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 ETFs Only
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