Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$3.9T
Holdings
646
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (646 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VOTVANGUARD INDEX FDS | 29,205 | $7.1B | 0.18% | |
| 102 | MCKMCKESSON CORP | 10,590 | $7.1B | 0.18% | |
| 103 | ESGUISHARES TR | 58,092 | $7.1B | 0.18% | |
| 104 | GILDGILEAD SCIENCES INC | 61,118 | $6.8B | 0.18% | |
| 105 | SPSBSPDR SER TR | 225,916 | $6.8B | 0.17% | |
| 106 | MTBM & T BK CORP | 37,805 | $6.8B | 0.17% | |
| 107 | SPIBSPDR SER TR | 203,001 | $6.7B | 0.17% | |
| 108 | TMUST-MOBILE US INC | 25,032 | $6.7B | 0.17% | |
| 109 | UNHUNITEDHEALTH GROUP INC | 12,521 | $6.6B | 0.17% | |
| 110 | PYPLPAYPAL HLDGS INC | 100,389 | $6.6B | 0.17% | |
| 111 | HDHOME DEPOT INC | 17,783 | $6.5B | 0.17% | |
| 112 | SHMSPDR SER TR | 136,266 | $6.5B | 0.17% | |
| 113 | DELLDELL TECHNOLOGIES INC | 67,940 | $6.2B | 0.16% | |
| 114 | NVRNVR INC | 853 | $6.2B | 0.16% | |
| 115 | GLWCORNING INC | 134,625 | $6.2B | 0.16% | |
| 116 | AZOAUTOZONE INC | 1,616 | $6.2B | 0.16% | |
| 117 | TJXTJX COS INC NEW | 50,124 | $6.1B | 0.16% | |
| 118 | FTSLFIRST TR EXCHANGE-TRADED FD | 131,040 | $6.0B | 0.15% | |
| 119 | APOAPOLLO GLOBAL MGMT INC | 43,655 | $6.0B | 0.15% | |
| 120 | HYDVANECK ETF TRUST | 112,732 | $5.8B | 0.15% | |
| 121 | SUBISHARES TR | 53,980 | $5.7B | 0.15% | |
| 122 | MUBISHARES TR | 53,628 | $5.7B | 0.15% | |
| 123 | PGPROCTER AND GAMBLE CO | 31,678 | $5.4B | 0.14% | |
| 124 | MCDMCDONALDS CORP | 17,100 | $5.3B | 0.14% | |
| 125 | VUGVANGUARD INDEX FDS | 14,321 | $5.3B | 0.14% | |
| 126 | RMERESMED INC | 23,680 | $5.3B | 0.14% | |
| 127 | LMTLOCKHEED MARTIN CORP | 11,696 | $5.2B | 0.13% | |
| 128 | DEMWISDOMTREE TR | 122,891 | $5.2B | 0.13% | |
| 129 | GDDYGODADDY INC | 27,008 | $4.9B | 0.13% | |
| 130 | BACBANK AMERICA CORP | 113,199 | $4.7B | 0.12% | |
| 131 | BMYBRISTOL-MYERS SQUIBB CO | 74,846 | $4.6B | 0.12% | |
| 132 | IJSISHARES TR | 45,141 | $4.4B | 0.11% | |
| 133 | RTXRTX CORPORATION | 33,018 | $4.4B | 0.11% | |
| 134 | DESWISDOMTREE TR | 134,998 | $4.3B | 0.11% | |
| 135 | VSGXVANGUARD WORLD FD | 72,534 | $4.3B | 0.11% | |
| 136 | CATCATERPILLAR INC | 12,875 | $4.2B | 0.11% | |
| 137 | DHRDANAHER CORPORATION | 20,692 | $4.2B | 0.11% | |
| 138 | CARRCARRIER GLOBAL CORPORATION | 66,313 | $4.2B | 0.11% | |
| 139 | SBUXSTARBUCKS CORP | 42,438 | $4.2B | 0.11% | |
| 140 | AXPAMERICAN EXPRESS CO | 15,407 | $4.1B | 0.11% | |
| 141 | AFLAFLAC INC | 36,855 | $4.1B | 0.11% | |
| 142 | BKRBAKER HUGHES COMPANY | 93,212 | $4.1B | 0.11% | |
| 143 | WECWEC ENERGY GROUP INC | 37,069 | $4.0B | 0.10% | |
| 144 | ACNACCENTURE PLC IRELAND | 12,723 | $4.0B | 0.10% | |
| 145 | ABTABBOTT LABS | 29,763 | $3.9B | 0.10% | |
| 146 | FNDESCHWAB STRATEGIC TR | 125,976 | $3.9B | 0.10% | |
| 147 | FCNCAFIRST CTZNS BANCSHARES INC N | 2,089 | $3.9B | 0.10% | |
| 148 | SCHZSCHWAB STRATEGIC TR | 165,523 | $3.8B | 0.10% | |
| 149 | DLSWISDOMTREE TR | 57,498 | $3.8B | 0.10% | |
