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

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

  • $3.85 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$6.15 Million
6.5K
Q1 2025
Added 1525.0%
NVDA
Nvidia Corp

Technology
PUT
$4.84 Million
44.7K
Q1 2025
Reduced 35.03%
AAPL
Apple Inc.

Technology
PUT
$621,000
2.8K
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$247,000
1.3K
Q1 2025
New holding

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
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