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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
IGOVIshares Tr
Recent Activity
Increased 3.07%
0.67%
$2M
52,064 shares@ $38.42 avg price
MCDMcdonalds Corp
Recent Activity
Increased 41.56%
0.65%
$1.959M
37,809 shares@ $51.81 avg price
IWMIshares Tr
Recent Activity
Increased 4.97%
0.63%
$1.878M
8,498 shares@ $220.96 avg price
IWFIshares Tr
Recent Activity
Increased 0.02%
0.62%
$1.868M
5,295 shares@ $352.71 avg price
WMTWalmart Inc
Recent Activity
Increased 30.73%
0.6%
$1.788M
26,172 shares@ $68.33 avg price
WTMFWisdomtree Tr
Recent Activity
Increased 8.17%
0.59%
$1.765M
50,543 shares@ $34.94 avg price
CVXChevron Corp New
Recent Activity
Increased 374.09%
0.57%
$1.702M
126,940 shares@ $13.41 avg price
IEFAIshares Tr
Recent Activity
Increased 509.08%
0.57%
$1.69M
135,470 shares@ $12.48 avg price
IJHIshares Tr
Recent Activity
Increased 2457.36%
0.55%
$1.636M
451,935 shares@ $3.63 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 39.65%
0.52%
$1.551M
46,338 shares@ $33.47 avg price