test

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
GOOGAlphabet Inc
Recent Activity
Increased 720%
0.98%
$2.932M
142,080 shares@ $20.64 avg price
IVVIshares Tr
Recent Activity
Increased 34.54%
0.87%
$2.607M
4,429 shares@ $588.69 avg price
PGProcter And Gamble Co
Recent Activity
Increased 136.73%
0.8%
$2.406M
88,305 shares@ $27.25 avg price
GCCWisdomtree Tr
Recent Activity
Increased 3.49%
0.8%
$2.394M
127,175 shares@ $18.83 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.31%
0.78%
$2.346M
15,595 shares@ $150.41 avg price
RMIFEtf Ser Solutions
Recent Activity
Increased 6.26%
0.74%
$2.229M
88,667 shares@ $25.14 avg price
PPTYEtf Ser Solutions
Recent Activity
Increased 0.02%
0.74%
$2.22M
69,037 shares@ $32.15 avg price
GSGIshares S&p Gsci Commodity-
Recent Activity
Increased 0.39%
0.73%
$2.196M
100,886 shares@ $21.77 avg price
SLVIshares Silver Tr
Recent Activity
Increased 0.97%
0.73%
$2.193M
83,283 shares@ $26.33 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 49.72%
0.68%
$2.04M
43,882 shares@ $46.49 avg price