Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162,000 0.0% of portfolio
10,837
Q4 2023 Reduced 16.56%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Mobix Labs Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
$379M
$55,000 0.0% of portfolio
15,490
Q4 2024 Added 40.37%
$290M
$122,000 0.0% of portfolio
19,762
Q3 2023 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q4 2024 Added 21.4%
$7.22B
$65,000 0.0% of portfolio
14,950
Q4 2024 Added 17.25%
$482M
$135,000 0.0% of portfolio
11,153
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $3.65 Billion
  • Prior Value $3.55 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 363 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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