Portfolio (Quarterly)
Guide ↗
Empirical Asset Management, LLC
· CIK 0001926596| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | OKLO | OKLO INC | Utilities | 3,075 | $221K | 0.06% | SOLD |
| 22 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 7,546 | $217K | 0.06% | SOLD |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 62,333 | $214K | 0.06% | SOLD |
| 24 | EMB | ISHARES TR | — | 2,176 | $210K | 0.06% | SOLD |
| 25 | SMCI | SUPER MICRO COMPUTER INC | Technology | 7,155 | $209K | 0.06% | SOLD |
| 26 | JAAA | JANUS DETROIT STR TR | — | 4,135 | $209K | 0.06% | SOLD |
| 27 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,740 | $209K | 0.06% | SOLD |
| 28 | NOW | SERVICENOW INC | Technology | 1,340 | $205K | 0.06% | SOLD |
| 29 | BST | BLACKROCK SCIENCE & TECHNOLO | Financial Services | 5,000 | $203K | 0.06% | SOLD |
| 30 | HCA | HCA HEALTHCARE INC | Healthcare | 433 | $202K | 0.06% | SOLD |
| 31 | SCHG | SCHWAB STRATEGIC TR | — | 6,192 | $202K | 0.06% | SOLD |
| 32 | SCHD | SCHWAB STRATEGIC TR | — | 28,394 | $157K | 0.04% | SOLD |
| 33 | VFH | VANGUARD WORLD FD | — | 26,432 | $148K | 0.04% | SOLD |
| 34 | NEE | NEXTERA ENERGY INC | Utilities | 11,791 | $143K | 0.04% | SOLD |
| 35 | BA | BOEING CO | Industrials | 23,040 | $143K | 0.04% | SOLD |
| 36 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 47,577 | $132K | 0.04% | SOLD |
| 37 | DIS | DISNEY WALT CO | Communication Services | 12,703 | $128K | 0.04% | SOLD |
| 38 | VIS | VANGUARD WORLD FD | — | 10,292 | $84K | 0.02% | SOLD |
| 39 | O | REALTY INCOME CORP | Real Estate | 12,258 | $52K | 0.01% | SOLD |
| 40 | BK | BANK NEW YORK MELLON CORP | Financial Services | 21,121 | $48K | 0.01% | SOLD |
Sector Allocation
Technology
28.8%
Financial Services
26.2%
Healthcare
8.6%
Consumer Cyclical
7.4%
Energy
7.1%
Industrials
6.4%
Communication Services
6.2%
Consumer Defensive
4.8%
Utilities
2.3%
Basic Materials
1.8%