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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25434V401
Shares:61.0K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.2B)
92204A702
Shares:6.8K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.2B)
AMGEN INC
Shares:11.6K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.2B)
COCA COLA CO
Shares:49.2K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.2B)
808524847
Shares:157.5K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.2B)
46138J791
Shares:166.9K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.2B)
46138J783
Shares:165.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
46138J825
Shares:156.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
46138J643
Shares:157.3K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
BERKSHIRE HATHAWAY INC
Shares:4
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
46138J577
Shares:172.0K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
Merck & Co., Inc.
Shares:34.3K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
46138J460
Shares:184.9K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
GENERAL ELECTRIC CO
Shares:14.4K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
46138J429
Shares:175.4K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
Duke Energy CORP
Shares:22.6K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
922908595
Shares:10.9K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
921937827
Shares:35.1K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
46434G764
Shares:48.3K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
78464A508
Shares:51.7K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.2B)