Empirical Asset Management, LLC Incresed Positions in Q4 2024

Empirical Asset Management, LLC

  • $3.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
312K
+ 256.31%
$406.35 - $454.46 $127M - $142M
434K $183M
QQQ
Invesco Qqq Trust, Series 1

ETFs
202K
+ 15676.28%
$481.22 - $538.17 $97M - $108M
203K $104M
META
Meta Platforms, Inc.

Communication Services
168K
+ 478.26%
$554.08 - $632.68 $92.9M - $106M
203K $120M
NVDA
Nvidia Corp

Technology
700K
+ 1398.8%
$117.0 - $148.88 $81.8M - $104M
750K $101M
AAPL
Apple Inc.

Technology
321K
+ 111.25%
$221.69 - $259.02 $71.3M - $83.3M
610K $153M
NFLX
Netflix Inc

Communication Services
90.6K
+ 7872.55%
$687.65 - $936.56 $62.3M - $84.9M
91.8K $81.8M
LLY
Eli Lilly & CO

Healthcare
80.3K
+ 160.12%
$727.2 - $932.06 $58.4M - $74.8M
130K $101M
ASML
Asml Holding Nv

Technology
81.3K
+ 2825.33%
$658.43 - $872.27 $53.5M - $70.9M
84.2K $58.4M
AMZN
Amazon Com Inc

Consumer Cyclical
214K
+ 360.95%
$180.88 - $232.93 $38.8M - $49.9M
274K $60.1M
VTI
Vanguard Total Stock Market Et

ETFs
165K
+ 328.28%
$280.04 - $302.45 $46.3M - $50M
215K $62.4M
AMG
Affiliated Managers Group, Inc.

Financial Services
189K
+ 10522.77%
$175.77 - $196.52 $33.1M - $37.1M
190K $35.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75.9K
+ 1053.78%
$442.29 - $483.08 $33.6M - $36.7M
83.1K $37.7M
ABBV
Abb Vie Inc.

Healthcare
193K
+ 574.83%
$164.99 - $203.87 $31.8M - $39.3M
226K $40.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
286K
+ 3863.1%
$113.92 - $127.38 $32.5M - $36.4M
293K $33.8M
ADBE
Adobe Inc.

Technology
68.3K
+ 3598.26%
$437.39 - $552.96 $29.9M - $37.8M
70.2K $31.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
325K
+ 11714.0%
$91.29 - $91.8 $29.6M - $29.8M
327K $29.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
434K
+ 2457.35%
$61.68 - $67.87 $26.8M - $29.5M
452K $28.2M
ETN
Eaton Corp PLC

Industrials
80.6K
+ 307.41%
$326.96 - $377.52 $26.4M - $30.4M
107K $35.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
63.9K
+ 3381.37%
$396.64 - $516.74 $25.3M - $33M
65.8K $26.5M
LOW
Lowes Companies Inc

Consumer Cyclical
102K
+ 4444.48%
$244.52 - $284.07 $25M - $29.1M
105K $25.8M
GS
Goldman Sachs Group Inc

Financial Services
43.8K
+ 3902.32%
$486.1 - $608.57 $21.3M - $26.6M
44.9K $25.7M
GOOG
Alphabet Inc.

Communication Services
125K
+ 719.99%
$163.08 - $198.16 $20.3M - $24.7M
142K $27.1M
TSLA
Tesla, Inc.

Consumer Cyclical
55.1K
+ 1739.13%
$213.65 - $479.86 $11.8M - $26.4M
58.3K $23.5M
V
Visa Inc.

Financial Services
63.9K
+ 128.05%
$273.87 - $320.91 $17.5M - $20.5M
114K $35.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103K
+ 979.37%
$172.07 - $207.36 $17.7M - $21.4M
114K $22.4M
CB
Chubb LTD

Financial Services
73.9K
+ 429.47%
$271.57 - $301.89 $20.1M - $22.3M
91.1K $25.2M
GOOGL
Alphabet Inc.

Communication Services
86.5K
+ 182.34%
$161.86 - $196.66 $14M - $17M
134K $25.4M
CVX
Chevron Corp

Energy
100K
+ 374.08%
$141.15 - $162.53 $14.1M - $16.3M
127K $18.4M
HD
Home Depot, Inc.

Consumer Cyclical
37.2K
+ 105.56%
$385.02 - $431.37 $14.3M - $16M
72.4K $28.2M
DIS
Walt Disney CO

Communication Services
117K
+ 1078.52%
$92.39 - $117.6 $10.8M - $13.8M
128K $14.3M
AVGO
Broadcom Inc.

Technology
34.9K
+ 48.17%
$159.67 - $250.0 $5.57M - $8.72M
107K $24.9M
JNJ
Johnson & Johnson

Healthcare
83.2K
+ 1090.7%
$143.34 - $165.86 $11.9M - $13.8M
90.9K $13.1M
ACN
Accenture PLC

Technology
31.2K
+ 234.04%
$343.9 - $376.86 $10.7M - $11.8M
44.5K $15.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
26.4K
+ 3093.21%
$260.53 - $404.79 $6.88M - $10.7M
27.3K $10.4M
MRK
Merck & Co., Inc.

Healthcare
106K
+ 409.71%
$96.31 - $114.76 $10.2M - $12.2M
132K $13.1M
HON
Honeywell International Inc

Industrials
43.5K
+ 925.64%
$202.84 - $236.0 $8.82M - $10.3M
48.2K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
51K
+ 136.72%
$161.05 - $179.7 $8.21M - $9.17M
88.3K $14.8M
IEFA
Ishares Tr

ETFs
113K
+ 509.07%
$70.06 - $77.43 $7.93M - $8.77M
135K $9.52M
KO
Coca Cola CO

Consumer Defensive
103K
+ 800.02%
$61.74 - $71.71 $6.36M - $7.39M
116K $7.22M
PWR
Quanta Services, Inc.

Industrials
18.2K
+ 264.94%
$296.05 - $346.6 $5.38M - $6.3M
25K $7.92M
PLD
Prologis, Inc.

Real Estate
53K
+ 339.05%
$101.4 - $126.96 $5.37M - $6.72M
68.6K $7.25M
COST
Costco Wholesale Corp

Consumer Defensive
4.35K
+ 25.18%
$873.59 - $994.69 $3.8M - $4.33M
21.6K $19.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
72.6K
+ 237.18%
$55.73 - $66.16 $4.04M - $4.8M
103K $6.22M
AXP
American Express CO

Financial Services
14.4K
+ 405.57%
$267.35 - $305.57 $3.86M - $4.41M
18K $5.34M
ADP
Automatic Data Processing Inc

Industrials
13.3K
+ 71.07%
$280.08 - $307.97 $3.72M - $4.09M
32K $9.36M
WMB
Williams Companies, Inc.

Energy
68.9K
+ 612.19%
$46.37 - $59.74 $3.2M - $4.12M
80.2K $4.34M
SYY
Sysco Corp

Consumer Defensive
50K
+ 895.75%
$73.63 - $81.77 $3.68M - $4.09M
55.6K $4.25M
ABT
Abbott Laboratories

Healthcare
33.7K
+ 238.18%
$111.93 - $119.39 $3.77M - $4.02M
47.8K $5.41M
NEE
Nextera Energy Inc

Utilities
55.5K
+ 274.45%
$69.77 - $85.43 $3.87M - $4.74M
75.7K $5.43M
Activity Summary
Buys All Purchases 340 New Holdings 161 Increased Positions 179 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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