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
UNP
Union Pacific Corp

Industrials
-17.8K
- 89.79%
$225.21 - $254.42 $4.02M - $4.54M
2.03K $479M
IYM
Ishares Tr

ETFs
-22
- 0.61%
$128.53 - $142.03 $2.83K - $3.12K
3.6K $485M
FDS
Factset Research Systems Inc

Financial Services
-1.69K
- 61.13%
$427.5 - $476.51 $723K - $806K
1.08K $489M
ACGL
Arch Capital Group Ltd.

Financial Services
-2.35K
- 31.66%
$88.13 - $96.94 $207K - $228K
5.08K $488M
CAT
Caterpillar Inc

Industrials
-6.12K
- 80.23%
$326.75 - $407.63 $2M - $2.49M
1.51K $497M
VZ
Verizon Communications Inc

Communication Services
-22.5K
- 67.04%
$37.81 - $46.49 $850K - $1.05M
11.1K $502M
VEA
Vanguard Ftse Developed Market

ETFs
-139K
- 93.26%
$47.4 - $52.99 $6.58M - $7.36M
10K $510M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-876
- 13.49%
$85.29 - $92.57 $74.7K - $81.1K
5.62K $512M
ZTS
Zoetis Inc.

Healthcare
-86K
- 96.33%
$156.48 - $175.67 $13.5M - $15.1M
3.27K $539M
XLB
Select Sector Spdr Fd Material

ETFs
-197
- 3.09%
$83.19 - $90.99 $16.4K - $17.9K
6.18K $531M
LOW
Lowes Companies Inc

Consumer Cyclical
-102K
- 97.68%
$222.66 - $268.42 $22.8M - $27.4M
2.43K $565M
KO
Coca Cola CO

Consumer Defensive
-108K
- 93.35%
$60.81 - $72.32 $6.58M - $7.82M
7.71K $552M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.47K
- 39.24%
$78.0 - $84.37 $349K - $377K
6.92K $553M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.45K
- 26.36%
$81.1 - $94.7 $199K - $232K
6.86K $556M
KKR
Kkr & Co. Inc.

Financial Services
-11.6K
- 70.56%
$108.17 - $167.07 $1.26M - $1.94M
4.84K $559M
TDG
Trans Digm Group Inc

Industrials
-5.4K
- 92.9%
$1251.32 - $1394.11 $6.76M - $7.53M
413 $572M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-59K
- 70.31%
$22.25 - $23.0 $1.31M - $1.36M
24.9K $573M
ABT
Abbott Laboratories

Healthcare
-43.4K
- 90.89%
$111.1 - $140.22 $4.83M - $6.09M
4.35K $578M
DIS
Walt Disney CO

Communication Services
-122K
- 95.34%
$96.87 - $114.0 $11.8M - $13.9M
5.98K $590M
NKE
Nike, Inc.

Consumer Cyclical
-8.51K
- 47.66%
$63.29 - $81.72 $539K - $696K
9.35K $594M
IEMG
Ishares Inc

ETFs
-47.9K
- 81.26%
N/A
11K $596M
VGT
Vanguard Information Technolog

ETFs
-16.8K
- 93.51%
$542.38 - $646.34 $9.09M - $10.8M
1.16K $631M
ET
Energy Transfer LP

Energy
-2.43K
- 6.67%
$17.26 - $21.08 $42K - $51.2K
34K $632M
RHTX
Starboard Invt Tr Rh Tactical

ETFs
-1.57K
- 3.65%
$15.29 - $16.87 $24K - $26.4K
41.4K $643M
UNH
Unitedhealth Group Inc

Healthcare
-20.6K
- 94.23%
$461.52 - $548.18 $9.51M - $11.3M
1.26K $660M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-286K
- 97.74%
$102.49 - $119.96 $29.4M - $34.4M
6.62K $692M
ABBV
Abb Vie Inc.

Healthcare
-223K
- 98.49%
$169.2 - $216.66 $37.7M - $48.3M
3.43K $718M
ORCL
Oracle Corp

Technology
-10.5K
- 68.31%
$139.81 - $186.47 $1.47M - $1.96M
4.88K $683M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-34
- 0.41%
$81.83 - $82.73 $2.78K - $2.81K
8.32K $688M
NTRS
Northern Trust Corp

Financial Services
-25.7K
- 78.49%
$96.09 - $113.81 $2.47M - $2.92M
7.03K $694M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-89.2K
- 86.5%
$47.79 - $59.89 $4.26M - $5.34M
13.9K $699M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-295K
- 98.04%
$126.86 - $146.45 $37.4M - $43.2M
5.9K $750M
ADBE
Adobe Inc.

Technology
-68.3K
- 97.24%
$377.84 - $464.11 $25.8M - $31.7M
1.94K $744M
XLF
Financial Sector Spdr

ETFs
-15
- 0.1%
$47.32 - $52.19 $710 - $783
14.4K $718M
ADSK
Autodesk, Inc.

Technology
-1.78K
- 38.92%
N/A
2.8K $733M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-4.85K
- 42.25%
$111.56 - $223.11 $541K - $1.08M
6.63K $741M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-276K
- 97.08%
$90.0 - $96.32 $24.9M - $26.6M
8.32K $767M
COST
Costco Wholesale Corp

Consumer Defensive
-20.8K
- 96.27%
$890.62 - $1076.86 $18.6M - $22.4M
807 $763M
AMP
Ameriprise Financial Inc

Financial Services
-6.72K
- 81.26%
$472.29 - $575.13 $3.17M - $3.87M
1.55K $750M
PANW
Palo Alto Networks Inc

Technology
-261K
- 98.24%
$167.82 - $208.28 $43.8M - $54.4M
4.68K $798M
MCO
Moodys Corp

Financial Services
-2.78K
- 62.81%
$437.8 - $527.48 $1.22M - $1.46M
1.64K $766M
AXP
American Express CO

Financial Services
-15K
- 83.26%
$255.39 - $325.87 $3.82M - $4.88M
3.01K $810M
BAC
Bank Of America Corp

Financial Services
-25.7K
- 57.03%
$39.61 - $47.74 $1.02M - $1.23M
19.4K $809M
QCOM
Qualcomm Inc

Technology
-13.1K
- 71.07%
$151.94 - $175.86 $1.99M - $2.31M
5.34K $821M
SYK
Stryker Corp

Healthcare
-49.1K
- 95.58%
$355.18 - $399.9 $17.4M - $19.6M
2.27K $846M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-81.5K
- 98.0%
$442.66 - $534.52 $36.1M - $43.5M
1.66K $885M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-820
- 7.07%
$77.7 - $78.94 $63.7K - $64.7K
10.8K $851M
CRM
Salesforce, Inc.

Technology
-38.8K
- 92.24%
$268.36 - $359.95 $10.4M - $14M
3.27K $876M
JNJ
Johnson & Johnson

Healthcare
-85.6K
- 94.19%
$142.06 - $167.7 $12.2M - $14.4M
5.28K $876M
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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