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Home > Institutional Investor > Empowered Funds, Llc > Profile

Instuitional Investor - Empowered Funds, Llc

Fund Profile
Filing Period:
Fund Name: Empowered Funds, Llc
Portfolio Value $8,834,685,163
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,231,836 $194,617,769 2.2%
2.
Microsoft Corp
 MSFT 361,934 $180,029,591 2.04%
3.
Apple Inc.
 AAPL 657,753 $134,951,184 1.53%
4.
Vanguard Tax-Managed Fds
 1,983,512 $113,080,019 1.28%
5.
Exxon Mobil Corp
 XOM 1,038,632 $111,964,530 1.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)