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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.89K
+ 19.85%
$80.93 - $85.66 $153K - $162K
11.4K $921K
MPC
Marathon Petroleum Corp

Energy
1.69K
+ 37.39%
$131.65 - $174.84 $223K - $296K
6.21K $866K
ET
Energy Transfer LP

Energy
6
+ 0.02%
$16.05 - $19.86 $96.3 - $119
36.4K $713K
STLD
Steel Dynamics Inc

Basic Materials
1.29K
+ 44.34%
N/A
4.21K $412K
UNH
Unitedhealth Group Inc

Healthcare
3.16K
+ 16.88%
$485.52 - $625.25 $1.53M - $1.97M
21.9K $11.1M
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.82K
+ 8.17%
$34.6 - $36.99 $132K - $141K
50.5K $1.77M
MMM
3 M CO

Industrials
1.06K
+ 17.17%
$124.74 - $137.12 $132K - $145K
7.22K $931K
IWM
Ishares Russell 2000 ETF

ETFs
402
+ 4.97%
$216.13 - $242.4 $86.9K - $97.4K
8.5K $1.88M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
386
+ 0.38%
$20.7 - $22.35 $7.99K - $8.63K
101K $2.2M
STT
State Street Corp

Financial Services
459
+ 11.07%
$85.96 - $100.78 $39.5K - $46.3K
4.61K $452K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.83K
+ 23.66%
$51.09 - $55.27 $93.4K - $101K
9.56K $488K
MBB
Ishares Tr

ETFs
1.04K
+ 26.18%
$91.26 - $95.82 $94.5K - $99.2K
4.99K $457K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.28K
+ 14.96%
$45.07 - $47.1 $103K - $107K
17.5K $792K
IVW
Ishares S&P 500 Growth ETF

ETFs
178
+ 1.89%
$94.43 - $105.47 $16.8K - $18.8K
9.6K $974K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
2.22K
+ 7.39%
$22.04 - $22.59 $48.9K - $50.1K
32.2K $717K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.45K
+ 10.56%
$44.04 - $49.49 $284K - $319K
67.6K $2.98M
ROST
Ross Stores, Inc.

Consumer Cyclical
303
+ 5.74%
$138.59 - $156.61 $42K - $47.5K
5.58K $844K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
4.29K
+ 3.49%
$18.43 - $19.57 $79K - $83.9K
127K $2.39M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
945
+ 5.04%
$50.53 - $55.55 $47.8K - $52.5K
19.7K $1M
IGHG
Proshares Investment Grade Int

ETFs
442
+ 6.48%
$76.8 - $78.32 $33.9K - $34.6K
7.26K $567K
EFG
Msci Eafe Growth ETF

ETFs
708
+ 27.12%
$96.83 - $106.88 $68.6K - $75.7K
3.32K $321K
IWR
Ishares Russell Mid Cap ETF

ETFs
400
+ 2.77%
$87.25 - $95.52 $34.9K - $38.2K
14.8K $1.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
411
+ 7.64%
$100.24 - $101.35 $41.2K - $41.7K
5.79K $582K
EFV
Msci Eafe Value ETF

ETFs
1.14K
+ 21.63%
$51.78 - $57.15 $58.8K - $64.9K
6.38K $334K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
377
+ 5.06%
$49.03 - $53.35 $18.5K - $20.1K
7.83K $401K
IAU
Ishares Gold Trust

ETFs
517
+ 9.29%
$48.37 - $52.65 $25K - $27.2K
6.08K $301K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.47K
+ 5.66%
$23.55 - $24.04 $34.5K - $35.2K
27.3K $644K
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$220.26 - $241.44 $220 - $241
3.19K $742K
SCHO
Schwab Short Term Us Treasury

ETFs
7.91K
+ 115.52%
$24.06 - $48.88 $190K - $387K
14.8K $355K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
725
+ 1.93%
$23.62 - $24.47 $17.1K - $17.7K
38.3K $915K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.57%
$521.84 - $558.82 $2.09K - $2.24K
701 $377K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.12K
+ 202.19%
$22.01 - $66.82 $157K - $476K
10.6K $241K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.6K
+ 197.27%
$22.4 - $68.28 $259K - $789K
17.4K $403K
FAST
Fastenal CO

Industrials
11
+ 0.11%
$69.99 - $84.35 $770 - $928
9.6K $690K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10
+ 2.16%
$563.99 - $620.12 $5.64K - $6.2K
474 $269K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
126
+ 1.09%
$33.7 - $37.69 $4.25K - $4.75K
11.7K $400K
TXN
Texas Instruments Inc

Technology
19
+ 0.12%
N/A
15.9K $3.1M
LEN
Lennar Corp

Consumer Cyclical
887
+ 38.2%
$136.2 - $188.96 $121K - $168K
3.21K $437K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.8K
+ 6.48%
N/A
79K $0
ETF Ser Solutions
5.22K
+ 6.25%
N/A
88.7K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
4.61K
+ 6.09%
N/A
80.4K $0
Blackrock ETF Trust Ii
1.61K
+ 32.33%
N/A
6.58K $0
Arm Holdings PLC
200
+ 2.4%
N/A
8.53K $0
Linde PLC
2.37K
+ 15.57%
N/A
17.6K $0
AMAX
Starboard Invt Tr Rh Hedged Mu
235
+ 1.63%
$7.78 - $8.11 $1.83K - $1.91K
14.7K $114K
FNDX
Schwab Fundamental U S Large C

ETFs
9.81K
+ 201.48%
$23.49 - $71.77 $230K - $704K
14.7K $347K
GLD
Spdr Gold Trust

ETFs
47
+ 0.3%
$236.59 - $257.5 $11.1K - $12.1K
15.6K $3.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
171
+ 1.5%
$77.86 - $79.27 $13.3K - $13.6K
11.6K $904K
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.24%
$176.42 - $186.91 $1.94K - $2.06K
4.64K $826K
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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