Empirical Asset Management, LLC Purchases in Q1 2025

Empirical Asset Management, LLC

  • $293 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3
+ 0.15%
$369.1 - $427.61 $1.11K - $1.28K
2.02K $750M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
3.3K
+ 12.06%
$23.61 - $24.38 $77.8K - $80.4K
30.6K $747M
IYF
Ishares Tr

ETFs
368
+ 6.04%
$107.69 - $119.37 $39.6K - $43.9K
6.46K $729M
PODD
Insulet Corp

Healthcare
2.71K
New
$237.06 - $288.29 $641K - $780K
2.71K $710M
XLK
Technology Sector Spdr

ETFs
93
+ 2.91%
$206.38 - $242.18 $19.2K - $22.5K
3.29K $679M
SYF
Synchrony Financial

Financial Services
12.7K
New
$51.9 - $70.63 $659K - $897K
12.7K $672M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
685
+ 11.83%
$100.59 - $103.47 $68.9K - $70.9K
6.48K $670M
HYHG
Proshares High Yield Interest

ETFs
991
+ 10.53%
$64.04 - $66.96 $63.5K - $66.4K
10.4K $666M
VO
Vanguard Mid Cap ETF

ETFs
650
+ 34.01%
$251.87 - $277.95 $164K - $181K
2.56K $662M
UEVM
Usaa ETF Tr Msci Emerging Mkts

ETFs
572
+ 4.28%
$45.34 - $48.77 $25.9K - $27.9K
13.9K $661M
RJF
Raymond James Financial Inc

Financial Services
4.54K
New
$137.62 - $172.64 $625K - $784K
4.54K $631M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
1.63K
+ 5.21%
$18.41 - $19.64 $30.1K - $32.1K
33K $628M
IGHG
Proshares Investment Grade Int

ETFs
836
+ 11.51%
$76.51 - $78.81 $64K - $65.9K
8.1K $623M
MNST
Monster Beverage Corp

Consumer Defensive
3.03K
+ 39.87%
$46.16 - $58.58 $140K - $178K
10.6K $622M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.45K
+ 47.86%
$74.85 - $84.89 $183K - $208K
7.56K $618M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
7.15K
+ 105.68%
$42.36 - $43.8 $303K - $313K
13.9K $604M
ZECP
Zacks Tr Earnings Constant Por

ETFs
583
+ 3.07%
$29.24 - $32.07 $17K - $18.7K
19.5K $588M
VRSN
Verisign Inc

Technology
1.13K
+ 96.35%
$205.1 - $254.74 $233K - $289K
2.31K $587M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.04K
+ 51.63%
$48.06 - $53.73 $194K - $217K
11.9K $579M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.6K
+ 16.75%
$49.78 - $53.19 $79.7K - $85.2K
11.2K $570M
XLY
Select Sector Spdr Consumer Di

ETFs
71
+ 2.55%
$192.6 - $233.2 $13.7K - $16.6K
2.85K $563M
EPD
Enterprise Products Partners L.P.

Energy
122
+ 0.75%
$31.75 - $34.14 $3.87K - $4.17K
16.4K $561M
PGR
Progressive Corp

Financial Services
1.95K
New
$235.61 - $291.22 $460K - $569K
1.95K $553M
JKHY
Henry Jack & Associates Inc

Technology
2.98K
New
$166.47 - $191.28 $497K - $571K
2.98K $545M
MSCI
Msci Inc.

Financial Services
491
+ 105.82%
$541.46 - $628.34 $266K - $309K
955 $540M
MBB
Ishares Tr

ETFs
748
+ 14.99%
$90.37 - $94.08 $67.6K - $70.4K
5.74K $538M
LNTH
Lantheus Holdings, Inc.

Healthcare
1.9K
+ 52.54%
$78.23 - $110.01 $148K - $209K
5.51K $537M
EW
Edwards Lifesciences Corp

Healthcare
3.8K
+ 109.45%
$67.95 - $76.19 $258K - $289K
7.27K $527M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
24
+ 0.12%
$25.05 - $25.16 $601 - $604
20.8K $524M
IYE
Ishares Tr

ETFs
153
+ 1.49%
$45.23 - $49.95 $6.92K - $7.64K
10.4K $514M
RL
Ralph Lauren Corp

Consumer Cyclical
2.33K
New
$215.68 - $286.74 $501K - $667K
2.33K $513M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4.4K
+ 37.79%
$31.63 - $35.22 $139K - $155K
16.1K $513M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.53K
+ 108.8%
$160.89 - $187.27 $247K - $287K
2.94K $509M
CROX
Crocs, Inc.

Consumer Cyclical
1.5K
+ 45.76%
$88.83 - $112.59 $133K - $169K
4.78K $508M
GGG
Graco Inc

Industrials
1.58K
+ 35.74%
$80.53 - $87.54 $127K - $138K
6K $501M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.81K
New
$96.18 - $109.82 $463K - $528K
4.81K $492M
OLED
Universal Display Corp Pa

Technology
867
+ 32.66%
$139.48 - $161.59 $121K - $140K
3.52K $491M
MTCH
Match Group, Inc.

Communication Services
8.39K
+ 114.3%
$30.08 - $36.47 $252K - $306K
15.7K $491M
WEX
Wex Inc.

Technology
832
+ 36.57%
$148.29 - $186.78 $123K - $155K
3.11K $488M
EFV
Msci Eafe Value ETF

ETFs
1.75K
+ 27.34%
$51.88 - $60.73 $90.5K - $106K
8.13K $479M
POOL
Pool Corp

Industrials
1.49K
New
$314.92 - $364.31 $469K - $543K
1.49K $474M
Blackrock ETF Trust Ii
9.56K
New
N/A
9.56K $473M
BALL
Ball Corp

Consumer Cyclical
9.09K
New
$49.04 - $56.53 $446K - $514K
9.09K $473M
EXPO
Exponent Inc

Industrials
3.21K
+ 122.23%
$78.9 - $93.95 $253K - $301K
5.83K $472M
DBX
Dropbox, Inc.

Technology
9.94K
+ 130.24%
$24.55 - $33.27 $244K - $331K
17.6K $469M
AOS
Smith A O Corp

Industrials
7.15K
New
$65.16 - $72.69 $466K - $520K
7.15K $467M
TROW
Price T Rowe Group Inc

Financial Services
5.08K
New
$91.57 - $116.93 $465K - $594K
5.08K $467M
QLYS
Qualys, Inc.

Technology
2.09K
+ 129.81%
$121.57 - $147.7 $254K - $308K
3.69K $465M
ZM
Zoom Video Communications, Inc.

Technology
3.59K
+ 132.11%
$72.23 - $88.64 $259K - $318K
6.3K $465M
Activity Summary
Buys All Purchases 139 New Holdings 32 Increased Positions 107 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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