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

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "JWN",
  null,
  null,
  "PINS",
  "PIPR",
  "NVR",
  null,
  null,
  "GDX",
  null,
  null,
  "AKAM",
  null,
  "RF",
  null,
  "ARM",
  "MU",
  "BKE",
  "MHO",
  "PRDO",
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABT",
  "PFBC",
  null,
  "REVG",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "ASO",
  "AXP",
  null,
  "SCHH",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "WRB",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "LPL",
  "DUK",
  null,
  "NVEE",
  "MGRC",
  null,
  "OFIX",
  "NWBI",
  null,
  "ESS",
  "EBAY",
  null,
  "RUM",
  "QS",
  null,
  null,
  null,
  "EOG",
  "EXPD",
  null,
  null,
  null,
  null,
  null,
  "NTB",
  "FCX",
  "FITB",
  "ETB",
  null,
  "GD",
  null,
  "ASTL",
  "GILD",
  "GIS",
  "AMRX",
  "HLT",
  null,
  "ANGO",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "FFWM",
  "SCCO",
  "ISRG",
  "GLRE",
  "EMXC",
  "GOF",
  "INBX",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MLR",
  "MCBS",
  null,
  "IVW",
  "MD",
  null,
  "OMI",
  "PAHC",
  "IJH",
  null,
  null,
  "TK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LAC.TO",
  null,
  null,
  "KMI",
  "OZ",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  "CBAT",
  null,
  null,
  null,
  "MPC",
  "MMC",
  "SLF",
  null,
  "MA",
  "MDT",
  "AHCO",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "NDAQ",
  "ETD",
  "EVRG",
  "FCNCA",
  "FIS",
  "FTV",
  "GAB",
  "GE",
  null,
  "GPC",
  "ICUI",
  "HIG",
  "HRL",
  "NVS",
  "NU",
  "OXY",
  null,
  "ORLY",
  "EMN",
  "PCAR",
  "DLN",
  "ALK",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "BSM",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "MSTR",
  "IOT",
  null,
  "FNDX",
  null,
  null,
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "ROP",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "ADUS",
  "MET",
  "HL",
  "LZB",
  "VXF",
  "AGNC",
  "VV",
  "ZH",
  "EIG",
  "VOE",
  "SCHW",
  "AVAH",
  null,
  null,
  "VWO",
  null,
  "JBL",
  "VSS",
  "IWV",
  null,
  "PRF",
  "VCIT",
  "OMER",
  null,
  null,
  null,
  "EME",
  "VIG",
  "LAUR",
  null,
  "TXT",
  "IWN",
  "GDDY",
  null,
  "TSM",
  "LRN",
  "RMD",
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "VRTX",
  "MGC",
  null,
  null,
  "K",
  "EW",
  "TT",
  "GRBK",
  null,
  "SEIC",
  "MLI",
  "ATO",
  "AON",
  "AEE",
  "GM",
  "ACGL",
  "TMHC",
  null,
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  null,
  "CAH",
  "AEP",
  "BKR",
  "EBF",
  "SGOL",
  "IDT",
  "GPOR",
  "JBLU",
  null,
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  null,
  null,
  null,
  null,
  "CMS",
  null,
  "IVE",
  "PFG",
  null,
  "ESGD",
  null,
  null,
  null,
  "DOX",
  "HDB",
  "TPH",
  "HBAN",
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VCTR",
  "V",
  "VST",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WSR",
  null,
  "WSM",
  "WIT",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  "XERS",
  "XEL",
  "YUM",
  "XYL",
  "IUSG",
  null,
  null,
  null,
  "DY",
  "OC",
  "FBP",
  "FOXA",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "SCHA",
  "JNPR",
  "KEX",
  "NSC",
  null,
  "LH",
  "MKL",
  "MGM",
  "NWN",
  "EMBC",
  "SO",
  "TAK",
  "TFII",
  "UFPI",
  "TRMB",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  "SCI",
  null,
  "TDY",
  "SANM",
  "DIA",
  "ORI",
  "SKWD",
  "SPOT",
  "LYV",
  "MTUM",
  "LNTH",
  "IUSV",
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "EXR",
  "GWW",
  null,
  "ESGU",
  null,
  "PSA",
  "UDR",
  "NUE",
  "FDX",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BCC",
  "BA",
  null,
  "BMY",
  "BOX",
  "BLDR",
  "BR",
  "CALM",
  "CDNS",
  "CDNA",
  "CARR",
  "CVCO",
  "CATY",
  "CX",
  "CVX",
  "LNG",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLNE",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CFLT",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DSGX",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOLE",
  "DFS",
  "DPZ",
  "RSP",
  null,
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 2 of 33

