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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
CORCencora Inc
Recent Activity
Increased 92.94%
0.28%
$17.175M
76,304 shares@ $225.08 avg price
CIThe Cigna Group
Recent Activity
Decreased -4.65%
0.27%
$17.053M
49,223 shares@ $346.45 avg price
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
VZVerizon Communications Inc
Recent Activity
Decreased -21.5%
0.27%
$16.678M
371,363 shares@ $44.92 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -6.33%
0.27%
$16.59M
54,480 shares@ $304.52 avg price