Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
646
Total Value
3181438112
Accession Number
0001085146-25-002824
Form Type
13F-HR
Manager Name
Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management
Data Enrichment
76% identified
493 identified153 unidentified

Holdings

646 positions • $3.2B total value
Manager:
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HARTFORD INSURANCE GROUP, INC.
Shares:13.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.2B)
WILLIAMS COMPANIES, INC.
Shares:27.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.2B)
Whitestone REIT
Shares:111.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.2B)
AMERICAN TOWER CORP /MA/
Shares:7.3K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.2B)
RELIANCE, INC.
Shares:5.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.2B)
46137V357
Shares:9.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.2B)
Motorola Solutions, Inc.
Shares:3.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$3.2B)
Uber Technologies, Inc
Shares:21.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
STATE STREET CORP
Shares:17.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
JABIL INC
Shares:10.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
UNITED PARCEL SERVICE INC
Shares:13.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
EOG RESOURCES INC
Shares:11.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
97717W281
Shares:30.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
Walt Disney Co
Shares:14.7K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
NASDAQ, INC.
Shares:19.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.2B)
464287465
Shares:17.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
46138E354
Shares:19.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
SHERWIN WILLIAMS CO
Shares:4.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
INTUITIVE SURGICAL INC
Shares:2.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
NEXTERA ENERGY INC
Shares:19.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)