Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Latest statistics and disclosures from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, VCSH, MTUM, VTIP, QUAL, and represent 24.63% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MCK (+$8.8M), VTIP (+$5.6M), MSFT (+$5.4M), RS, IQLT, QUAL, BLK, DHR, IEMG, EFV.
- Started 51 new stock positions in SLF, TXT, CME, MOH, VXF, DOW, ADI, SNPS, IWP, ATKR.
- Reduced shares in these 10 stocks: NVDA (-$46M), AAPL (-$27M), DELL (-$9.5M), CVX (-$8.7M), XOM (-$7.6M), TRV (-$5.7M), GOOGL, VTV, MRNA, V.
- Sold out of its positions in AMT, AME, BIIB, CDNS, DNP, PDN, TAN, EL, LPX, Luther Burbank Corp.. MRNA, NVS, IGHG, GLD, EDIV, stock, MMM, UTHR.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $35M.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $3.3B in assets under management (AUM), dropping by 10.04%.
- Central Index Key (CIK): 0001510434
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Portfolio Holdings for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 527 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 527 total positions. Only the first 250 positions are shown.
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- Download the Empirical Financial Services, LLC d.b.a. Empirical Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.8 | $226M | -16% | 250k | 903.56 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.7 | $155M | 2.0M | 77.31 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 4.6 | $154M | 821k | 187.35 |
|
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.6 | $153M | +3% | 3.2M | 47.89 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.9 | $128M | +3% | 778k | 164.35 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 3.0 | $100M | +5% | 2.5M | 39.66 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.8 | $92M | 1.1M | 80.51 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $87M | +3% | 2.1M | 40.90 |
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| Ishares Core Msci Emkt (IEMG) | 2.5 | $84M | +4% | 1.6M | 51.60 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $84M | +4% | 1.5M | 54.40 |
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| Apple (AAPL) | 2.5 | $83M | -24% | 481k | 171.48 |
|
| Microsoft Corporation (MSFT) | 2.3 | $75M | +7% | 179k | 420.72 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.0 | $66M | +2% | 1.8M | 36.75 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.0 | $65M | +2% | 2.6M | 25.22 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.6 | $54M | +2% | 618k | 86.48 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $49M | +2% | 851k | 58.07 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $49M | -5% | 301k | 162.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $49M | 93k | 523.07 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.4 | $47M | 856k | 54.43 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $37M | -3% | 740k | 50.17 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $33M | +4% | 506k | 65.86 |
|
| Amazon (AMZN) | 0.9 | $29M | +3% | 158k | 180.38 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $26M | 221k | 116.84 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $25M | +4% | 318k | 79.91 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $25M | 787k | 31.95 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $23M | +16% | 32k | 732.62 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $22M | 117k | 191.88 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $19M | +2% | 192k | 99.43 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $19M | +7% | 529k | 35.80 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $19M | 300k | 62.34 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $18M | 1.1M | 17.32 |
|
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| NVR (NVR) | 0.5 | $18M | +5% | 2.2k | 8099.96 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.5 | $18M | +11% | 423k | 42.14 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $17M | +19% | 184k | 93.71 |
|
| Arch Cap Group Ord (ACGL) | 0.5 | $17M | +4% | 186k | 92.44 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.5 | $17M | 271k | 60.89 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $16M | +8% | 61k | 259.90 |
|
| Meta Platforms Cl A (META) | 0.5 | $15M | -8% | 31k | 485.59 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $15M | +4% | 383k | 38.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $14M | 229k | 62.06 |
|
|
| Builders FirstSource (BLDR) | 0.4 | $14M | +18% | 67k | 208.55 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.4 | $14M | 609k | 22.87 |
|
|
| Cisco Systems (CSCO) | 0.4 | $14M | +7% | 278k | 49.91 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $14M | -4% | 58k | 239.76 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $14M | +8% | 530k | 25.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $14M | +6% | 89k | 152.26 |
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| Abbvie (ABBV) | 0.4 | $13M | +10% | 72k | 182.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $13M | +12% | 333k | 39.02 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $13M | 26k | 504.61 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $13M | -4% | 55k | 228.59 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $12M | +11% | 490k | 25.25 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $12M | 102k | 121.19 |
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| McKesson Corporation (MCK) | 0.4 | $12M | +264% | 23k | 536.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | -21% | 79k | 150.93 |
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| Oracle Corporation (ORCL) | 0.4 | $12M | +14% | 93k | 125.61 |
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| Hp (HPQ) | 0.3 | $12M | +15% | 381k | 30.22 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $11M | 351k | 32.23 |
