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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
NICNicolet Bankshares Inc
Recent Activity
Exited
0%
$3.006M
36,203 shares@ $83.04 avg price
PLPCPreformed Line Prods Co
Recent Activity
Exited
0%
$2.959M
23,795 shares@ $124.34 avg price
FCFFirst Comwlth Finl Corp Pa
Recent Activity
Exited
0%
$2.74M
198,417 shares@ $13.82 avg price
CLSKCleanspark Inc
Recent Activity
Exited
0%
$2.644M
165,747 shares@ $15.96 avg price
IWMIshares Tr
Recent Activity
Exited
0%
$2.63M
12,963 shares@ $202.89 avg price
VSHVishay Intertechnology Inc
Recent Activity
Exited
0%
$2.509M
112,519 shares@ $22.31 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$2.479M
368,403 shares@ $6.73 avg price
NSPInsperity Inc
Recent Activity
Exited
0%
$2.037M
22,332 shares@ $91.21 avg price
MATWMatthews Intl Corp
Recent Activity
Exited
0%
$1.689M
67,427 shares@ $25.05 avg price
GSGIshares S&p Gsci Commodity-
Recent Activity
Exited
0%
$1.638M
73,963 shares@ $22.15 avg price