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, MTUM, VTIP, QUAL, VCSH, and represent 23.36% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$93M), AMZN (+$12M), VTIP (+$11M), META (+$11M), PWR (+$10M), MSFT (+$9.8M), VTI (+$8.4M), IQLT (+$7.0M), QUAL (+$7.0M), DFUV (+$6.8M).
- Started 156 new stock positions in ACMR, NBIS, AXS, HCA, NXT, OC, FAST, SWKS, HIW, AN.
- Reduced shares in these 10 stocks: EMR (-$9.4M), COST (-$8.9M), HPQ (-$7.7M), TXN (-$7.3M), PYPL (-$6.9M), ADI (-$6.4M), MTB (-$6.2M), APO (-$6.1M), WMT (-$5.5M), RMD (-$5.2M).
- Sold out of its positions in AHCO, ADUS, AAL, ANGO, TEAM, AVAH, AVY, BSM, BCC, CMG.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $292M.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $5.0B in assets under management (AUM), dropping by 12.84%.
- 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 790 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 790 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 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $307M | +43% | 1.6M | 186.58 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.3 | $264M | 1.0M | 256.45 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.4 | $218M | +5% | 4.3M | 50.63 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.8 | $192M | +3% | 986k | 194.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.7 | $187M | +3% | 2.3M | 79.93 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 3.1 | $154M | +4% | 3.5M | 44.19 |
|
| Apple (AAPL) | 3.1 | $154M | 604k | 254.63 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $129M | +5% | 2.9M | 44.69 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $127M | +2% | 1.9M | 67.83 |
|
| Microsoft Corporation (MSFT) | 2.4 | $118M | +9% | 227k | 517.95 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $117M | 1.8M | 65.92 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $111M | +2% | 1.3M | 84.11 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 1.7 | $85M | +5% | 3.3M | 25.60 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.7 | $85M | 1.8M | 46.12 |
|
|
| Meta Platforms Cl A (META) | 1.5 | $77M | +16% | 105k | 734.38 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $65M | 346k | 186.49 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $64M | 97k | 666.18 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $62M | +3% | 1.0M | 58.85 |
|
| Amazon (AMZN) | 1.2 | $59M | +24% | 267k | 219.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $54M | 899k | 59.92 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.1 | $53M | +2% | 594k | 89.03 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.1 | $53M | 906k | 58.21 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $39M | +12% | 158k | 243.60 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $37M | +3% | 402k | 91.42 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.7 | $36M | +9% | 361k | 99.53 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $33M | +4% | 728k | 45.51 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.6 | $31M | 214k | 142.55 |
|
|
| Cisco Systems (CSCO) | 0.6 | $30M | +2% | 442k | 68.42 |
|
| Tesla Motors (TSLA) | 0.6 | $29M | -4% | 66k | 444.72 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $29M | +40% | 89k | 328.17 |
|
| Broadcom (AVGO) | 0.6 | $29M | +8% | 88k | 329.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $28M | 1.1M | 26.34 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $28M | 716k | 38.57 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $28M | 132k | 208.71 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $26M | 284k | 92.98 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $26M | -2% | 688k | 37.77 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $25M | +10% | 1.1M | 23.28 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $24M | +8% | 722k | 33.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $24M | +10% | 76k | 315.43 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $22M | 322k | 68.46 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $22M | 146k | 149.09 |
|
|
| Altria (MO) | 0.4 | $22M | 326k | 66.07 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $22M | -29% | 23k | 925.39 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $21M | 1.1M | 18.24 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $20M | +14% | 83k | 244.09 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.4 | $20M | -3% | 104k | 191.60 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $20M | +17% | 49k | 402.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $19M | +3% | 79k | 243.10 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.4 | $19M | +4% | 390k | 47.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $18M | +14% | 162k | 113.88 |
|
| Automatic Data Processing (ADP) | 0.4 | $18M | -11% | 62k | 293.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $18M | +7% | 36k | 502.74 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $18M | 173k | 103.36 |
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| Wal-Mart Stores (WMT) | 0.4 | $18M | -23% | 174k | 103.06 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $18M | +4% | 403k | 43.83 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $17M | +17% | 156k | 108.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $17M | 54k | 307.86 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.3 | $16M | 602k | 27.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $16M | +18% | 27k | 600.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $16M | 294k | 54.18 |
|
