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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
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Exited
0%
$351,063
4,437 shares@ $79.13 avg price
SCCOSouthern Copper Corp
Recent Activity
Exited
0%
$330,655
2,859 shares@ $115.66 avg price
ITGartner Inc
Recent Activity
Exited
0%
$325,340
642 shares@ $506.77 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$301,359
2,293 shares@ $131.43 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$297,950
5,716 shares@ $52.13 avg price
TXTTextron Inc
Recent Activity
Exited
0%
$277,819
3,136 shares@ $88.6 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Exited
0%
$269,759
3,056 shares@ $88.28 avg price
TDToronto Dominion Bk Ont
Recent Activity
Exited
0%
$234,548
3,708 shares@ $63.26 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$212,680
5,880 shares@ $36.18 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$208,974
1,797 shares@ $116.3 avg price