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CIK: 0001510434
Total reported value
$6.9B
$6.9B
565 檔
11.7%
In Q3 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's U.S. equity holdings reached a combined market value of $6.9B, distributed across 565 disclosed stock positions.
During Q3 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.46% | +0.68% | +15.72% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.91% | -0.45% | +7.53% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.65% | -0.43% | +2.90% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.24% | -0.11% | +5.06% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 3.17% | +0.24% | +5.30% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.07% | -7.41% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.89% | +0.01% | +10.49% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.78% | -0.24% | +2.69% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.62% | +0.06% | -0.55% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.56% | -0.20% | -0.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.16% | -2.58% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.98% | -0.16% | +5.89% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.88% | -0.18% | -0.90% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.05% | -60.84% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.50% | -0.13% | +3.39% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.05% | +0.18% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.39% | -0.08% | -2.18% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.32% | -0.05% | +0.77% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.15% | -6.12% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | -0.06% | +1.96% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | -0.02% | -33.74% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.99% | -0.09% | -0.89% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.04% | +12.17% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.05% | +6.03% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.75% | -0.06% | -3.46% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.72% | -0.02% | -0.11% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.68% | -0.05% | -5.08% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.02% | +2.50% | |
| 29 | NVR | Nvr Inc | Stock-Consumer Disc | 0.65% | -0.01% | +6.20% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | +0.02% | +11.04% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.61% | -0.02% | +3.02% | |
| 32 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.60% | -0.01% | +5.27% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.55% | -0.01% | +0.29% | |
| 34 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.54% | -0.04% | -0.90% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | -0.05% | -1.57% | |
| 36 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.51% | -0.07% | -0.07% | |
| 37 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.49% | — | +26.29% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.03% | +5.19% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.02% | -10.75% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.03% | +8.10% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | +0.02% | +8.89% | |
| 42 | CARR | Carrier Global CORP | Stock-Industrials | 0.45% | — | +10.96% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.10% | -0.11% | |
| 44 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.45% | -0.03% | +2.78% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | -0.02% | +0.48% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.18% | +6.63% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | +7.78% | |
| 48 | HPQ | Hp Inc | Stock-Tech | 0.43% | — | +8.81% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.04% | -10.30% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.08% | +12.55% |
According to official SEC Form 13F filings, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported a total U.S. public equity portfolio value of $6.9B across 565 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MTUM, VTIP, VCSH) accounted for 11.7% of total reported equity market value during Q3 2024.
During Q3 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included MTUM (5.5%)、VTIP (4.9%)、VCSH (4.7%). The largest single position, MTUM, represented 5.5% of total portfolio value.
In Q3 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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