Portfolio (Quarterly)
Guide ↗
Empower Advisory Group, LLC
· CIK 0001978885| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DVY | ISHARES TR | — | 1,825 | $258K | 0.00% | SOLD |
| 22 | HL | HECLA MNG CO | Basic Materials | 12,395 | $238K | 0.00% | SOLD |
| 23 | HROW | HARROW INC | Healthcare | 4,732 | $232K | 0.00% | SOLD |
| 24 | HEFA | ISHARES TR | — | 5,530 | $229K | 0.00% | SOLD |
| 25 | NOW | SERVICENOW INC | Technology | 1,487 | $228K | 0.00% | SOLD |
| 26 | KWEB | KRANESHARES TRUST | — | 6,548 | $223K | 0.00% | SOLD |
| 27 | ATO | ATMOS ENERGY CORP | Utilities | 1,313 | $220K | 0.00% | SOLD |
| 28 | IGV | ISHARES TR | — | 2,081 | $220K | 0.00% | SOLD |
| 29 | WEC | WEC ENERGY GROUP INC | Utilities | 2,079 | $219K | 0.00% | SOLD |
| 30 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,869 | $219K | 0.00% | SOLD |
| 31 | — | INGERSOLL RAND INC | — | 2,748 | $218K | 0.00% | SOLD |
| 32 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 744 | $214K | 0.00% | SOLD |
| 33 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 2,669 | $212K | 0.00% | SOLD |
| 34 | DYNF | BLACKROCK ETF TRUST | — | 3,439 | $209K | 0.00% | SOLD |
| 35 | FISV | FISERV INC | Technology | 3,109 | $209K | 0.00% | SOLD |
| 36 | IGM | ISHARES TR | — | 1,613 | $208K | 0.00% | SOLD |
| 37 | ACWI | ISHARES TR | — | 1,449 | $205K | 0.00% | SOLD |
| 38 | PSCT | INVESCO EXCH TRADED FD TR II | — | 3,600 | $204K | 0.00% | SOLD |
| 39 | SCHI | SCHWAB STRATEGIC TR | — | 8,860 | $204K | 0.00% | SOLD |
| 40 | RBLX | ROBLOX CORP | Technology | 2,491 | $202K | 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%