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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KINDER MORGAN, INC.

KMI|49456B101

Shares:83

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$3.2B)

Zoetis Inc.

ZTS|98978V103

Shares:13

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$3.2B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:15

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$3.2B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:17

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$3.2B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:8

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$3.2B)

PEPSICO INC

PEP|713448108

Shares:10

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$3.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:33

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$3.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:6

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$3.2B)

60743G118

Shares:13.0K

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$3.2B)

Arista Networks, Inc.

ANET|040413205

Shares:16

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$3.2B)

Xylem Inc.

XYL|98419M100

Shares:10

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$3.2B)

PULTEGROUP INC/MI/

PHM|745867101

Shares:11

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$3.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:4

Value:$993

% of Portfolio:0.0% ($993/$3.2B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:2

Value:$919

% of Portfolio:0.0% ($919/$3.2B)

Public Storage

PSA|74460D109

Shares:3

Value:$898

% of Portfolio:0.0% ($898/$3.2B)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:12

Value:$897

% of Portfolio:0.0% ($897/$3.2B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:4

Value:$726

% of Portfolio:0.0% ($726/$3.2B)

CMS ENERGY CORP

CMS|125896100

Shares:8

Value:$601

% of Portfolio:0.0% ($601/$3.2B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:1

Value:$590

% of Portfolio:0.0% ($590/$3.2B)

Salesforce, Inc.

CRM|79466L302

Shares:2

Value:$537

% of Portfolio:0.0% ($537/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KINDER MORGAN, INC.(KMIcusip49456B101)	83	QoQ -99.61% (-21.3K) YoY -99.46% (-15.5K)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$3.2B)	QoQ -99.59% (-$583.8K) YoY -99.16% (-$282.9K)
Zoetis Inc.(ZTScusip98978V103)	13	QoQ -99.21% (-1.6K) YoY -99.04% (-1.4K)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$3.2B)	QoQ -99.20% (-$268.3K) YoY -99.07% (-$228.7K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	15	QoQ -99.90% (-16.0K) YoY -99.88% (-13.1K)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$3.2B)	QoQ -99.89% (-$1.9M) YoY -99.85% (-$1.5M)
CONSOLIDATED EDISON INC(EDcusip209115104)	17	QoQ -99.65% (-4.8K) YoY -99.56% (-3.9K)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$3.2B)	QoQ -99.56% (-$432.1K) YoY -99.47% (-$353.1K)
Cheniere Energy, Inc.(LNGcusip16411R208)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$3.2B)	QoQ NEW(+$1.9K) YoY NEW(+$1.9K)
PEPSICO INC(PEPcusip713448108)	10	QoQ -99.95% (-23.6K) YoY -99.94% (-17.6K)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$3.2B)	QoQ -99.95% (-$3.6M) YoY -99.95% (-$3.1M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	33	QoQ -99.81% (-17.9K) YoY -99.72% (-11.8K)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$3.2B)	QoQ -99.79% (-$715.4K) YoY -99.69% (-$495.5K)
UNION PACIFIC CORP(UNPcusip907818108)	6	QoQ -99.85% (-4.1K) YoY -99.91% (-6.8K)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$3.2B)	QoQ -99.85% (-$944.4K) YoY -99.91% (-$1.7M)
(cusip60743G118)✕	13.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$3.2B)	QoQ -15.18% (-$242) YoY -50.47% (-$1.4K)
Arista Networks, Inc.(ANETcusip040413205)	16	QoQ -99.96% (-44.9K) YoY NEW(+16)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$3.2B)	QoQ -99.97% (-$5.0M) YoY NEW(+$1.2K)
Xylem Inc.(XYLcusip98419M100)	10	QoQ -99.69% (-3.3K) YoY NEW(+10)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$3.2B)	QoQ -99.68% (-$377.9K) YoY NEW(+$1.2K)
PULTEGROUP INC/MI/(PHMcusip745867101)	11	QoQ -99.98% (-72.1K) YoY -99.98% (-57.9K)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$3.2B)	QoQ -99.98% (-$7.8M) YoY -99.98% (-$7.0M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	4	QoQ -99.88% (-3.4K) YoY -99.90% (-4.1K)	All Managers (Combined)	$993	0.0% ($993/$3.2B)	QoQ -99.88% (-$864.5K) YoY -99.90% (-$1.1M)
DOMINOS PIZZA INC(DPZcusip25754A201)	2	QoQ NEW(+2) YoY -99.69% (-661)	All Managers (Combined)	$919	0.0% ($919/$3.2B)	QoQ NEW(+$919) YoY -99.72% (-$328.6K)
Public Storage(PSAcusip74460D109)	3	QoQ -99.59% (-734) YoY -99.70% (-1.0K)	All Managers (Combined)	$898	0.0% ($898/$3.2B)	QoQ -99.59% (-$219.8K) YoY -99.69% (-$296.2K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	12	QoQ -99.63% (-3.3K) YoY NEW(+12)	All Managers (Combined)	$897	0.0% ($897/$3.2B)	QoQ -99.66% (-$265.9K) YoY NEW(+$897)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	4	QoQ -99.75% (-1.6K) YoY NEW(+4)	All Managers (Combined)	$726	0.0% ($726/$3.2B)	QoQ -99.76% (-$311.2K) YoY NEW(+$726)
CMS ENERGY CORP(CMScusip125896100)	8	QoQ -99.74% (-3.2K) YoY NEW(+8)	All Managers (Combined)	$601	0.0% ($601/$3.2B)	QoQ -99.71% (-$211.4K) YoY NEW(+$601)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$590	0.0% ($590/$3.2B)	QoQ NEW(+$590) YoY NEW(+$590)
Salesforce, Inc.(CRMcusip79466L302)	2	QoQ -99.96% (-6.1K) YoY -99.96% (-5.5K)	All Managers (Combined)	$537	0.0% ($537/$3.2B)	QoQ -99.97% (-$2.0M) YoY -99.96% (-$1.7M)