Empirical Financial Services, LLC D.b.a. Empirical Wealth Management
CIK Number: 0001510434
Main Sectors:
Top Industries:
Filing Date: May 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MTUM | iShares MSCI US... | 254.32 | +2.37% | 1.02M | +2.40% | 206.15M | 165.33 | 5.30% | Share |
| 2 | VTIP | Vanguard Short-... | 50.70 | -0.04% | 3.88M | +3.99% | 193.5M | 49.28 | 4.98% | Share |
| 3 | VCSH | Vanguard Short-... | 79.89 | +0.05% | 2.17M | +0.64% | 171.34M | 79.38 | 4.41% | Share |
| 4 | QUAL | iShares MSCI US... | 189.56 | -0.23% | 997.83K | +4.12% | 170.52M | 132.13 | 4.39% | Share |
| 5 | IQLT | iShares MSCI In... | 43.55 | -0.08% | 3.19M | +10.74% | 126.64M | 33.59 | 3.26% | Share |
| 6 | DFUV | Dimensional US ... | 44.22 | +0.16% | 2.76M | +4.81% | 113.82M | 34.47 | 2.93% | Share |
| 7 | AAPL | Apple Inc. | 226.79 | -3.23% | 495.1K | +8.92% | 109.98M | 142.74 | 2.83% | Share |
| 8 | VCIT | Vanguard Interm... | 84.24 | +0.23% | 1.25M | +1.65% | 102.16M | 85.72 | 2.63% | Share |
| 9 | EFV | iShares MSCI EA... | 67.52 | +0.12% | 1.71M | +3.67% | 101.02M | 46.67 | 2.60% | Share |
| 10 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 880.39K | +29.51% | 95.42M | 80.45 | 2.45% | Share |
| 11 | IEMG | iShares Core MS... | 64.02 | +0.71% | 1.7M | +2.91% | 91.66M | 51.76 | 2.36% | Share |
| 12 | SJNK | SPDR Bloomberg ... | 25.50 | +0.06% | 3M | +5.39% | 75.58M | 26.44 | 1.94% | Share |
| 13 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 198.94K | +3.92% | 74.68M | 221.64 | 1.92% | Share |
| 14 | DFIV | Dimensional Int... | 46.05 | +0.16% | 1.86M | +1.06% | 73.16M | 32.66 | 1.88% | Share |
| 15 | VGSH | Vanguard Short-... | 58.80 | +0.03% | 980.13K | +1.58% | 57.52M | 60.37 | 1.48% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 91.5K | +1.73% | 51.18M | 387.57 | 1.32% | Share |
| 17 | VTV | Vanguard Value ... | 183.80 | +0.73% | 292.72K | +2.92% | 50.57M | 115.16 | 1.30% | Share |
| 18 | META | Meta Platforms,... | 751.98 | -1.79% | 84.06K | +0.71% | 48.45M | 420.16 | 1.25% | Share |
| 19 | DFAT | Dimensional U.S... | 58.63 | +0.02% | 888.37K | +3.50% | 45.74M | 44.85 | 1.18% | Share |
| 20 | VEA | Vanguard Develo... | 59.41 | +0.08% | 869.54K | +3.66% | 44.2M | 46.92 | 1.14% | Share |
| 21 | AVDV | Avantis Interna... | 87.19 | +0.07% | 558.75K | +5.98% | 38.97M | 59.81 | 1.00% | Share |
| 22 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 200.56K | +10.36% | 38.16M | 138.46 | 0.98% | Share |
| 23 | VNQ | Vanguard Real E... | 91.58 | -0.16% | 381.33K | +2.52% | 34.53M | 83.52 | 0.89% | Share |
| 24 | COST | Costco Wholesal... | 956.29 | -2.34% | 30.21K | -3.08% | 28.57M | 435.15 | 0.73% | Share |
