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
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.64%
0.39%
$1.172M
11,965 shares@ $97.93 avg price
QAINew York Life Investments Et
Recent Activity
Decreased -5.12%
0.39%
$1.168M
37,182 shares@ $31.41 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -5.04%
0.38%
$1.121M
8,271 shares@ $135.53 avg price
GLOVGoldman Sachs Etf Tr
Recent Activity
Decreased -4.36%
0.37%
$1.112M
22,496 shares@ $49.44 avg price
IUSGIshares Tr
Recent Activity
Decreased -0.01%
0.37%
$1.102M
300,670 shares@ $3.67 avg price
LVHILegg Mason Etf Invt
Recent Activity
Decreased -2.88%
0.37%
$1.095M
35,880 shares@ $30.53 avg price
QWLDSpdr Index Shs Fds
Recent Activity
Decreased -3.92%
0.37%
$1.089M
8,789 shares@ $123.86 avg price
CVNACarvana Co
Recent Activity
Decreased -0.17%
0.35%
$1.037M
5,100 shares@ $203.36 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.36%
0.31%
$934,670
31,900 shares@ $29.3 avg price
AIZAssurant Inc
Recent Activity
Decreased -7.41%
0.3%
$876,280
4,110 shares@ $213.21 avg price