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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, QUAL, VCSH, AAPL, and represent 22.77% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$30M), QUAL (+$21M), BLK (+$17M), SCHX (+$11M), VTIP (+$8.9M), SCHF (+$8.0M), MTUM (+$7.3M), SCHV (+$6.9M), DFUV (+$6.6M), IQLT (+$6.0M).
Started 63 new stock positions in DOV, GNK, XLU, BNDX, AOR, BSJU, VFVA, HRB, BND, ENB.
Reduced shares in these 10 stocks: , NFLX (-$9.9M), Lam Research Corporation (-$6.0M), Arista Networks, Bsco etf, COST, PBP, SPY, VNQ, DHR.
Sold out of its positions in Arista Networks, AVY, BlackRock, AI, CEG, DD, PXF, Inv Bulletshs 2024 Etf etf/closed end-, Bsco etf, IGV. Lam Research Corporation, LDOS, MTRN, NEM, RIO, EDIV, RWX, SCHR, Teekay Shipping Marshall Isl.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $235M.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $3.7B in assets under management (AUM), dropping by 3.42%.
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 609 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has 609 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Mmentm (MTUM)	5.6	$206M	+3%	996k	206.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.9	$181M	+5%	3.7M	48.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$171M	+13%	958k	178.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$168M	+3%	2.2M	78.01	View chart
Apple (AAPL)	3.1	$114M	+2%	455k	250.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$108M	+6%	2.6M	40.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.9	$107M	+5%	2.9M	37.12	View chart
NVIDIA Corporation (NVDA)	2.7	$101M	+42%	749k	134.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$99M	+3%	1.2M	80.27	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$87M	+4%	1.7M	52.47	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$86M		1.7M	52.22	View chart
Microsoft Corporation (MSFT)	2.2	$81M		191k	421.50	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	2.0	$72M	+4%	2.9M	25.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$65M	+4%	1.8M	35.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.5	$56M	+6%	965k	58.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$53M	-3%	90k	586.08	View chart
Meta Platforms Cl A (META)	1.3	$49M	+7%	84k	585.51	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$48M		284k	169.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$48M		858k	55.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$40M	+12%	839k	47.82	View chart
Amazon (AMZN)	1.1	$40M	+3%	182k	219.39	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$34M	+5%	527k	65.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$33M	-4%	372k	89.08	View chart
Costco Wholesale Corporation (COST)	0.8	$29M	-8%	32k	916.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$26M		755k	34.59	View chart
Tesla Motors (TSLA)	0.7	$26M		64k	403.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$26M	+12%	266k	96.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$25M		218k	114.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$23M	-2%	116k	198.18	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$23M	+2%	295k	76.14	View chart
Cisco Systems (CSCO)	0.6	$22M	+26%	372k	59.20	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$20M	+5%	590k	34.33	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$20M		308k	65.08	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.5	$20M	-2%	256k	77.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$20M	+7%	196k	100.60	View chart
NVR (NVR)	0.5	$20M		2.4k	8178.90	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$19M	+3%	1.1M	17.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$19M	+5%	100k	190.44	View chart
Arch Cap Group Ord (ACGL)	0.5	$18M	+3%	197k	92.35	View chart
McKesson Corporation (MCK)	0.5	$18M	+13%	32k	569.91	View chart
Oracle Corporation (ORCL)	0.5	$17M		101k	166.64	View chart
Blackrock (BLK)	0.5	$17M	NEW	16k	1025.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$16M	+197%	686k	23.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$16M	+3%	54k	289.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$16M	+4%	589k	26.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$15M	+3%	392k	39.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$15M	+108%	829k	18.50	View chart
Abbvie (ABBV)	0.4	$15M	+7%	85k	177.70	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.4	$15M	+4%	587k	25.58	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$15M	+6%	70k	212.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$15M		54k	269.70	View chart
