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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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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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 18 of 33

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886364462

Shares:12.6K

Value:$459.1K

% of Portfolio:0.0% ($459.1K/$3.2B)

GREENLIGHT CAPITAL RE, LTD.

GLRE|G4095J109

Shares:33.8K

Value:$457.7K

% of Portfolio:0.0% ($457.7K/$3.2B)

78463X509

Shares:11.6K

Value:$456.3K

% of Portfolio:0.0% ($456.3K/$3.2B)

922042775

VEU|922042775

Shares:7.5K

Value:$454.8K

% of Portfolio:0.0% ($454.8K/$3.2B)

NOVO NORDISK A S

NVO|670100205

Shares:6.5K

Value:$453.3K

% of Portfolio:0.0% ($453.3K/$3.2B)

381430529

Shares:4.5K

Value:$452.1K

% of Portfolio:0.0% ($452.1K/$3.2B)

EBAY INC

EBAY|278642103

Shares:6.6K

Value:$450.1K

% of Portfolio:0.0% ($450.1K/$3.2B)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.1K

Value:$449.8K

% of Portfolio:0.0% ($449.8K/$3.2B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.6K

Value:$449.1K

% of Portfolio:0.0% ($449.1K/$3.2B)

CSX CORP

CSX|126408103

Shares:15.1K

Value:$445.3K

% of Portfolio:0.0% ($445.3K/$3.2B)

81369Y209

Shares:3.0K

Value:$434.6K

% of Portfolio:0.0% ($434.6K/$3.2B)

921937819

BIV|921937819

Shares:5.6K

Value:$431.8K

% of Portfolio:0.0% ($431.8K/$3.2B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:8.7K

Value:$430.2K

% of Portfolio:0.0% ($430.2K/$3.2B)

464287689

IWV|464287689

Shares:1.4K

Value:$429.4K

% of Portfolio:0.0% ($429.4K/$3.2B)

464287481

IWP|464287481

Shares:3.7K

Value:$429.3K

% of Portfolio:0.0% ($429.3K/$3.2B)

81369Y605

Shares:8.5K

Value:$422.9K

% of Portfolio:0.0% ($422.9K/$3.2B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.7K

Value:$422.6K

% of Portfolio:0.0% ($422.6K/$3.2B)

PERDOCEO EDUCATION Corp

PRDO|71363P106

Shares:16.7K

Value:$419.9K

% of Portfolio:0.0% ($419.9K/$3.2B)

MPLX LP

MPLX|55336V100

Shares:7.8K

Value:$418.5K

% of Portfolio:0.0% ($418.5K/$3.2B)

