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Mark Fiskio

@Empirical Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$301.659MTotal holdings445
Assets growth rate7.4%Assets growth rate (2-Q avg)6.55%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Empirical Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 445 positions.

Assets under management

The assets under management (AUM) of Empirical Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 301.659M in assets, with a quarterly growth rate of 7.4% and a 2-quarter average growth rate of 6.55%. The portfolio is managed by Mark Fiskio, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 111.26%
6.6%
$19.896M
610,442 shares@ $32.6 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.63%
2.61%
$7.859M
13,409 shares@ $586.08 avg price
NVDANvidia Corporation
Recent Activity
Increased 1398.81%
2.26%
$6.801M
749,580 shares@ $9.08 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 256.32%
1.84%
$5.535M
433,798 shares@ $12.77 avg price
METAMeta Platforms Inc
Recent Activity
Increased 478.26%
1.77%
$5.336M
202,702 shares@ $26.33 avg price
HDHome Depot Inc
Recent Activity
Increased 105.57%
1.58%
$4.75M
72,384 shares@ $65.63 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 360.96%
1.43%
$4.308M
273,747 shares@ $15.74 avg price
UTWORbb Fd Inc
Recent Activity
Increased 6.48%
1.26%
$3.796M
78,969 shares@ $48.07 avg price
UTENRbb Fd Inc
Recent Activity
Increased 6.09%
1.14%
$3.423M
80,392 shares@ $42.59 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 862.79%
1.14%
$3.413M
212,034 shares@ $16.1 avg price