EA
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Empirical Asset Management, LLC13F | |
| Empirical Asset Management, LLC | |
| Last update 2025-05-12 | 301 Stocks (33 new) |
| Value $293.00 Mil | Turnover 9 % |
Empirical Asset Management, LL... Top Holdings of 2025-03-31
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| 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 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 14,375 | 8,041.4 | +7.20% | 2.740 | +0.18% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
SGOL | abrdn Physical Gold Shares ETF | 194,859 | 5,810.7 | +5.73% | 1.980 | +0.11% | 0.120 | +0.76% | +27.43% | 5,199.8 | ||
NVDA | NVIDIA Corp | 50,186 | 5,439.2 | -93.30% | 1.850 | -2.10% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 14,431 | 5,417.4 | -96.67% | 1.850 | -1.77% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IYW | iShares U.S. Technology ETF | 37,309 | 5,239.7 | +1.82% | 1.790 | +0.03% | 0.030 | +36.16% | +12.15% | 22,366.6 | ||
HD | The Home Depot Inc | 12,332 | 4,519.7 | -82.96% | 1.540 | -1.30% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
UTWO | US Treasury 2 Year Note ETF | 89,375 | 4,332.0 | +13.18% | 1.480 | +0.17% | 1.110 | +0.61% | +2.53% | 377.0 | ||
META | Meta Platforms Inc | 7,264 | 4,186.7 | -96.42% | 1.430 | -1.71% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AMZN | Amazon.com Inc | 22,002 | 4,186.1 | -91.96% | 1.430 | -1.32% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical |
Empirical Asset Management, LLC's Historical Top Holdings Breakdowns
Empirical Asset Management, LLC's Top Stock Picks
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| 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 | $211.18 | -8.84% | Reduce -87.2% | 78,156 | -532,286 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.10% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -93.3% | 50,186 | -699,394 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.77% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -96.67% | 14,431 | -419,367 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.71% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -96.42% | 7,264 | -195,438 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.32% | 190.26 ($217) 242.06 | $226.13 | 4.21% | 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 | $359.40 | -7.78% | Reduce -82.96% | 12,332 | -60,052 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.06% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -93.41% | 13,966 | -198,068 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.85% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -87.46% | 17,817 | -124,263 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.67% | 158.56 ($167.49) 176.26 | $155.10 | -7.40% | Reduce -83.8% | 14,308 | -73,997 | |
MCD | McDonald's Corp | 2025-03-31 | Reduce Reduce | -0.53% | 279.74 ($299.1) 321.29 | $297.07 | -0.68% | Reduce -81.82% | 6,874 | -30,935 |
Empirical Asset Management, LLC Total Holding History ($B)
Empirical Asset Management, LLC's Asset Allocation
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 % |
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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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