Empirical Asset Management, LLC Reduced Holdings in Q1 2025

Empirical Asset Management, LLC

  • $293 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AKBA
Akebia Therapeutics, Inc.

Healthcare
-3.3K
- 24.81%
$1.69 - $2.84 $5.58K - $9.37K
10K $19.2M
NOW
Service Now, Inc.

Technology
-206K
- 99.81%
$783.83 - $1170.39 $161M - $241M
382 $304M
RTX
Raytheon Technologies Corp

Industrials
-70.8K
- 97.71%
$114.1 - $135.66 $8.08M - $9.61M
1.66K $219M
MAR
Marriott International Inc

Consumer Cyclical
-1.35K
- 60.2%
$237.01 - $304.45 $320K - $411K
892 $213M
WM
Waste Management Inc

Industrials
-24K
- 96.18%
$200.54 - $233.78 $4.81M - $5.61M
952 $220M
SBUX
Starbucks Corp

Consumer Cyclical
-42.9K
- 94.73%
$91.75 - $115.81 $3.94M - $4.97M
2.39K $234M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-375
- 4.72%
N/A
7.57K $233M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-109K
- 94.29%
$33.84 - $37.77 $3.69M - $4.12M
6.6K $240M
TMUS
T Mobile Us, Inc.

Communication Services
-15K
- 94.34%
$211.3 - $272.83 $3.16M - $4.09M
899 $240M
FISV
Fiserv Inc

Technology
-61.4K
- 98.22%
N/A
1.11K $245M
VIG
Vanguard Dividend Appreciation

ETFs
-5.25K
- 80.7%
N/A
1.26K $244M
EOG
Eog Resources Inc

Energy
-7.13K
- 78.83%
$120.54 - $138.05 $859K - $984K
1.91K $245M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-23
- 0.41%
$42.93 - $44.71 $987 - $1.03K
5.6K $246M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-683
- 8.4%
$32.5 - $33.3 $22.2K - $22.7K
7.45K $248M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-62K
- 91.68%
$42.5 - $46.71 $2.63M - $2.89M
5.62K $254M
CVS
Cvs Health Corp

Healthcare
-33.1K
- 89.83%
$44.22 - $68.64 $1.47M - $2.27M
3.75K $254M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-7.25K
- 68.85%
$76.77 - $82.22 $557K - $596K
3.28K $260M
VMC
Vulcan Materials CO

Basic Materials
-1.26K
- 52.74%
$220.9 - $277.54 $278K - $349K
1.13K $263M
MLM
Martin Marietta Materials Inc

Basic Materials
-1.76K
- 76.07%
$460.39 - $552.64 $811K - $973K
554 $265M
PFE
Pfizer Inc

Healthcare
-39.1K
- 78.69%
$25.01 - $27.13 $977K - $1.06M
10.6K $268M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-29.8K
- 76.06%
$27.64 - $28.58 $824K - $852K
9.38K $268M
HON
Honeywell International Inc

Industrials
-46.9K
- 97.26%
$202.75 - $226.52 $9.5M - $10.6M
1.32K $280M
AMD
Advanced Micro Devices Inc

Technology
-12.1K
- 82.07%
$96.63 - $129.55 $1.16M - $1.56M
2.63K $271M
STM
St Microelectronics N.V.

Technology
-400
- 3.16%
$21.64 - $28.22 $8.66K - $11.3K
12.3K $269M
ADI
Analog Devices Inc

Technology
-16.1K
- 92.18%
$201.56 - $243.82 $3.25M - $3.94M
1.37K $276M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-324K
- 98.95%
$91.45 - $91.75 $29.6M - $29.7M
3.44K $315M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-106
- 0.98%
$25.81 - $28.52 $2.74K - $3.02K
10.7K $296M
EEM
Ishares Msci Emerging Markets

ETFs
-493
- 6.54%
$40.81 - $45.34 $20.1K - $22.4K
7.05K $308M
ECL
Ecolab Inc.

Basic Materials
-5
- 0.41%
$229.72 - $269.82 $1.15K - $1.35K
1.23K $311M
GD
General Dynamics Corp

Industrials
-2.46K
- 67.48%
$241.94 - $272.58 $595K - $670K
1.19K $323M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-111K
- 98.15%
$165.25 - $224.62 $18.4M - $25M
2.1K $349M
IAU
Ishares Gold Trust

ETFs
-520
- 8.55%
$49.74 - $58.96 $25.9K - $30.7K
5.56K $328M
AMGN
Amgen Inc

Healthcare
-5.94K
- 84.36%
$258.59 - $327.36 $1.54M - $1.94M
1.1K $343M
SCHO
Schwab Short Term Us Treasury

ETFs
-695
- 4.71%
$24.1 - $24.34 $16.7K - $16.9K
14.1K $342M
SHOP
Shopify Inc.

Technology
-1.52K
- 29.34%
$90.59 - $129.31 $137K - $196K
3.65K $349M
STLD
Steel Dynamics Inc

Basic Materials
-1.28K
- 30.43%
N/A
2.93K $366M
STT
State Street Corp

Financial Services
-453
- 9.83%
$84.47 - $102.23 $38.3K - $46.3K
4.15K $372M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-80K
- 97.28%
$169.43 - $182.84 $13.6M - $14.6M
2.24K $387M
AVGO
Broadcom Inc.

Technology
-105K
- 97.76%
$167.43 - $244.7 $17.6M - $25.7M
2.4K $402M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-1.54K
- 9.48%
$25.06 - $25.98 $38.6K - $40K
14.7K $381M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5
- 0.03%
$21.75 - $24.28 $109 - $121
17.4K $385M
SYY
Sysco Corp

Consumer Defensive
-50K
- 90.01%
$70.0 - $77.13 $3.5M - $3.86M
5.55K $417M
Ge Vernova Inc
-543
- 28.64%
N/A
1.35K $413M
CRWD
Crowd Strike Holdings, Inc.

Technology
-31.8K
- 96.31%
$308.86 - $455.36 $9.83M - $14.5M
1.22K $430M
VTI
Vanguard Total Stock Market Et

ETFs
-214K
- 99.18%
$271.18 - $303.12 $58M - $64.8M
1.77K $488M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-35
- 0.79%
$100.32 - $100.76 $3.51K - $3.53K
4.42K $445M
ARCB
Arcbest Corp

Industrials
-302
- 4.52%
$70.58 - $101.93 $21.3K - $30.8K
6.38K $450M
INDA
Ishares Msci India Index Fund

ETFs
-4.39K
- 33.05%
$47.8 - $53.4 $210K - $234K
8.89K $458M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.57K
- 50.6%
$304.69 - $360.97 $479K - $567K
1.53K $467M
Activity Summary
Buys All Purchases 139 New Holdings 32 Increased Positions 107 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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