Portfolio (Quarterly)
Guide ↗
Empower Advisory Group, LLC
· CIK 0001978885| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 6,060 | $608K | 0.00% | SOLD |
| 2 | TTD | THE TRADE DESK INC | Technology | 14,349 | $545K | 0.00% | SOLD |
| 3 | — | CONFLUENT INC | — | 15,769 | $477K | 0.00% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 4,441 | $408K | 0.00% | SOLD |
| 5 | IBLC | ISHARES TR | — | 9,110 | $373K | 0.00% | SOLD |
| 6 | IVOG | VANGUARD ADMIRAL FDS INC | — | 3,078 | $370K | 0.00% | SOLD |
| 7 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 12,787 | $347K | 0.00% | SOLD |
| 8 | INDA | ISHARES TR | — | 6,095 | $329K | 0.00% | SOLD |
| 9 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,194 | $321K | 0.00% | SOLD |
| 10 | DOCS | DOXIMITY INC | Healthcare | 6,859 | $304K | 0.00% | SOLD |
| 11 | SAP | SAP SE | Technology | 1,231 | $299K | 0.00% | SOLD |
| 12 | STT | STATE STR CORP | Financial Services | 2,287 | $295K | 0.00% | SOLD |
| 13 | IEI | ISHARES TR | — | 2,464 | $294K | 0.00% | SOLD |
| 14 | — | MORGAN STANLEY PATHWAY FDS | — | 5,388 | $293K | 0.00% | SOLD |
| 15 | ZS | ZSCALER INC | Technology | 1,300 | $292K | 0.00% | SOLD |
| 16 | HPQ | HP INC | Technology | 12,670 | $282K | 0.00% | SOLD |
| 17 | FBCG | FIDELITY COVINGTON TRUST | — | 5,124 | $281K | 0.00% | SOLD |
| 18 | KMX | CARMAX INC | Consumer Cyclical | 6,939 | $268K | 0.00% | SOLD |
| 19 | MSTR | STRATEGY INC | Technology | 1,752 | $266K | 0.00% | SOLD |
| 20 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,896 | $258K | 0.00% | SOLD |
Sector Allocation
Financial Services
13.6%
Technology
12.2%
Communication Services
11.1%
Utilities
10.2%
Basic Materials
10.2%
Consumer Defensive
10.2%
Healthcare
8.7%
Industrials
8.2%
Consumer Cyclical
7.9%
Energy
7.7%