
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
1,874,955 | +51,236 | $141,859 |
VCSH | 1,874,955 | +51,236 | $141,859 |
![]() |
2,521,521 | +213,614 | $119,571 |
VTIP | 2,521,521 | +213,614 | $119,571 |
![]() |
754,835 | +53,074 | $108,885 |
MTUM | 754,835 | +53,074 | $108,885 |
![]() |
1,077,370 | +24,657 | $85,145 |
VCIT | 1,077,370 | +24,657 | $85,145 |
![]() |
2,174,614 | +120,959 | $77,416 |
IQLT | 2,174,614 | +120,959 | $77,416 |
![]() |
571,533 | +39,070 | $77,083 |
QUAL | 571,533 | +39,070 | $77,083 |
![]() |
1,445,268 | +48,507 | $71,237 |
IEMG | 1,445,268 | +48,507 | $71,237 |
![]() |
365,129 | -22,315 | $70,824 |
AAPL | 365,129 | -22,315 | $70,824 |
![]() |
1,293,566 | +87,904 | $63,307 |
EFV | 1,293,566 | +87,904 | $63,307 |
![]() |
1,779,443 | -14,694 | $61,391 |
DFUV | 1,779,443 | -14,694 | $61,391 |
![]() |
167,539 | +20,770 | $57,054 |
MSFT | 167,539 | +20,770 | $57,054 |
![]() |
2,286,516 | +143,165 | $56,477 |
SJNK | 2,286,516 | +143,165 | $56,477 |
![]() |
1,646,157 | +38,720 | $54,076 |
DFIV | 1,646,157 | +38,720 | $54,076 |
![]() |
332,588 | -29,800 | $47,261 |
VTV | 332,588 | -29,800 | $47,261 |
![]() |
769,215 | +22,561 | $44,407 |
VGSH | 769,215 | +22,561 | $44,407 |
![]() |
525,205 | +41,796 | $43,886 |
VNQ | 525,205 | +41,796 | $43,886 |
![]() |
96,688 | -995 | $42,860 |
SPY | 96,688 | -995 | $42,860 |
![]() |
827,669 | +21,105 | $38,396 |
DFAT | 827,669 | +21,105 | $38,396 |
![]() |
742,039 | -977 | $34,267 |
VEA | 742,039 | -977 | $34,267 |
![]() |
237,037 | -21,870 | $26,188 |
VSS | 237,037 | -21,870 | $26,188 |
![]() |
433,505 | +40,699 | $24,953 |
AVDV | 433,505 | +40,699 | $24,953 |
![]() |
252,387 | -10,768 | $24,633 |
STIP | 252,387 | -10,768 | $24,633 |
![]() |
273,562 | -8,202 | $23,537 |
OZ | 273,562 | -8,202 | $23,537 |
![]() |
134,469 | -22,723 | $22,241 |
VBR | 134,469 | -22,723 | $22,241 |
![]() |
791,623 | -21,373 | $21,493 |
DFAC | 791,623 | -21,373 | $21,493 |
![]() |
286,857 | +24,411 | $20,920 |
ESGD | 286,857 | +24,411 | $20,920 |
![]() |
1,027,651 | +37,548 | $16,412 |
FPE | 1,027,651 | +37,548 | $16,412 |
![]() |
299,087 | +9,106 | $16,390 |
DFAS | 299,087 | +9,106 | $16,390 |
![]() |
$15,692 | ||
NVDA | 53,595 | +23,885 | $22,672 |
Put | 16,500 | +16,500 | $6,980 |
![]() |
115,589 | +1,170 | $15,068 |
AMZN | 115,589 | +1,170 | $15,068 |
![]() |
27,024 | +10,841 | $14,549 |
COST | 27,024 | +10,841 | $14,549 |
![]() |
649,790 | -28,133 | $13,763 |
FEM | 649,790 | -28,133 | $13,763 |
![]() |
252,591 | +6,993 | $13,228 |
SCHX | 252,591 | +6,993 | $13,228 |
![]() |
66,168 | -15,924 | $13,160 |
VB | 66,168 | -15,924 | $13,160 |
![]() |
81,997 | +7,605 | $12,902 |
CVX | 81,997 | +7,605 | $12,902 |
![]() |
117,173 | -3,147 | $12,807 |
IWC | 117,173 | -3,147 | $12,807 |
![]() |
26,065 | -35 | $12,746 |
ADBE | 26,065 | -35 | $12,746 |
![]() |
167,408 | -8,508 | $12,530 |
ACGL | 167,408 | -8,508 | $12,530 |
![]() |
61,314 | -2,086 | $12,430 |
VV | 61,314 | -2,086 | $12,430 |
![]() |
1,934 | -93 | $12,282 |
NVR | 1,934 | -93 | $12,282 |
![]() |
338,856 | +48,996 | $11,741 |
NULV | 338,856 | +48,996 | $11,741 |
![]() |
291,881 | +33,177 | $11,731 |
VNQI | 291,881 | +33,177 | $11,731 |
![]() |
457,844 | +68,897 | $11,451 |
HYMB | 457,844 | +68,897 | $11,451 |
![]() |
219,436 | +127,327 | $11,354 |
CSCO | 219,436 | +127,327 | $11,354 |
![]() |
67,229 | -1,571 | $11,128 |
JNJ | 67,229 | -1,571 | $11,128 |
![]() |
$10,834 | ||
XOM | 100,720 | +36,411 | $10,802 |
Call | 300 | +300 | $32 |
![]() |
264,364 | -6,044 | $10,754 |
VWO | 264,364 | -6,044 | $10,754 |
![]() |
317,924 | +129,044 | $10,736 |
SCHC | 317,924 | +129,044 | $10,736 |
![]() |
157,928 | -519 | $10,595 |
SCHV | 157,928 | -519 | $10,595 |
![]() |
47,763 | -3,053 | $10,521 |
VTI | 47,763 | -3,053 | $10,521 |
See Full List: All Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
![]() At 06/30/2023: $2,485,466 At 03/31/2023: $2,305,874 Empirical Financial Services LLC d.b.a. Empirical Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Empirical Financial Services LLC d.b.a. Empirical Wealth Management 13F filings. Link to 13F filings: SEC filings |