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.3 | $16M | 249k | 64.00 |
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| Oracle Corporation (ORCL) | 0.3 | $16M | 56k | 281.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $16M | +17% | 26k | 612.38 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $16M | +12% | 113k | 137.74 |
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| International Business Machines (IBM) | 0.3 | $15M | +11% | 54k | 282.16 |
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| Cummins (CMI) | 0.3 | $15M | 35k | 422.37 |
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| Philip Morris International (PM) | 0.3 | $15M | -16% | 90k | 162.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $14M | +14% | 22k | 669.30 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.3 | $14M | +4% | 577k | 24.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $14M | 56k | 254.29 |
|
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| Netflix (NFLX) | 0.3 | $14M | +8% | 12k | 1198.96 |
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| Johnson & Johnson (JNJ) | 0.3 | $14M | +11% | 73k | 185.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $13M | +10% | 112k | 118.83 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.3 | $13M | 196k | 67.29 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $13M | 462k | 27.90 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $12M | 283k | 43.42 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $12M | +11% | 70k | 174.62 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $12M | +2% | 267k | 45.08 |
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| Dell Technologies CL C (DELL) | 0.2 | $12M | +34% | 82k | 141.77 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $12M | 120k | 95.47 |
|
|
| Visa Com Cl A (V) | 0.2 | $11M | +7% | 33k | 341.38 |
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| Corning Incorporated (GLW) | 0.2 | $11M | 138k | 82.03 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $11M | 387k | 29.11 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $11M | +6% | 15k | 762.98 |
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| Rbb Fund Trust Longview Advantg (EBI) | 0.2 | $11M | 201k | 54.85 |
|
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| At&t (T) | 0.2 | $11M | +17% | 391k | 28.24 |
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| AutoZone (AZO) | 0.2 | $11M | +76% | 2.5k | 4290.50 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $11M | -7% | 95k | 112.75 |
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| Quanta Services (PWR) | 0.2 | $11M | +3450% | 26k | 414.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $11M | -2% | 74k | 140.95 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $10M | 29k | 352.75 |
|
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $10M | +10% | 35k | 293.83 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.2 | $10M | +3% | 264k | 38.69 |
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| Analog Devices (ADI) | 0.2 | $10M | -38% | 41k | 245.70 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $9.5M | -43% | 52k | 183.73 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $9.3M | +184% | 70k | 133.90 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $9.3M | 64k | 145.60 |
|
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.2 | $9.2M | 214k | 42.70 |
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|
| Paychex (PAYX) | 0.2 | $8.8M | -4% | 69k | 126.76 |
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| Gilead Sciences (GILD) | 0.2 | $8.7M | +52% | 79k | 111.00 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $8.6M | 200k | 42.96 |
|
|
| Chevron Corporation (CVX) | 0.2 | $8.4M | +8% | 54k | 155.29 |
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| TJX Companies (TJX) | 0.2 | $8.3M | 58k | 144.54 |
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| Eaton Corp SHS (ETN) | 0.2 | $7.9M | +168% | 21k | 374.25 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $7.9M | +10% | 173k | 45.84 |
|
| Home Depot (HD) | 0.2 | $7.9M | +3% | 19k | 405.19 |
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| McKesson Corporation (MCK) | 0.2 | $7.7M | +18% | 10k | 772.51 |
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| Abbvie (ABBV) | 0.2 | $7.7M | 33k | 231.54 |
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| Metropcs Communications (TMUS) | 0.1 | $7.4M | +22% | 31k | 239.38 |
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| Blackrock (BLK) | 0.1 | $7.3M | -2% | 6.3k | 1165.89 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $7.2M | +2% | 213k | 33.89 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $7.2M | +13% | 43k | 167.33 |
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| Coupang Cl A (CPNG) | 0.1 | $7.0M | +112% | 218k | 32.20 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $6.9M | 142k | 48.22 |
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| Caterpillar (CAT) | 0.1 | $6.9M | 14k | 477.17 |
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| Qualcomm (QCOM) | 0.1 | $6.8M | +141% | 41k | 166.36 |
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| Western Digital (WDC) | 0.1 | $6.7M | NEW | 56k | 120.06 |
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| Hldgs (UAL) | 0.1 | $6.6M | -5% | 68k | 96.50 |
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| Arista Networks Com Shs (ANET) | 0.1 | $6.5M | -7% | 45k | 145.71 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $6.3M | -10% | 124k | 50.90 |
