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

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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Palantir Technologies Inc.

PLTR|69608A108

Shares:1.5K

Value:$122.9K

% of Portfolio:0.0% ($122.9K/$3.2B)

921935508

Shares:780

Value:$118.3K

% of Portfolio:0.0% ($118.3K/$3.2B)

Algoma Steel Group Inc.

ASTL|015658107

Shares:21.8K

Value:$118.0K

% of Portfolio:0.0% ($118.0K/$3.2B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:1.0K

Value:$106.8K

% of Portfolio:0.0% ($106.8K/$3.2B)

ENERGY CO OF MINAS GERAIS

CIG|204409601

Shares:59.0K

Value:$103.8K

% of Portfolio:0.0% ($103.8K/$3.2B)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:18.1K

Value:$99.6K

% of Portfolio:0.0% ($99.6K/$3.2B)

CEMEX SAB DE CV

CX|151290889

Shares:17.2K

Value:$96.4K

% of Portfolio:0.0% ($96.4K/$3.2B)

Accenture plc

ACN|G1151C101

Shares:299

Value:$93.3K

% of Portfolio:0.0% ($93.3K/$3.2B)

JETBLUE AIRWAYS CORP

JBLU|477143101

Shares:18.7K

Value:$90.1K

% of Portfolio:0.0% ($90.1K/$3.2B)

First Foundation Inc.

FFWM|32026V104

Shares:17.3K

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$3.2B)

WIPRO LTD

WIT|97651M109

Shares:27.3K

Value:$83.5K

% of Portfolio:0.0% ($83.5K/$3.2B)

HECLA MINING CO/DE/

HL|422704106

Shares:15.0K

Value:$83.4K

% of Portfolio:0.0% ($83.4K/$3.2B)

Xeris Biopharma Holdings, Inc.

XERS|98422E103

Shares:13.7K

Value:$74.9K

% of Portfolio:0.0% ($74.9K/$3.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:538

Value:$71.4K

% of Portfolio:0.0% ($71.4K/$3.2B)

Rumble Inc.

RUM|78137L105

Shares:10.0K

Value:$70.7K

% of Portfolio:0.0% ($70.7K/$3.2B)

HOME DEPOT, INC.

HD|437076102

Shares:181

Value:$66.3K

% of Portfolio:0.0% ($66.3K/$3.2B)

VISA INC.

V|92826C839

Shares:163

Value:$57.1K

% of Portfolio:0.0% ($57.1K/$3.2B)

Zhihu Inc.

ZH|98955N207

Shares:12.8K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$3.2B)

REALTY INCOME CORP

O|756109104

Shares:939

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$3.2B)

AT&T INC.

