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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
FLQMFranklin Templeton Etf Tr
Recent Activity
Decreased -5.49%
0.52%
$1.564M
28,793 shares@ $54.31 avg price
QVMMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -5.33%
0.52%
$1.555M
54,210 shares@ $28.69 avg price
SUNSunoco Lp Sunoco Fin Corp
Recent Activity
Decreased -14.34%
0.49%
$1.477M
28,705 shares@ $51.44 avg price
DBEFDbx Etf Tr
Recent Activity
Decreased -8.64%
0.48%
$1.446M
34,934 shares@ $41.41 avg price
IVEIshares Tr
Recent Activity
Decreased -1.61%
0.47%
$1.416M
7,418 shares@ $190.88 avg price
SMLFIshares Tr
Recent Activity
Decreased -6.14%
0.42%
$1.254M
18,571 shares@ $67.5 avg price
IYJIshares Tr
Recent Activity
Decreased -3.56%
0.42%
$1.252M
9,375 shares@ $133.52 avg price
DGRSWisdomtree Tr
Recent Activity
Decreased -5.48%
0.41%
$1.233M
24,061 shares@ $51.24 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Decreased -4.19%
0.41%
$1.223M
11,181 shares@ $109.41 avg price
FLQSFranklin Templeton Etf Tr
Recent Activity
Decreased -6.26%
0.41%
$1.209M
29,049 shares@ $41.62 avg price