| 25 | CSCO | Cisco Systems, ... | 68.13 | +1.17% | 415.46K | +11.65% | 25.64M | 53.94 | 0.66% | Share |
| 26 | AVUV | Avantis U.S. Sm... | 100.00 | +0.21% | 293.43K | +10.40% | 25.58M | 86.01 | 0.66% | Share |
| 27 | VSS | Vanguard FTSE A... | 142.13 | +0.23% | 218.69K | +0.54% | 25.28M | 109.57 | 0.65% | Share |
| 28 | DFAC | Dimensional U.S... | 38.01 | +0.16% | 734.76K | -2.61% | 24.24M | 27.13 | 0.62% | Share |
| 29 | ESGD | iShares ESG Awa... | 91.86 | +0.03% | 290.95K | -1.4% | 23.77M | 68.89 | 0.61% | Share |
| 30 | SCHC | Schwab Internat... | 44.94 | +0.11% | 641.9K | +8.88% | 23.03M | 33.87 | 0.59% | Share |
| 31 | VBR | Vanguard Small ... | 208.83 | -0.11% | 123.22K | +6.31% | 22.96M | 146.32 | 0.59% | Share |
| 32 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 146.93K | +46.59% | 22.95M | 125.68 | 0.59% | Share |
| 33 | ADP | Automatic Data ... | 292.39 | -1.63% | 64.83K | +509.91% | 19.81M | 287.76 | 0.51% | Share |
| 34 | STIP | iShares 0-5 Yea... | 103.53 | 0.00% | 190.66K | -2.76% | 19.73M | 98.15 | 0.51% | Share |
| 35 | SCHF | Schwab Internat... | 22.98 | +0.09% | 965.07K | +16.40% | 19.09M | 18.2 | 0.49% | Share |
| 36 | FPE | First Trust Pre... | 18.25 | +0.19% | 1.08M | -1.6% | 18.93M | 19 | 0.49% | Share |
| 37 | MO | Altria Group, I... | 66.25 | +0.08% | 312.27K | +597.23% | 18.74M | 58.26 | 0.48% | Share |
| 38 | SCHE | Schwab Emerging... | 32.34 | +0.48% | 653.55K | +11.06% | 18.02M | 26.27 | 0.46% | Share |
| 39 | DFAS | Dimensional U.S... | 68.18 | -0.13% | 299.42K | -2.69% | 17.89M | 58.01 | 0.46% | Share |
| 40 | PM | Philip Morris I... | 165.33 | +0.36% | 109.47K | +928.72% | 17.38M | 153.2 | 0.45% | Share |
| 41 | FI | Fiserv, Inc. | 132.17 | -3.11% | 78.24K | +871.03% | 17.28M | 209.93 | 0.44% | Share |
| 42 | VTI | Vanguard Total ... | 321.80 | +0.26% | 62.57K | +15.38% | 17.2M | 186.67 | 0.44% | Share |
| 43 | WMT | Walmart Inc. | 100.42 | -1.83% | 191.8K | +350.55% | 16.84M | 80.71 | 0.43% | Share |
| 44 | TXN | Texas Instrumen... | 184.01 | -0.55% | 92.44K | +768.22% | 16.61M | 179.1 | 0.43% | Share |
| 45 | OZ | Belpointe PREP,... | 63.90 | +0.63% | 251.7K | -1.81% | 16.23M | 88.98 | 0.42% | Share |
| 46 | NULV | Nuveen ESG Larg... | 42.80 | -0.49% | 390.91K | -0.33% | 15.83M | 34.38 | 0.41% | Share |
| 47 | SCHX | Schwab U.S. Lar... | 25.84 | +0.21% | 712.53K | +3.85% | 15.73M | 11.63 | 0.40% | Share |
| 48 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 29K | +100.00% | 15.44M | 532.58 | 0.40% | Share |
| 49 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 58.91K | -8.51% | 15.27M | 224.79 | 0.39% | Share |
