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Empirical Asset Management

Latest statistics and disclosures from Empirical Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, MSFT, IYW, NVDA, and represent 15.57% of Empirical Asset Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, RMIF, PPTY, JOET, QLC, RECS, GSG, QVMM, FNX, AXP.
Started 20 new stock positions in VRTX, RWK, EFV, BINC, FSLR, IGHG, GRMN, ROST, BBY, O. DLY, ACGL, AIZ, DECK, AKBA, GSIE, AXP, AXON, NFLX, DGRW.
Reduced shares in these 10 stocks: QLVD, ICOW, COM, JPEM, BTAL, COWZ, SPHD, CDC, HEFA, UTWO.
Sold out of its positions in BTAL, OUSM, T, AMAT, ADSK, BBDC, BIIB, CME, CRWD, DE.
Empirical Asset Management was a net buyer of stock by $1.5M.
Empirical Asset Management has $281M in assets under management (AUM), dropping by -13.25%.
Central Index Key (CIK): 0001926596

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Portfolio Holdings for Empirical Asset Management

Empirical Asset Management holds 308 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.5	$18M		289k	63.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$7.6M	+2%	13k	573.77	View chart
Microsoft Corporation (MSFT)	2.4	$6.7M		122k	55.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.0	$5.6M		37k	151.62	View chart
NVIDIA Corporation (NVDA)	2.0	$5.6M	+41%	50k	111.04	View chart
Home Depot (HD)	1.9	$5.3M		35k	151.89	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.7	$4.7M	-5%	186k	25.13	View chart
Meta Platforms Cl A (META)	1.5	$4.3M		35k	123.64	View chart
Amazon (AMZN)	1.5	$4.1M	+6%	59k	69.46	View chart
RBB Us Treasy 2 Yr (UTWO)	1.3	$3.6M	-17%	74k	48.75	View chart
RBB Us Treasr 10 Yr (UTEN)	1.2	$3.4M	+33%	76k	45.45	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.0M		22k	135.94	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.9M	+2%	17k	167.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.0	$2.8M		75k	37.70	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.9	$2.6M	-2%	40k	65.00	View chart
Procter & Gamble Company (PG)	0.9	$2.5M		37k	67.52	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.8	$2.4M	+179%	65k	36.78	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.8	$2.4M	+197%	69k	34.35	View chart
Flexshares Tr Us Quality Cap (QLC)	0.8	$2.4M	+173%	36k	65.04	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$2.4M	+173%	69k	33.91	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.8	$2.3M	+25%	123k	19.10	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$2.3M	-8%	83k	28.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$2.3M		16k	150.71	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.3M		29k	79.58	View chart
Texas Pacific Land Corp (TPL)	0.8	$2.2M		2.5k	884.89	View chart
McDonald's Corporation (MCD)	0.8	$2.2M		27k	80.58	View chart
Ishares Tr Ishares Biotech (IBB)	0.8	$2.1M	+2%	15k	145.60	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.8	$2.1M	+64%	51k	41.82	View chart
Etf Ser Solutions Lha Risk Manage (RMIF)	0.8	$2.1M	+297%	83k	25.31	View chart
Ishares S&p Gsci Commodity- Unit Ben Int (GSG)	0.8	$2.1M	+224%	101k	21.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.9M		3.3k	576.82	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.7	$1.8M	+141%	16k	117.15	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.6	$1.8M	-4%	34k	53.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.8M	+63%	8.1k	220.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.7M		5.3k	329.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.7M		22k	78.05	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.6	$1.7M	+20%	31k	55.70	View chart
Arista Networks (ANET)	0.6	$1.7M	+32%	9.5k	176.36	View chart
Chevron Corporation (CVX)	0.6	$1.7M		27k	62.33	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.6	$1.7M	-27%	47k	35.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcap 400 (QVMM)	0.6	$1.7M	+183%	57k	28.90	View chart
Wal-Mart Stores (WMT)	0.6	$1.6M		20k	80.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.6M	-3%	38k	42.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.5M	-14%	7.5k	197.16	View chart
Pepsi (PEP)	0.5	$1.5M	+7%	35k	41.90	View chart
Moody's Corporation (MCO)	0.5	$1.4M	+26%	3.1k	474.62	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$1.4M	-2%	16k	89.37	View chart
Eli Lilly & Co. (LLY)	0.5	$1.4M		50k	28.13	View chart
Chipotle Mexican Grill (CMG)	0.5	$1.4M	+144%	31k	45.92	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$1.4M	+45%	23k	61.54	View chart
