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 23 of 33

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46137V431

Shares:2.9K

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$3.2B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.2K

Value:$284.4K

% of Portfolio:0.0% ($284.4K/$3.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:3.8K

Value:$282.6K

% of Portfolio:0.0% ($282.6K/$3.2B)

78464A672

Shares:9.9K

Value:$282.6K

% of Portfolio:0.0% ($282.6K/$3.2B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:7.5K

Value:$282.3K

% of Portfolio:0.0% ($282.3K/$3.2B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:3.6K

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$3.2B)

46137V308

Shares:2.5K

Value:$281.7K

% of Portfolio:0.0% ($281.7K/$3.2B)

808524722

Shares:10.4K

Value:$281.2K

% of Portfolio:0.0% ($281.2K/$3.2B)

808524748

Shares:7.7K

Value:$278.2K

% of Portfolio:0.0% ($278.2K/$3.2B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.2K

Value:$276.8K

% of Portfolio:0.0% ($276.8K/$3.2B)

464288646

Shares:5.3K

Value:$276.5K

% of Portfolio:0.0% ($276.5K/$3.2B)

316092808

Shares:1.7K

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$3.2B)

Evergy, Inc.

EVRG|30034W106

Shares:4.0K

Value:$272.8K

% of Portfolio:0.0% ($272.8K/$3.2B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.1K

Value:$271.6K

% of Portfolio:0.0% ($271.6K/$3.2B)

KELLANOVA

K|487836108

Shares:3.3K

Value:$271.2K

% of Portfolio:0.0% ($271.2K/$3.2B)

37954Y830

Shares:6.9K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$3.2B)

TEXTRON INC

TXT|883203101

Shares:3.7K

Value:$266.2K

% of Portfolio:0.0% ($266.2K/$3.2B)

25434V880

DFAX|25434V880

Shares:10.1K

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$3.2B)

74933W635

Shares:9.5K

Value:$263.7K

% of Portfolio:0.0% ($263.7K/$3.2B)

BOISE CASCADE Co

BCC|09739D100

Shares:2.6K

Value:$259.7K

% of Portfolio:0.0% ($259.7K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V431)✕	2.9K	QoQ -30.94% (-1.3K) YoY -40.51% (-2.0K)	All Managers (Combined)	$288.2K	0.0% ($288.2K/$3.2B)	QoQ -34.23% (-$150.0K) YoY -44.20% (-$228.3K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.2K	QoQ -1.68% (-21) YoY NEW(+1.2K)	All Managers (Combined)	$284.4K	0.0% ($284.4K/$3.2B)	QoQ -0.22% (-$636) YoY NEW(+$284.4K)
ASTRAZENECA PLC(AZNcusip046353108)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$282.6K	0.0% ($282.6K/$3.2B)	QoQ NEW(+$282.6K) YoY NEW(+$282.6K)
(cusip78464A672)✕	9.9K	QoQ -27.04% (-3.7K) YoY NEW(+9.9K)	All Managers (Combined)	$282.6K	0.0% ($282.6K/$3.2B)	QoQ -25.21% (-$95.3K) YoY NEW(+$282.6K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	7.5K	QoQ -31.43% (-3.4K) YoY +21.03% (-1.3K)	All Managers (Combined)	$282.3K	0.0% ($282.3K/$3.2B)	QoQ -31.83% (-$131.8K) YoY -2.54% (-$7.4K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$3.2B)	QoQ NEW(+$282.1K) YoY NEW(+$282.1K)
(cusip46137V308)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$281.7K	0.0% ($281.7K/$3.2B)	QoQ -2.14% (-$6.2K) YoY +4.09% (+$11.1K)
(cusip808524722)✕	10.4K	QoQ 0.00% (-0) YoY +115.66% (+5.6K)	All Managers (Combined)	$281.2K	0.0% ($281.2K/$3.2B)	QoQ -4.90% (-$14.5K) YoY +14.58% (+$35.8K)
(cusip808524748)✕	7.7K	QoQ -42.09% (-5.6K) YoY -43.90% (-6.0K)	All Managers (Combined)	$278.2K	0.0% ($278.2K/$3.2B)	QoQ -38.60% (-$174.9K) YoY -42.75% (-$207.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.2K	QoQ -37.22% (-1.9K) YoY +65.50% (+1.3K)	All Managers (Combined)	$276.8K	0.0% ($276.8K/$3.2B)	QoQ -35.19% (-$150.3K) YoY +21.97% (+$49.9K)
(cusip464288646)✕	5.3K	QoQ +23.36% (+1.0K) YoY -39.93% (-3.5K)	All Managers (Combined)	$276.5K	0.0% ($276.5K/$3.2B)	QoQ +24.94% (+$55.2K) YoY -38.66% (-$174.3K)
(cusip316092808)✕	1.7K	QoQ -27.41% (-641) YoY -23.38% (-518)	All Managers (Combined)	$273.6K	0.0% ($273.6K/$3.2B)	QoQ -36.70% (-$158.7K) YoY -20.72% (-$71.5K)
Evergy, Inc.(EVRGcusip30034W106)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$272.8K	0.0% ($272.8K/$3.2B)	QoQ NEW(+$272.8K) YoY NEW(+$272.8K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.1K	QoQ +5.84% (-59) YoY NEW(+1.1K)	All Managers (Combined)	$271.6K	0.0% ($271.6K/$3.2B)	QoQ -10.40% (-$31.5K) YoY NEW(+$271.6K)
KELLANOVA(Kcusip487836108)	3.3K	QoQ +5.96% (+185) YoY NEW(+3.3K)	All Managers (Combined)	$271.2K	0.0% ($271.2K/$3.2B)	QoQ +7.95% (+$20.0K) YoY NEW(+$271.2K)
(cusip37954Y830)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$3.2B)	QoQ NEW(+$269.4K) YoY NEW(+$269.4K)
TEXTRON INC(TXTcusip883203101)	3.7K	QoQ -22.10% (-1.0K) YoY -28.12% (-1.4K)	All Managers (Combined)	$266.2K	0.0% ($266.2K/$3.2B)	QoQ -26.42% (-$95.6K) YoY -45.86% (-$225.6K)
(DFAXcusip25434V880)	10.1K	QoQ -18.19% (-2.3K) YoY +28.49% (+2.2K)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$3.2B)	QoQ -13.78% (-$42.4K) YoY +32.33% (+$64.8K)
(cusip74933W635)✕	9.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$263.7K	0.0% ($263.7K/$3.2B)	QoQ -2.29% (-$6.2K) YoY -8.68% (-$25.1K)
BOISE CASCADE Co(BCCcusip09739D100)	2.6K	QoQ -55.04% (-3.2K) YoY +32.53% (-650)	All Managers (Combined)	$259.7K	0.0% ($259.7K/$3.2B)	QoQ -62.89% (-$440.3K) YoY -15.23% (-$46.7K)