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 MTUM, VTIP, VCSH, QUAL, IQLT, and represent 22.42% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MTUM (+$27M), VTIP (+$12M), NFLX (+$11M), DFUV (+$9.8M), QUAL (+$7.3M), IQLT (+$5.7M), AVGO (+$5.2M), VCSH, SJNK, BLDR.
- Started 52 new stock positions in PLTR, FBP, NSC, NUMG, K, DD, MHO, SIGA, LND, RF.
- Reduced shares in these 10 stocks: NVDA (-$99M), VNQ (-$19M), AAPL (-$8.3M), VNQI (-$5.3M), DELL, META, FM, MSFT, TSLA, VTI.
- Sold out of its positions in ATEC, AME, ATKR, SAN, BBY, BIIB, HRB, CLX, HDEF, DHIL.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $11M.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $3.6B in assets under management (AUM), dropping by 5.61%.
- 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 565 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 565 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 September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.5 | $195M | +15% | 961k | 202.76 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.9 | $175M | +7% | 3.5M | 49.31 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.7 | $166M | +2% | 2.1M | 79.42 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $151M | +5% | 842k | 179.30 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 3.2 | $113M | +5% | 2.7M | 41.49 |
|
| Apple (AAPL) | 2.9 | $103M | -7% | 443k | 233.00 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.9 | $103M | +10% | 2.5M | 41.69 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.8 | $99M | +2% | 1.2M | 83.75 |
|
| Ishares Core Msci Emkt (IEMG) | 2.6 | $93M | 1.6M | 57.41 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 2.6 | $91M | 1.6M | 57.53 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $81M | -2% | 188k | 430.30 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.0 | $71M | +5% | 2.7M | 25.75 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.9 | $67M | 1.8M | 38.08 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $64M | -60% | 526k | 121.44 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $54M | +3% | 907k | 59.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $53M | 93k | 573.76 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $50M | -2% | 284k | 174.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.3 | $47M | 846k | 55.63 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $44M | -6% | 77k | 572.44 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $40M | 748k | 52.81 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $38M | -33% | 390k | 97.42 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $36M | 502k | 70.67 |
|
|
| Amazon (AMZN) | 0.9 | $33M | +12% | 176k | 186.33 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $31M | +6% | 35k | 886.51 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $27M | -3% | 213k | 125.96 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $26M | 746k | 34.29 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $24M | -5% | 289k | 84.17 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $24M | +2% | 119k | 200.78 |
|
| NVR (NVR) | 0.7 | $23M | +6% | 2.4k | 9811.80 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $23M | +11% | 236k | 95.95 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $22M | +3% | 560k | 38.53 |
|
| Arch Cap Group Ord (ACGL) | 0.6 | $21M | +5% | 190k | 111.88 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $20M | 303k | 64.86 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.5 | $19M | 1.1M | 18.10 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $19M | 183k | 101.32 |
|
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.5 | $18M | 262k | 69.02 |
|
|
| Builders FirstSource (BLDR) | 0.5 | $17M | +26% | 89k | 193.86 |
|
| Oracle Corporation (ORCL) | 0.5 | $17M | +5% | 100k | 170.40 |
|
| Tesla Motors (TSLA) | 0.5 | $17M | -10% | 65k | 261.63 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $16M | +8% | 563k | 29.18 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $16M | +8% | 397k | 41.12 |
|
| Carrier Global Corporation (CARR) | 0.4 | $16M | +10% | 199k | 80.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $16M | 95k | 167.19 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $16M | +2% | 380k | 41.72 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $16M | 231k | 67.85 |
|
|
| Cisco Systems (CSCO) | 0.4 | $16M | +6% | 293k | 53.22 |
|
| Abbvie (ABBV) | 0.4 | $16M | +7% | 79k | 197.48 |
|
| Hp (HPQ) | 0.4 | $15M | +8% | 428k | 35.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $15M | -10% | 52k | 283.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $15M | +12% | 29k | 517.79 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $15M | +4% | 560k | 26.27 |
|
| BlackRock (BLK) | 0.4 | $14M | +13% | 15k | 949.52 |
|
| Netflix (NFLX) | 0.4 | $14M | +346% | 20k | 709.29 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $14M | 55k | 263.29 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.4 | $14M | -27% | 304k | 46.91 |
|
| McKesson Corporation (MCK) | 0.4 | $14M | +11% | 28k | 494.42 |
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $14M | +14% | 66k | 206.64 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.4 | $13M | -5% | 556k | 23.96 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $13M | 54k | 237.22 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $13M | +4% | 102k | 123.32 |
