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

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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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 33 of 33

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Snap Inc

SNAP|83304A106

Shares:59

Value:$514

% of Portfolio:0.0% ($514/$3.2B)

AMDOCS LTD

DOX|G02602103

Shares:5

Value:$458

% of Portfolio:0.0% ($458/$3.2B)

GENERAL MILLS INC

GIS|370334104

Shares:7

Value:$419

% of Portfolio:0.0% ($419/$3.2B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3

Value:$328

% of Portfolio:0.0% ($328/$3.2B)

KIRBY CORP

KEX|497266106

Shares:3

Value:$304

% of Portfolio:0.0% ($304/$3.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1

Value:$237

% of Portfolio:0.0% ($237/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Snap Inc(SNAPcusip83304A106)	59	QoQ -99.97% (-272.4K) YoY -99.98% (-317.6K)	All Managers (Combined)	$514	0.0% ($514/$3.2B)	QoQ -99.98% (-$2.9M) YoY -99.98% (-$3.6M)
AMDOCS LTD(DOXcusipG02602103)	5	QoQ -99.99% (-122.5K) YoY -99.99% (-88.3K)	All Managers (Combined)	$458	0.0% ($458/$3.2B)	QoQ -99.99% (-$10.4M) YoY -99.99% (-$8.0M)
GENERAL MILLS INC(GIScusip370334104)	7	QoQ -99.94% (-13.7K) YoY -99.81% (-3.8K)	All Managers (Combined)	$419	0.0% ($419/$3.2B)	QoQ -99.95% (-$872.2K) YoY -99.84% (-$262.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3	QoQ -99.94% (-5.3K) YoY -99.93% (-5.0K)	All Managers (Combined)	$328	0.0% ($328/$3.2B)	QoQ -99.93% (-$486.4K) YoY -99.92% (-$427.1K)
KIRBY CORP(KEXcusip497266106)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$304	0.0% ($304/$3.2B)	QoQ NEW(+$304) YoY NEW(+$304)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1	QoQ -99.88% (-853) YoY NEW(+1)	All Managers (Combined)	$237	0.0% ($237/$3.2B)	QoQ -99.88% (-$200.2K) YoY NEW(+$237)