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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  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,
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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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  "VOO",
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  null,
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  null,
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  "XERS",
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  "DY",
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  null,
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  null,
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  "IUSV",
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  null,
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  null,
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  null,
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  null,
  "BMY",
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  "CLNE",
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  "KO",
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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

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LA-Z-BOY INC

LZB|505336107

Shares:5.1K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$3.2B)

FORD MOTOR CO

F|345370860

Shares:20.0K

Value:$200.9K

% of Portfolio:0.0% ($200.9K/$3.2B)

464288620

Shares:3.9K

Value:$200.0K

% of Portfolio:0.0% ($200.0K/$3.2B)

45783Y822

Shares:11.0K

Value:$194.9K

% of Portfolio:0.0% ($194.9K/$3.2B)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:2.2K

Value:$193.4K

% of Portfolio:0.0% ($193.4K/$3.2B)

AdaptHealth Corp.

AHCO|00653Q102

Shares:15.9K

Value:$172.0K

% of Portfolio:0.0% ($172.0K/$3.2B)

Nu Holdings Ltd.

NU|G6683N103

Shares:16.5K

Value:$169.0K

% of Portfolio:0.0% ($169.0K/$3.2B)

TEEKAY CORP LTD

TK|G8726T105

Shares:25.5K

Value:$167.8K

% of Portfolio:0.0% ($167.8K/$3.2B)

Orthofix Medical Inc.

OFIX|68752M108

Shares:10.0K

Value:$163.5K

% of Portfolio:0.0% ($163.5K/$3.2B)

46138E511

Shares:14.4K

Value:$161.8K

% of Portfolio:0.0% ($161.8K/$3.2B)

Pediatrix Medical Group, Inc.

MD|58502B106

Shares:11.0K

Value:$158.9K

% of Portfolio:0.0% ($158.9K/$3.2B)

46137V621

Shares:10.5K

Value:$149.8K

% of Portfolio:0.0% ($149.8K/$3.2B)

464288224

Shares:13.0K

Value:$148.5K

% of Portfolio:0.0% ($148.5K/$3.2B)

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:10.8K

Value:$147.9K

% of Portfolio:0.0% ($147.9K/$3.2B)

Northwest Bancshares, Inc.

NWBI|667340103

Shares:12.2K

Value:$146.3K

% of Portfolio:0.0% ($146.3K/$3.2B)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:12.7K

Value:$142.3K

% of Portfolio:0.0% ($142.3K/$3.2B)

ANGIODYNAMICS INC

ANGO|03475V101

Shares:14.8K

Value:$138.6K

% of Portfolio:0.0% ($138.6K/$3.2B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:10.1K

Value:$137.2K

% of Portfolio:0.0% ($137.2K/$3.2B)

AGNC Investment Corp.

AGNC|00123Q104

Shares:13.7K

Value:$131.5K

% of Portfolio:0.0% ($131.5K/$3.2B)

922908744

VTV|922908744

Shares:734

Value:$126.8K

% of Portfolio:0.0% ($126.8K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LA-Z-BOY INC(LZBcusip505336107)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$3.2B)	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
FORD MOTOR CO(Fcusip345370860)	20.0K	QoQ +8.66% (+1.6K) YoY -63.38% (-34.7K)	All Managers (Combined)	$200.9K	0.0% ($200.9K/$3.2B)	QoQ +10.09% (+$18.4K) YoY -72.34% (-$525.7K)
(cusip464288620)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$200.0K	0.0% ($200.0K/$3.2B)	QoQ NEW(+$200.0K) YoY NEW(+$200.0K)
(cusip45783Y822)✕	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$194.9K	0.0% ($194.9K/$3.2B)	QoQ NEW(+$194.9K) YoY NEW(+$194.9K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	2.2K	QoQ -70.70% (-5.3K) YoY -16.50% (-434)	All Managers (Combined)	$193.4K	0.0% ($193.4K/$3.2B)	QoQ -71.73% (-$490.8K) YoY -26.59% (-$70.1K)
AdaptHealth Corp.(AHCOcusip00653Q102)	15.9K	QoQ +25.33% (+3.2K) YoY NEW(+15.9K)	All Managers (Combined)	$172.0K	0.0% ($172.0K/$3.2B)	QoQ +42.71% (+$51.5K) YoY NEW(+$172.0K)
Nu Holdings Ltd.(NUcusipG6683N103)	16.5K	QoQ -14.66% (-2.8K) YoY +65.00% (+6.5K)	All Managers (Combined)	$169.0K	0.0% ($169.0K/$3.2B)	QoQ -15.65% (-$31.4K) YoY +41.62% (+$49.7K)
TEEKAY CORP LTD(TKcusipG8726T105)	25.5K	QoQ +15.97% (+3.5K) YoY NEW(+25.5K)	All Managers (Combined)	$167.8K	0.0% ($167.8K/$3.2B)	QoQ +9.94% (+$15.2K) YoY NEW(+$167.8K)
Orthofix Medical Inc.(OFIXcusip68752M108)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$163.5K	0.0% ($163.5K/$3.2B)	QoQ NEW(+$163.5K) YoY NEW(+$163.5K)
(cusip46138E511)✕	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$161.8K	0.0% ($161.8K/$3.2B)	QoQ NEW(+$161.8K) YoY NEW(+$161.8K)
Pediatrix Medical Group, Inc.(MDcusip58502B106)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$158.9K	0.0% ($158.9K/$3.2B)	QoQ NEW(+$158.9K) YoY NEW(+$158.9K)
(cusip46137V621)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$149.8K	0.0% ($149.8K/$3.2B)	QoQ NEW(+$149.8K) YoY NEW(+$149.8K)
(cusip464288224)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$148.5K	0.0% ($148.5K/$3.2B)	QoQ +0.35% (+$520) YoY NEW(+$148.5K)
Eaton Vance Tax-Managed Buy-Write Income Fund(ETBcusip27828X100)	10.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$147.9K	0.0% ($147.9K/$3.2B)	QoQ -8.99% (-$14.6K) YoY 0.00% (+$0)
Northwest Bancshares, Inc.(NWBIcusip667340103)	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$146.3K	0.0% ($146.3K/$3.2B)	QoQ NEW(+$146.3K) YoY NEW(+$146.3K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	12.7K	QoQ +0.25% (+33) YoY -7.24% (-996)	All Managers (Combined)	$142.3K	0.0% ($142.3K/$3.2B)	QoQ +20.03% (+$23.8K) YoY -52.23% (-$155.7K)
ANGIODYNAMICS INC(ANGOcusip03475V101)	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$138.6K	0.0% ($138.6K/$3.2B)	QoQ NEW(+$138.6K) YoY NEW(+$138.6K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$137.2K	0.0% ($137.2K/$3.2B)	QoQ NEW(+$137.2K) YoY NEW(+$137.2K)
AGNC Investment Corp.(AGNCcusip00123Q104)	13.7K	QoQ NEW(+13.7K) YoY NEW(+13.7K)	All Managers (Combined)	$131.5K	0.0% ($131.5K/$3.2B)	QoQ NEW(+$131.5K) YoY NEW(+$131.5K)
(VTVcusip922908744)	734	QoQ -99.74% (-283.7K) YoY -99.75% (-300.2K)	All Managers (Combined)	$126.8K	0.0% ($126.8K/$3.2B)	QoQ -99.73% (-$48.0M) YoY -99.74% (-$48.9M)