Empirical Asset Management, LLC Incresed Positions in Q4 2024

Empirical Asset Management, LLC

  • $3.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NJR
New Jersey Resources Corp

Utilities
80
+ 0.49%
$45.17 - $51.61 $3.61K - $4.13K
16.4K $766K
AOM
Ishares Tr Core Moderate Alloc

ETFs
95
+ 1.72%
$43.44 - $45.05 $4.13K - $4.28K
5.62K $244K
LQD
Ishares Iboxx $ Investment Gra

ETFs
48
+ 1.83%
$106.56 - $113.11 $5.11K - $5.43K
2.67K $285K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
374
+ 3.57%
$26.63 - $30.23 $9.96K - $11.3K
10.8K $288K
PEG
Public Service Enterprise Group Inc

Utilities
21
+ 0.48%
$81.87 - $94.51 $1.72K - $1.98K
4.43K $374K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
563
+ 5.8%
$36.06 - $39.96 $20.3K - $22.5K
10.3K $371K
IDU
Ishares Tr U S Utils ETF

ETFs
45
+ 1.02%
$94.65 - $105.73 $4.26K - $4.76K
4.45K $427K
BNDX
Vanguard Total International B

ETFs
14
+ 0.08%
$48.91 - $50.61 $685 - $709
18.4K $901K
EWJ
Ishares Msci Japan ETF

ETFs
6
+ 0.11%
$66.18 - $71.84 $397 - $431
5.55K $372K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
656
+ 0.79%
$22.39 - $23.45 $14.7K - $15.4K
83.9K $1.93M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
732
+ 1.94%
$45.17 - $47.23 $33.1K - $34.6K
38.4K $1.74M
TLT
Ishares Barclays 20+ Year Trea

ETFs
276
+ 4.44%
$87.1 - $98.49 $24K - $27.2K
6.5K $567K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.01%
$88.59 - $94.57 $88.6 - $94.6
20K $1.77M
CSX
Csx Corp

Industrials
825
+ 2.32%
$31.58 - $36.88 $26.1K - $30.4K
36.4K $1.17M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
8
+ 0.09%
$70.1 - $76.53 $561 - $612
9.25K $653K
TSCO
Tractor Supply CO

Consumer Cyclical
3.84K
+ 330.29%
$52.59 - $303.74 $202K - $1.17M
5K $265K
UNP
Union Pacific Corp

Industrials
1.15K
+ 6.14%
$223.15 - $249.32 $256K - $286K
19.9K $4.53M
BND
Vanguard Bd Index Fd Inc Total

ETFs
37
+ 0.14%
$71.75 - $75.11 $2.65K - $2.78K
26K $1.87M
O
Realty Income Corp

Real Estate
173
+ 1.72%
$51.76 - $64.71 $8.95K - $11.2K
10.3K $547K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.74K
+ 59.74%
$18.41 - $40.87 $87.3K - $194K
12.7K $234K
UPS
United Parcel Service Inc

Industrials
93
+ 0.78%
$122.65 - $138.35 $11.4K - $12.9K
12K $1.52M
IGOV
Ishares 1 3 International Trea

ETFs
1.55K
+ 3.06%
$38.42 - $41.79 $59.4K - $64.6K
52.1K $2M
VGLT
Vanguard Long Term Treasury Et

ETFs
347
+ 1.54%
$55.1 - $61.74 $19.1K - $21.4K
22.8K $1.26M
GD
General Dynamics Corp

Industrials
5
+ 0.14%
$260.28 - $314.03 $1.3K - $1.57K
3.64K $960K
SLV
I Shares Silver Trust

ETFs
795
+ 0.96%
$26.33 - $31.74 $20.9K - $25.2K
83.3K $2.19M
PPTY
ETF Ser Solutions

ETFs
12
+ 0.02%
$31.64 - $34.71 $380 - $417
69K $2.22M
PEP
Pepsico Inc

Consumer Defensive
124
+ 0.36%
$151.29 - $176.1 $18.8K - $21.8K
34.9K $5.31M
VEA
Vanguard Ftse Developed Market

ETFs
491
+ 0.33%
$47.57 - $52.44 $23.4K - $25.7K
149K $7.12M
Activity Summary
Buys All Purchases 340 New Holdings 161 Increased Positions 179 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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