Cisco Systems (CSCO)	0.5	$1.4M	-19%	33k	41.59	View chart
Hartford Financial Services (HIG)	0.5	$1.4M	+187%	12k	117.61	View chart
Qualcomm (QCOM)	0.5	$1.4M		15k	94.19	View chart
Visa Com Cl A (V)	0.5	$1.4M	+2%	50k	27.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.4M	+45%	13k	101.27	View chart
Franklin Templeton Etf Tr Us Sml Cp Mltfct (FLQS)	0.5	$1.3M	+163%	31k	42.42	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$1.3M	+166%	20k	66.35	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.5	$1.3M	+166%	26k	51.53	View chart
Ishares Tr Us Industrials (IYJ)	0.5	$1.3M		9.7k	133.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.3M	+3%	14k	88.14	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.4	$1.3M	-19%	39k	32.08	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M		17k	71.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.2M		25k	47.52	View chart
Ameriprise Financial (AMP)	0.4	$1.2M	+27%	8.7k	137.35	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.4	$1.2M	+180%	24k	50.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.2M		12k	98.07	View chart
Arm Holdings Sponsored Ads (ARM)	0.4	$1.2M	+20%	8.3k	143.01	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.4	$1.2M	+181%	9.1k	128.79	View chart
Automatic Data Processing (ADP)	0.4	$1.2M	-7%	19k	62.64	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$1.2M		40k	28.85	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$1.1M	+186%	37k	31.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.1M	-2%	18k	62.32	View chart
Copart (CPRT)	0.4	$1.1M	+83%	21k	52.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.1M		301k	3.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.4	$1.1M		33k	32.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.0M		48k	21.65	View chart
Synopsys (SNPS)	0.4	$1.0M	+56%	2.0k	506.39	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$1.0M	-5%	37k	27.48	View chart
American Express Company (AXP)	0.3	$965k	NEW	3.6k	271.23	View chart
Chubb (CB)	0.3	$963k	+9%	17k	55.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$948k		7.2k	131.54	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$945k		41k	22.85	View chart
TJX Companies (TJX)	0.3	$941k	+40%	20k	46.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$931k		285k	3.27	View chart
Travelers Companies (TRV)	0.3	$922k	+27%	15k	61.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$908k	+2%	11k	79.42	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.3	$905k	+240%	38k	24.09	View chart
Arch Cap Group Ord (ACGL)	0.3	$904k	NEW	8.1k	111.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$902k	-6%	9.4k	95.75	View chart
Carvana Cl A (CVNA)	0.3	$890k		5.1k	174.11	View chart
Assurant (AIZ)	0.3	$883k	NEW	4.4k	198.85	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$879k	NEW	1.9k	465.08	View chart
CECO Environmental (CECO)	0.3	$866k		31k	28.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$865k	+3%	7.4k	116.96	View chart
3M Company (MMM)	0.3	$842k		6.2k	136.70	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.3	$837k	-45%	32k	26.32	View chart
W.R. Berkley Corporation (WRB)	0.3	$831k	+140%	15k	56.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$830k	+27%	4.6k	179.32	View chart
Tesla Motors (TSLA)	0.3	$829k	-13%	3.2k	261.65	View chart
Bank of America Corporation (BAC)	0.3	$819k	-4%	31k	26.83	View chart
Netflix (NFLX)	0.3	$816k	NEW	1.2k	709.27	View chart
First Solar (FSLR)	0.3	$815k	NEW	3.3k	249.44	View chart
Garmin SHS (GRMN)	0.3	$813k	NEW	4.6k	176.03	View chart
Deckers Outdoor Corporation (DECK)	0.3	$806k	NEW	5.1k	159.45	View chart
Ross Stores (ROST)	0.3	$795k	NEW	5.3k	150.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$776k		2.0k	384.01	View chart
New Jersey Resources Corporation (NJR)	0.3	$772k		16k	47.20	View chart
Fair Isaac Corporation (FICO)	0.3	$748k	+77%	385.00	1943.52	View chart
Intuit (INTU)	0.3	$745k	+7%	6.8k	109.24	View chart
Intuitive Surgical Com New (ISRG)	0.3	$743k	-5%	16k	46.62	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$742k		9.9k	74.66	View chart
Marathon Petroleum Corp (MPC)	0.3	$737k	+4%	4.5k	162.89	View chart
Arcbest (ARCB)	0.3	$725k	-4%	6.7k	108.45	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$721k		3.2k	225.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$718k	+13%	15k	47.12	View chart
Wells Fargo & Company (WFC)	0.3	$718k		19k	37.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$717k		8.6k	83.15	View chart
