Empirical Asset Management, LLC Incresed Positions in Q2 2025

Empirical Asset Management, LLC

  • $323 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
ETF Ser Solutions
4.85K
+ 4.79%
N/A
106K $2.64B
WFC
Wells Fargo & Company

Financial Services
104
+ 0.77%
$60.98 - $80.12 $6.34K - $8.33K
13.5K $1.09B
IYJ
Ishares Tr

ETFs
56
+ 0.61%
$115.07 - $142.31 $6.44K - $7.97K
9.22K $1.31B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
823
+ 6.93%
$43.53 - $54.46 $35.8K - $44.8K
12.7K $691M
FNX
First Tr Mid Cap Core Alphadex

ETFs
215
+ 1.48%
$94.92 - $114.85 $20.4K - $24.7K
14.7K $1.69B
TROW
Price T Rowe Group Inc

Financial Services
887
+ 17.46%
$80.27 - $98.06 $71.2K - $87K
5.97K $576M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.09K
+ 1.85%
$32.91 - $35.38 $35.7K - $38.4K
59.6K $2.11B
AMD
Advanced Micro Devices Inc

Technology
20
+ 0.76%
$78.21 - $143.81 $1.56K - $2.88K
2.65K $377M
CROX
Crocs, Inc.

Consumer Cyclical
1.28K
+ 26.71%
$88.67 - $120.26 $113K - $154K
6.06K $614M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
2.29K
+ 31.25%
$43.06 - $44.41 $98.4K - $102K
9.6K $426M
VEA
Vanguard Ftse Developed Market

ETFs
749
+ 7.47%
$45.65 - $57.01 $34.2K - $42.7K
10.8K $615M
ZTS
Zoetis Inc.

Healthcare
838
+ 25.62%
$144.41 - $170.3 $121K - $143K
4.11K $641M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.04%
$74.88 - $91.97 $449 - $552
14.5K $1.34B
UNH
Unitedhealth Group Inc

Healthcare
1.18K
+ 93.33%
$274.35 - $599.47 $323K - $705K
2.44K $760M
EXPO
Exponent Inc

Industrials
1.77K
+ 30.44%
$72.88 - $81.75 $129K - $145K
7.6K $568M
SYK
Stryker Corp

Healthcare
100
+ 4.4%
$337.37 - $395.63 $33.7K - $39.6K
2.37K $939M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
210
+ 0.91%
$46.99 - $54.77 $9.87K - $11.5K
23.2K $1.27B
NVR
Nvr Inc

Consumer Cyclical
11
+ 32.35%
$6700.0 - $7410.93 $73.7K - $81.5K
45 $332M
OMFL
Invesco Exchange Traded Self I

ETFs
983
+ 15.45%
$48.43 - $57.78 $47.6K - $56.8K
7.35K $424M
QWLD
Spdr Index Shs Fds

ETFs
145
+ 1.61%
$114.78 - $134.88 $16.6K - $19.6K
9.13K $1.23B
IVE
Ishares S&P 500 Value ETF

ETFs
224
+ 2.71%
$168.34 - $195.42 $37.7K - $43.8K
8.5K $1.66B
EMGF
Ishares Msci Emerging Markets

ETFs
157
+ 1.12%
$41.37 - $52.07 $6.5K - $8.17K
14.2K $737M
FAST
Fastenal CO

Industrials
7.74K
+ 112.87%
$40.65 - $83.16 $315K - $644K
14.6K $613M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
243
+ 1.35%
$51.16 - $62.02 $12.4K - $15.1K
18.3K $1.13B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
647
+ 9.35%
$71.28 - $83.74 $46.1K - $54.2K
7.57K $634M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15K
+ 20.49%
$39.89 - $49.46 $46K - $57K
6.77K $335M
UEVM
Usaa ETF Tr Msci Emerging Mkts

ETFs
159
+ 1.14%
$41.63 - $52.42 $6.62K - $8.33K
14.1K $739M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
399
+ 1.21%
$16.89 - $21.2 $6.74K - $8.46K
33.3K $706M
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.26K
+ 6.42%
$27.11 - $31.91 $34.1K - $40.1K
20.8K $664M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.76K
+ 21.49%
$24.98 - $25.66 $68.9K - $70.8K
15.6K $399M
XLY
Select Sector Spdr Consumer Di

ETFs
50
+ 1.75%
$176.34 - $218.59 $8.82K - $10.9K
2.9K $631M
QAI
Iq Hedge Multi Strategy Compos

ETFs
854
+ 2.28%
$29.76 - $32.32 $25.4K - $27.6K
38.3K $1.24B
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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