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

Page 29 of 33

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NIO Inc.

NIO|62914V106

Shares:12.9K

Value:$49.3K

% of Portfolio:0.0% ($49.3K/$3.2B)

Meta Platforms, Inc.

META|30303M102

Shares:83

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$3.2B)

QuantumScape Corp

QS|74767V109

Shares:11.3K

Value:$47.2K

% of Portfolio:0.0% ($47.2K/$3.2B)

Mastercard Inc

MA|57636Q104

Shares:85

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$3.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:752

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$3.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:298

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$3.2B)

LG Display Co., Ltd.

LPL|50186V102

Shares:14.2K

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$3.2B)

MORGAN STANLEY

MS|617446448

Shares:350

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$3.2B)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:317

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$3.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:189

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$3.2B)

LOWES COMPANIES INC

LOW|548661107

Shares:166

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$3.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:47

Value:$37.4K

% of Portfolio:0.0% ($37.4K/$3.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:105

Value:$37.0K

% of Portfolio:0.0% ($37.0K/$3.2B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:2.2K

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$3.2B)

STRYKER CORP

SYK|863667101

Shares:80

Value:$29.8K

% of Portfolio:0.0% ($29.8K/$3.2B)

Fox Corp

FOXA|35137L105

Shares:523

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$3.2B)

LITHIUM AMERICAS CORP.

LAC.TO|53681J103

Shares:10.0K

Value:$27.1K

% of Portfolio:0.0% ($27.1K/$3.2B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:177

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$3.2B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:243

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$3.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:168

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NIO Inc.(NIOcusip62914V106)	12.9K	QoQ -13.37% (-2.0K) YoY -2.54% (-338)	All Managers (Combined)	$49.3K	0.0% ($49.3K/$3.2B)	QoQ -24.30% (-$15.8K) YoY -17.48% (-$10.5K)
Meta Platforms, Inc.(METAcusip30303M102)	83	QoQ -99.90% (-83.4K) YoY -99.73% (-31.3K)	All Managers (Combined)	$47.8K	0.0% ($47.8K/$3.2B)	QoQ -99.90% (-$48.8M) YoY -99.68% (-$15.2M)
QuantumScape Corp(QScusip74767V109)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$47.2K	0.0% ($47.2K/$3.2B)	QoQ NEW(+$47.2K) YoY NEW(+$47.2K)
Mastercard Inc(MAcusip57636Q104)	85	QoQ -98.27% (-4.8K) YoY -96.44% (-2.3K)	All Managers (Combined)	$46.6K	0.0% ($46.6K/$3.2B)	QoQ -98.20% (-$2.6M) YoY -95.95% (-$1.1M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	752	QoQ -96.24% (-19.3K) YoY -94.81% (-13.7K)	All Managers (Combined)	$45.9K	0.0% ($45.9K/$3.2B)	QoQ -95.95% (-$1.1M) YoY -94.16% (-$740.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	298	QoQ -96.89% (-9.3K) YoY -97.59% (-12.1K)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$3.2B)	QoQ -96.89% (-$1.4M) YoY -97.82% (-$2.1M)
LG Display Co., Ltd.(LPLcusip50186V102)	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$3.2B)	QoQ NEW(+$44.0K) YoY NEW(+$44.0K)
MORGAN STANLEY(MScusip617446448)	350	QoQ -98.00% (-17.2K) YoY -96.55% (-9.8K)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$3.2B)	QoQ -98.15% (-$2.2M) YoY -95.73% (-$917.0K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	317	QoQ -99.63% (-87.0K) YoY -99.52% (-66.7K)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$3.2B)	QoQ -99.68% (-$12.4M) YoY -99.71% (-$13.9M)
AbbVie Inc.(ABBVcusip00287Y109)	189	QoQ -99.77% (-84.9K) YoY -99.73% (-71.4K)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$3.2B)	QoQ -99.73% (-$15.1M) YoY -99.69% (-$13.0M)
LOWES COMPANIES INC(LOWcusip548661107)	166	QoQ -98.43% (-10.5K) YoY -97.11% (-5.6K)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$3.2B)	QoQ -98.52% (-$2.6M) YoY -97.35% (-$1.4M)
ServiceNow, Inc.(NOWcusip81762P102)	47	QoQ -95.43% (-983) YoY -96.55% (-1.3K)	All Managers (Combined)	$37.4K	0.0% ($37.4K/$3.2B)	QoQ -96.57% (-$1.1M) YoY -96.40% (-$1.0M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	105	QoQ -96.41% (-2.8K) YoY NEW(+105)	All Managers (Combined)	$37.0K	0.0% ($37.0K/$3.2B)	QoQ -96.30% (-$964.5K) YoY NEW(+$37.0K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	2.2K	QoQ -97.90% (-104.4K) YoY -97.64% (-92.8K)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$3.2B)	QoQ -98.48% (-$2.2M) YoY -97.95% (-$1.7M)
STRYKER CORP(SYKcusip863667101)	80	QoQ -97.03% (-2.6K) YoY -90.64% (-775)	All Managers (Combined)	$29.8K	0.0% ($29.8K/$3.2B)	QoQ -96.93% (-$941.0K) YoY -90.26% (-$276.0K)
Fox Corp(FOXAcusip35137L105)	523	QoQ NEW(+523) YoY NEW(+523)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$3.2B)	QoQ NEW(+$29.6K) YoY NEW(+$29.6K)
LITHIUM AMERICAS CORP.(LAC.TOcusip53681J103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$27.1K	0.0% ($27.1K/$3.2B)	QoQ NEW(+$27.1K) YoY NEW(+$27.1K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	177	QoQ -99.73% (-67.2K) YoY -99.66% (-53.3K)	All Managers (Combined)	$25.7K	0.0% ($25.7K/$3.2B)	QoQ -99.76% (-$10.9M) YoY -99.76% (-$11.0M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	243	QoQ -97.92% (-11.5K) YoY -97.20% (-8.5K)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$3.2B)	QoQ -97.65% (-$1.0M) YoY -95.88% (-$571.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	168	QoQ -99.77% (-74.1K) YoY -99.71% (-59.2K)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$3.2B)	QoQ -99.74% (-$8.0M) YoY -99.71% (-$6.9M)