| 50 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 61.53K | +129.22% | 15.09M | 208.52 | 0.39% | Share |
| 51 | HYMB | SPDR Nuveen Blo... | 24.82 | +0.51% | 578.95K | -1.35% | 14.6M | 26.3 | 0.38% | Share |
| 52 | VNQI | Vanguard Global... | 47.63 | +0.11% | 352.86K | +7.53% | 14.28M | 45.54 | 0.37% | Share |
| 53 | MGC | Vanguard Mega C... | 238.47 | +0.35% | 70.72K | +1.11% | 14.24M | 163.72 | 0.37% | Share |
| 54 | ADI | Analog Devices,... | 247.21 | -0.39% | 70.24K | +681.80% | 14.16M | 201.5 | 0.36% | Share |
| 55 | EFG | iShares MSCI EA... | 112.34 | -0.16% | 137.95K | +17.53% | 13.8M | 98.15 | 0.35% | Share |
| 56 | VV | Vanguard Large ... | 301.44 | +0.31% | 53.45K | -1.36% | 13.74M | 90.67 | 0.35% | Share |
| 57 | FEM | First Trust Eme... | 26.75 | +0.02% | 573.29K | +0.72% | 13.1M | 21.8 | 0.34% | Share |
| 58 | MGV | Vanguard Mega C... | 135.71 | +0.80% | 101.67K | +5.49% | 13.1M | 102.78 | 0.34% | Share |
| 59 | IWC | iShares Micro-C... | 143.94 | -0.03% | 114.36K | +11.59% | 12.68M | 98.91 | 0.33% | Share |
| 60 | VWO | Vanguard Emergi... | 52.92 | +0.46% | 276.8K | +8.95% | 12.53M | 42.27 | 0.32% | Share |
| 61 | MGK | Vanguard Mega C... | 390.66 | +0.01% | 39.88K | +3.05% | 12.32M | 251.19 | 0.32% | Share |
| 62 | JNJ | Johnson & Johns... | 175.75 | -0.68% | 73.23K | +9.97% | 12.14M | 144.09 | 0.31% | Share |
| 63 | VB | Vanguard Small ... | 253.62 | -0.15% | 53.16K | +0.20% | 11.79M | 173.11 | 0.30% | Share |
| 64 | HPQ | HP Inc. | 28.38 | -2.29% | 414.44K | -7.25% | 11.48M | 29.71 | 0.30% | Share |
| 65 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 95.89K | +29.19% | 11.4M | 106.04 | 0.29% | Share |
| 66 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 66.08K | +82.26% | 11.06M | 135.05 | 0.28% | Share |
| 67 | IBM | International B... | 256.89 | -0.86% | 44.35K | +317.47% | 11.03M | 230.3 | 0.28% | Share |
| 68 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 70.81K | -1.01% | 10.95M | 116.01 | 0.28% | Share |
| 69 | VFMO | Vanguard U.S. M... | 184.26 | +0.44% | 70.97K | +13.27% | 10.77M | 122.16 | 0.28% | Share |
| 70 | LLY | Eli Lilly and C... | 754.90 | +0.57% | 12.86K | +74.66% | 10.62M | 640.1 | 0.27% | Share |
| 71 | BK | The Bank of New... | 103.97 | -0.76% | 126.59K | +1.66K% | 10.62M | 82.99 | 0.27% | Share |
| 72 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 22.59K | -4.45% | 10.59M | 327.92 | 0.27% | Share |
| 73 | ADBE | Adobe Inc. | 350.16 | -1.1% | 27.48K | -2.4% | 10.54M | 496.5 | 0.27% | Share |
| 74 | SCHV | Schwab U.S. Lar... | 28.80 | +0.52% | 395.1K | -1.62% | 10.5M | 17.87 | 0.27% | Share |