DYCOM INDUSTRIES INC

DY|267475101

Shares:2.7K

Value:$411.3K

% of Portfolio:0.0% ($411.3K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip886364462)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$459.1K	0.0% ($459.1K/$3.2B)	QoQ NEW(+$459.1K) YoY NEW(+$459.1K)
GREENLIGHT CAPITAL RE, LTD.(GLREcusipG4095J109)	33.8K	QoQ +19.09% (+5.4K) YoY NEW(+33.8K)	All Managers (Combined)	$457.7K	0.0% ($457.7K/$3.2B)	QoQ +15.26% (+$60.6K) YoY NEW(+$457.7K)
(cusip78463X509)✕	11.6K	QoQ -1.14% (-134) YoY +1.06% (+122)	All Managers (Combined)	$456.3K	0.0% ($456.3K/$3.2B)	QoQ +1.43% (-$6.4K) YoY +9.94% (+$41.3K)
(VEUcusip922042775)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$454.8K	0.0% ($454.8K/$3.2B)	QoQ NEW(+$454.8K) YoY NEW(+$454.8K)
NOVO NORDISK A S(NVOcusip670100205)	6.5K	QoQ -12.41% (-925) YoY +44.36% (-2.0K)	All Managers (Combined)	$453.3K	0.0% ($453.3K/$3.2B)	QoQ -29.29% (-$187.8K) YoY -21.92% (-$127.3K)
(cusip381430529)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$452.1K	0.0% ($452.1K/$3.2B)	QoQ NEW(+$452.1K) YoY NEW(+$452.1K)
EBAY INC(EBAYcusip278642103)	6.6K	QoQ +52.67% (+2.3K) YoY -39.28% (-4.3K)	All Managers (Combined)	$450.1K	0.0% ($450.1K/$3.2B)	QoQ +66.92% (+$180.5K) YoY -22.09% (-$127.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.1K	QoQ -6.93% (-230) YoY -7.32% (-244)	All Managers (Combined)	$449.8K	0.0% ($449.8K/$3.2B)	QoQ -2.80% (-$13.0K) YoY -32.97% (-$221.3K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.6K	QoQ -43.81% (-1.2K) YoY +549.16% (+1.3K)	All Managers (Combined)	$449.1K	0.0% ($449.1K/$3.2B)	QoQ -44.07% (-$354.0K) YoY +9.78% (+$40.0K)
CSX CORP(CSXcusip126408103)	15.1K	QoQ -12.02% (-2.1K) YoY -11.76% (-2.0K)	All Managers (Combined)	$445.3K	0.0% ($445.3K/$3.2B)	QoQ -19.77% (-$109.7K) YoY -29.95% (-$190.4K)
(cusip81369Y209)✕	3.0K	QoQ +19.51% (+486) YoY -20.08% (-748)	All Managers (Combined)	$434.6K	0.0% ($434.6K/$3.2B)	QoQ +26.83% (+$91.9K) YoY -21.01% (-$115.7K)
(BIVcusip921937819)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$431.8K	0.0% ($431.8K/$3.2B)	QoQ NEW(+$431.8K) YoY NEW(+$431.8K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	8.7K	QoQ +4.30% (+360) YoY +24.71% (-1.7K)	All Managers (Combined)	$430.2K	0.0% ($430.2K/$3.2B)	QoQ +4.19% (+$17.3K) YoY -5.28% (-$24.0K)
(IWVcusip464287689)	1.4K	QoQ -3.29% (-46) YoY -12.37% (-191)	All Managers (Combined)	$429.4K	0.0% ($429.4K/$3.2B)	QoQ -8.09% (-$37.8K) YoY -7.25% (-$33.6K)
(IWPcusip464287481)	3.7K	QoQ NEW(+3.7K) YoY +101.32% (+1.8K)	All Managers (Combined)	$429.3K	0.0% ($429.3K/$3.2B)	QoQ NEW(+$429.3K) YoY +107.23% (+$222.2K)
(cusip81369Y605)✕	8.5K	QoQ -21.64% (-2.3K) YoY NEW(+8.5K)	All Managers (Combined)	$422.9K	0.0% ($422.9K/$3.2B)	QoQ -19.24% (-$100.8K) YoY NEW(+$422.9K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.7K	QoQ -10.51% (-205) YoY -13.48% (-272)	All Managers (Combined)	$422.6K	0.0% ($422.6K/$3.2B)	QoQ +7.71% (-$30.3K) YoY +9.43% (-$36.4K)
PERDOCEO EDUCATION Corp(PRDOcusip71363P106)	16.7K	QoQ +28.32% (+3.7K) YoY NEW(+16.7K)	All Managers (Combined)	$419.9K	0.0% ($419.9K/$3.2B)	QoQ +22.07% (+$75.9K) YoY NEW(+$419.9K)
MPLX LP(MPLXcusip55336V100)	7.8K	QoQ 0.00% (+0) YoY NEW(+7.8K)	All Managers (Combined)	$418.5K	0.0% ($418.5K/$3.2B)	QoQ +11.82% (+$44.3K) YoY NEW(+$418.5K)
DYCOM INDUSTRIES INC(DYcusip267475101)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$411.3K	0.0% ($411.3K/$3.2B)	QoQ -12.47% (-$58.6K) YoY +6.13% (+$23.8K)