Portfolio Holdings & Fund Performance - Empowered Funds LLC

List of all securities held by Empowered Funds LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter. The table below are the quarterly holdings reports filed by the company.
  2. Include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
  3. Include total shares owned, as well the security's market value if available.
  4. Portfolio values with missing quarterly reports are assigned zero.
  5. Shares are not adjusted for stock split. Therefore, in the money flow chart, you may see spikes due to abnormal changes in the number of shares.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q3
Report Date: 2023-11-01 09:42:45
Total Holdings: 1,203
Assets Under Management (AUM) :
$3,391,233,996 ($3.39B)
Reporting Manager: Brian Massaro
Title: Chief Data Officer


Additional Information:

Other Included Managers:
  1. Altrius Capital Management, Inc.
  2. Argent Capital Management, LLC
  3. Bridgeway Capital Management, LLC
  4. Euclidean Technologies Management, LLC
  5. Freedom Day Solutions, LLC
  6. Gadsden, LLC
  7. Morgan Dempsey Capital Management, LLC
  8. Orcam Financial Group, LLC
  9. Strive Asset Management, LLC
  10. The Burney Company
  11. Astoria Portfolio Advisors, LLC
  12. Sepio Capital LP
Since : total money flow = , gains and losses =

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