| 150 | DFUSDIMENSIONAL ETF TRUST | 60,967 | $3.7B | 0.09% | |
| 151 | VGTVANGUARD WORLD FD | 6,786 | $3.7B | 0.09% | |
| 152 | AMGNAMGEN INC | 11,657 | $3.6B | 0.09% | |
| 153 | ALSALLSTATE CORP | 17,413 | $3.6B | 0.09% | |
| 154 | KOCOCA COLA CO | 50,053 | $3.6B | 0.09% | |
| 155 | ANETARISTA NETWORKS INC | 46,111 | $3.6B | 0.09% | |
| 156 | KRKROGER CO | 51,774 | $3.5B | 0.09% | |
| 157 | PEPPEPSICO INC | 22,732 | $3.4B | 0.09% | |
| 158 | SCHHSCHWAB STRATEGIC TR | 157,459 | $3.4B | 0.09% | |
| 159 | BSCQINVESCO EXCH TRD SLF IDX FD | 166,880 | $3.3B | 0.08% | |
| 160 | BSCRINVESCO EXCH TRD SLF IDX FD | 165,204 | $3.2B | 0.08% | |
| 161 | BSCPINVESCO EXCH TRD SLF IDX FD | 156,244 | $3.2B | 0.08% | |
| 162 | BSCSINVESCO EXCH TRD SLF IDX FD | 157,340 | $3.2B | 0.08% | |
| 163 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.08% | |
| 164 | BSCTINVESCO EXCH TRD SLF IDX FD | 172,029 | $3.2B | 0.08% | |
| 165 | AMATAPPLIED MATLS INC | 21,919 | $3.2B | 0.08% | |
| 166 | UALUNITED AIRLS HLDGS INC | 45,900 | $3.2B | 0.08% | |
| 167 | MRKMERCK & CO INC | 34,305 | $3.1B | 0.08% | |
| 168 | BSCUINVESCO EXCH TRD SLF IDX FD | 184,930 | $3.1B | 0.08% | |
| 169 | MAMASTERCARD INCORPORATED | 5,402 | $3.0B | 0.08% | |
| 170 | GEGE AEROSPACE | 14,400 | $2.9B | 0.07% | |
| 171 | BSCVINVESCO EXCH TRD SLF IDX FD | 175,430 | $2.9B | 0.07% | |
| 172 | DUKDUKE ENERGY CORP NEW | 22,609 | $2.8B | 0.07% | |
| 173 | VBKVANGUARD INDEX FDS | 10,919 | $2.7B | 0.07% | |
| 174 | BSVVANGUARD BD INDEX FDS | 35,103 | $2.7B | 0.07% | |
| 175 | TMOTHERMO FISHER SCIENTIFIC INC | 5,360 | $2.7B | 0.07% | |
| 176 | EMXCISHARES INC | 48,254 | $2.7B | 0.07% | |
| 177 | SPYVSPDR SER TR | 51,727 | $2.6B | 0.07% | |
| 178 | HONHONEYWELL INTL INC | 12,456 | $2.6B | 0.07% | |
| 179 | PHPARKER-HANNIFIN CORP | 4,300 | $2.6B | 0.07% | |
| 180 | SCHBSCHWAB STRATEGIC TR | 121,082 | $2.6B | 0.07% | |
| 181 | AMDADVANCED MICRO DEVICES INC | 25,085 | $2.6B | 0.07% | |
| 182 | PANWPALO ALTO NETWORKS INC | 14,837 | $2.5B | 0.07% | |
| 183 | TQQQPROSHARES TR | 42,900 | $2.5B | 0.06% | |
| 184 | PBPINVESCO EXCHANGE TRADED FD T | 110,605 | $2.5B | 0.06% | |
| 185 | IWNISHARES TR | 16,238 | $2.5B | 0.06% | |
| 186 | CAHCARDINAL HEALTH INC | 17,736 | $2.4B | 0.06% | |
| 187 | QCOMQUALCOMM INC | 15,891 | $2.4B | 0.06% | |
| 188 | ETRENTERGY CORP NEW | 28,518 | $2.4B | 0.06% | |
| 189 | DUHPDIMENSIONAL ETF TRUST | 73,282 | $2.4B | 0.06% | |
| 190 | SOSOUTHERN CO | 26,200 | $2.4B | 0.06% | |
| 191 | FNDXSCHWAB STRATEGIC TR | 101,889 | $2.4B | 0.06% | |
| 192 | VIGVANGUARD SPECIALIZED FUNDS | 12,352 | $2.4B | 0.06% | |
| 193 | CMECME GROUP INC | 8,894 | $2.4B | 0.06% | |
| 194 | BRBROADRIDGE FINL SOLUTIONS IN | 9,712 | $2.4B | 0.06% | |
| 195 | CRMSALESFORCE INC | 8,738 | $2.3B | 0.06% | |
| 196 | BABOEING CO | 13,512 | $2.3B | 0.06% | |
| 197 | LOWLOWES COS INC | 9,640 | $2.2B | 0.06% | |
| 198 | UNPUNION PAC CORP | 9,507 | $2.2B | 0.06% | |
| 199 | BSXBOSTON SCIENTIFIC CORP | 21,781 | $2.2B | 0.06% | |
| 200 | SNAPSNAP INC | 250,946 | $2.2B | 0.06% |