Empirical Asset Management, LLC

Q1 2025 13F Holdings

  • Location
    wellesley, MA
  • Num holdings

    301

  • Value ($000)

    $293,385

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001926596
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.36M
6 %

78,156

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$8.04M
3 %

14,375

SGOL
SGOL

ETFS GOLD TR

PHYSCL GOLD SHS
00326A104
$5.81M
2 %

194,859

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.44M
2 %

50,186

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.42M
2 %

14,431

IYW
IYW

ISHARES TR

U.S. TECH ETF
464287721
$5.24M
2 %

37,309

HD
HD

HOME DEPOT INC

COM
437076102
$4.52M
2 %

12,332

UTWO
UTWO

RBB FD INC

US TREASY 2 YR
74933W486
$4.33M
2 %

89,375

META
META

META PLATFORMS INC

CL A
30303M102
$4.19M
1 %

7,264

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.19M
1 %

22,002

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