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 19 of 33

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464287200

IVV|464287200

Shares:731

Value:$410.7K

% of Portfolio:0.0% ($410.7K/$3.2B)

92206C706

VGIT|92206C706

Shares:6.9K

Value:$407.0K

% of Portfolio:0.0% ($407.0K/$3.2B)

MOODYS CORP /DE/

MCO|615369105

Shares:872

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$3.2B)

81369Y506

Shares:4.3K

Value:$403.7K

% of Portfolio:0.0% ($403.7K/$3.2B)

Aon plc

AON|G0403H108

Shares:1.0K

Value:$402.3K

% of Portfolio:0.0% ($402.3K/$3.2B)

46641Q654

Shares:7.9K

Value:$401.7K

% of Portfolio:0.0% ($401.7K/$3.2B)

FEDEX CORP

FDX|31428X106

Shares:1.6K

Value:$400.5K

% of Portfolio:0.0% ($400.5K/$3.2B)

67092P201

Shares:5.1K

Value:$399.6K

% of Portfolio:0.0% ($399.6K/$3.2B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:3.4K

Value:$397.7K

% of Portfolio:0.0% ($397.7K/$3.2B)

YUM BRANDS INC

YUM|988498101

Shares:2.5K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$3.2B)

92204A884

Shares:2.6K

Value:$393.2K

% of Portfolio:0.0% ($393.2K/$3.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:273

Value:$391.1K

% of Portfolio:0.0% ($391.1K/$3.2B)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:4.0K

Value:$388.0K

% of Portfolio:0.0% ($388.0K/$3.2B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.3K

Value:$387.5K

% of Portfolio:0.0% ($387.5K/$3.2B)

TFI International Inc.

TFII|87241L109

Shares:5.0K

Value:$387.3K

% of Portfolio:0.0% ($387.3K/$3.2B)

FIRST BANCORP /PR/

FBP|318672706

Shares:20.2K

Value:$387.0K

% of Portfolio:0.0% ($387.0K/$3.2B)

NV5 Global, Inc.

NVEE|62945V109

Shares:20.0K

Value:$385.4K

% of Portfolio:0.0% ($385.4K/$3.2B)

33733E302

Shares:1.7K

Value:$379.9K

% of Portfolio:0.0% ($379.9K/$3.2B)

Taylor Morrison Home Corp

TMHC|87724P106

Shares:6.3K

Value:$378.3K

% of Portfolio:0.0% ($378.3K/$3.2B)

ENBRIDGE INC

ENB|29250N105

Shares:8.5K

Value:$377.8K

% of Portfolio:0.0% ($377.8K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	731	QoQ -95.16% (-14.4K) YoY -95.01% (-13.9K)	All Managers (Combined)	$410.7K	0.0% ($410.7K/$3.2B)	QoQ -95.38% (-$8.5M) YoY -94.67% (-$7.3M)
(VGITcusip92206C706)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$407.0K	0.0% ($407.0K/$3.2B)	QoQ NEW(+$407.0K) YoY NEW(+$407.0K)
MOODYS CORP /DE/(MCOcusip615369105)	872	QoQ +17.67% (+131) YoY NEW(+872)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$3.2B)	QoQ +15.72% (+$55.2K) YoY NEW(+$406.1K)
(cusip81369Y506)✕	4.3K	QoQ -1.50% (-66) YoY -37.27% (-2.6K)	All Managers (Combined)	$403.7K	0.0% ($403.7K/$3.2B)	QoQ +7.45% (-$28.0K) YoY -37.90% (-$246.5K)
Aon plc(AONcusipG0403H108)	1.0K	QoQ +49.77% (+335) YoY +57.00% (+366)	All Managers (Combined)	$402.3K	0.0% ($402.3K/$3.2B)	QoQ +66.42% (+$160.6K) YoY +87.76% (+$188.0K)
(cusip46641Q654)✕	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$401.7K	0.0% ($401.7K/$3.2B)	QoQ NEW(+$401.7K) YoY NEW(+$401.7K)
FEDEX CORP(FDXcusip31428X106)	1.6K	QoQ -80.22% (-6.7K) YoY -71.44% (-4.1K)	All Managers (Combined)	$400.5K	0.0% ($400.5K/$3.2B)	QoQ -82.86% (-$1.9M) YoY -75.97% (-$1.3M)
(cusip67092P201)✕	5.1K	QoQ -3.33% (-176) YoY -17.65% (-1.1K)	All Managers (Combined)	$399.6K	0.0% ($399.6K/$3.2B)	QoQ -11.84% (-$53.7K) YoY -15.48% (-$73.2K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	3.4K	QoQ -1.22% (-42) YoY +60.30% (+1.3K)	All Managers (Combined)	$397.7K	0.0% ($397.7K/$3.2B)	QoQ -13.98% (-$64.7K) YoY +28.88% (+$89.1K)
YUM BRANDS INC(YUMcusip988498101)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$3.2B)	QoQ NEW(+$396.2K) YoY NEW(+$396.2K)
(cusip92204A884)✕	2.6K	QoQ 0.00% (-0) YoY +4.95% (+125)	All Managers (Combined)	$393.2K	0.0% ($393.2K/$3.2B)	QoQ -4.23% (-$17.4K) YoY +18.68% (+$61.9K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	273	QoQ -82.98% (-1.3K) YoY -78.01% (-969)	All Managers (Combined)	$391.1K	0.0% ($391.1K/$3.2B)	QoQ -79.43% (-$1.5M) YoY -72.10% (-$1.0M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$388.0K	0.0% ($388.0K/$3.2B)	QoQ NEW(+$388.0K) YoY NEW(+$388.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.3K	QoQ +10.79% (+128) YoY +13.47% (+156)	All Managers (Combined)	$387.5K	0.0% ($387.5K/$3.2B)	QoQ +12.65% (+$43.5K) YoY +38.13% (+$107.0K)
TFI International Inc.(TFIIcusip87241L109)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$387.3K	0.0% ($387.3K/$3.2B)	QoQ -42.66% (-$288.2K) YoY NEW(+$387.3K)
FIRST BANCORP /PR/(FBPcusip318672706)	20.2K	QoQ +23.56% (+3.9K) YoY NEW(+20.2K)	All Managers (Combined)	$387.0K	0.0% ($387.0K/$3.2B)	QoQ +27.41% (+$83.3K) YoY NEW(+$387.0K)
NV5 Global, Inc.(NVEEcusip62945V109)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$385.4K	0.0% ($385.4K/$3.2B)	QoQ NEW(+$385.4K) YoY NEW(+$385.4K)
(cusip33733E302)✕	1.7K	QoQ +69.13% (+699) YoY NEW(+1.7K)	All Managers (Combined)	$379.9K	0.0% ($379.9K/$3.2B)	QoQ +54.51% (+$134.0K) YoY NEW(+$379.9K)
Taylor Morrison Home Corp(TMHCcusip87724P106)	6.3K	QoQ +23.69% (+1.2K) YoY NEW(+6.3K)	All Managers (Combined)	$378.3K	0.0% ($378.3K/$3.2B)	QoQ +21.33% (+$66.5K) YoY NEW(+$378.3K)
ENBRIDGE INC(ENBcusip29250N105)	8.5K	QoQ -2.84% (-250) YoY NEW(+8.5K)	All Managers (Combined)	$377.8K	0.0% ($377.8K/$3.2B)	QoQ +1.45% (-$5.4K) YoY NEW(+$377.8K)