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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.99%
0.3%
$18.766M
32,097 shares@ $584.69 avg price
KBHKb Home
Recent Activity
Increased 201.78%
0.3%
$18.564M
216,645 shares@ $85.69 avg price
SNASnap On Inc
Recent Activity
Increased 0.02%
0.29%
$18.147M
62,637 shares@ $289.71 avg price
CNCCentene Corp Del
Recent Activity
Increased 10.48%
0.29%
$17.951M
238,456 shares@ $75.29 avg price
MCKMckesson Corp
Recent Activity
Increased 166.7%
0.28%
$17.673M
35,745 shares@ $494.43 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 76.19%
0.28%
$17.537M
84,898 shares@ $206.58 avg price
JBLJabil Inc
Recent Activity
Increased 11.84%
0.28%
$17.457M
145,682 shares@ $119.83 avg price
TXRHTexas Roadhouse Inc
Recent Activity
Increased 45.49%
0.28%
$17.411M
98,591 shares@ $176.6 avg price
DALDelta Air Lines Inc Del
Recent Activity
Increased 18.49%
0.28%
$17.184M
338,331 shares@ $50.79 avg price
CORCencora Inc
Recent Activity
Increased 92.94%
0.28%
$17.175M
76,304 shares@ $225.08 avg price