Oracle Corporation (ORCL)	0.3	$714k	-24%	12k	61.25	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$709k		9.2k	76.70	View chart
Starboard Invt Tr Rh Tactical Outl (RHTX)	0.3	$704k		44k	16.14	View chart
Ge Aerospace Com New (GE)	0.2	$701k		3.7k	188.60	View chart
Paychex (PAYX)	0.2	$701k	-26%	11k	61.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$696k	-6%	15k	45.32	View chart
Victory Portfolios Ii Victoryshs Emerg (UEVM)	0.2	$690k	-50%	14k	49.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$690k		18k	38.50	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$690k	+199%	14k	49.79	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.2	$683k	+201%	32k	21.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$680k	+8%	6.5k	103.90	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$672k		12k	57.41	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.2	$665k	-39%	30k	22.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$652k		83k	7.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$641k		13k	50.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$628k	+7%	1.3k	488.00	View chart
Lowe's Companies (LOW)	0.2	$623k		2.3k	270.81	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$622k	-28%	26k	24.05	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$618k		6.4k	96.38	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$616k	-7%	3.1k	200.37	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$614k		25k	25.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$610k	+2%	6.2k	98.10	View chart
Johnson & Johnson (JNJ)	0.2	$608k		7.6k	79.68	View chart
Abbvie (ABBV)	0.2	$608k		34k	18.12	View chart
Owens Corning (OC)	0.2	$606k	+110%	3.4k	176.53	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$599k	+4%	7.2k	83.00	View chart
Cadence Design Systems (CDNS)	0.2	$598k	-37%	2.2k	271.03	View chart
Snap-on Incorporated (SNA)	0.2	$591k	+105%	2.0k	289.77	View chart
Gilead Sciences (GILD)	0.2	$591k		7.0k	83.84	View chart
EOG Resources (EOG)	0.2	$588k	+48%	7.5k	78.04	View chart
Texas Instruments Incorporated (TXN)	0.2	$587k		16k	36.87	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$585k		36k	16.05	View chart
Monster Beverage Corp (MNST)	0.2	$579k	+116%	11k	52.17	View chart
Walt Disney Company (DIS)	0.2	$561k	-7%	11k	51.50	View chart
Best Buy (BBY)	0.2	$558k	NEW	5.4k	103.30	View chart
Goldman Sachs (GS)	0.2	$556k	+2%	1.1k	495.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$555k		2.8k	200.78	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$555k	-6%	3.7k	150.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.2	$550k	-8%	8.0k	68.99	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$545k	-31%	5.4k	101.33	View chart
Verizon Communications (VZ)	0.2	$543k	-5%	12k	44.91	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$542k		22k	24.30	View chart
Caterpillar (CAT)	0.2	$537k	+3%	1.4k	391.17	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.2	$535k	-44%	8.3k	64.81	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.2	$525k	NEW	6.8k	77.03	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$520k	+3%	8.9k	58.53	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.2	$520k		11k	46.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$520k		2.0k	263.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$519k	+25%	5.2k	100.69	View chart
Adobe Systems Incorporated (ADBE)	0.2	$505k	-27%	1.9k	265.79	View chart
Merck & Co (MRK)	0.2	$494k	+2%	26k	19.07	View chart
Advanced Micro Devices (AMD)	0.2	$490k		7.9k	62.29	View chart
Starbucks Corporation (SBUX)	0.2	$483k	-27%	16k	29.98	View chart
Union Pacific Corporation (UNP)	0.2	$480k	-8%	19k	25.65	View chart
Enterprise Products Partners (EPD)	0.2	$480k	+2%	17k	29.11	View chart
Broadcom (AVGO)	0.2	$478k	+3%	72k	6.60	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$473k		93k	5.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$469k		13k	35.18	View chart
Fastenal Company (FAST)	0.2	$465k	+3%	9.6k	48.48	View chart
Phillips 66 (PSX)	0.2	$465k	+3%	24k	19.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$458k		82k	5.57	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$449k	+11%	4.4k	102.02	View chart
Amphenol Corp Cl A (APH)	0.2	$444k	+45%	6.8k	65.16	View chart
M&T Bank Corporation (MTB)	0.2	$442k	-55%	2.5k	178.12	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$436k	+5%	16k	26.59	View chart
SYSCO Corporation (SYY)	0.2	$436k	-17%	5.6k	78.07	View chart
Lennar Corp Cl A (LEN)	0.2	$435k	+5%	2.3k	187.45	View chart