Hp (HPQ)	0.4	$15M	+4%	447k	32.63	View chart
Carrier Global Corporation (CARR)	0.4	$14M	+3%	206k	68.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$14M	+6%	72k	189.30	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$13M		103k	130.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$13M	+7%	39k	343.41	View chart
Gilead Sciences (GILD)	0.4	$13M	+3%	142k	92.37	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$13M	+7%	328k	39.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$13M		53k	240.28	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.3	$13M	+2%	569k	22.03	View chart
Adobe Systems Incorporated (ADBE)	0.3	$13M		28k	444.68	View chart
Builders FirstSource (BLDR)	0.3	$13M	-2%	87k	142.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$12M	+13%	24k	511.23	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$12M	+3%	96k	124.91	View chart
AutoZone (AZO)	0.3	$12M	+8%	3.6k	3202.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$11M	+8%	117k	96.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$11M	+2%	254k	44.04	View chart
Reliance Steel & Aluminum (RS)	0.3	$11M	+7%	41k	269.26	View chart
Applied Materials (AMAT)	0.3	$11M	+12%	67k	162.63	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$11M		185k	58.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$11M	+5%	93k	115.22	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$11M		254k	42.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$11M	+190%	402k	26.07	View chart
Amdocs SHS (DOX)	0.3	$10M	+16%	123k	85.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$10M	+96%	403k	25.86	View chart
Vanguard Wellington Us Momentum (VFMO)	0.3	$10M		63k	164.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.9M	+3%	78k	127.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$9.9M		297k	33.39	View chart
AFLAC Incorporated (AFL)	0.3	$9.8M	+7%	95k	103.44	View chart
Johnson & Johnson (JNJ)	0.3	$9.6M	-2%	67k	144.62	View chart
United Parcel Service CL B (UPS)	0.3	$9.5M	+15%	75k	126.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$8.9M	-2%	15k	588.67	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.2	$8.8M	-2%	253k	34.81	View chart
Dell Technologies CL C (DELL)	0.2	$8.6M	-9%	74k	115.24	View chart
Broadcom (AVGO)	0.2	$8.4M		36k	231.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$8.3M	+9%	52k	161.77	View chart
Netflix (NFLX)	0.2	$8.1M	-55%	9.1k	891.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.0M	+10%	74k	107.57	View chart
Visa Com Cl A (V)	0.2	$7.9M	+16%	25k	316.04	View chart
Pulte (PHM)	0.2	$7.8M	+4%	72k	108.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$7.8M	+8%	15k	538.82	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$7.8M		223k	34.96	View chart
Charles Schwab Corporation (SCHW)	0.2	$7.8M	+3%	105k	74.01	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$7.7M	+8%	231k	33.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$7.5M	-3%	59k	128.82	View chart
Chevron Corporation (CVX)	0.2	$7.5M	-2%	52k	144.84	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$7.5M	+11%	229k	32.76	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$7.5M	+25%	250k	29.86	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$7.4M		156k	47.39	View chart
Home Depot (HD)	0.2	$7.0M	+8%	18k	388.99	View chart
Cigna Corp (CI)	0.2	$6.6M	+4%	24k	276.14	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.4M	+18%	27k	239.71	View chart
Interpublic Group of Companies (IPG)	0.2	$6.4M	+10%	229k	28.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$6.3M	+10%	25k	253.75	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$6.2M	-3%	134k	46.24	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$6.2M		119k	51.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$5.8M	+8%	55k	105.48	View chart
Skyworks Solutions (SWKS)	0.2	$5.7M		65k	88.68	View chart
Lam Research Corp Com New (LRCX)	0.2	$5.7M	NEW	79k	72.23	View chart
Eli Lilly & Co. (LLY)	0.2	$5.7M		7.4k	772.00	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.6M		53k	106.55	View chart
Lennar Corp Cl A (LEN)	0.2	$5.6M	+2%	41k	136.37	View chart
Watsco, Incorporated (WSO)	0.1	$5.5M	+11%	12k	473.89	View chart
Omni (OMC)	0.1	$5.2M	+5%	61k	86.04	View chart
Loar Holdings Com Shs (LOAR)	0.1	$5.1M	NEW	68k	73.91	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$5.0M	+5%	124k	40.49	View chart
Arista Networks Com Shs (ANET)	0.1	$5.0M	NEW	45k	110.53	View chart
