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

Filing Details

13F-HR2025-03-31
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
Manager Name
Empirical-Financial-Services-Llc-Dba-Empirical-Wealth-Management
Data Enrichment
76% identified
493 identified153 unidentified

Holdings

646 positions • $3.2B total value
Manager:
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AMEREN CORP
Shares:80
Value:$8.0K
% of Portfolio:0.0% ($8.0K/$3.2B)
ALLSTATE CORP
Shares:36
Value:$7.5K
% of Portfolio:0.0% ($7.5K/$3.2B)
M&T BANK CORP
Shares:41
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$3.2B)
Shares:247
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.2B)
BERKLEY W R CORP
Shares:95
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.2B)
Mondelez International, Inc.
Shares:90
Value:$6.1K
% of Portfolio:0.0% ($6.1K/$3.2B)
Alphabet Inc.
Shares:33
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$3.2B)
Apollo Global Management, Inc.
Shares:37
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$3.2B)
ENTERGY CORP /DE/
Shares:57
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$3.2B)
KLA CORP
Shares:7
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$3.2B)
Booking Holdings Inc.
Shares:1
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.2B)
TWILIO INC
Shares:45
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$3.2B)
SCHWAB CHARLES CORP
Shares:55
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$3.2B)
KROGER CO
Shares:57
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$3.2B)
FIRST CITIZENS BANCSHARES INC /DE/
Shares:2
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$3.2B)
CORNING INC /NY
Shares:70
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$3.2B)
PROGRESSIVE CORP/OH/
Shares:10
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$3.2B)
Discover Financial Services
Shares:16
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$3.2B)
COLGATE PALMOLIVE CO
Shares:27
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$3.2B)
PINTEREST, INC.
Shares:80
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$3.2B)