Empirical Asset Management, LLC Reduced Holdings in Q2 2025

Empirical Asset Management, LLC

  • $323 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-745
- 0.95%
$172.42 - $223.89 $128K - $167K
77.4K $15.9B
GRMN
Garmin LTD

Technology
-4K
- 57.26%
$173.63 - $218.07 $694K - $872K
2.98K $623M
PAYX
Paychex Inc

Industrials
-3.64K
- 34.88%
$137.01 - $159.78 $499K - $582K
6.8K $989M
CRM
Salesforce, Inc.

Technology
-1.89K
- 57.76%
$236.26 - $291.15 $446K - $549K
1.38K $376M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.8K
- 36.09%
$58.41 - $72.69 $397K - $494K
12K $850M
DIS
Walt Disney CO

Communication Services
-3.76K
- 63.0%
$81.72 - $124.01 $308K - $467K
2.21K $274M
GOOG
Alphabet Inc.

Communication Services
-3.88K
- 21.75%
$146.58 - $180.01 $568K - $698K
13.9K $2.47B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.01K
- 24.16%
$45.12 - $46.23 $226K - $232K
15.7K $727M
CPRT
Copart Inc

Consumer Cyclical
-2.4K
- 16.63%
$47.72 - $63.84 $114K - $153K
12K $589M
IYH
Ishares Tr

ETFs
-880
- 2.38%
$53.97 - $60.17 $47.5K - $52.9K
36.1K $2.04B
FFIV
F5, Inc.

Technology
-763
- 51.83%
$239.25 - $295.9 $183K - $226K
709 $209M
PG
Procter & Gamble CO

Consumer Defensive
-46
- 0.32%
$157.66 - $172.39 $7.25K - $7.93K
14.3K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.64K
- 16.55%
$167.32 - $223.3 $609K - $813K
18.4K $4.03B
ABT
Abbott Laboratories

Healthcare
-1.22K
- 27.97%
$123.95 - $138.08 $151K - $168K
3.14K $426M
PEP
Pepsico Inc

Consumer Defensive
-75
- 1.21%
$128.02 - $151.37 $9.6K - $11.4K
6.15K $812M
ADP
Automatic Data Processing Inc

Industrials
-376
- 7.27%
$276.76 - $326.81 $104K - $123K
4.8K $1.48B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 1.5%
$483.48 - $539.8 $12.1K - $13.5K
1.64K $795M
ABBV
Abb Vie Inc.

Healthcare
-40
- 1.17%
$170.16 - $206.27 $6.81K - $8.25K
3.39K $629M
WRB
Berkley W R Corp

Financial Services
-1.61K
- 12.26%
$64.28 - $75.17 $104K - $121K
11.5K $848M
IBB
Ishares Biotechnology ETF

ETFs
-536
- 3.95%
$112.02 - $129.0 $60K - $69.1K
13K $1.65B
HD
Home Depot, Inc.

Consumer Cyclical
-234
- 1.9%
$335.24 - $380.78 $78.4K - $89.1K
12.1K $4.44B
NOW
Service Now, Inc.

Technology
-167
- 43.72%
$721.65 - $1040.18 $121K - $174K
215 $221M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.13%
$713.71 - $898.95 $1.43K - $1.8K
1.51K $1.18B
IYE
Ishares Tr

ETFs
-360
- 3.45%
$40.36 - $49.67 $14.5K - $17.9K
10.1K $455M
CSCO
Cisco Systems, Inc.

Technology
-3.07K
- 14.8%
$53.19 - $69.38 $163K - $213K
17.7K $1.23B
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.1K
- 3.56%
N/A
29.8K $869M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-466
- 16.41%
$105.23 - $109.61 $49K - $51.1K
2.37K $260M
QCOM
Qualcomm Inc

Technology
-453
- 8.48%
$124.66 - $159.48 $56.5K - $72.2K
4.89K $779M
EOG
Eog Resources Inc

Energy
-198
- 10.35%
$104.61 - $129.97 $20.7K - $25.7K
1.72K $205M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.62K
- 24.52%
$32.66 - $40.75 $52.8K - $65.9K
4.98K $202M
CRWD
Crowd Strike Holdings, Inc.

Technology
-443
- 36.34%
$321.63 - $509.31 $142K - $226K
776 $395M
EFG
Msci Eafe Growth ETF

ETFs
-669
- 18.13%
$89.8 - $112.0 $60.1K - $74.9K
3.02K $338M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.12%
$210.83 - $235.28 $632 - $706
2.42K $537M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-244
- 5.52%
$100.04 - $100.54 $24.4K - $24.5K
4.18K $420M
UNP
Union Pacific Corp

Industrials
-53
- 2.61%
$208.27 - $238.46 $11K - $12.6K
1.98K $455M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-73
- 12.09%
$468.22 - $566.51 $34.2K - $41.4K
531 $301M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-193
- 5.61%
$91.43 - $91.74 $17.6K - $17.7K
3.25K $298M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-202
- 2.43%
$82.21 - $83.12 $16.6K - $16.8K
8.12K $673M
TSCO
Tractor Supply CO

Consumer Cyclical
-1
- 0.02%
$47.86 - $55.77 $47.9 - $55.8
5.91K $312M
PEG
Public Service Enterprise Group Inc

Utilities
-218
- 4.69%
$77.13 - $84.18 $16.8K - $18.4K
4.43K $373M
MBB
Ishares Tr

ETFs
-104
- 1.81%
$91.41 - $94.22 $9.51K - $9.8K
5.63K $529M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-188
- 1.74%
$77.94 - $79.5 $14.7K - $14.9K
10.6K $842M
WM
Waste Management Inc

Industrials
-12
- 1.26%
$216.47 - $242.1 $2.6K - $2.91K
940 $215M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-172
- 2.31%
$32.62 - $33.58 $5.61K - $5.78K
7.28K $244M
SCHO
Schwab Short Term Us Treasury

ETFs
-149
- 1.06%
$24.19 - $24.45 $3.6K - $3.64K
13.9K $339M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-294
- 5.43%
N/A
5.12K $272M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-201
- 3.04%
$90.56 - $109.49 $18.2K - $22K
6.42K $702M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-59
- 1.05%
$41.55 - $46.04 $2.45K - $2.72K
5.54K $255M
FNDX
Schwab Fundamental U S Large C

ETFs
-154
- 1.05%
$20.84 - $24.54 $3.21K - $3.78K
14.5K $356M
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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