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.
Portfolio value
$3.85 Billion
ETFs: $2.58 Billion
Technology: $472 Million
Financial Services: $153 Million
Communication Services: $116 Million
Industrials: $111 Million
Consumer Defensive: $110 Million
Consumer Cyclical: $107 Million
Healthcare: $99.9 Million
Other: $92.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
