Empower Advisory Group, LLC
Top Portfolio Positions
338 positions ·
$14,625,714,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
5,951,012 | $551,599,302 | 3.77% | |
| AAPL |
Apple Inc.
Technology
|
2,102,992 | $533,718,339 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
2,888,694 | $503,788,233 | 3.44% | |
| IAU |
Ishares Gold Trust
|
5,404,160 | $476,430,745 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,128,797 | $443,364,551 | 3.03% | |
| MSFT |
Microsoft Corp
Technology
|
1,120,799 | $414,886,165 | 2.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,667,112 | $331,468,679 | 2.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
559,472 | $320,090,715 | 2.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,754,841 | $297,726,324 | 2.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
533,470 | $255,638,824 | 1.75% |
Portfolio Trend
13 quarters · across all stocks
Holdings in WTRG
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,833,892 | 1,808,639 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,772,164 | 1,688,534 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $69,466,937 | 1,741,026 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,546,837 | 1,711,008 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $66,616,153 | 1,685,205 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $60,292,580 | 1,660,038 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $61,151,770 | 1,585,475 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $56,027,813 | 1,500,879 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $54,092,221 | 1,459,979 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $50,833,984 | 1,361,017 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,138,561 | 1,285,714 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $48,011,650 | 1,202,998 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $50,973,858 | 1,167,786 | Shares | Sole | 2023-05-25 | |
| No 13F history on record for this holder in this stock. | ||||||