Hologic (HOLX)	0.1	$4.9M	+11%	68k	72.09	View chart
Danaher Corporation (DHR)	0.1	$4.8M	-17%	21k	229.55	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$4.8M	+5%	139k	34.35	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$4.7M		43k	108.61	View chart
Procter & Gamble Company (PG)	0.1	$4.6M	+2%	28k	167.65	View chart
Jabil Circuit (JBL)	0.1	$4.6M	+6%	32k	143.90	View chart
At&t (T)	0.1	$4.6M	+12%	201k	22.77	View chart
Hartford Financial Services (HIG)	0.1	$4.2M	+7%	38k	109.40	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$4.1M	-5%	73k	56.70	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$4.0M	-2%	63k	63.75	View chart
McDonald's Corporation (MCD)	0.1	$4.0M	-4%	14k	289.88	View chart
Southern Copper Corporation (SCCO)	0.1	$4.0M	+12%	44k	91.13	View chart
Bank of America Corporation (BAC)	0.1	$3.8M	+16%	88k	43.95	View chart
Wal-Mart Stores (WMT)	0.1	$3.8M	+7%	43k	90.35	View chart
Caterpillar (CAT)	0.1	$3.8M	+6%	11k	362.77	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$3.8M	+4%	60k	62.95	View chart
Starbucks Corporation (SBUX)	0.1	$3.7M	+5%	41k	91.25	View chart
Merck & Co (MRK)	0.1	$3.7M	+7%	37k	99.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.6M	+86%	159k	22.70	View chart
Pepsi (PEP)	0.1	$3.6M	+8%	24k	152.06	View chart
UnitedHealth (UNH)	0.1	$3.5M		6.9k	505.82	View chart
Amgen (AMGN)	0.1	$3.5M	+2%	13k	260.64	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$3.5M	-9%	164k	21.06	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$3.5M	+3%	119k	29.05	View chart
Columbia Banking System (COLB)	0.1	$3.4M		127k	27.01	View chart
Wec Energy Group (WEC)	0.1	$3.3M	-6%	36k	94.04	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.2M	+6%	9.2k	351.79	View chart
Expeditors International of Washington (EXPD)	0.1	$3.2M	+12%	29k	110.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$3.1M		161k	19.43	View chart
Steel Dynamics (STLD)	0.1	$3.1M	+9%	27k	114.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$3.1M		151k	20.65	View chart
Automatic Data Processing (ADP)	0.1	$3.1M	-21%	11k	292.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$3.1M	+2%	159k	19.48	View chart
Kroger (KR)	0.1	$3.1M		51k	61.15	View chart
Deere & Company (DE)	0.1	$3.1M	+10%	7.3k	423.69	View chart
Palo Alto Networks (PANW)	0.1	$3.1M	+131%	17k	181.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.1M		153k	20.13	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$3.0M	+2%	165k	18.34	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$3.0M	+5%	182k	16.37	View chart
Snap Cl A (SNAP)	0.1	$2.9M	-4%	273k	10.77	View chart
AmerisourceBergen (COR)	0.1	$2.9M	+13%	13k	224.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.9M	+3%	10k	280.06	View chart
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP)	0.1	$2.8M	-39%	121k	23.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.8M	-2%	17k	164.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.7M		6.6k	410.47	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.7M	+14%	72k	37.53	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$2.7M	-2%	52k	51.14	View chart
Lowe's Companies (LOW)	0.1	$2.6M	+25%	11k	246.80	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.6M	+21%	4.9k	526.60	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.6M		4.1k	636.09	View chart
Advanced Micro Devices (AMD)	0.1	$2.5M		21k	120.79	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$2.5M	NEW	158k	16.05	View chart
Microchip Technology (MCHP)	0.1	$2.5M	+5%	44k	57.35	View chart
Coca-Cola Company (KO)	0.1	$2.4M	+6%	39k	62.26	View chart
American Express Company (AXP)	0.1	$2.4M		8.0k	296.80	View chart
Altria (MO)	0.1	$2.3M	+14%	45k	52.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.3M	+58%	30k	77.27	View chart
FedEx Corporation (FDX)	0.1	$2.3M	+25%	8.3k	281.34	View chart
International Business Machines (IBM)	0.1	$2.3M	+42%	11k	219.83	View chart
Corning Incorporated (GLW)	0.1	$2.3M	+3%	49k	47.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.3M	+220%	98k	23.68	View chart
Emcor (EME)	0.1	$2.3M	+5%	5.1k	453.90	View chart
Hewlett Packard Enterprise (HPE)	0.1	$2.3M	+5%	107k	21.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.3M	+323%	82k	27.87	View chart
Otis Worldwide Corp (OTIS)	0.1	$2.2M	+14%	24k	92.61	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M	+18%	18k	125.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.2M		4.2k	520.23	View chart
