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
PLW
Invesco 1 30 Laddered Treasury

ETFs
2.42K
+ 20.6%
N/A
14.1K $389M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
225
+ 0.77%
$35.07 - $41.28 $7.89K - $9.29K
29.6K $1.22B
GTO
Invesco Actively Managed ETF T

ETFs
1.28K
+ 20.85%
$45.73 - $47.2 $58.4K - $60.3K
7.41K $347M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
367
+ 1.25%
$46.92 - $55.01 $17.2K - $20.2K
29.8K $1.62B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13
+ 0.14%
$73.0 - $85.5 $949 - $1.11K
9.26K $778M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
911
+ 2.56%
$38.18 - $45.52 $34.8K - $41.5K
36.5K $1.6B
Blackrock ETF Trust Ii
976
+ 11.3%
N/A
9.62K $508M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$228.54 - $279.83 $229 - $280
2.56K $717M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 2.35%
$908.13 - $1056.85 $17.3K - $20.1K
826 $818M
ADI
Analog Devices Inc

Technology
17
+ 1.24%
$164.6 - $238.02 $2.8K - $4.05K
1.39K $330M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
665
+ 0.48%
$17.8 - $20.34 $11.8K - $13.5K
138K $2.74B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
849
+ 17.65%
$86.97 - $102.82 $73.8K - $87.3K
5.66K $543M
ACGL
Arch Capital Group Ltd.

Financial Services
829
+ 16.33%
$84.99 - $96.82 $70.5K - $80.3K
5.91K $538M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
431
+ 3.61%
$36.63 - $39.88 $15.8K - $17.2K
12.4K $494M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
2.68K
+ 6.37%
$23.0 - $24.7 $61.5K - $66.1K
44.7K $1.08B
LNTH
Lantheus Holdings, Inc.

Healthcare
1.61K
+ 29.26%
$73.86 - $108.74 $119K - $175K
7.12K $583M
MMM
3 M CO

Industrials
57
+ 0.86%
$126.09 - $154.15 $7.19K - $8.79K
6.68K $1.02B
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
POOL
Pool Corp

Industrials
264
+ 17.72%
$285.0 - $325.66 $75.2K - $86K
1.75K $511M
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
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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