Latest statistics and disclosures from Empirical Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CSJ, TIP, Pimco Etf Tr 1-3yr ustreidx, IEI, Schwab Strategic Tr us lrg cap etf, and represent 69.11% of Empirical Wealth Management's stock portfolio.
- Added to shares of these 7 stocks: Schwab Strategic Tr 0, SCHF, Pimco Etf Tr 1-3yr ustreidx, IEI, WPS, BAC, PG.
- Started 4 new stock positions in BAC, Schwab Strategic Tr 0, SCHF, WPS.
- Reduced shares in these 10 stocks: TIP, IWC, Schwab Strategic Tr us lrg cap etf, VV, VEA, CSJ, SHY, BSV, Barclays Bk Plc Ipspgs Ttl Etn etf, VT.
- Sold out of its positions in IWC, VT.
- Empirical Wealth Management was a net seller of stock by $4.75M.
- Empirical Wealth Management has $75.40M in assets under management (AUM), dropping by -9.57%.