EF
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13F | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | |
| Last update 2025-05-08 | 650 Stocks (110 new) |
| Value $3.89 Bil | Turnover 14 % |
Empirical Financial Services, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 1,019,904 | 206,153.1 | +2.40% | 5.300 | +0.12% | 1.400 | +26.71% | +16.61% | 17,785.6 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 3,877,740 | 193,499.2 | +3.99% | 4.980 | +0.19% | 1.420 | +1.52% | +4.60% | 15,046.4 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2,170,568 | 171,344.6 | +0.64% | 4.410 | +0.03% | 0.490 | +2.17% | +3.89% | 35,042.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 997,825 | 170,518.3 | +4.12% | 4.390 | +0.17% | 0.350 | +17.33% | +4.25% | 53,340.1 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 3,190,711 | 126,639.3 | +10.74% | 3.260 | +0.32% | 1.190 | +9.63% | +16.96% | 11,882.4 | ||
DFUV | Dimensional US Marketwide Value ETF | 2,762,034 | 113,823.4 | +4.81% | 2.930 | +0.13% | 1.010 | +14.71% | +5.29% | 11,684.6 | ||
AAPL | Apple Inc | 495,101 | 109,976.8 | +8.92% | 2.830 | +0.23% | 0.000 | +10.99% | -14.30% | 3,197,760.3 | Hardware | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 1,249,562 | 102,164.2 | +1.65% | 2.630 | +0.04% | 0.200 | +4.17% | +5.28% | 53,552.9 | ||
EFV | iShares MSCI EAFE Value ETF | 1,713,962 | 101,020.9 | +3.67% | 2.600 | +0.09% | 0.500 | +11.23% | +23.78% | 26,136.6 | ||
NVDA | NVIDIA Corp | 880,386 | 95,416.2 | +29.51% | 2.450 | +0.56% | 0.000 | +78.18% | +28.59% | 4,210,755.6 | Semiconductors |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Historical Top Holdings Breakdowns
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.56% | 106.98 ($126.74) 149.43 | $172.66 | 36.23% | Add 29.51% | 880,386 | 200,621 | |
ADP | Automatic Data Processing Inc | 2025-03-31 | Add Add | +0.43% | 286.85 ($301.63) 318.64 | $302.24 | 0.20% | Add 509.91% | 64,833 | 54,203 | |
MO | Altria Group Inc | 2025-03-31 | Add Add | +0.41% | 50.81 ($54.6) 60.02 | $58.30 | 6.78% | Add 597.23% | 312,270 | 267,483 | |
PM | Philip Morris International Inc | 2025-03-31 | Add Add | +0.41% | 117.15 ($141.65) 158.79 | $179.28 | 26.57% | Add 928.72% | 109,466 | 98,825 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.40% | 442.66 ($486.15) 534.52 | $476.42 | -2.00% | New holding | 28,997 | 28,997 | |
FI | Fiserv Inc | 2025-03-31 | Add Add | +0.39% | 200.51 ($218.93) 237.79 | $166.00 | -24.18% | Add 871.03% | 78,236 | 70,179 | |
TXN | Texas Instruments Inc | 2025-03-31 | Add Add | +0.38% | 173.6 ($187.2) 203.96 | $218.51 | 16.73% | Add 768.22% | 92,439 | 81,792 | |
NVR | NVR Inc | 2025-03-31 | Reduce Reduce | -0.34% | 7062.02 ($7605.45) 8382.63 | $7,490.54 | -1.51% | Reduce -64.44% | 853 | -1,546 | |
MCK | McKesson Corp | 2025-03-31 | Reduce Reduce | -0.33% | 566.21 ($618.25) 672.99 | $708.57 | 14.61% | Reduce -66.7% | 10,590 | -21,211 | |
WMT | Walmart Inc | 2025-03-31 | Add Add | +0.33% | 84.5 ($93.81) 105.05 | $95.83 | 2.16% | Add 350.55% | 191,802 | 149,231 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Total Holding History ($B)
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Asset Allocation
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Hypothetical Growth since 2025-03-31
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holdings Heat Map
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holdings Bubble Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management News
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