Empirical Asset Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $869 Million distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $113M, Apple Inc. with a value of $61.9M, Microsoft Corp with a value of $54M, Eli Lilly & CO with a value of $45.3M, and Ishares Core S&P U.S Growth Et with a value of $38.3M.
Examining the 13F form we can see an increase of $566M in the current position value, from $302M to 869M.
Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$869 Million
Technology: $277 Million
ETFs: $277 Million
Healthcare: $82.2 Million
Financial Services: $54.5 Million
Consumer Cyclical: $44.6 Million
Industrials: $43 Million
Communication Services: $32.1 Million
Consumer Defensive: $31.2 Million
Other: $26.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions