• 13F History

Empirical Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$170M
Signature - Title
Mark Fiskio - Chief Compliance Officer
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by Empirical Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Empirical Asset Management, LLC reported 454 stock holdings with total value $170M as of Q4 2024. Top holdings included SPY, IYW, SGOL, UTWO, and HD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 454 $170M $0 $0 SPY, IYW, SGOL, UTWO, HD 13F-HR 1/15/2025, 06:08 AM
Q3 2024 308 $184M +$39.7M -$33.5M +$6.18M SPY, IYW, NVDA, SGOL, UTWO 13F-HR 10/11/2024, 04:15 PM
Q2 2024 351 $179M +$53.5M -$25M +$28.5M SPY, IYW, SGOL, UTWO, NVDA 13F-HR 8/9/2024, 05:31 PM
Q1 2024 221 $163M +$72.3M -$19.8M +$52.5M AAPL, IYW, UTWO, SGOL, RSPT 13F-HR 5/10/2024, 09:47 AM
Q4 2023 176 $123M +$23.8M -$22M +$1.8M UTWO, SGOL, MSFT, WTMF, ICOW 13F-HR 1/12/2024, 11:29 AM
Q3 2023 192 $114M +$19.4M -$15.9M +$3.53M SPY, UTWO, SGOL, WTMF, UTEN 13F-HR 11/1/2023, 08:33 AM
Q2 2023 156 $113M +$22.7M -$2.46M +$20.3M SPY, UTWO, SGOL, WTMF, UTEN 13F-HR 8/1/2023, 04:54 PM
Q1 2023 147 $105M +$45.5M -$36.8M +$8.73M UTWO, SGOL, SPY, WTMF, UTEN 13F-HR 4/18/2023, 03:51 PM
Q4 2022 133 $85M +$10.7M -$5.57M +$5.13M SGOL, SHY, HYZD, SPY, TPL 13F-HR 1/31/2023, 09:20 AM
Q3 2022 146 $89.2M +$19.3M -$4.14M +$15.2M SGOL, SHY, HYZD, WTMF, SCHR 13F-HR 10/19/2022, 12:47 PM
Q2 2022 153 $90.7M +$19.5M -$6.11M +$13.4M SGOL, SHY, HYZD, WTMF, SCHR 13F-HR 7/18/2022, 11:33 AM
Q1 2022 145 $98M +$31.4M -$7.21M +$24.2M SGOL, SHY, XLU, SCHR, MSFT 13F-HR 5/6/2022, 09:33 AM
Q4 2021 150 $103M SPY, SGOL, SHY, HYZD, LGLV 13F-HR 5/6/2022, 09:25 AM