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| Applied Materials (AMAT) | 0.3 | $11M | +8% | 53k | 206.23 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $11M | +13% | 91k | 119.51 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $11M | 143k | 75.98 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $11M | 259k | 41.77 |
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| Tesla Motors (TSLA) | 0.3 | $11M | +38% | 61k | 175.79 |
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| Dell Technologies CL C (DELL) | 0.3 | $11M | -47% | 93k | 114.11 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.3 | $10M | 186k | 55.80 |
|
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| Carrier Global Corporation (CARR) | 0.3 | $10M | +21% | 176k | 58.13 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $10M | +2% | 251k | 40.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $10M | 205k | 49.24 |
|
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $10M | +14% | 53k | 186.87 |
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| BlackRock (BLK) | 0.3 | $9.9M | +70% | 12k | 833.73 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $9.8M | -5% | 65k | 151.28 |
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| AutoZone (AZO) | 0.3 | $9.6M | +5% | 3.0k | 3151.65 |
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| Reliance Steel & Aluminum (RS) | 0.3 | $9.5M | +108% | 29k | 334.18 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.3 | $9.5M | +3% | 278k | 34.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $9.0M | 75k | 120.99 |
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| Johnson & Johnson (JNJ) | 0.3 | $8.9M | 56k | 158.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $8.7M | 20k | 444.02 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $8.5M | 238k | 35.61 |
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| Gilead Sciences (GILD) | 0.3 | $8.4M | +15% | 115k | 73.25 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $8.4M | +16% | 81k | 103.79 |
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| Amdocs SHS (DOX) | 0.2 | $8.0M | +21% | 88k | 90.37 |
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| United Parcel Service CL B (UPS) | 0.2 | $7.9M | +9% | 53k | 148.63 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $7.8M | -2% | 223k | 35.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $7.7M | -3% | 15k | 525.72 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $7.7M | -7% | 163k | 47.44 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $7.6M | +7% | 105k | 72.34 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $7.5M | -2% | 26k | 286.61 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $7.4M | 226k | 32.69 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.2M | +8% | 65k | 110.52 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $7.1M | 62k | 114.96 |
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| Cigna Corp (CI) | 0.2 | $7.0M | +13% | 19k | 363.19 |
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| Pulte (PHM) | 0.2 | $7.0M | +17% | 58k | 120.62 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $6.9M | -52% | 59k | 116.24 |
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| AFLAC Incorporated (AFL) | 0.2 | $6.8M | +18% | 79k | 85.86 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $6.5M | -2% | 124k | 52.26 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $6.4M | +2% | 60k | 107.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.4M | +4% | 13k | 480.71 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $6.4M | -5% | 138k | 46.21 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $6.4M | -7% | 213k | 29.77 |
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| Lam Research Corporation (LRCX) | 0.2 | $6.3M | +7% | 6.4k | 971.65 |
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| Eli Lilly & Co. (LLY) | 0.2 | $6.1M | +71% | 7.8k | 778.01 |
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| Home Depot (HD) | 0.2 | $6.1M | +10% | 16k | 383.61 |
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| Danaher Corporation (DHR) | 0.2 | $6.0M | +170% | 24k | 249.72 |
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| Visa Com Cl A (V) | 0.2 | $6.0M | -22% | 21k | 279.08 |
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| Skyworks Solutions (SWKS) | 0.2 | $5.6M | +21% | 52k | 108.32 |
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| Lennar Corp Cl A (LEN) | 0.2 | $5.5M | +18% | 32k | 171.98 |
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| Interpublic Group of Companies (IPG) | 0.2 | $5.2M | +30% | 161k | 32.63 |
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| Chevron Corporation (CVX) | 0.2 | $5.2M | -62% | 33k | 157.74 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $5.1M | +2% | 49k | 104.73 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $5.0M | 119k | 41.84 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $4.9M | 85k | 57.47 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $4.8M | 237k | 20.30 |
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| Omni (OMC) | 0.1 | $4.7M | +19% | 48k | 96.77 |
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| Ishares Frontier And Sel (FM) | 0.1 | $4.7M | 163k | 28.65 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $4.6M | -2% | 45k | 102.76 |
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| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.1 | $4.6M | -6% | 204k | 22.48 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $4.5M | 137k | 32.68 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.4M | +11% | 28k | 155.91 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.2M | +7% | 91k | 46.00 |
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| Hologic (HOLX) | 0.1 | $4.1M | +15% | 52k | 77.96 |
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| Watsco, Incorporated (WSO) | 0.1 | $4.0M | +22% | 9.2k | 431.97 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $3.9M | 60k | 65.21 |
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| Broadcom (AVGO) | 0.1 | $3.9M | 2.9k | 1325.32 |
