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 30 of 33

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BOEING CO

BA|097023105

Shares:115

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$3.2B)

INTEL CORP

INTC|458140100

Shares:814

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$3.2B)

Clean Energy Fuels Corp.

CLNE|184499101

Shares:11.0K

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$3.2B)

NETFLIX INC

NFLX|64110L106

Shares:17

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$3.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:65

Value:$15.0K

% of Portfolio:0.0% ($15.0K/$3.2B)

FISERV INC

FI|337738108

Shares:64

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$3.2B)

WILLIAMS SONOMA INC

WSM|969904101

Shares:87

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$3.2B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:25

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$3.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:44

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$3.2B)

XCEL ENERGY INC

XEL|98389B100

Shares:186

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$3.2B)

CME GROUP INC.

CME|12572Q105

Shares:49

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$3.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:67

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$3.2B)

Cigna Group

CI|125523100

Shares:35

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$3.2B)

United Airlines Holdings, Inc.

UAL|910047109

Shares:152

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$3.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:52

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$3.2B)

RTX Corp

RTX|75513E101

Shares:78

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$3.2B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:35

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$3.2B)

CUMMINS INC

CMI|231021106

Shares:30

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$3.2B)

PAYCHEX INC

PAYX|704326107

Shares:56

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$3.2B)

CBAK Energy Technology, Inc.

CBAT|14986C102

Shares:10.3K

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	115	QoQ -98.96% (-11.0K) YoY -99.16% (-13.7K)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$3.2B)	QoQ -99.00% (-$1.9M) YoY -99.26% (-$2.6M)
INTEL CORP(INTCcusip458140100)	814	QoQ -98.35% (-48.7K) YoY -98.89% (-72.7K)	All Managers (Combined)	$18.5K	0.0% ($18.5K/$3.2B)	QoQ -98.13% (-$973.5K) YoY -99.43% (-$3.2M)
Clean Energy Fuels Corp.(CLNEcusip184499101)	11.0K	QoQ -46.06% (-9.4K) YoY -42.43% (-8.1K)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$3.2B)	QoQ -66.69% (-$34.1K) YoY -66.70% (-$34.2K)
NETFLIX INC(NFLXcusip64110L106)	17	QoQ -99.81% (-9.1K) YoY -99.62% (-4.5K)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$3.2B)	QoQ -99.80% (-$8.1M) YoY -99.42% (-$2.7M)
WASTE MANAGEMENT INC(WMcusip94106L109)	65	QoQ -98.28% (-3.7K) YoY -98.00% (-3.2K)	All Managers (Combined)	$15.0K	0.0% ($15.0K/$3.2B)	QoQ -98.03% (-$750.2K) YoY -97.83% (-$679.8K)
FISERV INC(FIcusip337738108)	64	QoQ -99.20% (-8.0K) YoY -99.32% (-9.4K)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$3.2B)	QoQ -99.14% (-$1.6M) YoY -99.06% (-$1.5M)
WILLIAMS SONOMA INC(WSMcusip969904101)	87	QoQ -97.17% (-3.0K) YoY -95.86% (-2.0K)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$3.2B)	QoQ -97.58% (-$556.2K) YoY -97.94% (-$654.1K)
Spotify Technology S.A.(SPOTcusipL8681T102)	25	QoQ -97.23% (-879) YoY NEW(+25)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$3.2B)	QoQ -96.59% (-$390.7K) YoY NEW(+$13.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	44	QoQ -99.58% (-10.6K) YoY -99.60% (-11.2K)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$3.2B)	QoQ -99.56% (-$3.1M) YoY -99.52% (-$2.8M)
XCEL ENERGY INC(XELcusip98389B100)	186	QoQ NEW(+186) YoY NEW(+186)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$3.2B)	QoQ NEW(+$13.2K) YoY NEW(+$13.2K)
CME GROUP INC.(CMEcusip12572Q105)	49	QoQ -99.33% (-7.4K) YoY -99.12% (-5.6K)	All Managers (Combined)	$13.0K	0.0% ($13.0K/$3.2B)	QoQ -99.24% (-$1.7M) YoY -98.92% (-$1.2M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	67	QoQ -99.37% (-10.6K) YoY -99.33% (-10.1K)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$3.2B)	QoQ -99.39% (-$2.0M) YoY -99.31% (-$1.8M)
Cigna Group(CIcusip125523100)	35	QoQ -99.85% (-23.8K) YoY -99.81% (-19.3K)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$3.2B)	QoQ -99.82% (-$6.6M) YoY -99.83% (-$7.0M)
United Airlines Holdings, Inc.(UALcusip910047109)	152	QoQ NEW(+152) YoY NEW(+152)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$3.2B)	QoQ NEW(+$10.5K) YoY NEW(+$10.5K)
ANALOG DEVICES INC(ADIcusip032654105)	52	QoQ -99.42% (-8.9K) YoY -99.24% (-6.9K)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$3.2B)	QoQ -99.45% (-$1.9M) YoY -99.23% (-$1.4M)
RTX Corp(RTXcusip75513E101)	78	QoQ -99.55% (-17.4K) YoY -99.39% (-12.9K)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$3.2B)	QoQ -99.48% (-$2.0M) YoY -99.18% (-$1.3M)
GENERAL DYNAMICS CORP(GDcusip369550108)	35	QoQ -99.40% (-5.8K) YoY -98.74% (-2.7K)	All Managers (Combined)	$9.5K	0.0% ($9.5K/$3.2B)	QoQ -99.38% (-$1.5M) YoY -98.78% (-$776.9K)
CUMMINS INC(CMIcusip231021106)	30	QoQ -98.25% (-1.7K) YoY -98.25% (-1.7K)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$3.2B)	QoQ -98.43% (-$590.8K) YoY -98.14% (-$496.8K)
PAYCHEX INC(PAYXcusip704326107)	56	QoQ -98.12% (-2.9K) YoY -96.78% (-1.7K)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$3.2B)	QoQ -97.94% (-$411.1K) YoY -95.96% (-$205.6K)
CBAK Energy Technology, Inc.(CBATcusip14986C102)	10.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.2K	0.0% ($8.2K/$3.2B)	QoQ -15.19% (-$1.5K) YoY -23.34% (-$2.5K)