| 75 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 20.43K | +40.98% | 10.5M | 418.5 | 0.27% | Share |
| 76 | EWX | SPDR S&P Emergi... | 66.97 | -0.02% | 185.02K | +0.25% | 10.48M | 44.45 | 0.27% | Share |
| 77 | ESGE | iShares ESG Awa... | 41.89 | +0.77% | 298.34K | +0.44% | 10.43M | 34.9 | 0.27% | Share |
| 78 | IVV | iShares Core S&... | 655.48 | +0.28% | 18.53K | +22.48% | 10.41M | 381.8 | 0.27% | Share |
| 79 | V | Visa Inc. | 338.24 | -1.67% | 29.69K | +19.40% | 10.41M | 219.16 | 0.27% | Share |
| 80 | PAYX | Paychex, Inc. | 133.07 | -1% | 67.23K | +2.15K% | 10.37M | 152.8 | 0.27% | Share |
| 81 | IJR | iShares Core S&... | 117.61 | -0.25% | 98.43K | +6.04% | 10.29M | 103.93 | 0.26% | Share |
| 82 | CMI | Cummins Inc. | 405.14 | +2.62% | 32.58K | +1.79K% | 10.21M | 307.92 | 0.26% | Share |
| 83 | SCHA | Schwab U.S. Sma... | 27.46 | -0.18% | 430.51K | +6.86% | 10.09M | 22.99 | 0.26% | Share |
| 84 | ESML | iShares ESG Awa... | 44.62 | -0.18% | 257.4K | +1.42% | 9.89M | 33.33 | 0.25% | Share |
| 85 | VYM | Vanguard High D... | 140.76 | +0.81% | 73.89K | -5.13% | 9.53M | 94.21 | 0.25% | Share |
| 86 | T | AT&T Inc. | 29.20 | -0.73% | 331.47K | +65.01% | 9.37M | 22.1 | 0.24% | Share |
| 87 | SCHW | The Charles Sch... | 92.22 | -1.54% | 119.21K | +13.72% | 9.33M | 64.06 | 0.24% | Share |
| 88 | VOE | Vanguard Mid-Ca... | 171.88 | +0.11% | 57.66K | +11.85% | 9.26M | 149.96 | 0.24% | Share |
| 89 | ORCL | Oracle Corporat... | 328.62 | +36.07% | 63.46K | -37.16% | 8.87M | 110.01 | 0.23% | Share |
| 90 | NUMV | Nuveen ESG Mid-... | 38.09 | -0.27% | 256.7K | +1.35% | 8.78M | 30.82 | 0.23% | Share |
| 91 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 9.37K | +2.99% | 8.74M | 627.24 | 0.22% | Share |
| 92 | DWX | SPDR S&P Intern... | 43.24 | -0.14% | 223.74K | +0.38% | 8.58M | 37.42 | 0.22% | Share |
| 93 | EMR | Emerson Electri... | 133.65 | +1.21% | 77.33K | +1.73K% | 8.48M | 108.66 | 0.22% | Share |
| 94 | ABBV | AbbVie Inc. | 211.64 | +0.58% | 39.03K | -54.14% | 8.18M | 148.53 | 0.21% | Share |
| 95 | FNDF | Schwab Fundamen... | 42.56 | +0.18% | 225.76K | -2.33% | 8.16M | 27.65 | 0.21% | Share |
| 96 | CVX | Chevron Corpora... | 157.79 | +1.90% | 47.56K | -8.17% | 7.96M | 144.8 | 0.20% | Share |
| 97 | IWB | iShares Russell... | 358.73 | +0.27% | 25.61K | +317.73% | 7.85M | 277.33 | 0.20% | Share |
| 98 | BLK | BlackRock, Inc. | 1103.31 | -0.21% | 8.01K | -50.85% | 7.58M | 1025.11 | 0.20% | Share |
| 99 | ACGL | Arch Capital Gr... | 90.60 | +1.10% | 77.66K | -60.6% | 7.47M | 54.29 | 0.19% | Share |
