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
IGM
Ishares Expanded Tech Sector E

ETFs
-31.6K
- 76.48%
$90.67 - $108.46 $2.87M - $3.43M
9.73K $882M
TRV
Travelers Companies, Inc.

Financial Services
-12.7K
- 79.18%
$232.43 - $265.13 $2.95M - $3.37M
3.34K $883M
MRK
Merck & Co., Inc.

Healthcare
-122K
- 92.46%
$83.01 - $101.02 $10.1M - $12.3M
9.95K $893M
Arista Networks Inc
-16.3K
- 58.21%
N/A
11.7K $907M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.02K
- 3.2%
N/A
30.9K $919M
PEP
Pepsico Inc

Consumer Defensive
-28.7K
- 82.19%
$142.64 - $156.42 $4.1M - $4.49M
6.22K $933M
WRB
Berkley W R Corp

Financial Services
-1.47K
- 10.08%
$56.7 - $71.27 $83.6K - $105K
13.2K $936M
TSLA
Tesla, Inc.

Consumer Cyclical
-54.6K
- 93.64%
$222.15 - $428.22 $12.1M - $23.4M
3.7K $960M
WFC
Wells Fargo & Company

Financial Services
-49.2K
- 78.55%
$66.78 - $81.42 $3.29M - $4.01M
13.4K $965M
MMM
3 M CO

Industrials
-601
- 8.33%
$129.7 - $155.12 $77.9K - $93.2K
6.62K $972M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-201K
- 98.83%
$468.34 - $539.52 $93.9M - $108M
2.38K $1.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-434K
- 96.01%
$57.21 - $65.8 $24.8M - $28.5M
18.1K $1.05B
MA
Mastercard Inc

Financial Services
-28.9K
- 93.64%
$504.67 - $576.31 $14.6M - $16.7M
1.97K $1.08B
GOOGL
Alphabet Inc.

Communication Services
-127K
- 94.63%
$154.33 - $206.19 $19.6M - $26.1M
7.19K $1.11B
NFLX
Netflix Inc

Communication Services
-90.5K
- 98.61%
$828.4 - $1058.6 $75M - $95.8M
1.27K $1.19B
LLY
Eli Lilly & CO

Healthcare
-129K
- 98.84%
$725.72 - $929.72 $93.6M - $120M
1.52K $1.25B
IYJ
Ishares Tr

ETFs
-213
- 2.27%
$127.48 - $142.0 $27.2K - $30.2K
9.16K $1.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-19.2K
- 50.45%
$64.88 - $72.1 $1.24M - $1.38M
18.8K $1.22B
IWR
Ishares Russell Mid Cap ETF

ETFs
-298
- 2.01%
$82.81 - $92.93 $24.7K - $27.7K
14.5K $1.24B
CSCO
Cisco Systems, Inc.

Technology
-25.6K
- 55.22%
$58.74 - $64.87 $1.5M - $1.66M
20.8K $1.28B
GS
Goldman Sachs Group Inc

Financial Services
-42.3K
- 94.22%
$524.81 - $672.19 $22.2M - $28.4M
2.6K $1.42B
V
Visa Inc.

Financial Services
-110K
- 96.35%
$306.92 - $362.71 $33.6M - $39.8M
4.16K $1.46B
GRMN
Garmin LTD

Technology
-280
- 3.86%
$204.55 - $241.93 $57.3K - $67.7K
6.98K $1.52B
IWM
Ishares Russell 2000 ETF

ETFs
-736
- 8.66%
$198.1 - $229.79 $146K - $169K
7.76K $1.55B
ADP
Automatic Data Processing Inc

Industrials
-26.8K
- 83.83%
$286.85 - $318.64 $7.69M - $8.54M
5.17K $1.58B
PAYX
Paychex Inc

Industrials
-4.66K
- 30.85%
$136.06 - $154.52 $634K - $720K
10.4K $1.61B
IEFA
Ishares Tr

ETFs
-114K
- 84.19%
$69.57 - $78.65 $7.93M - $8.97M
21.4K $1.62B
SUN
Sunoco LP

Energy
-200
- 0.7%
$51.29 - $59.25 $10.3K - $11.9K
28.5K $1.66B
IBB
Ishares Biotechnology ETF

ETFs
-156
- 1.14%
$127.9 - $140.56 $20K - $21.9K
13.6K $1.74B
WMT
Walmart Inc.

Consumer Defensive
-5.83K
- 22.28%
$84.5 - $105.05 $493K - $613K
20.3K $1.79B
CVX
Chevron Corp

Energy
-115K
- 90.95%
$146.71 - $167.97 $16.9M - $19.4M
11.5K $1.92B
MCD
Mcdonalds Corp

Consumer Cyclical
-30.9K
- 81.82%
$279.74 - $321.29 $8.65M - $9.94M
6.87K $2.15B
IYH
Ishares Tr

ETFs
-911
- 2.4%
$58.32 - $62.76 $53.1K - $57.2K
37K $2.25B
XOM
Exxon Mobil Corp

Energy
-24.3K
- 55.32%
$105.44 - $118.93 $2.56M - $2.89M
19.6K $2.33B
PG
Procter & Gamble CO

Consumer Defensive
-74K
- 83.8%
$158.56 - $176.26 $11.7M - $13M
14.3K $2.44B
GOOG
Alphabet Inc.

Communication Services
-124K
- 87.46%
$156.06 - $207.71 $19.4M - $25.8M
17.8K $2.78B
GLD
Spdr Gold Trust

ETFs
-5.75K
- 36.9%
$243.19 - $288.14 $1.4M - $1.66M
9.84K $2.84B
JPM
Jpmorgan Chase & CO

Financial Services
-198K
- 93.41%
$225.19 - $279.95 $44.6M - $55.4M
14K $3.43B
META
Meta Platforms, Inc.

Communication Services
-195K
- 96.42%
$576.36 - $736.67 $113M - $144M
7.26K $4.19B
AMZN
Amazon Com Inc

Consumer Cyclical
-252K
- 91.96%
$190.26 - $242.06 $47.9M - $60.9M
22K $4.19B
HD
Home Depot, Inc.

Consumer Cyclical
-60.1K
- 82.96%
$347.25 - $424.87 $20.9M - $25.5M
12.3K $4.52B
MSFT
Microsoft Corp

Technology
-419K
- 96.67%
$375.39 - $447.2 $157M - $188M
14.4K $5.42B
NVDA
Nvidia Corp

Technology
-699K
- 93.3%
$106.98 - $149.43 $74.8M - $105M
50.2K $5.44B
AAPL
Apple Inc.

Technology
-532K
- 87.2%
$209.68 - $247.1 $112M - $132M
78.2K $17.4B
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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