Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 570
- Current Value $3.55 Billion
- Prior Value $3.37 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 52 stocks
- Additional Purchases 276 stocks
- Sold out of 0 stocks
- Reduced holdings in 192 stocks