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

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "NVDA",
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  "INTC",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  "NOW",
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  "O",
  "RIO",
  "SHEL",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  "IBM",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "K",
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  null,
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  null,
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  null,
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  null,
  null,
  "NVO",
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  "NIO",
  null,
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  "CMS",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "USB",
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  null,
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  "BND",
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  "VOT",
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  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VCTR",
  "V",
  "VST",
  "WMT",
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  "WFC",
  "WELL",
  "WSR",
  null,
  "WSM",
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  "WPM",
  "WMB",
  null,
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  null,
  null,
  "XERS",
  "XEL",
  "YUM",
  "XYL",
  "IUSG",
  null,
  null,
  null,
  "DY",
  "OC",
  "FBP",
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  "MTB",
  "SCHD",
  "ET",
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  null,
  null,
  "SCHF",
  null,
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  "NSC",
  null,
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  "MGM",
  "NWN",
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  "TRMB",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  "SCI",
  null,
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  "ORI",
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  "LYV",
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  "LNTH",
  "IUSV",
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
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  "GWW",
  null,
  "ESGU",
  null,
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  "UDR",
  "NUE",
  "FDX",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BCC",
  "BA",
  null,
  "BMY",
  "BOX",
  "BLDR",
  "BR",
  "CALM",
  "CDNS",
  "CDNA",
  "CARR",
  "CVCO",
  "CATY",
  "CX",
  "CVX",
  "LNG",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLNE",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CFLT",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
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  "DE",
  "DSGX",
  "DAL",
  null,
  null,
  null,
  "DFAX",
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  "DOLE",
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  "DPZ",
  "RSP",
  null,
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
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  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
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  "VTI",
  "JPM",
  "QUAL",
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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 4 of 33

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922908363

VOO|922908363

Shares:20.4K

Value:$10.5M

% of Portfolio:0.3% ($10.5M/$3.2B)

78463X756

Shares:185.0K

Value:$10.5M

% of Portfolio:0.3% ($10.5M/$3.2B)

46434G863

Shares:298.3K

Value:$10.4M

% of Portfolio:0.3% ($10.4M/$3.2B)

464287804

IJR|464287804

Shares:98.4K

Value:$10.3M

% of Portfolio:0.3% ($10.3M/$3.2B)

808524607

SCHA|808524607

Shares:430.5K

Value:$10.1M

% of Portfolio:0.3% ($10.1M/$3.2B)

46435U663

Shares:257.4K

Value:$9.9M

% of Portfolio:0.3% ($9.9M/$3.2B)

921946406

VYM|921946406

Shares:73.9K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.2B)

75526L852

Shares:201.3K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.2B)

922908512

VOE|922908512

Shares:57.7K

Value:$9.3M

% of Portfolio:0.3% ($9.3M/$3.2B)

ORACLE CORP

ORCL|68389X105

Shares:63.5K

Value:$8.9M

% of Portfolio:0.3% ($8.9M/$3.2B)

67092P508

Shares:256.7K

Value:$8.8M

% of Portfolio:0.3% ($8.8M/$3.2B)

78463X772

Shares:223.7K

Value:$8.6M

% of Portfolio:0.3% ($8.6M/$3.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:77.3K

Value:$8.5M

% of Portfolio:0.3% ($8.5M/$3.2B)

808524755

FNDF|808524755

Shares:225.8K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$3.2B)

CHEVRON CORP

CVX|166764100

Shares:47.3K

Value:$7.9M

% of Portfolio:0.2% ($7.9M/$3.2B)

464287622

IWB|464287622

Shares:25.6K

Value:$7.9M

% of Portfolio:0.2% ($7.9M/$3.2B)

BlackRock, Inc.

BLK|09290D101

Shares:8.0K

Value:$7.6M

% of Portfolio:0.2% ($7.6M/$3.2B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:77.7K

Value:$7.5M

% of Portfolio:0.2% ($7.5M/$3.2B)

922908538

VOT|922908538

Shares:29.2K

Value:$7.1M

% of Portfolio:0.2% ($7.1M/$3.2B)

