Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$3.9B

Holdings

646

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (646 positions)

StockValue
SPGIS&P GLOBAL INC
$2.2M
VTVANGUARD INTL EQUITY INDEX F
$2.2M
KMIKINDER MORGAN INC DEL
$2.2M
XLKSELECT SECTOR SPDR TR
$2.1M
LRCXLAM RESEARCH CORP
$2.1M
WFCWELLS FARGO CO NEW
$2.1M
IWMISHARES TR
$2.0M
SCHGSCHWAB STRATEGIC TR
$2.0M
AQLTISHARES TR
$2.0M
SUSBISHARES TR
$2.0M
IDV*ISHARES TR
$2.0M
COPCONOCOPHILLIPS
$2.0M
DEDEERE & CO
$1.9M
SCHDSCHWAB STRATEGIC TR
$1.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.9M
CMFISHARES TR
$1.9M
HPEHEWLETT PACKARD ENTERPRISE C
$1.9M
DWDMORGAN STANLEY
$1.9M
IJHISHARES TR
$1.8M
FDMFIRST TR DOW JONES SELECT MI
$1.8M
LINLINDE PLC
$1.8M
CLCOLGATE PALMOLIVE CO
$1.8M
NEMNEWMONT CORP
$1.8M
EWEDWARDS LIFESCIENCES CORP
$1.8M
XELXCEL ENERGY INC
$1.8M
BACVERIZON COMMUNICATIONS INC
$1.8M
MRSHMARSH & MCLENNAN COS INC
$1.7M
TRVTRAVELERS COMPANIES INC
$1.7M
HYSPIMCO ETF TR
$1.7M
ETNEATON CORP PLC
$1.7M
BLDRBUILDERS FIRSTSOURCE INC
$1.7M
SCZISHARES TR
$1.7M
IAU*ISHARES GOLD TR
$1.6M
NOWSERVICENOW INC
$1.6M
HIGHARTFORD INSURANCE GROUP INC
$1.6M
WMBWILLIAMS COS INC
$1.6M
WSRWHITESTONE REIT
$1.6M
AMTAMERICAN TOWER CORP NEW
$1.6M
RSRELIANCE INC
$1.6M
UBERUBER TECHNOLOGIES INC
$1.6M
RSPINVESCO EXCHANGE TRADED FD T
$1.6M
MSIMOTOROLA SOLUTIONS INC
$1.6M
BKNGBOOKING HOLDINGS INC
$1.5M
PHMPULTE GROUP INC
$1.5M
STTSTATE STR CORP
$1.5M
FISFIDELITY NATL INFORMATION SV
$1.5M
JBLJABIL INC
$1.5M
GDGENERAL DYNAMICS CORP
$1.5M
UPSUNITED PARCEL SERVICE INC
$1.5M
EOGEOG RES INC
$1.5M
DGSWISDOMTREE TR
$1.5M
DISDISNEY WALT CO
$1.5M
NDAQNASDAQ INC
$1.5M
LNGCHENIERE ENERGY INC
$1.4M
EFAISHARES TR
$1.4M
ISRGINTUITIVE SURGICAL INC
$1.4M
SPLVINVESCO EXCH TRADED FD TR II
$1.4M
SHWSHERWIN WILLIAMS CO
$1.4M
NEENEXTERA ENERGY INC
$1.4M
TRVCCITIGROUP INC
$1.3M
FPEIFIRST TR EXCH TRADED FD III
$1.3M
JNPJUNIPER NETWORKS INC
$1.3M
DALDELTA AIR LINES INC DEL
$1.3M
SHYISHARES TR
$1.3M
OKEONEOK INC NEW
$1.3M
INTUINTUIT
$1.3M
NKENIKE INC
$1.3M
BOXBOX INC
$1.2M
MARMARRIOTT INTL INC NEW
$1.2M
GSGOLDMAN SACHS GROUP INC
$1.2M
CVCOCAVCO INDS INC DEL
$1.2M
NOCNORTHROP GRUMMAN CORP
$1.2M
IVWISHARES TR
$1.2M
PGRPROGRESSIVE CORP
$1.2M
CATYCATHAY GEN BANCORP
$1.2M
VYMIVANGUARD WHITEHALL FDS
$1.2M
SPSMSPDR SER TR
$1.2M
EBFENNIS INC
$1.2M
PLDPROLOGIS INC.
$1.2M
UMMALISTED FD TR
$1.1M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
GISGENERAL MLS INC
$1.1M
WSOWATSCO INC
$1.1M
ITMVANECK ETF TRUST
$1.1M
SANMSANMINA CORPORATION
$1.1M
ADUSADDUS HOMECARE CORP
$1.1M
TXOTXO PARTNERS LP
$1.1M
DHSWISDOMTREE TR
$1.1M
MCBSMETROCITY BANKSHARES INC
$1.1M
EMBISHARES TR
$1.1M
GEVGE VERNOVA INC
$1.1M
METMETLIFE INC
$1.0M
EEMSISHARES INC
$1.0M
TWLOTWILIO INC
$1.0M
NTBBANK OF NT BUTTERFIELD&SON L
$1.0M
TDYTELEDYNE TECHNOLOGIES INC
$1.0M
IOTSAMSARA INC
$1.0M
BXBLACKSTONE INC
$1.0M
SCHPSCHWAB STRATEGIC TR
$1.0M
IWFISHARES TR
$979K
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