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| Procter & Gamble Company (PG) | 0.1 | $3.9M | +18% | 24k | 162.25 |
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| Southern Copper Corporation (SCCO) | 0.1 | $3.8M | +11% | 36k | 106.52 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $3.7M | +4% | 65k | 56.98 |
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| McDonald's Corporation (MCD) | 0.1 | $3.7M | +8% | 13k | 281.95 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $3.7M | 18k | 200.30 |
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| Snap Cl A (SNAP) | 0.1 | $3.6M | -3% | 318k | 11.48 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $3.6M | 129k | 27.76 |
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| Arista Networks (ANET) | 0.1 | $3.4M | 12k | 289.98 |
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| Starbucks Corporation (SBUX) | 0.1 | $3.4M | -2% | 37k | 91.39 |
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| Hartford Financial Services (HIG) | 0.1 | $3.3M | +8% | 32k | 103.05 |
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| Intel Corporation (INTC) | 0.1 | $3.2M | 74k | 44.17 |
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| Microchip Technology (MCHP) | 0.1 | $3.2M | -6% | 36k | 89.71 |
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| Wec Energy Group (WEC) | 0.1 | $3.1M | 38k | 82.12 |
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| Jabil Circuit (JBL) | 0.1 | $3.1M | +12% | 23k | 133.95 |
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| Travelers Companies (TRV) | 0.1 | $3.1M | -64% | 13k | 230.14 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.1M | 17k | 180.49 |
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| Pepsi (PEP) | 0.1 | $3.1M | +12% | 18k | 175.01 |
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| Steel Dynamics (STLD) | 0.1 | $3.1M | +13% | 21k | 148.23 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.8M | -19% | 57k | 50.10 |
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| Merck & Co (MRK) | 0.1 | $2.8M | -2% | 22k | 131.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.8M | 18k | 158.81 |
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| Automatic Data Processing (ADP) | 0.1 | $2.8M | 11k | 249.73 |
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| Kroger (KR) | 0.1 | $2.8M | +5% | 49k | 57.13 |
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| Expeditors International of Washington (EXPD) | 0.1 | $2.8M | 23k | 121.57 |
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| UnitedHealth (UNH) | 0.1 | $2.8M | +13% | 5.6k | 494.71 |
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| Netflix (NFLX) | 0.1 | $2.7M | +21% | 4.5k | 607.38 |
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| Boeing Company (BA) | 0.1 | $2.7M | +45% | 14k | 192.99 |
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| At&t (T) | 0.1 | $2.6M | +12% | 149k | 17.60 |
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| Bank of America Corporation (BAC) | 0.1 | $2.6M | +13% | 67k | 37.92 |
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| Samsara Com Cl A (IOT) | 0.1 | $2.5M | 67k | 37.79 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $2.5M | 132k | 19.21 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $2.5M | 124k | 20.43 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | +8% | 4.5k | 555.78 |
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| Edwards Lifesciences (EW) | 0.1 | $2.5M | +14% | 26k | 95.56 |
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| Columbia Banking System (COLB) | 0.1 | $2.5M | +13% | 127k | 19.35 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $2.4M | -4% | 116k | 20.97 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $2.4M | 120k | 20.07 |
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| Caterpillar (CAT) | 0.1 | $2.4M | 6.6k | 366.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $2.4M | 125k | 19.29 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $2.4M | +13% | 131k | 18.30 |
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| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.1 | $2.4M | -14% | 38k | 62.77 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.4M | +15% | 6.8k | 346.61 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.3M | +111% | 53k | 43.35 |
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| Deere & Company (DE) | 0.1 | $2.3M | +29% | 5.6k | 410.76 |
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| AmerisourceBergen (COR) | 0.1 | $2.3M | +746% | 9.4k | 242.99 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $2.2M | +39% | 134k | 16.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.2M | 6.3k | 344.19 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | -4% | 3.7k | 581.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +29% | 12k | 182.61 |
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| Amgen (AMGN) | 0.1 | $2.1M | +32% | 7.5k | 284.32 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.1M | 19k | 110.50 |
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| Qualcomm (QCOM) | 0.1 | $2.1M | +3% | 12k | 169.29 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.1M | 36k | 57.57 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $2.1M | +5% | 31k | 67.39 |
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| Abbott Laboratories (ABT) | 0.1 | $2.0M | +24% | 18k | 113.66 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.0M | -6% | 33k | 61.05 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $2.0M | +4% | 71k | 28.04 |
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| Wal-Mart Stores (WMT) | 0.1 | $2.0M | +279% | 33k | 60.17 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.9M | 78k | 24.48 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $1.9M | 37k | 50.86 |