|
| Applied Materials (AMAT) | 0.3 | $12M | +8% | 60k | 202.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $12M | 249k | 47.85 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $12M | -3% | 93k | 128.28 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $12M | +30% | 36k | 321.95 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $12M | +19% | 108k | 107.65 |
|
| Gilead Sciences (GILD) | 0.3 | $12M | +31% | 137k | 83.84 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.3 | $11M | 182k | 62.38 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $11M | 138k | 80.37 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $11M | -12% | 67k | 165.85 |
|
| Johnson & Johnson (JNJ) | 0.3 | $11M | -2% | 68k | 162.06 |
|
| Reliance Steel & Aluminum (RS) | 0.3 | $11M | +23% | 38k | 289.21 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $11M | -9% | 299k | 36.41 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $11M | +3% | 254k | 41.82 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $11M | 205k | 51.50 |
|
|
| AutoZone (AZO) | 0.3 | $11M | +8% | 3.3k | 3150.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $10M | +19% | 88k | 116.96 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $10M | +3% | 63k | 160.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $10M | +4% | 21k | 488.07 |
|
| Pulte (PHM) | 0.3 | $9.9M | +12% | 69k | 143.53 |
|
| AFLAC Incorporated (AFL) | 0.3 | $9.9M | +8% | 88k | 111.80 |
|
| Dell Technologies CL C (DELL) | 0.3 | $9.7M | -28% | 82k | 118.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $9.7M | 76k | 128.20 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.3 | $9.6M | -2% | 259k | 36.84 |
|
| Amdocs SHS (DOX) | 0.3 | $9.2M | +30% | 105k | 87.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $8.9M | +10% | 15k | 576.81 |
|
| United Parcel Service CL B (UPS) | 0.2 | $8.9M | +26% | 65k | 136.34 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $8.4M | 219k | 38.40 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $8.0M | -2% | 214k | 37.37 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $7.9M | +42% | 47k | 167.67 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $7.9M | +9% | 67k | 117.22 |
|
| Cigna Corp (CI) | 0.2 | $7.9M | +16% | 23k | 346.44 |
|
| Chevron Corporation (CVX) | 0.2 | $7.8M | +48% | 53k | 147.27 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $7.7M | 61k | 126.18 |
|
|
| Lennar Corp Cl A (LEN) | 0.2 | $7.4M | +14% | 40k | 187.48 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $7.4M | 154k | 48.14 |
|
|
| Danaher Corporation (DHR) | 0.2 | $7.1M | +3% | 25k | 278.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.0M | 13k | 527.67 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $6.9M | -9% | 206k | 33.71 |
|
| Home Depot (HD) | 0.2 | $6.7M | +6% | 17k | 405.19 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $6.6M | 101k | 64.81 |
|
|
| Interpublic Group of Companies (IPG) | 0.2 | $6.5M | +19% | 207k | 31.63 |
|
| Skyworks Solutions (SWKS) | 0.2 | $6.5M | +23% | 65k | 98.77 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.4M | 7.3k | 885.92 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $6.4M | +2% | 140k | 45.89 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $6.3M | -3% | 120k | 53.07 |
|
| Broadcom (AVGO) | 0.2 | $6.1M | +554% | 36k | 172.50 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $6.0M | -5% | 200k | 30.28 |
|
| Lam Research Corporation (LRCX) | 0.2 | $6.0M | +12% | 7.4k | 816.14 |
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| Omni (OMC) | 0.2 | $5.9M | +11% | 57k | 103.39 |
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| Visa Com Cl A (V) | 0.2 | $5.9M | 21k | 274.96 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $5.8M | -3% | 53k | 108.63 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $5.5M | +129% | 23k | 243.47 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $5.4M | 51k | 106.19 |
|
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $5.2M | +3% | 117k | 44.01 |
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| Watsco, Incorporated (WSO) | 0.1 | $5.1M | +10% | 10k | 491.88 |
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| Hologic (HOLX) | 0.1 | $5.0M | +12% | 61k | 81.46 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $4.8M | +13% | 23k | 210.86 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $4.7M | -6% | 77k | 61.51 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $4.7M | -4% | 43k | 107.66 |
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| Procter & Gamble Company (PG) | 0.1 | $4.7M | 27k | 173.20 |
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| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.1 | $4.6M | 200k | 22.84 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $4.6M | -2% | 132k | 34.49 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $4.5M | +6% | 39k | 115.67 |
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| Arista Networks (ANET) | 0.1 | $4.4M | 12k | 383.82 |
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| McDonald's Corporation (MCD) | 0.1 | $4.4M | +15% | 14k | 304.50 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $4.2M | -23% | 182k | 23.17 |
