Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions in Q3 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
401K
+ 36.52%
$153.3 - $186.58 $61.5M - $74.9M
1.5M $280M
AAPL
Apple Inc.

Technology
10.4K
+ 1.76%
$202.38 - $256.87 $2.11M - $2.68M
603K $154M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35.8K
+ 3.77%
$182.33 - $194.5 $6.52M - $6.96M
986K $192M
MSFT
Microsoft Corp

Technology
18.8K
+ 9.04%
$491.09 - $535.64 $9.25M - $10.1M
227K $118M
GOOG
Alphabet Inc.

Communication Services
17.6K
+ 12.49%
$175.16 - $255.24 $3.08M - $4.48M
158K $38.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
152K
+ 5.55%
$41.91 - $44.87 $6.35M - $6.8M
2.88M $129M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
216K
+ 5.3%
$49.78 - $50.75 $10.8M - $11M
4.3M $218M
AMZN
Amazon Com Inc

Consumer Cyclical
52.8K
+ 24.74%
$211.65 - $238.24 $11.2M - $12.6M
266K $58.4M
EFV
Msci Eafe Value ETF

ETFs
52.4K
+ 2.88%
$62.79 - $68.42 $3.29M - $3.59M
1.87M $127M
META
Meta Platforms, Inc.

Communication Services
14.7K
+ 16.41%
$695.21 - $791.73 $10.2M - $11.7M
105K $76.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
159K
+ 4.79%
$41.43 - $44.2 $6.6M - $7.04M
3.49M $154M
VTI
Vanguard Total Stock Market Et

ETFs
25.7K
+ 40.78%
$303.93 - $329.86 $7.82M - $8.48M
88.8K $29.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
80.2K
+ 3.56%
$78.96 - $80.04 $6.34M - $6.42M
2.34M $187M
AVDV
American Centy ETF Tr Avantis

ETFs
15.5K
+ 2.68%
$79.24 - $89.03 $1.23M - $1.38M
594K $52.9M
AVGO
Broadcom Inc.

Technology
6.75K
+ 8.33%
$264.74 - $369.57 $1.79M - $2.5M
87.8K $29M
DFIV
Dimensional ETF Tr

ETFs
9.91K
+ 0.54%
$42.66 - $46.53 $423K - $461K
1.83M $84.6M
AVUV
American Centy ETF Tr Avantis

ETFs
31.1K
+ 9.43%
$90.37 - $102.12 $2.81M - $3.18M
361K $35.9M
GOOGL
Alphabet Inc.

Communication Services
2.86K
+ 3.75%
$174.36 - $254.72 $499K - $729K
79.2K $19.3M
AZO
Autozone Inc

Consumer Cyclical
1.09K
+ 76.86%
$3649.42 - $4354.54 $3.96M - $4.73M
2.5K $10.7M
ETN
Eaton Corp PLC

Industrials
13.3K
+ 168.21%
$342.99 - $392.76 $4.55M - $5.21M
21.2K $7.92M
BK
Bank Of New York Mellon Corp

Financial Services
22.9K
+ 17.26%
$90.65 - $109.75 $2.07M - $2.51M
156K $16.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
43.2K
+ 1108.73%
$89.32 - $107.82 $3.86M - $4.66M
47.1K $5.07M
SJNK
Spdr Bloomberg Short Term High

ETFs
165K
+ 5.26%
$25.28 - $25.63 $4.18M - $4.24M
3.31M $84.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.27K
+ 17.57%
$362.31 - $405.74 $2.63M - $2.95M
48.7K $19.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
34.2K
+ 2.65%
$81.75 - $84.54 $2.79M - $2.89M
1.32M $111M
DELL
Dell Technologies Inc.

Technology
21K
+ 34.28%
$120.96 - $141.77 $2.54M - $2.97M
82.2K $11.6M
QCOM
Qualcomm Inc

Technology
24K
+ 141.18%
$145.84 - $173.55 $3.5M - $4.17M
41.1K $6.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
58.9K
+ 8.89%
$30.13 - $33.37 $1.77M - $1.97M
722K $24.1M
GLW
Corning Inc

Technology
374
+ 0.27%
$51.6 - $82.03 $19.3K - $30.7K
138K $11.3M
JPM
Jpmorgan Chase & CO

Financial Services
7.28K
+ 10.64%
$282.78 - $316.06 $2.06M - $2.3M
75.7K $23.9M
CPNG
Coupang, Inc.

Consumer Cyclical
115K
+ 112.53%
$27.67 - $33.53 $3.19M - $3.87M
218K $7.02M
MGC
Vanguard Mega Cap ETF

ETFs
10.4K
+ 14.28%
$224.2 - $245.55 $2.33M - $2.55M
83.1K $20.3M
NEM
Newmont Corp

Basic Materials
32.6K
+ 83.53%
$57.35 - $85.25 $1.87M - $2.78M
71.7K $6.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.17K
+ 18.38%
$546.99 - $602.2 $2.28M - $2.51M
26.9K $16.1M
ORCL
Oracle Corp

Technology
314
+ 0.56%
$218.96 - $328.33 $68.8K - $103K
56.1K $15.8M
JNJ
Johnson & Johnson

Healthcare
7.52K
+ 11.42%
$155.17 - $185.42 $1.17M - $1.39M
73.4K $13.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
102K
+ 10.63%
$21.69 - $23.34 $2.2M - $2.37M
1.06M $24.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29.2K
+ 4.19%
$42.28 - $45.71 $1.24M - $1.34M
728K $33.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.84K
+ 17.49%
$567.77 - $614.76 $2.18M - $2.36M
25.8K $15.8M
EME
Emcor Group, Inc.

Industrials
4.81K
+ 384.5%
$530.88 - $655.83 $2.56M - $3.16M
6.07K $3.94M
GILD
Gilead Sciences, Inc.

Healthcare
26.9K
+ 52.08%
$108.22 - $120.47 $2.91M - $3.24M
78.5K $8.71M
HPE
Hewlett Packard Enterprise CO

Technology
100K
+ 78.4%
$19.81 - $25.24 $1.98M - $2.53M
228K $5.6M
MU
Micron Technology Inc

Technology
13.2K
+ 75.07%
$104.88 - $168.89 $1.38M - $2.23M
30.7K $5.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
105K
+ 87.6%
$23.82 - $25.84 $2.5M - $2.72M
225K $5.79M
IVV
Ishares Core S&P 500 ETF

ETFs
2.72K
+ 14.45%
$620.67 - $670.08 $1.69M - $1.82M
21.6K $14.4M
MO
Altria Group, Inc.

Consumer Defensive
3.48K
+ 1.08%
$57.75 - $67.68 $201K - $236K
326K $21.5M
EFG
Msci Eafe Growth ETF

ETFs
20.5K
+ 14.52%
$106.99 - $114.46 $2.2M - $2.35M
162K $18.4M
MGV
Vanguard Mega Cap Value

ETFs
12.5K
+ 12.42%
$129.46 - $137.85 $1.62M - $1.72M
113K $15.6M
VNQ
Vanguard Specialized Funds Van

ETFs
15.2K
+ 3.92%
$88.47 - $93.24 $1.34M - $1.41M
402K $36.8M
Activity Summary
Buys All Purchases 550 New Holdings 156 Increased Positions 394 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 1
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