Empirical Asset Management, LLC Purchases in Q2 2025

Empirical Asset Management, LLC

  • $323 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
1.12K
+ 24.61%
$123.65 - $153.88 $138K - $172K
5.66K $868M
JGRO
J P Morgan Exchange Traded Fd
2.59K
New
N/A
2.59K $223M
AGOX
Starboard Invt Tr

ETFs
251
+ 0.6%
$23.19 - $29.58 $5.82K - $7.42K
42.3K $1.25B
IMFL
Invesco Ex Tr Self Indx Fd Tr
7.88K
New
$22.43 - $27.68 $177K - $218K
7.88K $218M
AMP
Ameriprise Financial Inc

Financial Services
263
+ 16.97%
$422.19 - $533.73 $111K - $140K
1.81K $967M
EMB
Ishares Tr

ETFs
2.34K
New
$86.54 - $92.62 $203K - $217K
2.34K $217M
GE
General Electric CO

Industrials
5
+ 0.13%
$166.81 - $257.39 $834 - $1.29K
3.76K $968M
WMT
Walmart Inc.

Consumer Defensive
131
+ 0.64%
$81.79 - $99.98 $10.7K - $13.1K
20.5K $2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.01K
New
$19.1 - $23.83 $172K - $215K
9.01K $215M
ASML
Asml Holding Nv

Technology
266
New
$595.37 - $815.24 $158K - $217K
266 $213M
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
New
$149.23 - $184.95 $170K - $211K
1.14K $208M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.29K
New
$75.29 - $91.16 $173K - $209K
2.29K $207M
ADBE
Adobe Inc.

Technology
514
+ 26.51%
$340.0 - $420.68 $175K - $216K
2.45K $949M
FNDF
Schwab Fundamental Intl Large

ETFs
5.13K
New
$32.25 - $40.02 $165K - $205K
5.13K $205M
QLYS
Qualys, Inc.

Technology
997
+ 27.0%
$115.21 - $142.87 $115K - $142K
4.69K $670M
FTA
First Tr Large Cap Value

ETFs
2.56K
New
$67.12 - $78.63 $172K - $201K
2.56K $201M
VRIG
Invesco Actively Managed ETF F

ETFs
8.02K
New
$24.89 - $25.14 $200K - $202K
8.02K $201M
ETN
Eaton Corp PLC

Industrials
562
New
$246.52 - $356.99 $139K - $201K
562 $201M
GILD
Gilead Sciences, Inc.

Healthcare
1.88K
+ 25.82%
$96.91 - $113.0 $182K - $213K
9.17K $1.02B
TDG
Trans Digm Group Inc

Industrials
93
+ 22.52%
$1231.75 - $1520.64 $115K - $141K
506 $770M
OLED
Universal Display Corp Pa

Technology
941
+ 26.72%
$106.6 - $161.02 $100K - $152K
4.46K $689M
PODD
Insulet Corp

Healthcare
170
+ 6.28%
$238.57 - $327.47 $40.6K - $55.7K
2.88K $903M
MA
Mastercard Inc

Financial Services
293
+ 14.91%
$479.92 - $590.74 $141K - $173K
2.26K $1.27B
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
4.31K
+ 4.6%
N/A
98.1K $4.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 0.27%
$82.96 - $110.1 $2.41K - $3.19K
10.7K $1.18B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.83K
+ 28.32%
$102.02 - $103.5 $187K - $190K
8.31K $855M
GOOGL
Alphabet Inc.

Communication Services
126
+ 1.75%
$144.7 - $178.6 $18.2K - $22.5K
7.32K $1.29B
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 46.98%
$40.94 - $52.1 $111K - $142K
8.51K $443M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
3.47K
+ 3.88%
N/A
92.8K $4.51B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.29K
+ 17.09%
$72.96 - $90.39 $94.3K - $117K
8.85K $791M
EW
Edwards Lifesciences Corp

Healthcare
1.67K
+ 22.98%
$67.07 - $78.22 $112K - $131K
8.94K $699M
IEFA
Ishares Tr

ETFs
31
+ 0.14%
$67.83 - $84.09 $2.1K - $2.61K
21.5K $1.79B
MCO
Moodys Corp

Financial Services
222
+ 13.5%
$396.7 - $501.59 $88.1K - $111K
1.87K $936M
V
Visa Inc.

Financial Services
423
+ 10.18%
$308.27 - $373.31 $130K - $158K
4.58K $1.63B
NKE
Nike, Inc.

Consumer Cyclical
1.33K
+ 14.24%
$53.27 - $72.04 $70.9K - $95.9K
10.7K $759M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.68K
+ 26.48%
$42.51 - $43.7 $157K - $161K
17.6K $767M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
608
+ 20.67%
$162.37 - $200.76 $98.7K - $122K
3.55K $671M
ZM
Zoom Video Communications, Inc.

Technology
1.69K
+ 26.78%
$66.7 - $84.62 $113K - $143K
7.99K $623M
MEDP
Medpace Holdings, Inc.

Healthcare
459
+ 29.92%
$277.23 - $315.28 $127K - $145K
1.99K $626M
MSCI
Msci Inc.

Financial Services
244
+ 25.55%
$506.56 - $576.74 $124K - $141K
1.2K $692M
QUAL
Ishares Msci Usa Quality Facto

ETFs
434
+ 7.73%
$152.42 - $182.82 $66.2K - $79.3K
6.05K $1.11B
GGG
Graco Inc

Industrials
1.52K
+ 25.36%
$74.02 - $87.26 $113K - $133K
7.52K $646M
MTCH
Match Group, Inc.

Communication Services
4.51K
+ 28.65%
$27.03 - $31.93 $122K - $144K
20.2K $625M
FDS
Factset Research Systems Inc

Financial Services
311
+ 28.9%
$398.85 - $473.32 $124K - $147K
1.39K $620M
EFV
Msci Eafe Value ETF

ETFs
1.43K
+ 17.63%
$52.4 - $64.65 $75.1K - $92.6K
9.56K $607M
BAC
Bank Of America Corp

Financial Services
384
+ 1.98%
$34.39 - $47.46 $13.2K - $18.2K
19.8K $935M
WEX
Wex Inc.

Technology
1.05K
+ 33.7%
$113.47 - $161.8 $119K - $169K
4.15K $610M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
198
+ 1.06%
$54.28 - $67.95 $10.7K - $13.5K
18.9K $1.28B
QVMM
Invesco ETF Tr Ii S&P Midcap 4
913
+ 1.64%
$23.7 - $28.74 $21.6K - $26.2K
56.5K $1.62B
Activity Summary
Buys All Purchases 199 New Holdings 32 Increased Positions 167 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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