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| Hartford Financial Services (HIG) | 0.1 | $4.2M | +9% | 36k | 117.61 |
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| Amgen (AMGN) | 0.1 | $4.2M | -16% | 13k | 322.22 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $4.1M | 65k | 62.20 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.0M | -2% | 85k | 47.52 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $4.0M | 58k | 69.05 |
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| UnitedHealth (UNH) | 0.1 | $4.0M | +21% | 6.8k | 584.72 |
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| At&t (T) | 0.1 | $3.9M | +8% | 179k | 22.00 |
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| Merck & Co (MRK) | 0.1 | $3.9M | +10% | 35k | 113.56 |
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| Caterpillar (CAT) | 0.1 | $3.8M | -10% | 9.8k | 391.11 |
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| Automatic Data Processing (ADP) | 0.1 | $3.8M | +31% | 14k | 276.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $3.7M | 38k | 97.49 |
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| Pepsi (PEP) | 0.1 | $3.7M | +15% | 22k | 170.05 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $3.7M | -4% | 114k | 32.27 |
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| Wec Energy Group (WEC) | 0.1 | $3.6M | 38k | 96.18 |
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| Jabil Circuit (JBL) | 0.1 | $3.6M | +22% | 30k | 119.83 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.4M | +7% | 21k | 164.08 |
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| Expeditors International of Washington (EXPD) | 0.1 | $3.4M | +11% | 26k | 131.40 |
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| Microchip Technology (MCHP) | 0.1 | $3.3M | +12% | 41k | 80.29 |
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| Columbia Banking System (COLB) | 0.1 | $3.3M | 127k | 26.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.2M | +24% | 40k | 80.75 |
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| Steel Dynamics (STLD) | 0.1 | $3.2M | +16% | 25k | 126.08 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $3.1M | +4% | 159k | 19.56 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $3.1M | +4% | 156k | 19.72 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $3.1M | +4% | 150k | 20.56 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $3.1M | +5% | 149k | 20.65 |
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| Snap Cl A (SNAP) | 0.1 | $3.1M | -3% | 285k | 10.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.0M | +12% | 8.6k | 353.48 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $3.0M | +2% | 160k | 18.81 |
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| Bank of America Corporation (BAC) | 0.1 | $3.0M | +7% | 75k | 39.68 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $3.0M | 140k | 21.12 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $2.9M | +6% | 173k | 16.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.9M | 17k | 166.82 |
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| Kroger (KR) | 0.1 | $2.8M | +7% | 50k | 57.30 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.8M | -3% | 53k | 52.86 |
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| Deere & Company (DE) | 0.1 | $2.8M | +13% | 6.6k | 417.34 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.7M | +37% | 10k | 267.36 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.7M | +7% | 4.3k | 618.57 |
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| Coca-Cola Company (KO) | 0.1 | $2.6M | +6% | 37k | 71.86 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.6M | +12% | 63k | 41.77 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.6M | 4.1k | 631.86 |
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| AmerisourceBergen (COR) | 0.1 | $2.6M | +13% | 12k | 225.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.5M | +3% | 6.6k | 383.94 |
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| Palo Alto Networks (PANW) | 0.1 | $2.5M | +7% | 7.3k | 341.80 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.4M | +4% | 39k | 61.11 |
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| Lowe's Companies (LOW) | 0.1 | $2.3M | +14% | 8.5k | 270.84 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.3M | +5% | 19k | 119.70 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.2M | -4% | 11k | 206.57 |
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| American Express Company (AXP) | 0.1 | $2.2M | 8.2k | 271.19 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.2M | +11% | 21k | 103.94 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $2.2M | 30k | 71.76 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.2M | +9% | 2.1k | 1051.24 |
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| Corning Incorporated (GLW) | 0.1 | $2.1M | +2% | 47k | 45.15 |
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| Edwards Lifesciences (EW) | 0.1 | $2.1M | +10% | 32k | 65.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | -6% | 11k | 198.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.1M | 31k | 66.52 |
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| Emcor (EME) | 0.1 | $2.1M | 4.8k | 430.49 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $2.1M | +10% | 101k | 20.46 |