Sort by:

922042718

VSS|922042718

Shares:218.7K

Value:$25.3M

% of Portfolio:0.8% ($25.3M/$3.2B)

25434V708

DFAC|25434V708

Shares:734.8K

Value:$24.2M

% of Portfolio:0.8% ($24.2M/$3.2B)

46435G516

ESGD|46435G516

Shares:290.9K

Value:$23.8M

% of Portfolio:0.7% ($23.8M/$3.2B)

808524888

Shares:641.9K

Value:$23.0M

% of Portfolio:0.7% ($23.0M/$3.2B)

922908611

VBR|922908611

Shares:123.2K

Value:$23.0M

% of Portfolio:0.7% ($23.0M/$3.2B)

46429B747

Shares:190.7K

Value:$19.7M

% of Portfolio:0.6% ($19.7M/$3.2B)

808524805

SCHF|808524805

Shares:965.1K

Value:$19.1M

% of Portfolio:0.6% ($19.1M/$3.2B)

33739E108

Shares:1.1M

Value:$18.9M

% of Portfolio:0.6% ($18.9M/$3.2B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:311.8K

Value:$18.7M

% of Portfolio:0.6% ($18.7M/$3.2B)

808524706

Shares:653.6K

Value:$18.0M

% of Portfolio:0.6% ($18.0M/$3.2B)

25434V500

Shares:299.4K

Value:$17.9M

% of Portfolio:0.6% ($17.9M/$3.2B)

Philip Morris International Inc.

PM|718172109

Shares:109.4K

Value:$17.4M

% of Portfolio:0.5% ($17.4M/$3.2B)

922908769

VTI|922908769

Shares:62.6K

Value:$17.2M

% of Portfolio:0.5% ($17.2M/$3.2B)

Walmart Inc.

WMT|931142103

Shares:191.7K

Value:$16.8M

% of Portfolio:0.5% ($16.8M/$3.2B)

Belpointe PREP, LLC

OZ|080694102

Shares:251.7K

Value:$16.2M

% of Portfolio:0.5% ($16.2M/$3.2B)

67092P300

Shares:390.9K

Value:$15.8M

% of Portfolio:0.5% ($15.8M/$3.2B)

808524201

SCHX|808524201

Shares:712.5K

Value:$15.7M

% of Portfolio:0.5% ($15.7M/$3.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:28.9K

Value:$15.4M

% of Portfolio:0.5% ($15.4M/$3.2B)

Tesla, Inc.

TSLA|88160R101

Shares:58.9K

Value:$15.3M

% of Portfolio:0.5% ($15.3M/$3.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:61.4K

