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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  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 6 of 33

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RESMED INC

RMD|761152107

Shares:23.6K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$3.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:11.7K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$3.2B)

97717W315

Shares:122.9K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$3.2B)

GoDaddy Inc.

GDDY|380237107

Shares:27.0K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$3.2B)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$3.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:113.2K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$3.2B)

464287879

Shares:45.1K

Value:$4.4M

% of Portfolio:0.1% ($4.4M/$3.2B)

97717W604

Shares:135.0K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$3.2B)

921910725

VSGX|921910725

Shares:72.5K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$3.2B)

CATERPILLAR INC

CAT|149123101

Shares:12.9K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$3.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:20.7K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$3.2B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:66.3K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$3.2B)

STARBUCKS CORP

SBUX|855244109

Shares:42.4K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$3.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:15.4K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$3.2B)

AFLAC INC

AFL|001055102

Shares:36.8K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$3.2B)

Baker Hughes Co

BKR|05722G100

Shares:93.2K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$3.2B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:37.1K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$3.2B)

808524730

Shares:126.0K

Value:$3.9M

% of Portfolio:0.1% ($3.9M/$3.2B)

808524839

Shares:165.5K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$3.2B)

97717W760

Shares:57.5K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
RESMED INC(RMDcusip761152107)	23.6K	QoQ NEW(+23.6K) YoY NEW(+23.6K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$3.2B)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	11.7K	QoQ +489.50% (+9.7K) YoY +935.81% (+10.6K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$3.2B)	QoQ +441.92% (+$4.3M) YoY +917.25% (+$4.7M)
(cusip97717W315)✕	122.9K	QoQ -1.11% (-1.4K) YoY +3.14% (+3.7K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$3.2B)	QoQ +2.77% (-$139.4K) YoY +3.73% (+$186.1K)
GoDaddy Inc.(GDDYcusip380237107)	27.0K	QoQ +1936.83% (+25.7K) YoY NEW(+27.0K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$3.2B)	QoQ +1759.01% (+$4.6M) YoY NEW(+$4.9M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$4.8M	0.2% ($4.8M/$3.2B)	QoQ -79.82% (-$19.2M) YoY -94.58% (-$84.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	113.2K	QoQ +29.32% (+25.7K) YoY +67.96% (+45.8K)	All Managers (Combined)	$4.7M	0.1% ($4.7M/$3.2B)	QoQ +22.79% (+$876.8K) YoY +84.84% (+$2.2M)
(cusip464287879)✕	45.1K	QoQ +4.00% (-1.7K) YoY +0.74% (-333)	All Managers (Combined)	$4.4M	0.1% ($4.4M/$3.2B)	QoQ -6.65% (-$313.7K) YoY -4.43% (-$204.1K)
(cusip97717W604)✕	135.0K	QoQ -3.15% (-4.4K) YoY -1.27% (-1.7K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$3.2B)	QoQ -9.89% (-$473.9K) YoY -3.44% (-$154.0K)
(VSGXcusip921910725)	72.5K	QoQ +0.10% (+78) YoY -14.83% (-12.6K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$3.2B)	QoQ +4.13% (+$169.8K) YoY -12.59% (-$616.7K)
CATERPILLAR INC(CATcusip149123101)	12.9K	QoQ +22.71% (+2.4K) YoY +95.31% (+6.3K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$3.2B)	QoQ +11.56% (+$440.2K) YoY +75.79% (+$1.8M)
DANAHER CORP /DE/(DHRcusip235851102)	20.7K	QoQ -1.60% (-338) YoY -13.63% (-3.3K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$3.2B)	QoQ -12.13% (-$585.7K) YoY -29.10% (-$1.7M)
CARRIER GLOBAL Corp(CARRcusip14448C104)	66.3K	QoQ -67.75% (-139.3K) YoY -62.23% (-109.3K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$3.2B)	QoQ -70.05% (-$9.8M) YoY -58.81% (-$6.0M)
STARBUCKS CORP(SBUXcusip855244109)	42.4K	QoQ +4.32% (+1.8K) YoY +13.33% (+5.0K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$3.2B)	QoQ +12.13% (+$450.6K) YoY +21.64% (+$740.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	15.4K	QoQ +92.20% (+7.4K) YoY +129.88% (+8.7K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$3.2B)	QoQ +74.22% (+$1.8M) YoY +171.63% (+$2.6M)
AFLAC INC(AFLcusip001055102)	36.8K	QoQ -61.29% (-58.3K) YoY -53.32% (-42.1K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$3.2B)	QoQ -58.39% (-$5.7M) YoY -39.55% (-$2.7M)
Baker Hughes Co(BKRcusip05722G100)	93.2K	QoQ NEW(+93.2K) YoY NEW(+93.2K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$3.2B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	37.1K	QoQ +4.55% (+1.6K) YoY -1.78% (-673)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$3.2B)	QoQ +21.16% (+$705.6K) YoY +30.34% (-$940.4K)
(cusip808524730)✕	126.0K	QoQ +6.03% (+7.2K) YoY -2.00% (-2.6K)	All Managers (Combined)	$3.9M	0.1% ($3.9M/$3.2B)	QoQ +12.41% (+$428.6K) YoY +8.72% (-$311.3K)
(cusip808524839)✕	165.5K	QoQ +4.09% (+6.5K) YoY +81.04% (-74.1K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$3.2B)	QoQ +6.20% (+$223.9K) YoY -8.84% (-$372.2K)
(cusip97717W760)✕	57.5K	QoQ -4.85% (-2.9K) YoY -4.61% (-2.8K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$3.2B)	QoQ -0.24% (-$9.3K) YoY -3.45% (-$135.8K)