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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.24%
0.27%
$16.982M
36,896 shares@ $460.27 avg price
PEPPepsico Inc
Recent Activity
Increased 9.2%
0.27%
$16.968M
99,785 shares@ $170.05 avg price
EMEEmcor Group Inc
Recent Activity
Increased 183.63%
0.27%
$16.905M
39,265 shares@ $430.54 avg price
GOOGAlphabet Inc
Recent Activity
Increased 10.4%
0.27%
$16.86M
100,845 shares@ $167.19 avg price
VSTVistra Corp
Recent Activity
Increased 174.88%
0.27%
$16.852M
142,165 shares@ $118.54 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 7.18%
0.27%
$16.726M
3,971 shares@ $4212.13 avg price
NTAPNetapp Inc
Recent Activity
Increased 72.27%
0.26%
$16.528M
133,819 shares@ $123.52 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 213.92%
0.26%
$15.914M
633,273 shares@ $25.13 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 8.32%
0.25%
$15.715M
95,777 shares@ $164.08 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 136.26%
0.25%
$15.452M
306,351 shares@ $50.44 avg price