Value:$15.1M

% of Portfolio:0.5% ($15.1M/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VSScusip922042718)	218.7K	QoQ +0.53% (+1.2K) YoY -1.17% (-2.6K)	All Managers (Combined)	$25.3M	0.8% ($25.3M/$3.2B)	QoQ +1.52% (+$379.3K) YoY -2.22% (-$575.9K)
(DFACcusip25434V708)	734.8K	QoQ -2.61% (-19.7K) YoY -6.61% (-52.0K)	All Managers (Combined)	$24.2M	0.8% ($24.2M/$3.2B)	QoQ -7.11% (-$1.9M) YoY -3.57% (-$897.6K)
(ESGDcusip46435G516)	290.9K	QoQ -1.39% (-4.1K) YoY -8.39% (-26.6K)	All Managers (Combined)	$23.8M	0.7% ($23.8M/$3.2B)	QoQ +5.79% (-$1.3M) YoY -6.35% (-$1.6M)
(cusip808524888)✕	641.9K	QoQ +8.88% (+52.4K) YoY +21.40% (+113.2K)	All Managers (Combined)	$23.0M	0.7% ($23.0M/$3.2B)	QoQ +13.79% (+$2.8M) YoY +21.67% (+$4.1M)
(VBRcusip922908611)	123.2K	QoQ +6.30% (-7.3K) YoY +5.47% (+6.4K)	All Managers (Combined)	$23.0M	0.7% ($23.0M/$3.2B)	QoQ -0.06% (-$16.0K) YoY +2.40% (+$538.7K)
(cusip46429B747)✕	190.7K	QoQ -2.75% (-5.4K) YoY -0.65% (-1.3K)	All Managers (Combined)	$19.7M	0.6% ($19.7M/$3.2B)	QoQ +0.01% (-$3.3K) YoY +3.37% (-$644.7K)
(SCHFcusip808524805)	965.1K	QoQ +16.39% (+136.0K) YoY +189.59% (+631.8K)	All Managers (Combined)	$19.1M	0.6% ($19.1M/$3.2B)	QoQ +24.45% (+$3.8M) YoY +46.79% (+$6.1M)
(cusip33739E108)✕	1.1M	QoQ -1.59% (-17.5K) YoY +1.77% (+18.8K)	All Managers (Combined)	$18.9M	0.6% ($18.9M/$3.2B)	QoQ -2.20% (-$427.4K) YoY +3.36% (+$615.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	311.8K	QoQ +596.14% (+267.0K) YoY +676.70% (+271.6K)	All Managers (Combined)	$18.7M	0.6% ($18.7M/$3.2B)	QoQ +699.08% (+$16.4M) YoY +968.73% (+$17.0M)
(cusip808524706)✕	653.6K	QoQ +11.05% (+65.1K) YoY +33.27% (+163.2K)	All Managers (Combined)	$18.0M	0.6% ($18.0M/$3.2B)	QoQ +14.97% (+$2.3M) YoY +45.52% (+$5.6M)
(cusip25434V500)✕	299.4K	QoQ -2.68% (-8.3K) YoY -0.26% (-809)	All Managers (Combined)	$17.9M	0.6% ($17.9M/$3.2B)	QoQ -10.65% (-$2.1M) YoY -4.41% (-$825.9K)
Philip Morris International Inc.(PMcusip718172109)	109.4K	QoQ +927.76% (+98.7K) YoY +1124.68% (+100.4K)	All Managers (Combined)	$17.4M	0.5% ($17.4M/$3.2B)	QoQ +1255.63% (+$16.1M) YoY +2021.89% (+$16.5M)
(VTIcusip922908769)	62.6K	QoQ +15.38% (+8.3K) YoY +2.16% (+1.3K)	All Managers (Combined)	$17.2M	0.5% ($17.2M/$3.2B)	QoQ +9.42% (+$1.5M) YoY +8.04% (+$1.3M)
Walmart Inc.(WMTcusip931142103)	191.7K	QoQ +350.20% (+149.1K) YoY +484.49% (+158.9K)	All Managers (Combined)	$16.8M	0.5% ($16.8M/$3.2B)	QoQ +337.44% (+$13.0M) YoY +752.79% (+$14.9M)
Belpointe PREP, LLC(OZcusip080694102)	251.7K	QoQ -1.81% (-4.6K) YoY -7.09% (-19.2K)	All Managers (Combined)	$16.2M	0.5% ($16.2M/$3.2B)	QoQ -18.17% (-$3.6M) YoY -1.58% (-$262.3K)
(cusip67092P300)✕	390.9K	QoQ -0.33% (-1.3K) YoY +1.96% (+7.5K)	All Managers (Combined)	$15.8M	0.5% ($15.8M/$3.2B)	QoQ +2.50% (-$386.2K) YoY +6.24% (+$929.7K)
(SCHXcusip808524201)	712.5K	QoQ +3.84% (-26.4K) YoY +210.90% (+483.4K)	All Managers (Combined)	$15.7M	0.5% ($15.7M/$3.2B)	QoQ -1.07% (-$171.7K) YoY +10.61% (+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	28.9K	QoQ NEW(+28.9K) YoY NEW(+28.9K)	All Managers (Combined)	$15.4M	0.5% ($15.4M/$3.2B)	QoQ NEW(+$15.4M) YoY NEW(+$15.4M)
Tesla, Inc.(TSLAcusip88160R101)	58.9K	QoQ -8.50% (-5.5K) YoY -	All Managers (Combined)	$15.3M	0.5% ($15.3M/$3.2B)	QoQ -41.28% (-$10.7M) YoY +4242.80% (+$14.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	61.4K	QoQ +128.86% (+34.6K) YoY +237.08% (+43.2K)	All Managers (Combined)	$15.1M	0.5% ($15.1M/$3.2B)	QoQ +134.19% (+$8.6M) YoY +312.81% (+$11.4M)