Fund Holdings — Empirical Asset Management, LLC

Total Portfolio Value
$360.08M
Total Bought
$90.92M
Total Sold
$51.60M
Net Transaction
+$39.32M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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USCF ETF TR
SUMMERHAVEN K1
0160,810+160,81003,6991.03%+3,699
SCHWAB STRATEGIC TR0104,229+104,22902,6190.73%+2,619
ISHARES TR8,12037,724+29,6046733,1300.87%+2,457
APPLE INC(AAPL)77,41193,681+16,27015,88218,2875.08%+2,405
ALPHABET INC(GOOG)7,32014,891+7,5711,2903,6201.01%+2,330
ARISTA NETWORKS INC(ANET)014,391+14,39102,0970.58%+2,097
SELECT SECTOR SPDR TR
ST STR REAL ETF
040,756+40,75601,7170.48%+1,717
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
057,724+57,72401,6150.45%+1,615
MONOLITHIC PWR SYS INC(MPWR)01,692+1,69201,5580.43%+1,558
ELI LILLY & CO(LLY)1,5133,472+1,9591,1792,6490.74%+1,470
NVIDIA CORPORATION(NVDA)44,77362,900+18,1277,0748,4922.36%+1,418
FIRST TR EXCHANGE-TRADED ALP
COM SHS
08,751+8,75101,4060.39%+1,406
SPDR S&P 500 ETF TR(SPY)16,13016,808+6789,96611,1973.11%+1,231
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
09,737+9,73701,2210.34%+1,221
PACER FDS TR
US LRG CP CASH
033,456+33,45601,2140.34%+1,214
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
09,821+9,82101,0790.30%+1,079
INTERDIGITAL INC(IDCC)03,117+3,11701,0760.30%+1,076
ISHARES TR5,73717,704+11,9675061,5820.44%+1,076
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
09,871+9,87101,0700.30%+1,070
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
011,541+11,54101,0570.29%+1,057
GARMIN LTD(GRMN)2,9836,635+3,6526231,6340.45%+1,011
EA SERIES TRUST
CAMBRIA GLOBAL
019,537+19,53709840.27%+984
UNITED THERAPEUTICS CORP DEL(UTHR)02,341+2,34109810.27%+981
LAM RESEARCH CORP(LRCX)07,319+7,31909800.27%+980
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
010,145+10,14509200.26%+920
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
020,853+20,85309170.25%+917
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
011,923+11,92308990.25%+899
DBX ETF TR022,783+22,78308980.25%+898
LATTICE STRATEGIES TR025,224+25,22408960.25%+896
STRIDE INC(LRN)06,004+6,00408940.25%+894
VICTORY PORTFOLIOS II
VCTRYSHS INTL MO
014,614+14,61408930.25%+893
SOUTHERN COPPER CORP(SCCO)028,975+28,97508560.24%+856
MICROSOFT CORP(MSFT)13,16761,216+48,0496,5507,3972.05%+847
NEWMONT CORP(NEM)09,960+9,96008400.23%+840
RESMED INC(RMD)03,066+3,06608390.23%+839
CADENCE DESIGN SYSTEM INC(CDNS)02,313+2,31308120.23%+812
FRONTDOOR INC(FTDR)011,942+11,94208040.22%+804
AMAZON COM INC(AMZN)18,36147,501+29,1404,0284,8281.34%+800
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
030,063+30,06307830.22%+783
SYNOPSYS INC(SNPS)01,567+1,56707730.21%+773
INTUIT(INTU)01,108+1,10807570.21%+757
SCHWAB CHARLES CORP(SCHW)026,678+26,67807350.20%+735
CBOE GLOBAL MKTS INC(CBOE)02,959+2,95907260.20%+726
HEWLETT PACKARD ENTERPRISE C(HPE)028,827+28,82707080.20%+708
DECKERS OUTDOOR CORP(DECK)06,982+6,98207080.20%+708
NEW JERSEY RES CORP(NJR)16,71630,246+13,5307491,4560.40%+707
