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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.07%
$224.16 - $285.86 $224 - $286
1.39K $396M
MRK
Merck & Co., Inc.

Healthcare
1.86K
+ 18.67%
$73.47 - $87.12 $136K - $162K
11.8K $934M
TMUS
T Mobile Us, Inc.

Communication Services
281
+ 31.26%
$220.99 - $268.54 $62.1K - $75.5K
1.18K $281M
PGR
Progressive Corp

Financial Services
273
+ 13.97%
$255.27 - $288.74 $69.7K - $78.8K
2.23K $594M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
60
+ 0.47%
$18.53 - $24.21 $1.11K - $1.45K
12.8K $309M
XLF
Financial Sector Spdr

ETFs
42
+ 0.29%
$43.92 - $52.37 $1.84K - $2.2K
14.5K $757M
IAU
Ishares Gold Trust

ETFs
321
+ 5.77%
$56.1 - $64.74 $18K - $20.8K
5.88K $367M
MTB
M&T Bank Corp

Financial Services
5
+ 0.2%
$156.58 - $193.99 $783 - $970
2.49K $482M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
453
+ 4.06%
$45.11 - $52.34 $20.4K - $23.7K
11.6K $608M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
327
+ 1.94%
$96.84 - $99.46 $31.7K - $32.5K
17.2K $1.71B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
382
+ 18.79%
$97.29 - $105.63 $37.2K - $40.4K
2.42K $239M
HYHG
Proshares High Yield Interest

ETFs
395
+ 3.8%
$61.25 - $64.99 $24.2K - $25.7K
10.8K $699M
EEM
Ishares Msci Emerging Markets

ETFs
10
+ 0.14%
$38.52 - $48.28 $385 - $483
7.06K $341M
IGHG
Proshares Investment Grade Int

ETFs
220
+ 2.72%
$74.89 - $78.35 $16.5K - $17.2K
8.32K $652M
RTX
Raytheon Technologies Corp

Industrials
37
+ 2.23%
$113.75 - $148.48 $4.21K - $5.49K
1.69K $247M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
431
+ 1.22%
$21.04 - $22.42 $9.07K - $9.66K
35.7K $798M
GD
General Dynamics Corp

Industrials
7
+ 0.59%
$247.68 - $291.66 $1.73K - $2.04K
1.19K $348M
LVHI
Franklin International Low Vol

ETFs
537
+ 1.46%
$28.91 - $33.28 $15.5K - $17.9K
37.2K $1.21B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
954
+ 6.48%
$25.13 - $26.07 $24K - $24.9K
15.7K $405M
TRV
Travelers Companies, Inc.

Financial Services
46
+ 1.38%
$233.83 - $276.34 $10.8K - $12.7K
3.39K $906M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
906
+ 3.64%
$22.54 - $23.17 $20.4K - $21K
25.8K $594M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
4.52K
+ 4.1%
$20.19 - $23.59 $91.3K - $107K
115K $2.53B
VGLT
Vanguard Long Term Treasury Et

ETFs
1.01K
+ 4.0%
$53.66 - $58.71 $53.9K - $59K
26.1K $1.47B
T
At&T Inc.

Communication Services
279
+ 2.85%
$26.33 - $28.94 $7.35K - $8.07K
10.1K $292M
XLB
Select Sector Spdr Fd Material

ETFs
20
+ 0.32%
$74.27 - $88.92 $1.49K - $1.78K
6.2K $544M
AMAX
Starboard Invt Tr Rh Hedged Mu
543
+ 2.96%
$7.12 - $7.94 $3.87K - $4.31K
18.9K $149M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
690
+ 2.25%
$23.96 - $24.41 $16.5K - $16.8K
31.3K $759M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
351
+ 3.74%
$28.21 - $28.85 $9.9K - $10.1K
9.73K $280M
KO
Coca Cola CO

Consumer Defensive
212
+ 2.75%
$68.37 - $73.9 $14.5K - $15.7K
7.92K $560M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
143
+ 0.58%
$40.64 - $47.27 $5.81K - $6.76K
24.7K $1.15B
XLP
Consumer Staples Sector Spdr

ETFs
125
+ 1.74%
N/A
7.32K $593M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
38
+ 0.18%
$25.04 - $25.18 $952 - $957
20.9K $526M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1
+ 0.02%
$50.36 - $50.68 $50.4 - $50.7
5.59K $283M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
100
+ 0.62%
$28.02 - $32.37 $2.8K - $3.24K
16.2K $513M
BBDC
Barings Bdc, Inc.

Financial Services
343
+ 3.4%
$7.89 - $9.51 $2.71K - $3.26K
10.4K $95.4M
PFE
Pfizer Inc

Healthcare
266
+ 2.52%
$21.59 - $24.84 $5.74K - $6.61K
10.8K $263M
TLT
Ishares Barclays 20+ Year Trea

ETFs
117
+ 2.08%
$83.97 - $92.85 $9.82K - $10.9K
5.74K $506M
PPTY
ETF Ser Solutions

ETFs
2.55K
+ 3.43%
$27.4 - $31.69 $69.9K - $80.9K
76.9K $2.34B
VZ
Verizon Communications Inc

Communication Services
214
+ 1.94%
$41.67 - $45.62 $8.92K - $9.76K
11.3K $488M
ET
Energy Transfer LP

Energy
6
+ 0.02%
$15.65 - $18.93 $93.9 - $114
34K $617M
FISV
Fiserv Inc

Technology
183
+ 16.49%
N/A
1.29K $223M
EPD
Enterprise Products Partners L.P.

Energy
464
+ 2.82%
$28.95 - $34.22 $13.4K - $15.9K
16.9K $524M
NJR
New Jersey Resources Corp

Utilities
152
+ 0.92%
$44.23 - $49.97 $6.72K - $7.6K
16.7K $749M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.38%
$146.36 - $159.82 $2.93K - $3.2K
5.3K $810M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 6.48%
$99.93 - $119.04 $127K - $151K
20.9K $2.25B
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.25%
$285.55 - $321.23 $4.85K - $5.46K
6.89K $2.01B
CVX
Chevron Corp

Energy
28
+ 0.24%
$133.73 - $168.51 $3.74K - $4.72K
11.5K $1.65B
TPL
Texas Pacific Land Corp

Energy
1
+ 0.04%
$1036.28 - $1430.55 $1.04K - $1.43K
2.41K $2.55B
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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