Empirical Asset Management, LLC Portfolio Holdings

Empirical Asset Management, LLC

  • $293 Billion
  • Q1 2025

Empirical Asset Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 301 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.4B, Spdr S&P 500 ETF Trust with a value of $8.04B, Abrdn Gold ETF Trust with a value of $5.81B, Microsoft Corp with a value of $5.42B, and Nvidia Corp with a value of $5.44B.

Examining the 13F form we can see an increase of $290B in the current position value, from $3.46B to 293B.

Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
ETFs: $135 Billion
Technology: $45.3 Billion
Financial Services: $21.8 Billion
Consumer Cyclical: $19.2 Billion
Industrials: $11.8 Billion
Communication Services: $11.4 Billion
Healthcare: $10.8 Billion
Energy: $10.7 Billion
Other: $11.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$17.4 Billion 5.92% of portfolio
78,156
Q1 2025 Reduced 87.2%
$3.51T
$5.42 Billion 1.85% of portfolio
14,431
Q1 2025 Reduced 96.67%
$359B
$5.44 Billion 1.85% of portfolio
50,186
Q1 2025 Reduced 93.3%
$377B
$4.52 Billion 1.54% of portfolio
12,332
Q1 2025 Reduced 82.96%
-
$4.33 Billion 1.48% of portfolio
-
Q1 2025 Added 13.18%
$1.5T
$4.19 Billion 1.43% of portfolio
7,264
Q1 2025 Reduced 96.42%
$2.22T
$4.19 Billion 1.43% of portfolio
22,002
Q1 2025 Reduced 91.96%
-
$4.12 Billion 1.4% of portfolio
-
Q1 2025 Added 16.63%
$788B
$3.43 Billion 1.17% of portfolio
13,966
Q1 2025 Reduced 93.41%
$8.48B
$3.2 Billion 1.09% of portfolio
2,413
Q1 2025 Added 0.21%
$1.1T
$2.78 Billion 0.95% of portfolio
17,817
Q1 2025 Reduced 87.46%
$386B
$2.44 Billion 0.83% of portfolio
14,308
Q1 2025 Reduced 83.8%
$447B
$2.33 Billion 0.79% of portfolio
19,605
Q1 2025 Reduced 55.32%
$221B
$2.15 Billion 0.73% of portfolio
6,874
Q1 2025 Reduced 81.82%
$281B
$1.92 Billion 0.66% of portfolio
11,493
Q1 2025 Reduced 90.95%
$264B
$1.79 Billion 0.61% of portfolio
20,341
Q1 2025 Reduced 22.28%
$56B
$1.61 Billion 0.55% of portfolio
10,443
Q1 2025 Reduced 30.85%
$131B
$1.58 Billion 0.54% of portfolio
5,173
Q1 2025 Reduced 83.83%
$40.3B
$1.52 Billion 0.52% of portfolio
6,980
Q1 2025 Reduced 3.86%
$606B
$1.46 Billion 0.5% of portfolio
4,157
Q1 2025 Reduced 96.35%
$210B
$1.42 Billion 0.48% of portfolio
2,597
Q1 2025 Reduced 94.22%
$268B
$1.28 Billion 0.44% of portfolio
20,750
Q1 2025 Reduced 55.22%
$767B
$1.25 Billion 0.43% of portfolio
1,515
Q1 2025 Reduced 98.84%
$536B
$1.19 Billion 0.4% of portfolio
1,274
Q1 2025 Reduced 98.61%
$993B
$1.11 Billion 0.38% of portfolio
7,194
Q1 2025 Reduced 94.63%
$562B
$1.08 Billion 0.37% of portfolio
1,965
Q1 2025 Reduced 93.64%
$28.7B
$1.07 Billion 0.36% of portfolio
5,109
Q1 2025 Added 0.18%
$80.1B
$1 Billion 0.34% of portfolio
10,407
Q1 2025 Reduced 47.25%
$80.2B
$972 Million 0.33% of portfolio
6,618
Q1 2025 Reduced 8.33%
$286B
$965 Million 0.33% of portfolio
13,439
Q1 2025 Reduced 78.55%
$1.03T
$960 Million 0.33% of portfolio
3,704
Q1 2025 Reduced 93.64%
$182B
$933 Million 0.32% of portfolio
6,222
Q1 2025 Reduced 82.19%
$19.1B
$936 Million 0.32% of portfolio
13,153
Q1 2025 Reduced 10.08%
$121B
$917 Million 0.31% of portfolio
1,349
Q1 2025 Added 217.41%
$648B
$885 Million 0.3% of portfolio
1,662
Q1 2025 Reduced 98.0%
$268B
$876 Million 0.3% of portfolio
3,265
Q1 2025 Reduced 92.24%
$206B
$893 Million 0.3% of portfolio
9,948
Q1 2025 Reduced 92.46%
$409B
$876 Million 0.3% of portfolio
5,282
Q1 2025 Reduced 94.19%
$61.6B
$883 Million 0.3% of portfolio
3,340
Q1 2025 Reduced 79.18%
$146B
$846 Million 0.29% of portfolio
2,272
Q1 2025 Reduced 95.58%
$4.32B
$813 Million 0.28% of portfolio
16,564
Q1 2025 Added 0.82%
$12B
$815 Million 0.28% of portfolio
14,399
Q1 2025 Added 7.91%
$179B
$821 Million 0.28% of portfolio
5,344
Q1 2025 Reduced 71.07%
$362B
$809 Million 0.28% of portfolio
19,380
Q1 2025 Reduced 57.03%
$224B
$810 Million 0.28% of portfolio
3,010
Q1 2025 Reduced 83.26%
$138B
$817 Million 0.28% of portfolio
7,288
Q1 2025 Added 3.41%
$58.6B
$798 Million 0.27% of portfolio
4,675
Q1 2025 Reduced 98.24%
$63.4B
$797 Million 0.27% of portfolio
9,921
Q1 2025 New
$88.9B
$766 Million 0.26% of portfolio
1,644
Q1 2025 Reduced 62.81%

Summary

  • Portfolio
  • No. of Stocks 301
  • Current Value $293 Billion
  • Prior Value $3.46 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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