AUTODESK INC02,196+2,19606980.19%+698
FOX CORP(FOX)010,846+10,84606840.19%+684
ISHARES TR37,15436,343-8116,4387,1181.98%+680
ISHARES TR17,21728,949+11,7321,7082,3820.66%+674
ASTRONICS CORP014,625+14,62506670.19%+667
CECO ENVIRONMENTAL CORP(CECO)30,70929,561-1,1488691,5140.42%+644
NEWS CORP NEW(NWS)020,310+20,31006240.17%+624
GOLDMAN SACHS ETF TR015,270+15,27006220.17%+622
LATTICE STRATEGIES TR021,894+21,89406100.17%+610
ISHARES SILVER TR(SLV)93,23086,462-6,7683,0593,6631.02%+605
HIMS & HERS HEALTH INC(HIMS)010,200+10,20005790.16%+579
SPDR GOLD TR(GLD)10,20736,404+26,1973,1113,6821.02%+571
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,875+1,87505570.15%+557
LULULEMON ATHLETICA INC(LULU)03,098+3,09805510.15%+551
FLEXSHARES TR
IBOXX 5YR TRGT
022,295+22,29505410.15%+541
EOG RES INC(EOG)1,7156,632+4,9172057440.21%+538
HENRY JACK & ASSOC INC(JKHY)03,535+3,53505260.15%+526
MEDPACE HLDGS INC(MEDP)1,9932,189+1966261,1250.31%+500
JPMORGAN CHASE & CO.(JPM)14,01818,892+4,8744,0644,5541.26%+490
TESLA INC(TSLA)3,8153,782-331,2121,6820.47%+470
HELEN OF TROY LTD(HELE)018,059+18,05904550.13%+455
HOME DEPOT INC(HD)12,09816,123+4,0254,4364,8871.36%+452
ISHARES TR
US SML CAP EQT
18,88522,499+3,6141,2831,6730.46%+390
PALANTIR TECHNOLOGIES INC(PLTR)017,648+17,64803810.11%+381
APPLOVIN CORP(APP)0525+52503770.10%+377
VERTIV HOLDINGS CO(VRT)02,375+2,37503580.10%+358
GLOBAL X FDS
DEFENSE TECH ETF
04,768+4,76803350.09%+335
VISTRA CORP(VST)01,700+1,70003330.09%+333
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
8,50713,354+4,8474437680.21%+325
ISHARES TR5,3665,539+1732,2782,5940.72%+316
MICRON TECHNOLOGY INC(MU)01,769+1,76902960.08%+296
ZOOM COMMUNICATIONS INC(ZM)7,99211,108+3,1166239160.25%+293
DBX ETF TR30,11735,951+5,8348231,1090.31%+286
OKLO INC(OKLO)02,539+2,53902830.08%+283
ETF SER SOLUTIONS
LHA RISK MANAGE
106,132116,987+10,8552,6442,9240.81%+280
D-WAVE QUANTUM INC(QBTS)013,948+13,94802750.08%+275
WORLD GOLD TR(GLDM)03,520+3,52002690.07%+269
PALO ALTO NETWORKS INC(PANW)01,316+1,31602680.07%+268
BLACKROCK ETF TRUST
ISHA I IN TE ETF
07,495+7,49502560.07%+256
ISHARES TR8,8198,922+1031,9032,1590.60%+256
TJX COS INC NEW(TJX)01,709+1,70902470.07%+247
ISHARES INC
EMNG MKTS EQT
14,16017,393+3,2337379840.27%+247
WISDOMTREE TR(WT)02,630+2,63002390.07%+239
JANUS DETROIT STR TR
HENDRSON AAA CL
04,701+4,70102390.07%+239
VISA INC(V)4,58015,787+11,2071,6261,8640.52%+238
GE AEROSPACE(GE)3,76116,121+12,3609681,2050.33%+237
ISHARES TR4,3914,409+182,7262,9510.82%+225
BLACKROCK ETF TRUST
ISHA US THEM ETF
05,858+5,85802220.06%+222
C H ROBINSON WORLDWIDE INC(CHRW)5,6585,760+1025437630.21%+220
WISDOMTREE TR(WT)3,2805,606+2,3262694880.14%+218
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
062,318+62,31802130.06%+213
FASTENAL CO(FAST)14,60119,383+4,7826138220.23%+209
BROADCOM INC(AVGO)2,4228,681+6,2596678750.24%+208
BLACKROCK SCIENCE & TECHNOLO(BST)05,000+5,00002070.06%+207
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