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

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: empirical-financial-services-llc-dba-empirical-wealth-management
Manager Name: Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management

Data Enrichment

76% identified

493 identified153 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

646 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 33

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78463X889

SPDW|78463X889

Shares:21.3K

Value:$775.2K

% of Portfolio:0.0% ($775.2K/$3.2B)

NUCOR CORP

NUE|670346105

Shares:6.4K

Value:$773.3K

% of Portfolio:0.0% ($773.3K/$3.2B)

Elevance Health, Inc.

ELV|036752103

Shares:1.8K

Value:$772.5K

% of Portfolio:0.0% ($772.5K/$3.2B)

464287176

Shares:6.9K

Value:$766.5K

% of Portfolio:0.0% ($766.5K/$3.2B)

46435G409

Shares:24.8K

Value:$752.4K

% of Portfolio:0.0% ($752.4K/$3.2B)

Amneal Pharmaceuticals, Inc.

AMRX|03168L105

Shares:89.6K

Value:$750.8K

% of Portfolio:0.0% ($750.8K/$3.2B)

Tri Pointe Homes, Inc.

TPH|87265H109

Shares:23.5K

Value:$750.8K

% of Portfolio:0.0% ($750.8K/$3.2B)

46138J635

Shares:31.6K

Value:$732.6K

% of Portfolio:0.0% ($732.6K/$3.2B)

46138J817

Shares:31.7K

Value:$731.1K

% of Portfolio:0.0% ($731.1K/$3.2B)

REV Group, Inc.

REVG|749527107

Shares:23.1K

Value:$729.7K

% of Portfolio:0.0% ($729.7K/$3.2B)

46137V613

PRF|46137V613

Shares:17.8K

Value:$721.3K

% of Portfolio:0.0% ($721.3K/$3.2B)

46138J452

Shares:33.0K

Value:$714.5K

% of Portfolio:0.0% ($714.5K/$3.2B)

46138J585

Shares:31.8K

Value:$713.4K

% of Portfolio:0.0% ($713.4K/$3.2B)

46139W841

Shares:27.9K

Value:$710.5K

% of Portfolio:0.0% ($710.5K/$3.2B)

46138J395

Shares:33.4K

Value:$703.3K

% of Portfolio:0.0% ($703.3K/$3.2B)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:6.6K

Value:$702.8K

% of Portfolio:0.0% ($702.8K/$3.2B)

Veralto Corp

VLTO|92338C103

Shares:7.2K

Value:$698.8K

% of Portfolio:0.0% ($698.8K/$3.2B)

3M CO

MMM|88579Y101

Shares:4.7K

Value:$695.2K

% of Portfolio:0.0% ($695.2K/$3.2B)

PFIZER INC

PFE|717081103

Shares:27.4K

Value:$693.2K

% of Portfolio:0.0% ($693.2K/$3.2B)

