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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.71%
0.37%
$23.419M
111,062 shares@ $210.87 avg price
STIPIshares Tr
Recent Activity
Increased 2.98%
0.37%
$23.332M
230,414 shares@ $101.27 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 8.54%
0.36%
$22.609M
424,830 shares@ $53.23 avg price
ELVElevance Health Inc
Recent Activity
Increased 24.95%
0.35%
$21.822M
41,965 shares@ $520.0 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 163.37%
0.35%
$21.818M
140,833 shares@ $154.92 avg price
QCOMQualcomm Inc
Recent Activity
Increased 48.37%
0.33%
$20.809M
122,371 shares@ $170.06 avg price
VVisa Inc
Recent Activity
Increased 15.39%
0.32%
$19.953M
72,571 shares@ $274.95 avg price
LENLennar Corp
Recent Activity
Increased 18.88%
0.3%
$19.062M
101,675 shares@ $187.48 avg price
TSLATesla Inc
Recent Activity
Increased 2.84%
0.3%
$18.985M
72,563 shares@ $261.64 avg price
FTNTFortinet Inc
Recent Activity
Increased 5.51%
0.3%
$18.8M
242,419 shares@ $77.56 avg price