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Empirical Asset Management, LLC

13F
Empirical Asset Management, LLC
Last update 2025-05-12 301 Stocks (33 new)
Value $293.00 Mil Turnover 9 %
Countries:
Empirical Asset Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
78,156
17,360.6
-87.20%
5.920
-5.75%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
SPY
SPDR S&P 500 ETF Trust
14,375
8,041.4
+7.20%
2.740
+0.18%
0.000
+19.62%
+7.94%
648,846.5
 
SGOL
abrdn Physical Gold Shares ETF
194,859
5,810.7
+5.73%
1.980
+0.11%
0.120
+1.65%
+30.66%
5,426.6
 
NVDA
NVIDIA Corp
50,186
5,439.2
-93.30%
1.850
-2.10%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
MSFT
Microsoft Corp
14,431
5,417.4
-96.67%
1.850
-1.77%
0.000
+38.00%
+20.34%
3,755,441.4
Software
IYW
iShares U.S. Technology ETF
37,309
5,239.7
+1.82%
1.790
+0.03%
0.030
+35.56%
+11.34%
22,294.0
 
HD
The Home Depot Inc
12,332
4,519.7
-82.96%
1.540
-1.30%
0.000
+5.33%
-3.42%
369,128.2
Retail - Cyclical
UTWO
US Treasury 2 Year Note ETF
89,375
4,332.0
+13.18%
1.480
+0.17%
1.110
+0.70%
+2.63%
374.0
 
META
Meta Platforms Inc
7,264
4,186.7
-96.42%
1.430
-1.71%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
AMZN
Amazon.com Inc
22,002
4,186.1
-91.96%
1.430
-1.32%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical

Empirical Asset Management, LLC's Historical Top Holdings Breakdowns

Empirical Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-5.75%
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -87.2%
78,156
-532,286
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-2.10%
106.98 ($126.74) 149.43
$167.03
31.79%
Reduce -93.3%
50,186
-699,394
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.77%
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -96.67%
14,431
-419,367
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-1.71%
576.36 ($645.17) 736.67
$704.81
9.24%
Reduce -96.42%
7,264
-195,438
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-1.32%
190.26 ($217) 242.06
$227.47
4.82%
Reduce -91.96%
22,002
-251,745
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-1.30%
347.25 ($389.72) 424.87
$371.01
-4.80%
Reduce -82.96%
12,332
-60,052
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-1.06%
225.19 ($254.94) 279.95
$291.43
14.31%
Reduce -93.41%
13,966
-198,068
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.85%
156.06 ($183.12) 207.71
$192.11
4.91%
Reduce -87.46%
17,817
-124,263
PG
Procter & Gamble Co
2025-03-31
Reduce
Reduce
-0.67%
158.56 ($167.49) 176.26
$158.32
-5.47%
Reduce -83.8%
14,308
-73,997
MCD
McDonald's Corp
2025-03-31
Reduce
Reduce
-0.53%
279.74 ($299.1) 321.29
$299.17
0.02%
Reduce -81.82%
6,874
-30,935

Empirical Asset Management, LLC Total Holding History ($B)

To

Empirical Asset Management, LLC's Asset Allocation

To

Empirical Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Empirical Asset Management, LLC's Hypothetical Growth since 2025-03-31

Empirical Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Empirical Asset Management, LLC's Holdings Heat Map

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Empirical Asset Management, LLC's Holdings Bubble Chart

Empirical Asset Management, LLC News

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