Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions in Q4 2024

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

  • $3.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
223K
+ 48.68%
$117.0 - $148.88 $26M - $33.1M
680K $91.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
116K
+ 13.8%
$176.42 - $186.91 $20.5M - $21.7M
958K $171M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
35.5K
+ 3.69%
$201.32 - $217.44 $7.14M - $7.71M
996K $206M
AAPL
Apple Inc.

Technology
13.8K
+ 3.13%
$221.69 - $259.02 $3.06M - $3.57M
455K $114M
TSLA
Tesla, Inc.

Consumer Cyclical
1.63K
+ 2.59%
$213.65 - $479.86 $347K - $780K
64.4K $26M
AMZN
Amazon Com Inc

Consumer Cyclical
5.85K
+ 3.33%
$180.88 - $232.93 $1.06M - $1.36M
182K $39.9M
CSCO
Cisco Systems, Inc.

Technology
78.8K
+ 26.86%
$52.45 - $60.02 $4.13M - $4.73M
372K $22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
183K
+ 5.17%
$48.33 - $49.08 $8.86M - $9M
3.73M $181M
META
Meta Platforms, Inc.

Communication Services
6.17K
+ 7.98%
$554.08 - $632.68 $3.42M - $3.9M
83.5K $49.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
160K
+ 6.48%
$40.38 - $44.35 $6.48M - $7.11M
2.64M $108M
GOOG
Alphabet Inc.

Communication Services
4.99K
+ 5.24%
$163.08 - $198.16 $814K - $989K
100K $19.1M
AVUV
American Centy ETF Tr Avantis

ETFs
29.3K
+ 12.41%
$94.37 - $106.41 $2.77M - $3.12M
266K $25.7M
VGSH
Vanguard

ETFs
58K
+ 6.4%
$58.02 - $58.88 $3.37M - $3.42M
965K $56.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
69.5K
+ 3.33%
$77.86 - $79.27 $5.41M - $5.51M
2.16M $168M
GOOGL
Alphabet Inc.

Communication Services
4.5K
+ 6.72%
$161.86 - $196.66 $729K - $886K
71.5K $13.5M
AVGO
Broadcom Inc.

Technology
609
+ 1.71%
$159.67 - $250.0 $97.2K - $152K
36.3K $8.41M
V
Visa Inc.

Financial Services
3.52K
+ 16.51%
$273.87 - $320.91 $965K - $1.13M
24.9K $7.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.85K
+ 13.7%
$481.22 - $538.17 $1.37M - $1.53M
23.6K $12.1M
GILD
Gilead Sciences, Inc.

Healthcare
5.38K
+ 3.93%
$83.95 - $97.9 $452K - $527K
142K $13.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.56K
+ 7.09%
$316.94 - $357.88 $812K - $917K
38.7K $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
4.12K
+ 18.11%
$205.18 - $250.29 $845K - $1.03M
26.8K $6.43M
SJNK
Spdr Bloomberg Short Term High

ETFs
113K
+ 4.14%
$25.09 - $25.69 $2.84M - $2.91M
2.85M $72M
SPSB
Spdr Portfolio Short Term Corp

ETFs
50.5K
+ 25.31%
$29.77 - $30.19 $1.5M - $1.52M
250K $7.46M
IEMG
Ishares Inc

ETFs
24.8K
+ 1.53%
N/A
1.65M $88.5M
MGC
Vanguard Mega Cap ETF

ETFs
4.27K
+ 6.5%
$204.21 - $220.18 $871K - $940K
69.9K $14.9M
DOX
Amdocs LTD

Technology
17.2K
+ 16.36%
$82.94 - $92.86 $1.43M - $1.6M
122K $10.4M
SCHW
Schwab Charles Corp

Financial Services
3.59K
+ 3.54%
$63.31 - $82.85 $227K - $297K
105K $7.76M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.2K
+ 7.21%
$100.24 - $101.35 $1.32M - $1.34M
196K $19.7M
OKE
Oneok Inc

Energy
11.5K
+ 448.56%
$92.28 - $117.05 $1.06M - $1.35M
14.1K $1.41M
AZO
Autozone Inc

Consumer Cyclical
289
+ 8.66%
$2981.19 - $3370.27 $862K - $974K
3.63K $11.6M
JBL
Jabil Inc

Technology
2K
+ 6.63%
$118.97 - $147.77 $237K - $295K
32.1K $4.62M
VTI
Vanguard Total Stock Market Et

ETFs
2.03K
+ 3.9%
$280.04 - $302.45 $570K - $615K
54.2K $15.7M
BAC
Bank Of America Corp

Financial Services
12.1K
+ 16.08%
$39.22 - $47.77 $476K - $579K
87.5K $3.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.41K
+ 10.66%
$241.48 - $274.89 $581K - $662K
25K $6.34M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.2K
+ 58.55%
$77.02 - $78.58 $861K - $879K
30.3K $2.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 8.72%
$521.84 - $558.82 $607K - $650K
14.5K $7.81M
IWC
Russell Micro Cap ETF

ETFs
248
+ 0.24%
$120.3 - $138.84 $29.8K - $34.4K
102K $13.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.1K
+ 1.43%
$54.54 - $61.04 $659K - $737K
858K $47.8M
IBM
International Business Machines Corp

Technology
3.18K
+ 42.78%
$204.9 - $238.04 $652K - $758K
10.6K $2.34M
MS
Morgan Stanley

Financial Services
2.78K
+ 18.84%
$104.42 - $134.99 $291K - $376K
17.6K $2.21M
WMT
Walmart Inc.

Consumer Defensive
3.12K
+ 7.91%
$79.1 - $95.7 $247K - $299K
42.6K $3.85M
T
At&T Inc.

Communication Services
22.2K
+ 12.44%
$21.22 - $23.88 $472K - $531K
201K $4.57M
GD
General Dynamics Corp

Industrials
2.84K
+ 94.16%
$260.28 - $314.03 $739K - $892K
5.86K $1.54M
RTX
Raytheon Technologies Corp

Industrials
5.93K
+ 51.46%
$114.45 - $127.21 $679K - $754K
17.5K $2.02M
VEA
Vanguard Ftse Developed Market

ETFs
90.7K
+ 12.13%
$47.57 - $52.44 $4.32M - $4.76M
839K $40.1M
UPS
United Parcel Service Inc

Industrials
9.99K
+ 15.36%
$122.65 - $138.35 $1.23M - $1.38M
75K $9.46M
MA
Mastercard Inc

Financial Services
878
+ 21.66%
$491.3 - $536.15 $431K - $471K
4.93K $2.6M
PANW
Palo Alto Networks Inc

Technology
9.6K
+ 131.19%
$181.96 - $405.9 $1.75M - $3.9M
16.9K $3.08M
SPIB
Spdr Portfolio Intermediate Te

ETFs
23.3K
+ 11.33%
$32.65 - $33.68 $760K - $784K
229K $7.49M
Activity Summary
Buys All Purchases 426 New Holdings 63 Increased Positions 363 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 2
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