Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.85 Billion
- Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.85 Billion distributed in 825 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 $193M, Vanguard Sht Term Corp Bd ETF with a value of $171M, Ishares Msci Usa Quality Facto with a value of $171M, and Ishares Msci Intl Quality Fact with a value of $127M.
Examining the 13F form we can see an increase of $202M in the current position value, from $3.65B to 3.85B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 825
- Current Value $3.85 Billion
- Prior Value $3.65 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 110 stocks
- Additional Purchases 284 stocks
- Sold out of 0 stocks
- Reduced holdings in 214 stocks