Sylvamo Corp

SLVM|871332102

Shares:10.3K

Value:$687.8K

% of Portfolio:0.0% ($687.8K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPDWcusip78463X889)	21.3K	QoQ +73.63% (+9.0K) YoY +95.39% (+10.4K)	All Managers (Combined)	$775.2K	0.0% ($775.2K/$3.2B)	QoQ +85.23% (+$356.7K) YoY +98.49% (+$384.6K)
NUCOR CORP(NUEcusip670346105)	6.4K	QoQ -1.25% (-82) YoY -14.74% (-1.1K)	All Managers (Combined)	$773.3K	0.0% ($773.3K/$3.2B)	QoQ +1.81% (-$13.8K) YoY -48.15% (-$718.3K)
Elevance Health, Inc.(ELVcusip036752103)	1.8K	QoQ -8.68% (-169) YoY +12.05% (-191)	All Managers (Combined)	$772.5K	0.0% ($772.5K/$3.2B)	QoQ +7.66% (-$55.0K) YoY -6.01% (-$49.4K)
(cusip464287176)✕	6.9K	QoQ -0.74% (-52) YoY -14.11% (-1.1K)	All Managers (Combined)	$766.5K	0.0% ($766.5K/$3.2B)	QoQ +3.48% (-$25.8K) YoY -11.17% (-$96.4K)
(cusip46435G409)✕	24.8K	QoQ NEW(+24.8K) YoY NEW(+24.8K)	All Managers (Combined)	$752.4K	0.0% ($752.4K/$3.2B)	QoQ NEW(+$752.4K) YoY NEW(+$752.4K)
Amneal Pharmaceuticals, Inc.(AMRXcusip03168L105)	89.6K	QoQ +93.76% (+43.4K) YoY NEW(+89.6K)	All Managers (Combined)	$750.8K	0.0% ($750.8K/$3.2B)	QoQ +105.02% (+$384.6K) YoY NEW(+$750.8K)
Tri Pointe Homes, Inc.(TPHcusip87265H109)	23.5K	QoQ -2.04% (-490) YoY +168.63% (+14.8K)	All Managers (Combined)	$750.8K	0.0% ($750.8K/$3.2B)	QoQ -13.76% (-$119.9K) YoY +121.80% (+$412.3K)
(cusip46138J635)✕	31.6K	QoQ +2.15% (+666) YoY +13.21% (+3.7K)	All Managers (Combined)	$732.6K	0.0% ($732.6K/$3.2B)	QoQ +1.77% (+$12.8K) YoY +13.26% (+$85.8K)
(cusip46138J817)✕	31.7K	QoQ +1.23% (+388) YoY +14.50% (+4.0K)	All Managers (Combined)	$731.1K	0.0% ($731.1K/$3.2B)	QoQ +1.15% (+$8.3K) YoY +15.00% (+$95.4K)
REV Group, Inc.(REVGcusip749527107)	23.1K	QoQ NEW(+23.1K) YoY NEW(+23.1K)	All Managers (Combined)	$729.7K	0.0% ($729.7K/$3.2B)	QoQ NEW(+$729.7K) YoY NEW(+$729.7K)
(PRFcusip46137V613)	17.8K	QoQ -4.58% (-858) YoY -6.97% (-1.3K)	All Managers (Combined)	$721.3K	0.0% ($721.3K/$3.2B)	QoQ -4.42% (-$33.4K) YoY -2.28% (-$16.8K)
(cusip46138J452)✕	33.0K	QoQ +2.24% (+725) YoY +13.43% (+3.9K)	All Managers (Combined)	$714.5K	0.0% ($714.5K/$3.2B)	QoQ +2.05% (+$14.4K) YoY +13.32% (+$84.0K)
(cusip46138J585)✕	31.8K	QoQ +1.72% (+541) YoY +12.50% (+3.5K)	All Managers (Combined)	$713.4K	0.0% ($713.4K/$3.2B)	QoQ +1.75% (+$12.3K) YoY +13.28% (+$83.7K)
(cusip46139W841)✕	27.9K	QoQ +4.76% (+1.3K) YoY NEW(+27.9K)	All Managers (Combined)	$710.5K	0.0% ($710.5K/$3.2B)	QoQ +3.99% (+$27.3K) YoY NEW(+$710.5K)
(cusip46138J395)✕	33.4K	QoQ +1.39% (-459) YoY +10.58% (+3.2K)	All Managers (Combined)	$703.3K	0.0% ($703.3K/$3.2B)	QoQ -0.09% (-$655) YoY +10.06% (+$64.3K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	6.6K	QoQ -16.91% (-1.3K) YoY +148.42% (+3.9K)	All Managers (Combined)	$702.8K	0.0% ($702.8K/$3.2B)	QoQ -21.05% (-$187.4K) YoY +116.17% (+$377.7K)
Veralto Corp(VLTOcusip92338C103)	7.2K	QoQ -0.23% (-17) YoY -1.48% (-108)	All Managers (Combined)	$698.8K	0.0% ($698.8K/$3.2B)	QoQ -4.54% (-$33.3K) YoY +8.28% (-$53.5K)
3M CO(MMMcusip88579Y101)	4.7K	QoQ +116.95% (+2.6K) YoY NEW(+4.7K)	All Managers (Combined)	$695.2K	0.0% ($695.2K/$3.2B)	QoQ +146.82% (+$413.6K) YoY NEW(+$695.2K)
PFIZER INC(PFEcusip717081103)	27.4K	QoQ -41.49% (-19.4K) YoY -37.50% (-16.4K)	All Managers (Combined)	$693.2K	0.0% ($693.2K/$3.2B)	QoQ -44.11% (-$547.3K) YoY -42.93% (-$521.6K)
Sylvamo Corp(SLVMcusip871332102)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$687.8K	0.0% ($687.8K/$3.2B)	QoQ NEW(+$687.8K) YoY NEW(+$687.8K)