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CIK: 0001510434
Total reported value
$6.9B
$6.9B
609 檔
12.2%
At the close of Q4 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management disclosed equity holdings valued at approximately $6.9B, spread across 609 reported holdings.
During Q4 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 609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.59% | +0.68% | +3.69% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.90% | -0.45% | +5.17% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.63% | -0.11% | +13.80% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.56% | -0.43% | +3.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.07% | +2.57% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.93% | +0.01% | +6.48% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 2.90% | +0.24% | +5.93% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | -0.05% | +42.31% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.68% | -0.24% | +3.79% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.35% | -0.20% | +4.35% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.34% | +0.06% | +1.53% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.16% | +1.69% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.95% | -0.16% | +4.14% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.77% | -0.18% | +4.53% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.52% | -0.13% | +6.40% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.05% | -3.05% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.15% | +7.98% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.08% | +0.15% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.30% | -0.05% | +1.43% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | -0.06% | +12.13% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.04% | +3.33% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.93% | -0.09% | +5.10% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | -0.02% | -4.55% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.05% | -8.55% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.71% | -0.02% | +1.18% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.02% | -0.58% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.70% | +0.02% | +12.41% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.68% | -0.06% | +1.98% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | -0.02% | -2.64% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.61% | -0.05% | +2.01% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.18% | +26.86% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.55% | -0.02% | +5.29% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.54% | -0.01% | +1.53% | |
| 34 | OZ | Belpointe Prep Llc- Class A | Stock-Other | 0.54% | -0.07% | -2.24% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.54% | -0.05% | +7.21% | |
| 36 | NVR | Nvr Inc | Stock-Consumer Disc | 0.53% | -0.01% | +1.44% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.53% | -0.04% | +3.04% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.10% | +5.24% | |
| 39 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.49% | -0.01% | +3.50% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.04% | +13.29% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.03% | +1.19% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.01% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | -0.02% | +197.04% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.04% | +3.90% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.43% | -0.03% | +4.47% | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.42% | -0.03% | +3.12% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | +0.02% | +108.65% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +7.81% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | -0.05% | +4.77% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.40% | +0.02% | +6.50% |
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 609 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MTUM, VTIP, QUAL) accounted for 12.2% of total reported equity market value during Q4 2024.
During Q4 2024, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's top holdings by market value included MTUM (5.6%)、VTIP (4.9%)、QUAL (4.6%). The largest single position, MTUM, represented 5.6% of total portfolio value.
In Q4 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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