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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 $3,983,387,458
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 1,095,723 $115,215,273 2.89%
2.
Exxon Mobil Corp
 XOM 876,508 $87,633,269 2.19%
3.
Chevron Corp
 CVX 406,953 $60,701,109 1.52%
4.
Microsoft Corp
 MSFT 154,914 $58,253,860 1.46%
5.
Apple Inc.
 AAPL 202,440 $38,975,773 0.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)