| 100 | VOT | Vanguard Mid-Ca... | 290.47 | -0.1% | 29.2K | +16.80% | 7.14M | 233.8 | 0.18% | Share |
| 101 | MCK | McKesson Corpor... | 705.97 | +0.06% | 10.59K | -66.7% | 7.13M | 493.54 | 0.18% | Share |
| 102 | ESGU | iShares ESG Awa... | 142.50 | +0.26% | 58.09K | -0.78% | 7.08M | 89.82 | 0.18% | Share |
| 103 | GILD | Gilead Sciences... | 115.25 | -0.44% | 61.12K | -57.01% | 6.85M | 79.01 | 0.18% | Share |
| 104 | SPSB | SPDR Portfolio ... | 30.23 | +0.03% | 225.92K | -9.62% | 6.8M | 29.72 | 0.17% | Share |
| 105 | MTB | M&T Bank Corpor... | 198.22 | -0.79% | 37.8K | +100.00% | 6.76M | 178.75 | 0.17% | Share |
| 106 | SPIB | SPDR Portfolio ... | 33.91 | +0.10% | 203K | -11.26% | 6.75M | 32.72 | 0.17% | Share |
| 107 | TMUS | T-Mobile US, In... | 240.38 | -0.96% | 25.03K | +651.71% | 6.68M | 246.46 | 0.17% | Share |
| 108 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 12.52K | +81.04% | 6.56M | 482.67 | 0.17% | Share |
| 109 | PYPL | PayPal Holdings... | 65.64 | -3.01% | 100.39K | +1.32K% | 6.55M | 68.88 | 0.17% | Share |
| 110 | HD | The Home Depot,... | 413.28 | -0.5% | 17.78K | -1.35% | 6.52M | 306.56 | 0.17% | Share |
| 111 | SHM | SPDR Nuveen Blo... | 48.39 | +0.17% | 136.27K | -12.48% | 6.49M | 47.19 | 0.17% | Share |
| 112 | DELL | Dell Technologi... | 124.48 | +2.63% | 67.94K | -8.6% | 6.19M | 64.19 | 0.16% | Share |
| 113 | NVR | NVR, Inc. | 8333.08 | +0.69% | 853 | -64.44% | 6.18M | 4856.67 | 0.16% | Share |
| 114 | GLW | Corning Incorpo... | 74.92 | +3.49% | 134.63K | +174.82% | 6.16M | 40.98 | 0.16% | Share |
| 115 | AZO | AutoZone, Inc. | 4255.72 | -0.82% | 1.62K | -55.45% | 6.16M | 2072.51 | 0.16% | Share |
| 116 | TJX | The TJX Compani... | 139.84 | -0.09% | 50.12K | +929.45% | 6.11M | 119.77 | 0.16% | Share |
| 117 | FTSL | First Trust Sen... | 46.02 | +0.07% | 131.04K | -2.47% | 5.98M | 44.32 | 0.15% | Share |
| 118 | APO | Apollo Global M... | 133.64 | -0.58% | 43.66K | +100.00% | 5.98M | 136.94 | 0.15% | Share |
| 119 | HYD | VanEck High Yie... | 50.65 | +0.51% | 112.73K | -5.2% | 5.77M | 54.54 | 0.15% | Share |
| 120 | SUB | iShares Short-T... | 107.18 | +0.04% | 53.98K | -2.55% | 5.7M | 104.8 | 0.15% | Share |
| 121 | MUB | iShares Nationa... | 106.09 | +0.40% | 53.63K | +2.21% | 5.65M | 108.9 | 0.15% | Share |
| 122 | PG | The Procter & G... | 157.35 | -1.32% | 31.68K | +14.26% | 5.4M | 132.92 | 0.14% | Share |
| 123 | MCD | McDonald's Corp... | 305.95 | -2.1% | 17.1K | +24.58% | 5.34M | 253.18 | 0.14% | Share |
| 124 | VUG | Vanguard Growth... | 467.41 | +0.03% | 14.32K | +116.20% | 5.31M | 305.22 | 0.14% | Share |
| 125 | RMD | ResMed Inc. | 270.40 | -3.15% | 23.68K | +100.00% | 5.3M | 223.85 | 0.14% | Share |
