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
TDG
Trans Digm Group Inc

Industrials
3.05K
+ 110.23%
$1239.0 - $1442.53 $3.78M - $4.4M
5.82K $7.37M
WFC
Wells Fargo & Company

Financial Services
43.7K
+ 229.71%
$54.98 - $77.35 $2.4M - $3.38M
62.7K $4.4M
MCD
Mcdonalds Corp

Consumer Cyclical
11.1K
+ 41.55%
$288.47 - $316.54 $3.2M - $3.51M
37.8K $11M
AXON
Axon Enterprise, Inc.

Industrials
4.2K
+ 656.88%
$399.22 - $689.78 $1.68M - $2.9M
4.84K $2.88M
SBUX
Starbucks Corp

Consumer Cyclical
29.2K
+ 181.04%
$87.44 - $102.5 $2.55M - $2.99M
45.3K $4.13M
IEMG
Ishares Inc

ETFs
47.2K
+ 403.15%
N/A
58.9K $3.16M
ISRG
Intuitive Surgical Inc

Healthcare
3.46K
+ 21.69%
$471.27 - $550.62 $1.63M - $1.9M
19.4K $10.1M
CAT
Caterpillar Inc

Industrials
6.25K
+ 455.28%
$360.37 - $416.88 $2.25M - $2.61M
7.62K $2.77M
PH
Parker Hannifin Corp

Industrials
3.12K
+ 23.85%
$621.74 - $709.46 $1.94M - $2.21M
16.2K $10.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.42K
+ 127.14%
$152.04 - $211.12 $977K - $1.36M
11.5K $2.33M
CVS
Cvs Health Corp

Healthcare
32.9K
+ 816.4%
$43.78 - $67.46 $1.44M - $2.22M
36.9K $1.66M
XOM
Exxon Mobil Corp

Energy
14.6K
+ 49.72%
$105.51 - $125.37 $1.54M - $1.83M
43.9K $4.72M
KKR
Kkr & Co. Inc.

Financial Services
6.11K
+ 59.16%
$129.87 - $162.87 $794K - $995K
16.4K $2.43M
NKE
Nike, Inc.

Consumer Cyclical
14.8K
+ 487.63%
$73.36 - $89.13 $1.09M - $1.32M
17.9K $1.35M
PFE
Pfizer Inc

Healthcare
39.4K
+ 383.36%
$24.8 - $30.19 $976K - $1.19M
49.6K $1.32M
CSCO
Cisco Systems, Inc.

Technology
13.2K
+ 39.64%
$52.45 - $60.02 $690K - $790K
46.3K $2.74M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.1K
+ 211.41%
$36.54 - $37.53 $953K - $979K
38.4K $1.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.13K
+ 28.78%
$209.89 - $233.24 $1.08M - $1.2M
22.9K $4.87M
PSX
Phillips 66

Energy
11.3K
+ 47.67%
$110.35 - $138.93 $1.25M - $1.58M
35.1K $4M
VZ
Verizon Communications Inc

Communication Services
21.5K
+ 177.38%
$39.6 - $45.21 $849K - $970K
33.5K $1.34M
BAC
Bank Of America Corp

Financial Services
14.6K
+ 47.76%
$39.22 - $47.77 $572K - $696K
45.1K $1.98M
WMT
Walmart Inc.

Consumer Defensive
6.15K
+ 30.72%
$79.1 - $95.7 $487K - $589K
26.2K $2.36M
IVV
Ishares Core S&P 500 ETF

ETFs
1.14K
+ 34.54%
$570.51 - $610.59 $649K - $694K
4.43K $2.61M
APA
Apa Corp

Energy
30.7K
+ 364.7%
$20.47 - $27.07 $628K - $831K
39.1K $905K
GRMN
Garmin LTD

Technology
2.64K
+ 57.18%
$161.91 - $220.77 $428K - $583K
7.26K $1.5M
MCO
Moodys Corp

Financial Services
1.37K
+ 44.78%
$454.04 - $500.88 $621K - $685K
4.42K $2.09M
PAYX
Paychex Inc

Industrials
3.7K
+ 32.4%
$135.86 - $148.73 $502K - $550K
15.1K $2.12M
ORCL
Oracle Corp

Technology
3.76K
+ 32.28%
$165.41 - $192.43 $622K - $724K
15.4K $2.57M
AMGN
Amgen Inc

Healthcare
3.16K
+ 81.26%
$258.78 - $328.31 $817K - $1.04M
7.04K $1.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.9K
+ 211.68%
$57.53 - $60.83 $569K - $602K
14.6K $838K
USB
Us Bancorp \De\

Financial Services
9.66K
+ 63.69%
$43.98 - $53.66 $425K - $518K
24.8K $1.19M
AMD
Advanced Micro Devices Inc

Technology
6.82K
+ 86.69%
$118.88 - $172.8 $811K - $1.18M
14.7K $1.77M
QCOM
Qualcomm Inc

Technology
3.96K
+ 27.25%
$150.4 - $178.04 $595K - $704K
18.5K $2.84M
MAR
Marriott International Inc

Consumer Cyclical
1.2K
+ 114.45%
$246.06 - $292.59 $294K - $350K
2.24K $625K
TRV
Travelers Companies, Inc.

Financial Services
1.09K
+ 7.26%
$225.97 - $266.66 $245K - $290K
16K $3.86M
VMC
Vulcan Materials CO

Basic Materials
1.19K
+ 98.59%
$237.95 - $292.31 $282K - $346K
2.39K $614K
PNC
Pnc Financial Services Group, Inc.

Financial Services
943
+ 7.17%
$178.39 - $215.0 $168K - $203K
14.1K $2.72M
ZECP
Zacks Tr Earnings Constant Por

ETFs
8.41K
+ 79.74%
$30.35 - $32.25 $255K - $271K
19K $577K
SHOP
Shopify Inc.

Technology
1.3K
+ 33.42%
$78.14 - $119.49 $101K - $155K
5.17K $549K
TJX
Tjx Companies Inc

Consumer Cyclical
1.36K
+ 6.77%
$112.15 - $127.2 $153K - $173K
21.5K $2.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
83
+ 0.62%
$567.81 - $607.81 $47.1K - $50.4K
13.4K $7.86M
EOG
Eog Resources Inc

Energy
1.5K
+ 19.95%
$118.22 - $136.54 $178K - $205K
9.04K $1.11M
INDA
Ishares Msci India Index Fund

ETFs
4.39K
+ 49.38%
$52.64 - $58.16 $231K - $255K
13.3K $699K
ADI
Analog Devices Inc

Technology
2.06K
+ 13.33%
$206.35 - $236.48 $425K - $487K
17.5K $3.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.26K
+ 16.88%
$96.64 - $101.23 $219K - $229K
15.7K $1.52M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.5K
+ 136.7%
$22.63 - $47.53 $781K - $1.64M
59.7K $1.36M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.48K
+ 4.06%
$66.77 - $71.52 $99K - $106K
38K $2.62M
WSM
Williams Sonoma Inc

Consumer Cyclical
441
+ 18.98%
$129.13 - $198.21 $56.9K - $87.4K
2.76K $511K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$370.24 - $418.94 $370 - $419
5.3K $2.13M
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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