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| Walt Disney Company (DIS) | 0.1 | $1.9M | 15k | 122.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.8M | +114% | 20k | 92.72 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | +7% | 23k | 80.63 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.8M | +13% | 1.9k | 962.49 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.8M | +11% | 7.7k | 235.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.8M | 8.6k | 210.30 |
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| Palo Alto Networks (PANW) | 0.1 | $1.8M | 6.4k | 284.13 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.8M | +17% | 18k | 99.27 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | +144% | 10k | 174.22 |
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| Emcor (EME) | 0.1 | $1.8M | NEW | 5.0k | 350.23 |
|
| Altria (MO) | 0.1 | $1.8M | +17% | 40k | 43.62 |
|
| Coca-Cola Company (KO) | 0.1 | $1.7M | +13% | 29k | 61.18 |
|
| Nike CL B (NKE) | 0.1 | $1.7M | +13% | 18k | 93.98 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $1.7M | -7% | 18k | 93.48 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.7M | -25% | 8.1k | 208.27 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.7M | +6% | 95k | 17.73 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.7M | -7% | 6.8k | 245.94 |
|
| FedEx Corporation (FDX) | 0.1 | $1.7M | NEW | 5.8k | 289.76 |
|
| salesforce (CRM) | 0.1 | $1.7M | -12% | 5.5k | 301.18 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.7M | +13% | 5.7k | 288.04 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.6M | +20% | 59k | 27.88 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.6M | +12% | 6.3k | 260.73 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $1.6M | +2% | 87k | 18.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.5M | +86% | 21k | 74.22 |
|
| Confluent Class A Com (CFLT) | 0.0 | $1.5M | 50k | 30.52 |
|
|
| Intuit (INTU) | 0.0 | $1.5M | 2.3k | 650.00 |
|
|
| American Express Company (AXP) | 0.0 | $1.5M | +56% | 6.7k | 227.69 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.5M | -10% | 26k | 57.54 |
|
| Corning Incorporated (GLW) | 0.0 | $1.5M | +10% | 46k | 32.96 |
|
| Fiserv (FI) | 0.0 | $1.5M | +3% | 9.5k | 159.82 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.5M | 24k | 63.33 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.5M | +60% | 7.3k | 205.99 |
|
| Nucor Corporation (NUE) | 0.0 | $1.5M | +33% | 7.5k | 197.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.5M | -18% | 5.9k | 249.85 |
|
| Lowe's Companies (LOW) | 0.0 | $1.5M | +99% | 5.7k | 254.71 |
|
| Cardinal Health (CAH) | 0.0 | $1.5M | +9% | 13k | 111.90 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $1.4M | +16% | 23k | 62.81 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.4M | +440% | 1.2k | 1128.88 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.4M | 18k | 76.67 |
|
|
| Analog Devices (ADI) | 0.0 | $1.4M | NEW | 6.9k | 197.79 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.4M | 17k | 81.78 |
|
|
| Juniper Networks (JNPR) | 0.0 | $1.4M | 36k | 37.06 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.3M | 11k | 127.28 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | -12% | 3.8k | 347.33 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.3M | 22k | 58.85 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.3M | +63% | 20k | 63.91 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.3M | -5% | 13k | 97.53 |
|
| Honeywell International (HON) | 0.0 | $1.3M | +22% | 6.2k | 205.24 |
|
| S&p Global (SPGI) | 0.0 | $1.3M | +51% | 3.0k | 425.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.3M | 16k | 79.86 |
|
|
| Paccar (PCAR) | 0.0 | $1.2M | +4% | 10k | 123.89 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.2M | +15% | 12k | 102.52 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.2M | 3.5k | 354.98 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.2M | NEW | 16k | 78.48 |
|
| Loews Corporation (L) | 0.0 | $1.2M | NEW | 16k | 78.29 |
|
| Molina Healthcare (MOH) | 0.0 | $1.2M | NEW | 3.0k | 410.83 |
|
| Pfizer (PFE) | 0.0 | $1.2M | -14% | 44k | 27.75 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.2M | +69% | 18k | 65.87 |
|
| Cme (CME) | 0.0 | $1.2M | NEW | 5.6k | 215.28 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.2M | -11% | 2.3k | 524.39 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $1.2M | +9% | 21k | 57.03 |
|
| International Business Machines (IBM) | 0.0 | $1.2M | +22% | 6.2k | 190.96 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $1.2M | 28k | 43.04 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.2M | +3% | 2.4k | 481.62 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $1.1M | 24k | 46.51 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $1.1M | +9% | 42k | 27.00 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | +170% | 2.3k | 478.56 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.1M | -5% | 4.1k | 268.36 |
|
Past Filings by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
SEC 13F filings are viewable for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management going back to 2011
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q1 filed May 7, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q4 filed Feb. 6, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q3 filed Nov. 3, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q2 filed Aug. 11, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q1 filed May 9, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q4 filed Feb. 8, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q3 filed Nov. 3, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q2 filed Aug. 2, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q1 filed May 13, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q4 filed Feb. 14, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q3 filed Nov. 2, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q2 filed Aug. 12, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q1 filed May 17, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q4 filed Feb. 12, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q3 filed Nov. 12, 2020
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q2 filed Aug. 12, 2020