Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Advisors Ser Tr shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 119k 55.00

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust State Street Spd (SJNK)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Cambridge Investment Research Advisors
HighTower Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Jane Street
CI Private Wealth
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors
LPL Financial
Ashton Thomas Securities
Summit Financial
We Are One Seven

View all funds holding Advisors Ser Tr