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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
AANThe Aarons Company Inc
Recent Activity
Exited
0%
$1.638M
164,139 shares@ $9.98 avg price
VRTSVirtus Invt Partners Inc
Recent Activity
Exited
0%
$1.452M
6,427 shares@ $225.86 avg price
WMSAdvanced Drain Sys Inc Del
Recent Activity
Exited
0%
$1.337M
8,335 shares@ $160.39 avg price
CVLYCodorus Vy Bancorp Inc
Recent Activity
Exited
0%
$1.243M
51,704 shares@ $24.04 avg price
WASHWashington Tr Bancorp Inc
Recent Activity
Exited
0%
$1.149M
42,777 shares@ $26.85 avg price
ESNTEssent Group Ltd
Recent Activity
Exited
0%
$1.034M
18,401 shares@ $56.19 avg price
FNCBFncb Bancorp Inc
Recent Activity
Exited
0%
$827,388
122,576 shares@ $6.75 avg price
VERXVertex Inc
Recent Activity
Exited
0%
$820,787
22,768 shares@ $36.06 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$802,508
4,885 shares@ $164.29 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$801,052
6,573 shares@ $121.88 avg price