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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVESAmerican Centy Etf Tr
| 0.59% | $37.464M 718,536 shares@ $52.14 avg price | Increased 2.06% |
GOOGLAlphabet Inc
| 0.59% | $37.223M 224,437 shares@ $165.85 avg price | Increased 6.56% |
EOGEog Res Inc
| 0.54% | $34.118M 277,538 shares@ $122.93 avg price | Increased 2.75% |
CMCSAComcast Corp New
| 0.53% | $33.431M 800,359 shares@ $41.78 avg price | Increased 4.56% |
OCOwens Corning New
| 0.52% | $32.815M 185,901 shares@ $176.52 avg price | Increased 1.45% |
AVGOBroadcom Inc
| 0.51% | $32.037M 185,724 shares@ $172.51 avg price | Increased 916.33% |
COPConocophillips
| 0.5% | $31.255M 296,878 shares@ $105.28 avg price | Increased 7.58% |
MRKMerck & Co Inc
| 0.45% | $28.208M 248,397 shares@ $113.57 avg price | Increased 145.63% |
DVNDevon Energy Corp New
| 0.44% | $27.812M 710,952 shares@ $39.12 avg price | Increased 52.93% |
JNJJohnson & Johnson
| 0.44% | $27.729M 171,102 shares@ $162.06 avg price | Increased 8.85% |