Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.65 Billion distributed in 698 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $206M, Vanguard Sht Trm Inflt Prot Fd with a value of $181M, Ishares Msci Usa Quality Facto with a value of $171M, Vanguard Sht Term Corp Bd ETF with a value of $168M, and Apple Inc. with a value of $114M.
Examining the 13F form we can see an increase of $94.6M in the current position value, from $3.55B to 3.65B.
Below you can find more details about Empirical Financial Services, LLC D.B.A. Empirical Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.65 Billion
ETFs: $2.46 Billion
Technology: $463 Million
Consumer Cyclical: $143 Million
Communication Services: $118 Million
Healthcare: $116 Million
Financial Services: $101 Million
Industrials: $99.6 Million
Consumer Defensive: $57.6 Million
Other: $83.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
