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 24 of 33

Sort by:

Black Stone Minerals, L.P.

BSM|09225M101

Shares:17.0K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$3.2B)

M/I HOMES, INC.

MHO|55305B101

Shares:2.3K

Value:$258.6K

% of Portfolio:0.0% ($258.6K/$3.2B)

878742204

Shares:7.0K

Value:$256.8K

% of Portfolio:0.0% ($256.8K/$3.2B)

MCGRATH RENTCORP

MGRC|580589109

Shares:2.3K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$3.2B)

78464A854

SPLG|78464A854

Shares:3.9K

Value:$255.8K

% of Portfolio:0.0% ($255.8K/$3.2B)

33738R506

Shares:4.4K

Value:$255.5K

% of Portfolio:0.0% ($255.5K/$3.2B)

NORDSTROM INC

JWN|655664100

Shares:10.4K

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$3.2B)

Academy Sports & Outdoors, Inc.

ASO|00402L107

Shares:5.5K

Value:$252.0K

% of Portfolio:0.0% ($252.0K/$3.2B)

Atlassian Corp

TEAM|049468101

Shares:1.2K

Value:$250.6K

% of Portfolio:0.0% ($250.6K/$3.2B)

25434V799

Shares:9.0K

Value:$249.4K

% of Portfolio:0.0% ($249.4K/$3.2B)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$247.3K

% of Portfolio:0.0% ($247.3K/$3.2B)

OMEROS CORP

OMER|682143102

Shares:30.0K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$3.2B)

CAL-MAINE FOODS INC

CALM|128030202

Shares:2.7K

Value:$244.8K

% of Portfolio:0.0% ($244.8K/$3.2B)

MILLER INDUSTRIES INC /TN/

MLR|600551204

Shares:5.7K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$3.2B)

78463X863

Shares:9.9K

Value:$241.3K

% of Portfolio:0.0% ($241.3K/$3.2B)

46431W853

Shares:9.1K

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$3.2B)

78463X749

Shares:5.5K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$3.2B)

Sony Group Corp

SONY|835699307

Shares:9.5K

Value:$240.4K

% of Portfolio:0.0% ($240.4K/$3.2B)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:4.6K

Value:$239.8K

% of Portfolio:0.0% ($239.8K/$3.2B)

74347B680

Shares:2.9K

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Black Stone Minerals, L.P.(BSMcusip09225M101)	17.0K	QoQ 0.00% (+0) YoY -6.33% (-1.1K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$3.2B)	QoQ +4.58% (+$11.4K) YoY -10.49% (-$30.4K)
M/I HOMES, INC.(MHOcusip55305B101)	2.3K	QoQ +27.17% (+484) YoY NEW(+2.3K)	All Managers (Combined)	$258.6K	0.0% ($258.6K/$3.2B)	QoQ +9.22% (+$21.8K) YoY NEW(+$258.6K)
(cusip878742204)✕	7.0K	QoQ -9.21% (-716) YoY -8.76% (-677)	All Managers (Combined)	$256.8K	0.0% ($256.8K/$3.2B)	QoQ -18.40% (-$57.9K) YoY -27.39% (-$96.9K)
MCGRATH RENTCORP(MGRCcusip580589109)	2.3K	QoQ -39.84% (-1.5K) YoY -57.46% (-3.1K)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$3.2B)	QoQ -40.07% (-$171.4K) YoY -61.59% (-$411.1K)
(SPLGcusip78464A854)	3.9K	QoQ -34.25% (-2.0K) YoY NEW(+3.9K)	All Managers (Combined)	$255.8K	0.0% ($255.8K/$3.2B)	QoQ -37.28% (-$152.1K) YoY NEW(+$255.8K)
(cusip33738R506)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$255.5K	0.0% ($255.5K/$3.2B)	QoQ NEW(+$255.5K) YoY NEW(+$255.5K)
NORDSTROM INC(JWNcusip655664100)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$253.4K	0.0% ($253.4K/$3.2B)	QoQ NEW(+$253.4K) YoY NEW(+$253.4K)
Academy Sports & Outdoors, Inc.(ASOcusip00402L107)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$252.0K	0.0% ($252.0K/$3.2B)	QoQ NEW(+$252.0K) YoY NEW(+$252.0K)
Atlassian Corp(TEAMcusip049468101)	1.2K	QoQ -3.90% (-48) YoY NEW(+1.2K)	All Managers (Combined)	$250.6K	0.0% ($250.6K/$3.2B)	QoQ -16.21% (-$48.5K) YoY NEW(+$250.6K)
(cusip25434V799)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$249.4K	0.0% ($249.4K/$3.2B)	QoQ NEW(+$249.4K) YoY NEW(+$249.4K)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$247.3K	0.0% ($247.3K/$3.2B)	QoQ -99.37% (-$39.6M) YoY -99.13% (-$28.3M)
OMEROS CORP(OMERcusip682143102)	30.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$3.2B)	QoQ -16.80% (-$49.8K) YoY +138.26% (+$143.1K)
CAL-MAINE FOODS INC(CALMcusip128030202)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$244.8K	0.0% ($244.8K/$3.2B)	QoQ NEW(+$244.8K) YoY NEW(+$244.8K)
MILLER INDUSTRIES INC /TN/(MLRcusip600551204)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$3.2B)	QoQ NEW(+$241.8K) YoY NEW(+$241.8K)
(cusip78463X863)✕	9.9K	QoQ NEW(+9.9K) YoY -9.31% (-1.0K)	All Managers (Combined)	$241.3K	0.0% ($241.3K/$3.2B)	QoQ NEW(+$241.3K) YoY -14.90% (-$42.3K)
(cusip46431W853)✕	9.1K	QoQ -1.75% (-163) YoY -78.03% (-32.4K)	All Managers (Combined)	$241.1K	0.0% ($241.1K/$3.2B)	QoQ +2.74% (-$6.4K) YoY -78.46% (-$878.5K)
(cusip78463X749)✕	5.5K	QoQ -12.89% (-817) YoY -30.43% (-2.4K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$3.2B)	QoQ -11.37% (-$30.9K) YoY -29.10% (-$98.9K)
Sony Group Corp(SONYcusip835699307)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$240.4K	0.0% ($240.4K/$3.2B)	QoQ NEW(+$240.4K) YoY NEW(+$240.4K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	4.6K	QoQ 0.00% (-0) YoY -9.85% (-500)	All Managers (Combined)	$239.8K	0.0% ($239.8K/$3.2B)	QoQ -8.77% (-$23.1K) YoY +12.84% (-$27.3K)
(cusip74347B680)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$3.2B)	QoQ NEW(+$237.7K) YoY NEW(+$237.7K)