Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.55 Billion distributed in 570 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 $195M, Vanguard Sht Trm Inflt Prot Fd with a value of $175M, Vanguard Sht Term Corp Bd ETF with a value of $166M, Ishares Msci Usa Quality Facto with a value of $151M, and Ishares Msci Intl Quality Fact with a value of $113M.
Examining the 13F form we can see an increase of $183M in the current position value, from $3.37B to 3.55B.
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
$3.55 Billion
ETFs: $2.43 Billion
Technology: $416 Million
Consumer Cyclical: $131 Million
Healthcare: $118 Million
Communication Services: $112 Million
Financial Services: $106 Million
Industrials: $98 Million
Consumer Defensive: $58 Million
Other: $80.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