T|00206R102

Shares:1.8K

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	1.5K	QoQ - YoY NEW(+1.5K)	All Managers (Combined)	$122.9K	0.0% ($122.9K/$3.2B)	QoQ -79.68% (-$482.2K) YoY NEW(+$122.9K)
(cusip921935508)✕	780	QoQ -98.75% (-61.9K) YoY -98.79% (-64.2K)	All Managers (Combined)	$118.3K	0.0% ($118.3K/$3.2B)	QoQ -98.85% (-$10.2M) YoY -98.79% (-$9.7M)
Algoma Steel Group Inc.(ASTLcusip015658107)	21.8K	QoQ 0.00% (-0) YoY NEW(+21.8K)	All Managers (Combined)	$118.0K	0.0% ($118.0K/$3.2B)	QoQ -44.58% (-$94.9K) YoY NEW(+$118.0K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$106.8K	0.0% ($106.8K/$3.2B)	QoQ NEW(+$106.8K) YoY NEW(+$106.8K)
ENERGY CO OF MINAS GERAIS(CIGcusip204409601)	59.0K	QoQ NEW(+59.0K) YoY NEW(+59.0K)	All Managers (Combined)	$103.8K	0.0% ($103.8K/$3.2B)	QoQ NEW(+$103.8K) YoY NEW(+$103.8K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	18.1K	QoQ -19.13% (-4.3K) YoY NEW(+18.1K)	All Managers (Combined)	$99.6K	0.0% ($99.6K/$3.2B)	QoQ -8.88% (-$9.7K) YoY NEW(+$99.6K)
CEMEX SAB DE CV(CXcusip151290889)	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$96.4K	0.0% ($96.4K/$3.2B)	QoQ NEW(+$96.4K) YoY NEW(+$96.4K)
Accenture plc(ACNcusipG1151C101)	299	QoQ -96.74% (-8.9K) YoY -95.59% (-6.5K)	All Managers (Combined)	$93.3K	0.0% ($93.3K/$3.2B)	QoQ -97.11% (-$3.1M) YoY -96.03% (-$2.3M)
JETBLUE AIRWAYS CORP(JBLUcusip477143101)	18.7K	QoQ +2.18% (-400) YoY +2.18% (-400)	All Managers (Combined)	$90.1K	0.0% ($90.1K/$3.2B)	QoQ -37.33% (-$53.7K) YoY -33.61% (-$45.6K)
First Foundation Inc.(FFWMcusip32026V104)	17.3K	QoQ -12.22% (-2.4K) YoY -12.22% (-2.4K)	All Managers (Combined)	$90.0K	0.0% ($90.0K/$3.2B)	QoQ -26.63% (-$32.7K) YoY -39.65% (-$59.2K)
WIPRO LTD(WITcusip97651M109)	27.3K	QoQ +44.44% (+8.4K) YoY NEW(+27.3K)	All Managers (Combined)	$83.5K	0.0% ($83.5K/$3.2B)	QoQ +24.86% (+$16.6K) YoY NEW(+$83.5K)
HECLA MINING CO/DE/(HLcusip422704106)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$83.4K	0.0% ($83.4K/$3.2B)	QoQ NEW(+$83.4K) YoY NEW(+$83.4K)
Xeris Biopharma Holdings, Inc.(XERScusip98422E103)	13.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$74.9K	0.0% ($74.9K/$3.2B)	QoQ +61.94% (+$28.7K) YoY +148.41% (+$44.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	538	QoQ -97.21% (-18.7K) YoY -96.98% (-17.3K)	All Managers (Combined)	$71.4K	0.0% ($71.4K/$3.2B)	QoQ -96.72% (-$2.1M) YoY -96.48% (-$2.0M)
Rumble Inc.(RUMcusip78137L105)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$70.7K	0.0% ($70.7K/$3.2B)	QoQ -45.65% (-$59.4K) YoY NEW(+$70.7K)
HOME DEPOT, INC.(HDcusip437076102)	181	QoQ -98.99% (-17.8K) YoY -98.85% (-15.6K)	All Managers (Combined)	$66.3K	0.0% ($66.3K/$3.2B)	QoQ -99.05% (-$6.9M) YoY -98.90% (-$6.0M)
VISA INC.(Vcusip92826C839)	163	QoQ -99.34% (-24.7K) YoY -99.23% (-21.2K)	All Managers (Combined)	$57.1K	0.0% ($57.1K/$3.2B)	QoQ -99.27% (-$7.8M) YoY -99.04% (-$5.9M)
Zhihu Inc.(ZHcusip98955N207)	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$3.2B)	QoQ NEW(+$54.6K) YoY NEW(+$54.6K)
REALTY INCOME CORP(Ocusip756109104)	939	QoQ -94.23% (-15.4K) YoY -78.69% (-3.5K)	All Managers (Combined)	$54.5K	0.0% ($54.5K/$3.2B)	QoQ -93.73% (-$815.6K) YoY -77.15% (-$184.0K)
AT&T INC.(Tcusip00206R102)	1.8K	QoQ -99.07% (-199.0K) YoY -98.75% (-147.2K)	All Managers (Combined)	$52.3K	0.0% ($52.3K/$3.2B)	QoQ -98.85% (-$4.5M) YoY -98.00% (-$2.6M)