -29% | 1.6k | 155.79 |
|
| Viper Energy Cl A (VNOM) | 0.0 | $247k | 6.4k | 38.46 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $246k | -26% | 4.3k | 57.03 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $244k | -33% | 3.0k | 81.43 |
|
| Roper Industries (ROP) | 0.0 | $244k | -29% | 435.00 | 560.32 |
|
| Ark 21shares Bitcoin Etf Shs Ben Int | 0.0 | $242k | NEW | 3.4k | 70.98 |
|
| Rbc Cad (RY) | 0.0 | $242k | NEW | 2.4k | 100.88 |
|
| Synopsys (SNPS) | 0.0 | $241k | +8% | 422.00 | 571.50 |
|
| RPM International (RPM) | 0.0 | $240k | NEW | 2.0k | 118.95 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $240k | -4% | 431.00 | 556.40 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $239k | -11% | 1.8k | 131.37 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $239k | -20% | 5.9k | 40.68 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $238k | 1.7k | 137.19 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $237k | NEW | 3.7k | 64.15 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $237k | 6.6k | 36.19 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $236k | -10% | 385.00 | 613.94 |
|
| AmerisourceBergen (COR) | 0.0 | $236k | 971.00 | 242.99 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $235k | NEW | 4.0k | 58.11 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $234k | +9% | 2.5k | 94.66 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $231k | 3.3k | 70.00 |
|
|
| Sonos (SONO) | 0.0 | $231k | 12k | 19.06 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $229k | 1.6k | 145.44 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $228k | -38% | 4.2k | 54.81 |
|
| United Rentals (URI) | 0.0 | $224k | NEW | 311.00 | 721.11 |
|
| Verisk Analytics (VRSK) | 0.0 | $221k | -15% | 937.00 | 235.85 |
|
| Prudential Financial (PRU) | 0.0 | $220k | NEW | 1.9k | 117.40 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $219k | 1.6k | 139.01 |
|
|
| Progressive Corporation (PGR) | 0.0 | $214k | NEW | 1.0k | 206.82 |
|
| PNC Financial Services (PNC) | 0.0 | $212k | NEW | 1.3k | 161.60 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $212k | -38% | 4.0k | 53.34 |
|
| Ubs Group SHS (UBS) | 0.0 | $210k | 6.9k | 30.72 |
|
|
| New York Community Ban (NYCB) | 0.0 | $210k | +3% | 65k | 3.22 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $208k | NEW | 1.8k | 114.14 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $207k | 4.6k | 44.70 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $205k | NEW | 5.3k | 38.86 |
|
| EOG Resources (EOG) | 0.0 | $205k | -4% | 1.6k | 127.84 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $204k | -41% | 1.2k | 164.96 |
|
| Ubs Ag London Branch NT LKD 24 (FBGX) | 0.0 | $203k | NEW | 241.00 | 842.09 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $202k | -97% | 1.3k | 154.13 |
|
| Constellation Energy (CEG) | 0.0 | $200k | NEW | 1.1k | 184.85 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $161k | 13k | 12.93 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $155k | 19k | 8.16 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $123k | NEW | 17k | 7.19 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $89k | 16k | 5.51 |
|
|
| Cepton Com New (CPTN) | 0.0 | $40k | 14k | 2.78 |
|
|
| Allbirds Com Cl A (BIRD) | 0.0 | $7.0k | 10k | 0.69 |
|
Past Filings by Empower Advisory Group
SEC 13F filings are viewable for Empower Advisory Group going back to 2023
- Empower Advisory Group 2024 Q1 filed May 2, 2024
- 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