Honeywell International (HON)	0.1	$2.2M	+10%	9.7k	225.89	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	+9%	19k	113.11	View chart
First Tr Dow Jones Select Mi Com Shs Annual (FDM)	0.1	$2.2M		32k	68.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	-3%	18k	117.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M	+8%	28k	75.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.1M	+199%	94k	22.70	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$2.1M	+6%	86k	24.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.1M	-4%	37k	55.45	View chart
salesforce (CRM)	0.1	$2.0M	+10%	6.1k	334.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+51%	18k	115.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.0M	-2%	10k	195.83	View chart
Walt Disney Company (DIS)	0.1	$2.0M	+5%	18k	111.35	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M		11k	187.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.0M	+7%	6.1k	322.15	View chart
Boeing Company (BA)	0.1	$2.0M		11k	176.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.0M	+12%	9.9k	197.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.9M	+4%	8.7k	220.96	View chart
Analog Devices (ADI)	0.1	$1.9M	+29%	9.0k	212.45	View chart
O'reilly Automotive (ORLY)	0.1	$1.9M	+15%	1.6k	1185.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.9M	+217%	70k	27.32	View chart
Cardinal Health (CAH)	0.1	$1.9M	+10%	16k	118.27	View chart
Travelers Companies (TRV)	0.1	$1.9M	-6%	7.8k	240.90	View chart
Edwards Lifesciences (EW)	0.1	$1.9M	-20%	25k	74.03	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$1.9M	+13%	74k	25.54	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$1.8M	+22%	2.5k	712.33	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$1.8M		66k	27.38	View chart
Motorola Solutions Com New (MSI)	0.0	$1.8M	-2%	3.9k	462.19	View chart
Rockwell Automation (ROK)	0.0	$1.7M	+25%	6.1k	285.81	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$1.7M	+4%	19k	93.68	View chart
Cme (CME)	0.0	$1.7M	+12%	7.4k	232.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.7M	+9%	2.7k	621.79	View chart
Samsara Com Cl A (IOT)	0.0	$1.7M	+2%	39k	43.69	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.7M	-3%	7.3k	232.53	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.0	$1.7M	NEW	32k	51.75	View chart
Fiserv (FI)	0.0	$1.7M	+4%	8.1k	205.42	View chart
S&p Global (SPGI)	0.0	$1.6M	+4%	3.3k	498.03	View chart
Loews Corporation (L)	0.0	$1.6M	+7%	19k	84.69	View chart
Wells Fargo & Company (WFC)	0.0	$1.6M	+5%	23k	70.24	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$1.6M	+3%	33k	48.92	View chart
Nike CL B (NKE)	0.0	$1.6M	+7%	21k	75.67	View chart
General Dynamics Corporation (GD)	0.0	$1.5M	+94%	5.9k	263.49	View chart
Citigroup Com New (C)	0.0	$1.5M	+30%	22k	70.39	View chart
Archer Daniels Midland Company (ADM)	0.0	$1.5M	+11%	30k	50.52	View chart
Whitestone REIT (WSR)	0.0	$1.5M	NEW	107k	14.17	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$1.5M		81k	18.70	View chart
Qualcomm (QCOM)	0.0	$1.5M		9.6k	153.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.5M	+11%	24k	60.75	View chart
Intuit (INTU)	0.0	$1.5M	+2%	2.3k	628.50	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$1.5M	+5%	26k	57.28	View chart
Goldman Sachs (GS)	0.0	$1.4M	+36%	2.5k	572.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.4M	+6%	8.2k	172.42	View chart
Eaton Corp SHS (ETN)	0.0	$1.4M		4.3k	331.87	View chart
Oneok (OKE)	0.0	$1.4M	+448%	14k	100.40	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.4M	NEW	18k	78.93	View chart
Nextera Energy (NEE)	0.0	$1.4M	-19%	19k	71.69	View chart
Juniper Networks (JNPR)	0.0	$1.4M	NEW	37k	37.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$1.4M		20k	70.00	View chart
Twilio Cl A (TWLO)	0.0	$1.4M	-12%	13k	108.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.4M	+5%	19k	70.28	View chart
Centene Corporation (CNC)	0.0	$1.3M	+20%	22k	60.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$1.3M	-3%	16k	81.98	View chart
Molina Healthcare (MOH)	0.0	$1.3M	+18%	4.5k	291.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.3M	+34%	13k	101.53	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$1.3M	+6%	29k	44.92	View chart
ConocoPhillips (COP)	0.0	$1.3M	+27%	13k	99.17	View chart
Bunge Global Sa Com Shs (BG)	0.0	$1.3M	+21%	17k	77.76	View chart

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 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
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

View all past filings

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