Empirical Asset Management, LLC Incresed Positions in Q3 2025

Empirical Asset Management, LLC

  • $360 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
29.6K
+ 364.58%
$82.38 - $83.0 $2.44M - $2.46M
37.7K $3.13B
AAPL
Apple Inc.

Technology
16.3K
+ 21.02%
$202.38 - $256.87 $3.29M - $4.18M
93.7K $18.3B
GOOGL
Alphabet Inc.

Communication Services
7.57K
+ 103.43%
$174.36 - $254.72 $1.32M - $1.93M
14.9K $3.62B
LLY
Eli Lilly & CO

Healthcare
1.96K
+ 129.48%
$625.65 - $812.69 $1.23M - $1.59M
3.47K $2.65B
NVDA
Nvidia Corp

Technology
18.1K
+ 40.49%
$153.3 - $186.58 $2.78M - $3.38M
62.9K $8.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
678
+ 4.2%
$617.65 - $666.84 $419K - $452K
16.8K $11.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12K
+ 208.59%
$85.01 - $90.35 $1.02M - $1.08M
17.7K $1.58B
GRMN
Garmin LTD

Technology
3.65K
+ 122.43%
$211.13 - $246.22 $771K - $899K
6.64K $1.63B
MSFT
Microsoft Corp

Technology
48K
+ 364.92%
$491.09 - $535.64 $23.6M - $25.7M
61.2K $7.4B
AMZN
Amazon Com Inc

Consumer Cyclical
29.1K
+ 158.71%
$211.65 - $238.24 $6.17M - $6.94M
47.5K $4.83B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.7K
+ 68.14%
$97.75 - $100.75 $1.15M - $1.18M
28.9K $2.38B
GLD
Spdr Gold Trust

ETFs
26.2K
+ 256.66%
$300.96 - $355.47 $7.88M - $9.31M
36.4K $3.68B
EOG
Eog Resources Inc

Energy
4.92K
+ 286.71%
$112.12 - $126.1 $551K - $620K
6.63K $744M
MEDP
Medpace Holdings, Inc.

Healthcare
196
+ 9.83%
$308.88 - $514.16 $60.5K - $101K
2.19K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
4.87K
+ 34.77%
$282.78 - $316.06 $1.38M - $1.54M
18.9K $4.55B
HD
Home Depot, Inc.

Consumer Cyclical
4.03K
+ 33.27%
$357.4 - $423.42 $1.44M - $1.7M
16.1K $4.89B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.61K
+ 19.14%
$68.27 - $75.58 $247K - $273K
22.5K $1.67B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.85K
+ 56.98%
$51.78 - $57.89 $251K - $281K
13.4K $768M
IWF
Ishares Russell 1000 Gr ETF

ETFs
173
+ 3.22%
$420.11 - $472.68 $72.7K - $81.8K
5.54K $2.59B
ZM
Zoom Video Communications, Inc.

Technology
3.12K
+ 38.99%
$69.77 - $86.83 $217K - $271K
11.1K $916M
DBEM
Xtrackers Msci Emerging Market

ETFs
5.83K
+ 19.37%
$27.14 - $30.85 $158K - $180K
36K $1.11B
ETF Ser Solutions
10.9K
+ 10.23%
N/A
117K $2.92B
IWM
Ishares Russell 2000 ETF

ETFs
103
+ 1.17%
$214.92 - $244.84 $22.1K - $25.2K
8.92K $2.16B
EMGF
Ishares Msci Emerging Markets

ETFs
3.23K
+ 22.83%
$51.93 - $56.75 $168K - $183K
17.4K $984M
V
Visa Inc.

Financial Services
11.2K
+ 244.69%
$332.09 - $358.86 $3.72M - $4.02M
15.8K $1.86B
GE
General Electric CO

Industrials
12.4K
+ 328.64%
$244.75 - $305.63 $3.03M - $3.78M
16.1K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.41%
$620.67 - $670.08 $11.2K - $12.1K
4.41K $2.95B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
102
+ 1.8%
$96.73 - $137.09 $9.87K - $14K
5.76K $763M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.33K
+ 70.91%
$82.42 - $87.03 $192K - $202K
5.61K $488M
FAST
Fastenal CO

Industrials
4.78K
+ 32.75%
$42.47 - $50.39 $203K - $241K
19.4K $822M
AVGO
Broadcom Inc.

Technology
6.26K
+ 258.42%
$264.74 - $369.57 $1.66M - $2.31M
8.68K $875M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37.2K
+ 1381.01%
$546.99 - $602.2 $20.4M - $22.4M
39.9K $1.69B
FTNT
Fortinet, Inc.

Technology
4.87K
+ 49.99%
$74.39 - $107.65 $363K - $525K
14.6K $1.23B
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
364
+ 10.25%
$167.19 - $219.52 $60.9K - $79.9K
3.91K $859M
QAI
Iq Hedge Multi Strategy Compos

ETFs
4.01K
+ 10.45%
$32.26 - $33.68 $129K - $135K
42.3K $1.42B
GOOG
Alphabet Inc.

Communication Services
4.89K
+ 35.1%
$175.16 - $255.24 $857K - $1.25M
18.8K $2.64B
ABBV
Abb Vie Inc.

Healthcare
6.99K
+ 206.32%
$184.85 - $231.54 $1.29M - $1.62M
10.4K $792M
CVX
Chevron Corp

Energy
11.6K
+ 101.08%
$145.57 - $161.83 $1.7M - $1.88M
23.2K $1.81B
SHOP
Shopify Inc.

Technology
250
+ 6.84%
$112.11 - $157.12 $28K - $39.3K
3.9K $580M
Ge Vernova Inc
6.75K
+ 498.01%
N/A
8.1K $875M
WEX
Wex Inc.

Technology
714
+ 17.19%
$149.2 - $176.26 $107K - $126K
4.87K $767M
BAC
Bank Of America Corp

Financial Services
29.6K
+ 149.94%
$44.92 - $52.42 $1.33M - $1.55M
49.4K $1.08B
WMT
Walmart Inc.

Consumer Defensive
3.31K
+ 16.15%
$94.4 - $104.27 $312K - $345K
23.8K $2.15B
CSCO
Cisco Systems, Inc.

Technology
40.1K
+ 226.6%
$66.2 - $71.79 $2.65M - $2.88M
57.7K $1.37B
VUG
Vanguard Growth ETF

ETFs
9.26K
+ 462.11%
$433.97 - $484.08 $4.02M - $4.48M
11.3K $1.01B
ECL
Ecolab Inc.

Basic Materials
455
+ 37.08%
$259.39 - $285.47 $118K - $130K
1.68K $461M
VV
Vanguard Large Cap ETF

ETFs
6.26K
+ 114.15%
$285.05 - $309.14 $1.78M - $1.94M
11.7K $1.69B
QCOM
Qualcomm Inc

Technology
115K
+ 2356.43%
$145.84 - $173.55 $16.8M - $20M
120K $905M
CPRT
Copart Inc

Consumer Cyclical
3.89K
+ 32.39%
$44.6 - $49.97 $173K - $194K
15.9K $715M
Activity Summary
Buys All Purchases 265 New Holdings 89 Increased Positions 176 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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