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| Newmont Mining Corporation (NEM) | 0.1 | $6.0M | +83% | 72k | 84.31 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $5.8M | 126k | 45.99 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $5.8M | -10% | 192k | 30.29 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $5.8M | +87% | 225k | 25.71 |
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| Bank of America Corporation (BAC) | 0.1 | $5.7M | -3% | 111k | 51.59 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $5.6M | +78% | 228k | 24.56 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.6M | 52k | 106.78 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $5.5M | +13% | 113k | 48.72 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $5.5M | +4% | 79k | 69.37 |
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| Advanced Micro Devices (AMD) | 0.1 | $5.4M | +12% | 34k | 161.79 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $5.4M | -13% | 60k | 90.73 |
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| McDonald's Corporation (MCD) | 0.1 | $5.3M | 18k | 303.89 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $5.2M | 49k | 106.49 |
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| Applied Materials (AMAT) | 0.1 | $5.2M | +30% | 25k | 204.74 |
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| Micron Technology (MU) | 0.1 | $5.1M | +75% | 31k | 167.32 |
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| O'reilly Automotive (ORLY) | 0.1 | $5.1M | +1108% | 47k | 107.82 |
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| Fiserv (FI) | 0.1 | $5.0M | -44% | 39k | 128.93 |
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| American Express Company (AXP) | 0.1 | $4.9M | -15% | 15k | 332.16 |
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| Procter & Gamble Company (PG) | 0.1 | $4.9M | -3% | 32k | 153.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.8M | 10k | 479.31 |
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| NVR (NVR) | 0.1 | $4.8M | -9% | 600.00 | 8034.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.8M | +5% | 16k | 300.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $4.8M | +22% | 17k | 279.29 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $4.8M | 132k | 36.16 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $4.7M | 43k | 110.59 |
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| Kroger (KR) | 0.1 | $4.7M | +30% | 70k | 67.41 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $4.6M | NEW | 14k | 332.69 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $4.5M | 60k | 74.49 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $4.5M | 56k | 79.51 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.4M | +19% | 7.8k | 568.81 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $4.4M | 60k | 72.44 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $4.2M | +4% | 126k | 33.68 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.2M | +11% | 14k | 297.61 |
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| Abbott Laboratories (ABT) | 0.1 | $4.2M | +8% | 31k | 133.94 |
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| Danaher Corporation (DHR) | 0.1 | $4.1M | 21k | 198.30 |
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| Wec Energy Group (WEC) | 0.1 | $4.0M | 35k | 114.59 |
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| Starbucks Corporation (SBUX) | 0.1 | $4.0M | +11% | 47k | 84.60 |
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| Entergy Corporation (ETR) | 0.1 | $4.0M | +37% | 42k | 93.19 |
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| Emcor (EME) | 0.1 | $3.9M | +384% | 6.1k | 649.67 |
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| Garmin SHS (GRMN) | 0.1 | $3.9M | NEW | 16k | 246.22 |
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| Monolithic Power Systems (MPWR) | 0.1 | $3.8M | NEW | 4.2k | 920.64 |
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| Boeing Company (BA) | 0.1 | $3.8M | +13% | 18k | 215.83 |
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| Palo Alto Networks (PANW) | 0.1 | $3.6M | +19% | 18k | 203.62 |
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| Coca-Cola Company (KO) | 0.1 | $3.6M | 54k | 66.32 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $3.6M | -4% | 151k | 23.47 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.5M | +12% | 22k | 158.96 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $3.5M | +8% | 29k | 123.75 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.5M | +7% | 78k | 45.10 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.5M | 110k | 31.91 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $3.5M | 162k | 21.57 |
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| Cardinal Health (CAH) | 0.1 | $3.5M | +24% | 22k | 156.96 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $3.4M | 175k | 19.71 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.4M | -4% | 39k | 87.31 |
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| Cme (CME) | 0.1 | $3.4M | +31% | 13k | 270.19 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $3.4M | 175k | 19.56 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $3.4M | 165k | 20.57 |
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| Amgen (AMGN) | 0.1 | $3.4M | +4% | 12k | 282.20 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $3.4M | 179k | 18.81 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $3.4M | 163k | 20.69 |