| 126 | LMT | Lockheed Martin... | 463.88 | +1.49% | 11.7K | +490.11% | 5.22M | 451.44 | 0.13% | Share |
| 127 | DEM | WisdomTree Emer... | 46.88 | +0.47% | 122.89K | -1.11% | 5.17M | 40.96 | 0.13% | Share |
| 128 | GDDY | GoDaddy Inc. | 144.95 | -2.64% | 27.01K | +1.94K% | 4.87M | 180.99 | 0.13% | Share |
| 129 | BAC | Bank of America... | 50.16 | -0.25% | 113.2K | +29.33% | 4.72M | 36.21 | 0.12% | Share |
| 130 | BMY | Bristol-Myers S... | 47.15 | -0.18% | 74.85K | +273.56% | 4.56M | 59.58 | 0.12% | Share |
| 131 | IJS | iShares S&P Sma... | 109.70 | -0.12% | 45.14K | +4.00% | 4.4M | 57.64 | 0.11% | Share |
| 132 | RTX | RTX Corporation | 155.03 | +2.16% | 33.02K | +89.20% | 4.37M | 108.44 | 0.11% | Share |
| 133 | DES | WisdomTree U.S.... | 33.87 | -0.12% | 135K | -3.16% | 4.31M | 27.39 | 0.11% | Share |
| 134 | VSGX | Vanguard ESG In... | 68.67 | +0.25% | 72.53K | +0.11% | 4.28M | 56.18 | 0.11% | Share |
| 135 | CAT | Caterpillar Inc... | 422.92 | +1.16% | 12.88K | +22.71% | 4.25M | 272.91 | 0.11% | Share |
| 136 | DHR | Danaher Corpora... | 192.58 | -0.9% | 20.69K | -1.61% | 4.24M | 241.83 | 0.11% | Share |
| 137 | CARR | Carrier Global ... | 62.51 | -1.52% | 66.31K | -67.75% | 4.2M | 56.08 | 0.11% | Share |
| 138 | SBUX | Starbucks Corpo... | 82.88 | -1.11% | 42.44K | +4.32% | 4.16M | 90.53 | 0.11% | Share |
| 139 | AXP | American Expres... | 323.41 | -0.29% | 15.41K | +92.20% | 4.15M | 228.74 | 0.11% | Share |
| 140 | AFL | Aflac Incorpora... | 107.23 | +0.89% | 36.85K | -61.27% | 4.1M | 77.83 | 0.11% | Share |
| 141 | BKR | Baker Hughes Co... | 46.92 | +3.23% | 93.21K | +100.00% | 4.1M | 43.95 | 0.11% | Share |
| 142 | WEC | WEC Energy Grou... | 109.40 | +1.71% | 37.07K | +4.55% | 4.04M | 85.24 | 0.10% | Share |
| 143 | ACN | Accenture plc | 243.08 | -3.54% | 12.72K | +38.49% | 3.97M | 283.49 | 0.10% | Share |
| 144 | ABT | Abbott Laborato... | 129.37 | -1.96% | 29.76K | +54.32% | 3.95M | 117.2 | 0.10% | Share |
| 145 | FNDE | Schwab Fundamen... | 35.38 | +0.61% | 125.98K | +6.03% | 3.88M | 26.32 | 0.10% | Share |
| 146 | FCNCA | First Citizens ... | 1946.65 | +0.04% | 2.09K | +100.00% | 3.87M | 1854.12 | 0.10% | Share |
| 147 | SCHZ | Schwab U.S. Agg... | 23.52 | +0.19% | 165.52K | +4.09% | 3.83M | 25.18 | 0.10% | Share |
| 148 | DLS | WisdomTree Inte... | 79.76 | +0.04% | 57.5K | -4.86% | 3.79M | 62.6 | 0.10% | Share |
| 149 | DFUS | Dimensional U.S... | 71.01 | +0.27% | 60.97K | -3.74% | 3.69M | 47.3 | 0.09% | Share |
| 150 | VGT | Vanguard Inform... | 715.18 | +1.34% | 6.79K | +149.30% | 3.68M | 505.33 | 0.09% | Share |