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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
XBISpdr Ser Tr
Recent Activity
Decreased -6.33%
0.21%
$620,027
9,311 shares@ $66.6 avg price
EMGFIshares Inc
Recent Activity
Decreased -3%
0.21%
$607,733
13,437 shares@ $45.23 avg price
MFEMPimco Equity Ser
Recent Activity
Decreased -2.6%
0.2%
$595,495
31,317 shares@ $19.02 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -0.19%
0.19%
$565,821
7,198 shares@ $78.61 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.39%
0.19%
$557,542
7,704 shares@ $72.38 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -0.62%
0.18%
$536,477
6,376 shares@ $84.15 avg price
IBDQIshares Tr
Recent Activity
Decreased -14.97%
0.18%
$521,308
20,811 shares@ $25.05 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -1.03%
0.17%
$511,792
16,320 shares@ $31.36 avg price
VOVanguard Index Fds
Recent Activity
Decreased -3.04%
0.17%
$504,876
1,911 shares@ $264.2 avg price
GEGe Aerospace
Recent Activity
Decreased -19.2%
0.17%
$500,870
3,003 shares@ $166.79 avg price