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
SQ
Block, Inc.

Technology
5.93K
+ 183.84%
$65.06 - $98.92 $386K - $586K
9.15K $777K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.8K
+ 1.18%
$33.92 - $36.6 $299K - $322K
754K $26.1M
GS
Goldman Sachs Group Inc

Financial Services
673
+ 36.94%
$486.1 - $608.57 $327K - $410K
2.5K $1.43M
FDX
Fedex Corp

Industrials
1.67K
+ 25.16%
$260.5 - $305.15 $435K - $510K
8.31K $2.34M
CRM
Salesforce, Inc.

Technology
556
+ 10.09%
$270.87 - $367.87 $151K - $205K
6.07K $2.03M
C
Citigroup Inc

Financial Services
5.09K
+ 30.3%
$61.31 - $72.5 $312K - $369K
21.9K $1.54M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.5K
+ 139.71%
$67.29 - $73.38 $505K - $550K
12.9K $873K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.25K
+ 5.99%
$113.92 - $127.38 $598K - $668K
92.8K $10.7M
ROK
Rockwell Automation, Inc

Industrials
1.24K
+ 25.37%
$264.65 - $302.92 $328K - $375K
6.12K $1.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.38K
+ 9.28%
$160.89 - $176.18 $704K - $771K
51.6K $8.34M
SUB
Ishares Short Term National Mu

ETFs
4.29K
+ 8.4%
$104.94 - $106.2 $451K - $456K
55.4K $5.84M
MSTR
Microstrategy Inc

Technology
323
+ 13.18%
$162.69 - $473.83 $52.5K - $153K
2.77K $803K
WFC
Wells Fargo & Company

Financial Services
1.25K
+ 5.83%
$54.98 - $77.35 $68.9K - $96.9K
22.8K $1.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.24K
+ 34.11%
$94.43 - $105.47 $306K - $342K
12.7K $1.29M
WSO
Watsco Inc

Industrials
1.2K
+ 11.56%
$466.57 - $568.78 $558K - $680K
11.5K $5.46M
HON
Honeywell International Inc

Industrials
924
+ 10.55%
$202.84 - $236.0 $187K - $218K
9.68K $2.19M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.65K
+ 1.53%
$63.58 - $71.15 $296K - $331K
308K $20M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.93K
+ 42.02%
$61.68 - $67.87 $366K - $402K
20K $1.25M
DIS
Walt Disney CO

Communication Services
923
+ 5.36%
$92.39 - $117.6 $85.3K - $109K
18.1K $2.02M
PM
Philip Morris International Inc.

Consumer Defensive
3K
+ 39.33%
$118.38 - $133.06 $356K - $400K
10.6K $1.28M
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 136.59%
$179.17 - $207.15 $318K - $368K
3.08K $584K
MO
Altria Group, Inc.

Consumer Defensive
5.72K
+ 14.64%
$49.06 - $57.74 $281K - $330K
44.8K $2.34M
DE
Deere & CO

Industrials
699
+ 10.57%
$389.45 - $466.0 $272K - $326K
7.31K $3.1M
LOW
Lowes Companies Inc

Consumer Cyclical
2.16K
+ 25.47%
$244.52 - $284.07 $528K - $613K
10.6K $2.62M
BK
Bank Of New York Mellon Corp

Financial Services
4.07K
+ 130.62%
$70.82 - $81.87 $288K - $333K
7.18K $551K
CTRA
Coterra Energy Inc.

Energy
8.46K
+ 13.0%
$22.71 - $27.63 $192K - $234K
73.6K $1.88M
ADI
Analog Devices Inc

Technology
2.07K
+ 29.96%
$206.35 - $236.48 $427K - $490K
8.98K $1.91M
SYK
Stryker Corp

Healthcare
870
+ 47.65%
$345.14 - $392.15 $300K - $341K
2.7K $970K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
215
+ 15.48%
$1146.59 - $1270.6 $247K - $273K
1.6K $1.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.7K
+ 4.77%
$25.3 - $26.31 $676K - $703K
587K $15M
CAH
Cardinal Health Inc

Healthcare
1.51K
+ 10.4%
$107.89 - $125.33 $162K - $189K
16K $1.89M
CRWD
Crowd Strike Holdings, Inc.

Technology
383
+ 15.06%
$275.15 - $388.2 $105K - $149K
2.93K $1M
BA
Boeing CO

Industrials
54
+ 0.49%
$138.14 - $180.72 $7.46K - $9.76K
11.1K $1.97M
ABC
Amerisourcebergen Corp

Healthcare
1.52K
+ 13.22%
N/A
13K $2.41M
HD
Home Depot, Inc.

Consumer Cyclical
1.39K
+ 8.38%
$385.02 - $431.37 $537K - $601K
18K $7.01M
XLF
Financial Sector Spdr

ETFs
5.21K
+ 92.66%
$44.89 - $51.34 $234K - $268K
10.8K $523K
SCHG
Schwab Strategic Tr Us Large C

ETFs
62.3K
+ 323.06%
$25.93 - $105.3 $1.62M - $6.57M
81.6K $2.28M
CME
Cme Group Inc.

Financial Services
807
+ 12.23%
$221.17 - $246.02 $178K - $199K
7.4K $1.72M
NOW
Service Now, Inc.

Technology
102
+ 10.99%
$867.18 - $1148.42 $88.5K - $117K
1.03K $1.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.34K
+ 3.09%
$126.68 - $134.74 $296K - $315K
77.9K $9.94M
KR
Kroger CO

Consumer Defensive
979
+ 1.97%
$55.21 - $63.3 $54.1K - $62K
50.7K $3.1M
KMI
Kinder Morgan, Inc.

Energy
5.86K
+ 37.72%
$22.59 - $28.54 $132K - $167K
21.4K $586K
VGT
Vanguard Information Technolog

ETFs
244
+ 9.85%
$571.78 - $647.97 $140K - $158K
2.72K $1.69M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.4K
+ 5.61%
$33.7 - $37.69 $250K - $279K
139K $4.79M
BX
Blackstone Inc.

Financial Services
505
+ 6.54%
$148.45 - $199.05 $75K - $101K
8.23K $1.42M
VBK
Vanguard Small Cap Growth ETF

ETFs
384
+ 3.85%
$264.18 - $304.19 $101K - $117K
10.4K $2.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
455K
+ 197.04%
$22.4 - $68.28 $10.2M - $31.1M
686K $15.9M
EME
Emcor Group, Inc.

Industrials
255
+ 5.3%
$427.96 - $526.95 $109K - $134K
5.07K $2.3M
STLD
Steel Dynamics Inc

Basic Materials
2.29K
+ 9.12%
N/A
27.4K $2.69M
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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