CF Industries Holdings (CF)	0.2	$431k	+8%	5.0k	85.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$428k		5.1k	83.62	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$409k	-2%	14k	29.73	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$409k	+39%	7.7k	52.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$398k		5.9k	67.85	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$398k		12k	34.49	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$397k	-2%	5.5k	71.54	View chart
Public Service Enterprise (PEG)	0.1	$393k		4.4k	89.21	View chart
Motorola Solutions Com New (MSI)	0.1	$393k	-42%	874.00	449.70	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$393k		16k	24.37	View chart
Spdr Ser Tr Ftse Int Gvt Etf (WIP)	0.1	$391k	-12%	9.7k	40.29	View chart
TransDigm Group Incorporated (TDG)	0.1	$388k		2.8k	140.21	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$379k	+9%	4.0k	95.81	View chart
Coca-Cola Company (KO)	0.1	$374k		13k	29.03	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$369k	+4%	7.5k	49.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$368k		697.00	527.87	View chart
Steel Dynamics (STLD)	0.1	$368k		2.9k	126.06	View chart
State Street Corporation (STT)	0.1	$367k		4.1k	88.47	View chart
Amgen (AMGN)	0.1	$366k		3.9k	94.19	View chart
Williams-Sonoma (WSM)	0.1	$360k	+152%	2.3k	154.91	View chart
NetApp (NTAP)	0.1	$360k	+8%	2.9k	123.51	View chart
Quanta Services (PWR)	0.1	$356k		6.9k	51.87	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$351k		4.4k	79.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$349k		4.9k	71.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$346k	-8%	7.5k	45.86	View chart
Viking Holdings Ord Shs (VIK)	0.1	$341k	+5%	9.8k	34.89	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$341k	+26%	13k	26.14	View chart
Tractor Supply Company (TSCO)	0.1	$338k		1.2k	290.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$335k		6.8k	48.98	View chart
Southern Copper Corporation (SCCO)	0.1	$331k	+11%	2.9k	115.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$330k		1.3k	263.28	View chart
Abbott Laboratories (ABT)	0.1	$328k	+3%	14k	23.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$326k		7.9k	41.12	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$325k	+39%	11k	30.84	View chart
Gartner (IT)	0.1	$325k	+11%	642.00	506.76	View chart
General Dynamics Corporation (GD)	0.1	$322k		3.6k	88.35	View chart
Charles River Laboratories (CRL)	0.1	$319k		1.6k	196.97	View chart
Affiliated Managers (AMG)	0.1	$319k	+10%	1.8k	177.81	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$315k		40k	7.95	View chart
Ecolab (ECL)	0.1	$314k		1.2k	255.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$312k		61k	5.10	View chart
Shopify Cl A (SHOP)	0.1	$311k	+15%	3.9k	80.14	View chart
Nucor Corporation (NUE)	0.1	$307k		2.0k	150.35	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$305k	+2%	11k	29.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$304k		9.4k	32.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$302k	NEW	5.2k	57.53	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$301k		2.3k	131.43	View chart
Vulcan Materials Company (VMC)	0.1	$301k		1.2k	250.52	View chart
Martin Marietta Materials (MLM)	0.1	$300k		2.3k	129.53	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$298k	+4%	5.7k	52.13	View chart
Pfizer (PFE)	0.1	$297k	-12%	10k	28.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$297k	+3%	2.6k	112.99	View chart
Cassava Sciences (SAVA)	0.1	$294k		10k	29.43	View chart
Analog Devices (ADI)	0.1	$292k		15k	18.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$281k	-3%	2.6k	107.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$280k	-8%	5.4k	52.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$278k	+3%	4.7k	59.52	View chart
Textron (TXT)	0.1	$278k	+11%	3.1k	88.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$277k		5.6k	49.70	View chart
Teradyne (TER)	0.1	$272k		2.0k	133.93	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$270k		3.1k	88.27	View chart
Nike CL B (NKE)	0.1	$269k	-21%	3.0k	88.40	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$266k	NEW	5.0k	53.53	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$265k	-6%	11k	25.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$264k	+15%	464.00	569.38	View chart
Marriott Intl Cl A (MAR)	0.1	$260k	-2%	1.0k	248.60	View chart
Honeywell International (HON)	0.1	$258k	-4%	4.7k	54.83	View chart
Axon Enterprise (AXON)	0.1	$256k	NEW	640.00	399.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$255k	+9%	2.8k	91.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$254k		6.5k	39.03	View chart
CVS Caremark Corporation (CVS)	0.1	$253k	-47%	4.0k	62.88	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$249k		5.5k	45.11	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$246k		3.1k	80.00	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$235k		3.7k	63.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$234k		3.5k	66.51	View chart
Lululemon Athletica (LULU)	0.1	$232k	+15%	854.00	271.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$222k	NEW	9.5k	23.32	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$220k		2.9k	76.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$214k	+4%	11k	20.37	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$213k	NEW	5.9k	36.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$209k	NEW	1.8k	116.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$208k		148k	1.40	View chart
Apa Corporation (APA)	0.1	$206k	+3%	8.4k	24.46	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.1	$205k	-2%	3.1k	67.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$205k		9.2k	22.39	View chart
UnitedHealth (UNH)	0.1	$204k		19k	10.93	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$188k		15k	12.65	View chart
Nextera Energy (NEE)	0.1	$187k		20k	9.22	View chart
Doubleline Yield (DLY)	0.1	$184k	NEW	11k	16.59	View chart
Eaton Corp SHS (ETN)	0.1	$167k		26k	6.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$152k		50k	3.01	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$132k		46k	2.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$127k		26k	4.90	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$127k		38k	3.37	View chart
Linde SHS (LIN)	0.0	$120k		15k	7.88	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$117k		15k	8.09	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$115k		20k	5.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$99k		20k	4.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$95k		18k	5.18	View chart
Marsh & McLennan Companies (MMC)	0.0	$82k		18k	4.58	View chart
Cibc Cad (CM)	0.0	$73k		24k	3.05	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$61k	-10%	12k	4.94	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$57k		48k	1.21	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$56k		34k	1.64	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$55k		23k	2.37	View chart
Prologis (PLD)	0.0	$50k		16k	3.20	View chart
PNC Financial Services (PNC)	0.0	$45k		13k	3.41	View chart
Akebia Therapeutics (AKBA)	0.0	$45k	NEW	34k	1.32	View chart
Us Bancorp Del Com New (USB)	0.0	$43k		15k	2.86	View chart
Sempra Energy (SRE)	0.0	$39k		11k	3.43	View chart
CSX Corporation (CSX)	0.0	$39k	-7%	36k	1.08	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$35k		19k	1.89	View chart
Williams Companies (WMB)	0.0	$35k	+2%	11k	3.12	View chart
Realty Income (O)	0.0	$29k	NEW	10k	2.88	View chart
United Parcel Service CL B (UPS)	0.0	$24k		12k	1.98	View chart
Graniteshares Etf Tr 2x Short Nvda Da (NVD)	0.0	$23k		23k	1.00	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$23k		23k	1.00	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$20k		20k	1.00	View chart
Vanguard World Health Car Etf (VHT)	0.0	$16k		11k	1.50	View chart
Parker-Hannifin Corporation (PH)	0.0	$14k		13k	1.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$13k		13k	1.00	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$11k		11k	1.00	View chart
Liquidia Corporation Com New (LQDA)	0.0	$11k	-7%	11k	1.00	View chart
Kkr & Co (KKR)	0.0	$10k		10k	1.00	View chart

Past Filings by Empirical Asset Management

SEC 13F filings are viewable for Empirical Asset Management going back to 2022

Empirical Asset Management 2024 Q3 filed Oct. 11, 2024
Empirical Asset Management 2024 Q2 filed Aug. 12, 2024
Empirical Asset Management 2024 Q1 filed May 10, 2024
Empirical Asset Management 2023 Q4 filed Jan. 12, 2024
Empirical Asset Management 2023 Q3 filed Nov. 1, 2023
Empirical Asset Management 2023 Q2 filed Aug. 1, 2023
Empirical Asset Management 2023 Q1 filed April 18, 2023
Empirical Asset Management 2022 Q4 filed Jan. 31, 2023
Empirical Asset Management 2022 Q3 filed Oct. 19, 2022
Empirical Asset Management 2022 Q2 filed July 18, 2022
Empirical Asset Management 2021 Q4 filed May 6, 2022
Empirical Asset Management 2022 Q1 filed May 6, 2022

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