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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
OCOwens Corning New
Recent Activity
Increased 1.45%
0.52%
$32.815M
185,901 shares@ $176.52 avg price
AVGOBroadcom Inc
Recent Activity
Increased 916.33%
0.51%
$32.037M
185,724 shares@ $172.51 avg price
COPConocophillips
Recent Activity
Increased 7.58%
0.5%
$31.255M
296,878 shares@ $105.28 avg price
VLOValero Energy Corp
Recent Activity
Decreased -5.01%
0.48%
$30.013M
222,271 shares@ $135.03 avg price
MRKMerck & Co Inc
Recent Activity
Increased 145.63%
0.45%
$28.208M
248,397 shares@ $113.57 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.56%
0.45%
$28.169M
31,796 shares@ $885.95 avg price
DVNDevon Energy Corp New
Recent Activity
Increased 52.93%
0.44%
$27.812M
710,952 shares@ $39.12 avg price
JNJJohnson & Johnson
Recent Activity
Increased 8.85%
0.44%
$27.729M
171,102 shares@ $162.06 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.62%
0.43%
$27.038M
66,727 shares@ $405.21 avg price
PHMPulte Group Inc
Recent Activity
Decreased -37.93%
0.39%
$24.38M
169,859 shares@ $143.54 avg price