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CIK: 0001926596
Total reported value
$444.0M
$444.0M
275 檔
7.1%
In Q1 2024, Empirical Asset Management, LLC's U.S. equity holdings reached a combined market value of $444.0M, distributed across 275 disclosed stock positions.
During Q1 2024, Empirical Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.96% | -0.45% | +723.63% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.35% | +265.56% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 2.48% | -0.11% | +245.80% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.16% | +0.15% | — | |
| 5 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 2.13% | -0.03% | +5.24% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 2.06% | -0.50% | -1.57% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.63% | +1706.82% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.34% | +0.09% | — | |
| 9 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 1.28% | -0.01% | -0.98% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.65% | +13.61% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.08% | +512.68% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.04% | +595.42% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.44% | +812.54% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.09% | +1136.94% | |
| 15 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 1.07% | -0.04% | +3.65% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | -0.17% | +257.32% | |
| 17 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.04% | — | -3.40% | |
| 18 | QLVD | Flexshares Developed Markets | ETF-Other | 1.03% | — | -4.16% | |
| 19 | SUN | Sunoco LP | Stock-Other | 1.03% | -0.07% | — | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.02% | -0.07% | — | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 1.00% | -0.95% | -0.63% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.99% | -0.02% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.47% | +223.51% | |
| 24 | DBEM | Xtrackers Msci Emerging Mark | ETF-Emerging Markets | 0.82% | +0.02% | -3.97% | |
| 25 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.79% | — | -0.22% | |
| 26 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 0.79% | -0.04% | -0.12% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.79% | -0.01% | -4.07% | |
| 28 | UEVM | Victoryshares Emerging Marke | ETF-Emerging Markets | 0.77% | — | -5.32% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.77% | — | -4.69% | |
| 30 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.74% | — | -4.11% | |
| 31 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.72% | — | +2.43% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.21% | +987.91% | |
| 33 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.69% | -0.01% | — | |
| 34 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.69% | -0.25% | +200.36% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.66% | -0.01% | +32.42% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.66% | +0.04% | -1.16% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | +0.07% | +96.83% | |
| 38 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.62% | +0.03% | NEW | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.61% | -0.02% | +26.34% | |
| 40 | HYZD | Wisdomtree Interest Rate Hed | ETF-Other | 0.60% | -0.01% | -1.51% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.59% | — | -1.47% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.12% | +1073.62% | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.58% | -0.01% | -6.33% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.47% | +30.63% | |
| 45 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | — | |
| 46 | CZA | Invesco Zacks Mid-cap ETF | ETF-Other | 0.55% | — | -5.86% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.55% | -0.01% | -6.07% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.36% | +12.95% | |
| 49 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.02% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.22% | +900.45% |
According to official SEC Form 13F filings, Empirical Asset Management, LLC reported a total U.S. public equity portfolio value of $444.0M across 275 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, HD) accounted for 7.1% of total reported equity market value during Q1 2024.
During Q1 2024, Empirical Asset Management, LLC's top holdings by market value included AAPL (6.0%)、MSFT (2.5%)、HD (2.5%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2024, Empirical Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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