Empirical Asset Management, LLC Portfolio Holdings
Empirical Asset Management, LLC
- $323 Billion
- Q2 2025
Empirical Asset Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.9B, Spdr S&P 500 ETF Trust with a value of $9.97B, Nvidia Corp with a value of $7.07B, Microsoft Corp with a value of $6.55B, and Ishares Dj Us Tech ETF with a value of $6.44B.
Examining the 13F form we can see an increase of $30.1B in the current position value, from $293B to 323B.
Below you can find more details about Empirical Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$323 Billion
ETFs: $148 Billion
Technology: $50.6 Billion
Financial Services: $26.9 Billion
Consumer Cyclical: $18.5 Billion
Industrials: $13.3 Billion
Communication Services: $13 Billion
Healthcare: $12.7 Billion
Energy: $9.53 Billion
Other: $12.2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 313
- Current Value $323 Billion
- Prior Value $293 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 32 stocks
- Additional Purchases 167 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks