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

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
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  null,
  null,
  "PINS",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  "BKE",
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  null,
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  null,
  "MMM",
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  null,
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  "ADBE",
  "A",
  "APD",
  "BABA",
  null,
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  null,
  "ALL",
  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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  null,
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  null,
  null,
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  null,
  null,
  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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  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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  null,
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  null,
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  null,
  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,
  null,
  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,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
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  "RS",
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  "SRE",
  "O",
  "RIO",
  "SHEL",
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  null,
  null,
  null,
  "SPYG",
  null,
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  null,
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  null,
  null,
  "IBM",
  null,
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  "HL",
  "LZB",
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  null,
  null,
  "VWO",
  null,
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  null,
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  "OMER",
  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,
  null,
  "K",
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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,
  null,
  null,
  null,
  null,
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  null,
  "IVE",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "MGK",
  null,
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  "VOO",
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  "V",
  "VST",
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  "WELL",
  "WSR",
  null,
  "WSM",
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  "WMB",
  null,
  null,
  null,
  null,
  "XERS",
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  "YUM",
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  null,
  null,
  null,
  "DY",
  "OC",
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  "SCHD",
  "ET",
  "DVY",
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  null,
  null,
  "SCHF",
  null,
  "SCHA",
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  "NSC",
  null,
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  "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",
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  "DHR",
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  "DE",
  "DSGX",
  "DAL",
  null,
  null,
  null,
  "DFAX",
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  null,
  "EFA",
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  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
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  "MDY",
  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
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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 26 of 33

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921932505

VOOG|921932505

Shares:653

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$3.2B)

92204A108

Shares:669

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$3.2B)

DOVER Corp

DOV|260003108

Shares:1.2K

Value:$214.5K

% of Portfolio:0.0% ($214.5K/$3.2B)

46138E727

Shares:9.8K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$3.2B)

Coterra Energy Inc.

CTRA|127097103

Shares:7.4K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$3.2B)

72201R775

Shares:2.3K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$3.2B)

464288638

Shares:4.0K

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$3.2B)

97717W307

DLN|97717W307

Shares:2.6K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$3.2B)

33738D101

Shares:5.6K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$3.2B)

464288612

Shares:2.0K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$3.2B)

46641Q332

Shares:3.6K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$3.2B)

92206C714

Shares:2.5K

Value:$206.2K

% of Portfolio:0.0% ($206.2K/$3.2B)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

Shares:13.8K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$3.2B)

HDFC BANK LTD

HDB|40415F101

Shares:3.1K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$3.2B)

PPL Corp

PPL|69351T106

Shares:5.6K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$3.2B)

74347B698

Shares:3.1K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$3.2B)

Owens Corning

OC|690742101

Shares:1.4K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$3.2B)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.3K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$3.2B)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:1.5K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$3.2B)

Skyward Specialty Insurance Group, Inc.

SKWD|830940102

Shares:3.8K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOGcusip921932505)	653	QoQ NEW(+653) YoY NEW(+653)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$3.2B)	QoQ NEW(+$218.4K) YoY NEW(+$218.4K)
(cusip92204A108)✕	669	QoQ +17.57% (+100) YoY NEW(+669)	All Managers (Combined)	$217.9K	0.0% ($217.9K/$3.2B)	QoQ +1.94% (+$4.2K) YoY NEW(+$217.9K)
DOVER Corp(DOVcusip260003108)	1.2K	QoQ -6.43% (-84) YoY NEW(+1.2K)	All Managers (Combined)	$214.5K	0.0% ($214.5K/$3.2B)	QoQ -12.38% (-$30.3K) YoY NEW(+$214.5K)
(cusip46138E727)✕	9.8K	QoQ -20.03% (-2.5K) YoY NEW(+9.8K)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$3.2B)	QoQ -15.11% (-$38.1K) YoY NEW(+$214.0K)
Coterra Energy Inc.(CTRAcusip127097103)	7.4K	QoQ -89.95% (-66.2K) YoY -87.46% (-51.6K)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$3.2B)	QoQ -88.63% (-$1.7M) YoY -87.00% (-$1.4M)
(cusip72201R775)✕	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$3.2B)	QoQ +2.26% (+$4.7K) YoY +0.66% (+$1.4K)
(cusip464288638)✕	4.0K	QoQ 0.00% (+0) YoY -11.76% (-534)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$3.2B)	QoQ +1.96% (+$4.0K) YoY -10.19% (-$23.9K)
(DLNcusip97717W307)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$3.2B)	QoQ NEW(+$209.0K) YoY NEW(+$209.0K)
(cusip33738D101)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$3.2B)	QoQ NEW(+$208.8K) YoY NEW(+$208.8K)
(cusip464288612)✕	2.0K	QoQ +0.20% (+4) YoY +1.03% (+20)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$3.2B)	QoQ +1.89% (+$3.9K) YoY +3.02% (+$6.1K)
(cusip46641Q332)✕	3.6K	QoQ -16.88% (-734) YoY NEW(+3.6K)	All Managers (Combined)	$206.4K	0.0% ($206.4K/$3.2B)	QoQ -17.46% (-$43.7K) YoY NEW(+$206.4K)
(cusip92206C714)✕	2.5K	QoQ -35.58% (-1.4K) YoY -29.65% (-1.1K)	All Managers (Combined)	$206.2K	0.0% ($206.2K/$3.2B)	QoQ -34.56% (-$108.9K) YoY -26.16% (-$73.1K)
TAKEDA PHARMACEUTICAL CO LTD(TAKcusip874060205)	13.8K	QoQ NEW(+13.8K) YoY NEW(+13.8K)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$3.2B)	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)
HDFC BANK LTD(HDBcusip40415F101)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$3.2B)	QoQ NEW(+$204.6K) YoY NEW(+$204.6K)
PPL Corp(PPLcusip69351T106)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$3.2B)	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
(cusip74347B698)✕	3.1K	QoQ -16.60% (-613) YoY NEW(+3.1K)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$3.2B)	QoQ -19.16% (-$47.9K) YoY NEW(+$201.9K)
Owens Corning(OCcusip690742101)	1.4K	QoQ +14.42% (-178) YoY +0.64% (-9)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$3.2B)	QoQ -4.05% (-$8.5K) YoY -13.82% (-$32.4K)
ATMOS ENERGY CORP(ATOcusip049560105)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$3.2B)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$3.2B)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
Skyward Specialty Insurance Group, Inc.(SKWDcusip830940102)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$3.2B)	QoQ NEW(+$201.1K) YoY NEW(+$201.1K)