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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$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%
$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
$55.1B
$750 Million 0.26% of portfolio
1,550
Q1 2025 Reduced 81.26%
$193B
$744 Million 0.25% of portfolio
1,939
Q1 2025 Reduced 97.24%
$53.1B
$733 Million 0.25% of portfolio
2,800
Q1 2025 Reduced 38.92%
$22.9B
$694 Million 0.24% of portfolio
7,031
Q1 2025 Reduced 78.49%
$20.7B
$710 Million 0.24% of portfolio
2,705
Q1 2025 New
$27.4B
$672 Million 0.23% of portfolio
12,697
Q1 2025 New
$31.6B
$631 Million 0.22% of portfolio
4,543
Q1 2025 New
$55.5B
$632 Million 0.22% of portfolio
34,010
Q1 2025 Reduced 6.67%
$33.2B
$622 Million 0.21% of portfolio
10,634
Q1 2025 Added 39.87%
$29.5B
$587 Million 0.2% of portfolio
2,311
Q1 2025 Added 96.35%
$80.5B
$594 Million 0.2% of portfolio
9,350
Q1 2025 Reduced 47.66%
$155B
$553 Million 0.19% of portfolio
1,954
Q1 2025 New
$69.5B
$561 Million 0.19% of portfolio
16,442
Q1 2025 Added 0.75%
$13.1B
$545 Million 0.19% of portfolio
2,983
Q1 2025 New
$140B
$565 Million 0.19% of portfolio
2,425
Q1 2025 Reduced 97.68%
$107B
$559 Million 0.19% of portfolio
4,840
Q1 2025 Reduced 70.56%
$77.7B
$572 Million 0.19% of portfolio
413
Q1 2025 Reduced 92.9%
$44.6B
$540 Million 0.18% of portfolio
955
Q1 2025 Added 105.82%
$78.2B
$539 Million 0.18% of portfolio
3,271
Q1 2025 Reduced 96.33%
$46.9B
$527 Million 0.18% of portfolio
7,268
Q1 2025 Added 109.45%
$24.5B
$532 Million 0.18% of portfolio
6,859
Q1 2025 Reduced 28.57%
$33.2B
$488 Million 0.17% of portfolio
5,078
Q1 2025 Reduced 31.66%
$189B
$497 Million 0.17% of portfolio
1,507
Q1 2025 Reduced 80.23%
$11.9B
$492 Million 0.17% of portfolio
4,809
Q1 2025 New
$14.4B
$501 Million 0.17% of portfolio
5,997
Q1 2025 Added 35.74%
$11.5B
$513 Million 0.17% of portfolio
2,325
Q1 2025 New
$185B
$502 Million 0.17% of portfolio
11,057
Q1 2025 Reduced 67.04%
$16.2B
$489 Million 0.17% of portfolio
1,076
Q1 2025 Reduced 61.13%
$21.7B
$467 Million 0.16% of portfolio
5,079
Q1 2025 New
$12.1B
$474 Million 0.16% of portfolio
1,490
Q1 2025 New
$139B
$479 Million 0.16% of portfolio
2,029
Q1 2025 Reduced 89.79%
$16.8B
$473 Million 0.16% of portfolio
9,086
Q1 2025 New
$19.9B
$465 Million 0.16% of portfolio
6,304
Q1 2025 Added 132.11%

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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