Empirical Asset Management, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $302 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chipotle Mexican Grill Inc with a value of $14.2M, Apple Inc. with a value of $14.1M, Ishares Russell 2000 ETF with a value of $12.7M, Microsoft Corp with a value of $10.7M, and Nvidia Corp with a value of $7.89M.

Examining the 13F form we can see an increase of $188M in the current position value, from $115M to 302M.

Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $302 Million
ETFs: $133 Million
Technology: $46.4 Million
Consumer Cyclical: $33.7 Million
Financial Services: $22.7 Million
Communication Services: $13.4 Million
Consumer Defensive: $12.8 Million
Industrials: $12.6 Million
Energy: $11.8 Million
Other: $15.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 285
  • Current Value $302 Million
  • Prior Value $115 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 130 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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