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| Hartford Financial Services (HIG) | 0.1 | $3.4M | +109% | 25k | 133.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.3M | +12% | 18k | 182.42 |
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| Deere & Company (DE) | 0.1 | $3.3M | +61% | 7.2k | 457.24 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $3.3M | +2% | 195k | 16.90 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $3.3M | 4.3k | 759.00 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.3M | +2% | 49k | 67.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.2M | +9% | 4.3k | 746.65 |
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| Lowe's Companies (LOW) | 0.1 | $3.2M | +24% | 13k | 251.31 |
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| Hp (HPQ) | 0.1 | $3.2M | -70% | 116k | 27.23 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $3.1M | 188k | 16.68 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754200.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.0M | +5% | 25k | 120.72 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $3.0M | +5% | 114k | 26.30 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.9M | 17k | 176.81 |
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| Pepsi (PEP) | 0.1 | $2.9M | -4% | 21k | 140.44 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.9M | +18% | 35k | 83.82 |
|
| CRH Ord (CRH) | 0.1 | $2.9M | NEW | 24k | 120.00 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $2.9M | +10% | 29k | 97.63 |
|
| Booking Holdings (BKNG) | 0.1 | $2.9M | +28% | 528.00 | 5399.36 |
|
| Goldman Sachs (GS) | 0.1 | $2.8M | +14% | 3.6k | 796.26 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.8M | +15% | 13k | 215.78 |
|
| UnitedHealth (UNH) | 0.1 | $2.8M | -31% | 8.2k | 345.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.8M | 7.5k | 365.46 |
|
|
| First Tr Exchange-traded Com Shs Annual (FDM) | 0.1 | $2.8M | -2% | 36k | 75.75 |
|
| Uber Technologies (UBER) | 0.1 | $2.7M | +14% | 28k | 97.97 |
|
| Honeywell International (HON) | 0.1 | $2.7M | 13k | 210.50 |
|
|
| Loar Holdings Com Shs (LOAR) | 0.1 | $2.7M | 34k | 80.00 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.7M | 19k | 137.80 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $2.7M | -17% | 48k | 55.33 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | -8% | 11k | 246.60 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.6M | +20% | 96k | 27.30 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.6M | 33k | 78.91 |
|
|
| State Street Corporation (STT) | 0.1 | $2.6M | 23k | 116.01 |
|
|
| salesforce (CRM) | 0.1 | $2.6M | +9% | 11k | 237.01 |
|
| Ge Vernova (GEV) | 0.1 | $2.5M | +4% | 4.1k | 614.94 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.5M | +3% | 11k | 236.36 |
|
| S&p Global (SPGI) | 0.1 | $2.5M | +8% | 5.2k | 486.71 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $2.5M | 5.1k | 485.02 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.4M | +17% | 8.3k | 293.72 |
|
| Fortinet (FTNT) | 0.0 | $2.4M | +333% | 29k | 84.08 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.4M | -4% | 8.6k | 281.84 |
|
| Intel Corporation (INTC) | 0.0 | $2.4M | +107% | 72k | 33.55 |
|
| Merck & Co (MRK) | 0.0 | $2.4M | -4% | 28k | 83.93 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.3M | -2% | 9.6k | 241.95 |
|
| AFLAC Incorporated (AFL) | 0.0 | $2.3M | -18% | 20k | 111.70 |
|
| American Intl Group Com New (AIG) | 0.0 | $2.3M | NEW | 29k | 78.54 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $2.2M | -9% | 61k | 36.55 |
|
| Williams Companies (WMB) | 0.0 | $2.2M | +14% | 35k | 63.35 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.2M | +12% | 31k | 72.77 |
|
| Allstate Corporation (ALL) | 0.0 | $2.2M | -44% | 10k | 214.65 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $2.2M | +378% | 18k | 121.36 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.1M | +11% | 24k | 88.47 |
|
| Verizon Communications (VZ) | 0.0 | $2.1M | -2% | 49k | 43.95 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $2.1M | +3% | 84k | 25.31 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $2.1M | +5% | 37k | 56.75 |
|
| Servicenow (NOW) | 0.0 | $2.1M | -9% | 2.3k | 920.28 |
|
| Linde SHS (LIN) | 0.0 | $2.1M | +11% | 4.4k | 474.97 |
|
| Carrier Global Corporation (CARR) | 0.0 | $2.1M | -39% | 35k | 59.70 |
|
| Citigroup Com New (C) | 0.0 | $2.1M | 20k | 101.50 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $2.1M | +6% | 6.0k | 341.00 |
|
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $2.0M | -2% | 92k | 22.12 |
|
| Walt Disney Company (DIS) | 0.0 | $2.0M | +14% | 18k | 114.50 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.0M | +23% | 5.8k | 346.26 |
|
| Cavco Industries (CVCO) | 0.0 | $2.0M | +28% | 3.5k | 580.73 |
|
| ConocoPhillips (COP) | 0.0 | $2.0M | +5% | 21k | 94.59 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.9M | +40% | 34k | 57.04 |
|
| NetScout Systems (NTCT) | 0.0 | $1.9M | NEW | 74k | 25.83 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $1.9M | 20k | 95.68 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $1.9M | NEW | 40k | 47.95 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $1.9M | +682% | 25k | 76.62 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $1.8M | 31k | 57.10 |
|
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 2025 Q3 filed Nov. 10, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q2 filed July 21, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2025 Q1 filed May 8, 2025
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2024 Q4 filed Jan. 22, 2025
- 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