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Brian Massaro

@Empowered Funds, Llc

Latest period2024 - Q3ReportedManaged Assets$6.359BTotal holdings1392
Assets growth rate10.05%Assets growth rate (2-Q avg)-18.89%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Empowered Funds, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1392 positions.

Assets under management

The assets under management (AUM) of Empowered Funds, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.359B in assets, with a quarterly growth rate of 10.05% and a 2-quarter average growth rate of -18.89%. The portfolio is managed by Brian Massaro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOMExxon Mobil Corp
Recent Activity
Decreased -8.68%
1.71%
$108.29M
923,822 shares@ $117.23 avg price
AAPLApple Inc
Recent Activity
Decreased -3.97%
1.57%
$99.45M
426,826 shares@ $233.0 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.53%
1.56%
$99.167M
1.878M shares@ $52.82 avg price
CVXChevron Corp New
Recent Activity
Increased 5.24%
1.52%
$96.418M
654,701 shares@ $147.27 avg price
IDEVIshares Tr
Recent Activity
Increased 1.74%
1.49%
$94.287M
1.331M shares@ $70.83 avg price
NVDANvidia Corporation
Recent Activity
Decreased -7.53%
1.47%
$93.146M
767,013 shares@ $121.44 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 2.51%
1.47%
$93.001M
969,267 shares@ $95.96 avg price
VTVanguard Intl Equity Index F
Recent Activity
New Position
1.15%
$72.799M
608,179 shares@ $119.7 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.44%
1.12%
$70.749M
164,417 shares@ $430.3 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.56%
0.95%
$60.309M
1.26M shares@ $47.85 avg price