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| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.1 | $2.1M | 32k | 64.10 |
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| Nextera Energy (NEE) | 0.1 | $2.0M | +4% | 24k | 84.53 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.0M | -2% | 81k | 25.16 |
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| Abbott Laboratories (ABT) | 0.1 | $2.0M | +2% | 18k | 114.01 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.0M | -3% | 19k | 104.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | +15% | 4.1k | 493.83 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $2.0M | 66k | 30.23 |
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| Altria (MO) | 0.1 | $2.0M | +10% | 39k | 51.04 |
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| Travelers Companies (TRV) | 0.1 | $2.0M | -16% | 8.4k | 234.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | -9% | 22k | 84.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.8M | +4% | 8.3k | 220.89 |
|
| Samsara Com Cl A (IOT) | 0.1 | $1.8M | 38k | 48.12 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.8M | +16% | 6.6k | 273.68 |
|
| Honeywell International (HON) | 0.1 | $1.8M | +21% | 8.8k | 206.70 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.8M | 5.7k | 314.38 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.8M | +5% | 3.9k | 449.58 |
|
| Nike CL B (NKE) | 0.0 | $1.7M | -2% | 19k | 88.40 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $1.7M | -7% | 32k | 53.70 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.7M | -3% | 7.5k | 225.76 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $1.7M | -2% | 18k | 95.50 |
|
| Boeing Company (BA) | 0.0 | $1.7M | -29% | 11k | 152.03 |
|
| Walt Disney Company (DIS) | 0.0 | $1.7M | +6% | 17k | 96.19 |
|
| International Business Machines (IBM) | 0.0 | $1.6M | +2% | 7.4k | 221.09 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $1.6M | +11% | 27k | 59.74 |
|
| S&p Global (SPGI) | 0.0 | $1.6M | -4% | 3.1k | 516.62 |
|
| Qualcomm (QCOM) | 0.0 | $1.6M | -23% | 9.4k | 170.05 |
|
| Cardinal Health (CAH) | 0.0 | $1.6M | +12% | 15k | 110.52 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.6M | +7% | 1.4k | 1151.60 |
|
| Analog Devices (ADI) | 0.0 | $1.6M | 6.9k | 230.17 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.6M | +12% | 65k | 23.95 |
|
| Morgan Stanley Com New (MS) | 0.0 | $1.5M | +9% | 15k | 104.24 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.5M | 8.9k | 173.67 |
|
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $1.5M | 81k | 19.07 |
|
|
| salesforce (CRM) | 0.0 | $1.5M | -8% | 5.5k | 273.72 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.5M | -6% | 19k | 78.69 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.5M | -9% | 22k | 67.70 |
|
| Cme (CME) | 0.0 | $1.5M | +11% | 6.6k | 220.65 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.5M | +4% | 2.5k | 586.45 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.4M | -34% | 18k | 78.05 |
|
| Loews Corporation (L) | 0.0 | $1.4M | +14% | 18k | 79.05 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.4M | +2% | 24k | 58.11 |
|
| Intuit (INTU) | 0.0 | $1.4M | +6% | 2.3k | 621.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.4M | +2% | 20k | 71.73 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.4M | +10% | 4.2k | 331.44 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.4M | -5% | 17k | 83.15 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.4M | 12k | 121.16 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.4M | 17k | 83.63 |
|
|
| Fiserv (FI) | 0.0 | $1.4M | +13% | 7.7k | 179.65 |
|
| Centene Corporation (CNC) | 0.0 | $1.4M | +11% | 18k | 75.28 |
|
| Intel Corporation (INTC) | 0.0 | $1.4M | -23% | 59k | 23.46 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | -2% | 3.5k | 381.67 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | +6% | 13k | 103.81 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.3M | +11% | 14k | 96.64 |
|
| Molina Healthcare (MOH) | 0.0 | $1.3M | +17% | 3.8k | 344.56 |
|
| Rockwell Automation (ROK) | 0.0 | $1.3M | +253% | 4.9k | 268.48 |
|
| Box Cl A (BOX) | 0.0 | $1.3M | 39k | 32.73 |
|
|
| Pfizer (PFE) | 0.0 | $1.3M | -4% | 44k | 28.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.3M | -4% | 2.4k | 527.97 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.3M | +4% | 5.6k | 223.11 |
|
| Listed Fd Tr Wahed Dow Jones (UMMA) | 0.0 | $1.3M | +7% | 49k | 25.53 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.2M | -6% | 19k | 63.79 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $1.2M | 27k | 45.51 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.2M | +10% | 22k | 56.49 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.2M | +40% | 2.1k | 584.47 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | -10% | 24k | 49.70 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.2M | -6% | 4.5k | 263.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.2M | -2% | 7.7k | 153.14 |
|
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 Q3 filed Nov. 1, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q2 filed Aug. 9, 2024
- 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