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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$0
$779 Million 0.27% of portfolio
30,477
Q1 2025 Added 3.19%
$0
$767 Million 0.26% of portfolio
8,315
Q1 2025 Reduced 97.08%
$88.9B
$766 Million 0.26% of portfolio
1,644
Q1 2025 Reduced 62.81%
$0
$750 Million 0.26% of portfolio
2,023
Q1 2025 Added 0.15%
$0
$771 Million 0.26% of portfolio
35,229
Q1 2025 Added 9.27%
$55.1B
$750 Million 0.26% of portfolio
1,550
Q1 2025 Reduced 81.26%
$0
$750 Million 0.26% of portfolio
5,902
Q1 2025 Reduced 98.04%
$264B
$752 Million 0.26% of portfolio
3,756
Q1 2025 Added 25.07%
$446B
$763 Million 0.26% of portfolio
807
Q1 2025 Reduced 96.27%
$0
$720 Million 0.25% of portfolio
9,245
Q4 2024 Added 0.09%
$0
$729 Million 0.25% of portfolio
6,461
Q1 2025 Added 6.04%
$0
$747 Million 0.25% of portfolio
30,636
Q1 2025 Added 12.06%
$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%
$335B
$718 Million 0.24% of portfolio
3,426
Q1 2025 Reduced 98.49%
$0
$692 Million 0.24% of portfolio
6,622
Q1 2025 Reduced 97.74%
$1.4B
$699 Million 0.24% of portfolio
13,925
Q1 2025 Reduced 86.5%
$0
$718 Million 0.24% of portfolio
14,419
Q1 2025 Reduced 0.1%
$0
$700 Million 0.24% of portfolio
30,709
Q2 2024 Added 43.86%
$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
$0
$661 Million 0.23% of portfolio
13,938
Q1 2025 Added 4.28%
$0
$688 Million 0.23% of portfolio
8,322
Q1 2025 Reduced 0.41%
$27.4B
$672 Million 0.23% of portfolio
12,697
Q1 2025 New
$0
$670 Million 0.23% of portfolio
6,476
Q1 2025 Added 11.83%
$0
$679 Million 0.23% of portfolio
3,286
Q1 2025 Added 2.91%
$0
$666 Million 0.23% of portfolio
10,398
Q1 2025 Added 10.53%
$284B
$660 Million 0.23% of portfolio
1,260
Q1 2025 Reduced 94.23%
$0
$662 Million 0.23% of portfolio
2,561
Q1 2025 Added 34.01%
$479B
$683 Million 0.23% of portfolio
4,884
Q1 2025 Reduced 68.31%
$0
$655 Million 0.22% of portfolio
14,003
Q1 2025 Added 4.21%
$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%
$0
$631 Million 0.22% of portfolio
1,164
Q1 2025 Reduced 93.51%
$0
$643 Million 0.22% of portfolio
41,357
Q1 2025 Reduced 3.65%
$0
$628 Million 0.21% of portfolio
32,950
Q1 2025 Added 5.21%
$0
$618 Million 0.21% of portfolio
7,560
Q1 2025 Added 47.86%
$33.2B
$622 Million 0.21% of portfolio
10,634
Q1 2025 Added 39.87%
$0
$623 Million 0.21% of portfolio
8,097
Q1 2025 Added 11.51%
$0
$604 Million 0.21% of portfolio
13,908
Q1 2025 Added 105.68%
$235B
$578 Million 0.2% of portfolio
4,354
Q1 2025 Reduced 90.89%
$29.5B
$587 Million 0.2% of portfolio
2,311
Q1 2025 Added 96.35%
$0
$573 Million 0.2% of portfolio
24,923
Q1 2025 Reduced 70.31%
$80.5B
$594 Million 0.2% of portfolio
9,350
Q1 2025 Reduced 47.66%
$216B
$590 Million 0.2% of portfolio
5,975
Q1 2025 Reduced 95.34%
$0
$588 Million 0.2% of portfolio
19,549
Q1 2025 Added 3.07%

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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