Einreichungsanalyse
Empower Advisory Group, LLC
13F-HR · Zeitraum Q1 2026 · eingereicht May 14, 2026
$38.52BGemeldeter 13F-Wert
511Positionen
+52Neu
199Erhöht
227Reduziert
−43Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| ADSK Autodesk, Inc. | $1.94M | 0.0% |
| CACI CACI International Inc | $1.02M | 0.0% |
| BILL Bill.com Holdings, Inc. | $827,663 | 0.0% |
| CDNS Cadence Design Systems, Inc. | $632,710 | 0.0% |
| AVR | $561,005 | 0.0% |
| XLU State Street Utilities Select… | $555,269 | 0.0% |
| LQD iShares iBoxx $ Investment… | $532,617 | 0.0% |
| BWIN The Baldwin Insurance Group… | $500,364 | 0.0% |
| CHRW C.H. Robinson Worldwide, Inc. | $495,885 | 0.0% |
| SNDK Sandisk Corporation | $454,268 | 0.0% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| SCHF Schwab International Equity… | ▲ Add | +2.7% | $4.60B |
| GOOG Alphabet Inc. | ▼ Trim | -29.0% | $409.68M |
| PDBC Invesco Optimum Yield… | ▲ Add | +4.9% | $597.57M |
| SPYM State Street SPDR Portfolio… | ▲ Add | +1693.1% | $157.64M |
| VTI Vanguard Morningstar Total… | ▼ Trim | -21.4% | $417.47M |
| PBUS Invesco MSCI USA ETF | ▼ Trim | -96.2% | $4.87M |
| RSP Invesco S&P 500 Equal Weight… | ▲ Add | +26710.1% | $124.88M |
| BSV Vanguard Short-Term Bond ETF | ▲ Add | +7.5% | $1.77B |
| SCHA Schwab U.S. Small-Cap ETF | ▲ Add | +8.5% | $1.07B |
| ESGD iShares ESG Aware MSCI EAFE… | ▼ Trim | -16.6% | $523.43M |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.