MCKESSON CORP

MCK|58155Q103

Shares:10.6K

Value:$7.1M

% of Portfolio:0.2% ($7.1M/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	20.4K	QoQ +40.97% (+5.9K) YoY +53.11% (+7.1K)	All Managers (Combined)	$10.5M	0.3% ($10.5M/$3.2B)	QoQ +34.46% (+$2.7M) YoY +63.69% (+$4.1M)
(cusip78463X756)✕	185.0K	QoQ +0.25% (-462) YoY -0.34% (-633)	All Managers (Combined)	$10.5M	0.3% ($10.5M/$3.2B)	QoQ -3.13% (-$339.3K) YoY +1.14% (-$118.2K)
(cusip46434G863)✕	298.3K	QoQ +0.43% (+1.3K) YoY -14.95% (-52.5K)	All Managers (Combined)	$10.4M	0.3% ($10.4M/$3.2B)	QoQ +5.13% (+$508.9K) YoY -7.78% (-$880.0K)
(IJRcusip464287804)	98.4K	QoQ +6.04% (-5.6K) YoY +50.62% (+33.1K)	All Managers (Combined)	$10.3M	0.3% ($10.3M/$3.2B)	QoQ -3.76% (-$402.2K) YoY +42.51% (+$3.1M)
(SCHAcusip808524607)	430.5K	QoQ +6.86% (-27.6K) YoY +110.38% (+225.9K)	All Managers (Combined)	$10.1M	0.3% ($10.1M/$3.2B)	QoQ -3.17% (-$331.2K) YoY +0.10% (+$10.6K)
(cusip46435U663)✕	257.4K	QoQ +1.41% (-3.6K) YoY +2.64% (-6.6K)	All Managers (Combined)	$9.9M	0.3% ($9.9M/$3.2B)	QoQ -7.36% (-$785.9K) YoY -2.09% (-$212.0K)
(VYMcusip921946406)	73.9K	QoQ -5.12% (-4.0K) YoY -1.00% (-753)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.2B)	QoQ -4.10% (-$408.4K) YoY +5.51% (-$497.8K)
(cusip75526L852)✕	201.3K	QoQ NEW(+201.3K) YoY NEW(+201.3K)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.2B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
(VOEcusip922908512)	57.7K	QoQ +11.84% (+6.1K) YoY +106.29% (+29.7K)	All Managers (Combined)	$9.3M	0.3% ($9.3M/$3.2B)	QoQ +10.99% (+$917.3K) YoY +112.42% (+$4.9M)
ORACLE CORP(ORCLcusip68389X105)	63.5K	QoQ -37.16% (-37.5K) YoY -31.92% (-29.8K)	All Managers (Combined)	$8.9M	0.3% ($8.9M/$3.2B)	QoQ -47.27% (-$8.0M) YoY -24.22% (-$2.8M)
(cusip67092P508)✕	256.7K	QoQ +1.34% (-3.4K) YoY -7.49% (-20.8K)	All Managers (Combined)	$8.8M	0.3% ($8.8M/$3.2B)	QoQ -0.39% (-$35.1K) YoY -7.47% (-$709.2K)
(cusip78463X772)✕	223.7K	QoQ +0.37% (+844) YoY +0.21% (+486)	All Managers (Combined)	$8.6M	0.3% ($8.6M/$3.2B)	QoQ +10.14% (+$790.2K) YoY +9.36% (+$735.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	77.3K	QoQ +1729.02% (+73.1K) YoY +1776.51% (+73.2K)	All Managers (Combined)	$8.5M	0.3% ($8.5M/$3.2B)	QoQ +1518.06% (+$8.0M) YoY +1714.11% (+$8.0M)
(FNDFcusip808524755)	225.8K	QoQ -2.33% (-5.4K) YoY -5.16% (-12.3K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$3.2B)	QoQ +6.28% (-$482.6K) YoY -3.75% (-$318.3K)
CHEVRON CORP(CVXcusip166764100)	47.3K	QoQ -8.74% (-4.5K) YoY +42.37% (+14.1K)	All Managers (Combined)	$7.9M	0.2% ($7.9M/$3.2B)	QoQ +5.39% (-$404.7K) YoY +50.99% (+$2.7M)
(IWBcusip464287622)	25.6K	QoQ +317.73% (+19.5K) YoY +346.27% (+19.9K)	All Managers (Combined)	$7.9M	0.2% ($7.9M/$3.2B)	QoQ +297.74% (+$5.9M) YoY +375.22% (+$6.2M)
BlackRock, Inc.(BLKcusip09290D101)	8.0K	QoQ -51.03% (-8.3K) YoY NEW(+8.0K)	All Managers (Combined)	$7.6M	0.2% ($7.6M/$3.2B)	QoQ -54.78% (-$9.2M) YoY NEW(+$7.6M)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	77.7K	QoQ -60.59% (-119.4K) YoY -58.28% (-108.5K)	All Managers (Combined)	$7.5M	0.2% ($7.5M/$3.2B)	QoQ -58.96% (-$10.7M) YoY -56.59% (-$9.7M)
(VOTcusip922908538)	29.2K	QoQ +16.80% (+4.2K) YoY +277.42% (+21.5K)	All Managers (Combined)	$7.1M	0.2% ($7.1M/$3.2B)	QoQ +12.61% (+$800.1K) YoY +291.57% (+$5.3M)
MCKESSON CORP(MCKcusip58155Q103)	10.6K	QoQ -66.70% (-21.2K) YoY -53.33% (-12.1K)	All Managers (Combined)	$7.1M	0.2% ($7.1M/$3.2B)	QoQ -60.68% (-$11.0M) YoY -41.50% (-$5.1M)