Empirical Asset Management, LLC Portfolio Holdings
Empirical Asset Management, LLC
- $3.46 Billion
- Q4 2024
Empirical Asset Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.46 Billion distributed in 458 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $219M, Booking Holdings Inc. with a value of $207M, Microsoft Corp with a value of $183M, Apple Inc. with a value of $153M, and Meta Platforms, Inc. with a value of $120M.
Examining the 13F form we can see an increase of $2.66B in the current position value, from $791M to 3.46B.
Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.46 Billion
Technology: $947 Million
ETFs: $613 Million
Consumer Cyclical: $398 Million
Communication Services: $363 Million
Financial Services: $359 Million
Healthcare: $356 Million
Industrials: $194 Million
Consumer Defensive: $72.3 Million
Other: $153 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 458
- Current Value $3.46 Billion
- Prior Value $791 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 161 stocks
- Additional Purchases 179 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks