Empirical Asset Management, LLC Portfolio Holdings
Empirical Asset Management, LLC
- $869 Million
- Q2 2024
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
Summary
- Portfolio
- No. of Stocks 354
- Current Value $869 Million
- Prior Value $302 Million
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 124 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks