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
BMY
Bristol Myers Squibb CO

Healthcare
2.47K
+ 14.05%
$51.92 - $59.94 $128K - $148K
20K $1.13M
CATY
Cathay General Bancorp

Financial Services
2.44K
+ 11.04%
$41.63 - $53.85 $102K - $132K
24.6K $1.17M
HPE
Hewlett Packard Enterprise CO

Technology
6K
+ 5.96%
$19.31 - $23.95 $116K - $144K
107K $2.28M
COP
Conocophillips

Energy
2.77K
+ 27.16%
$95.12 - $114.72 $263K - $318K
13K $1.29M
L
Loews Corp

Financial Services
1.25K
+ 7.01%
$76.49 - $87.05 $95.8K - $109K
19.1K $1.62M
GLW
Corning Inc

Technology
1.83K
+ 3.88%
$44.11 - $49.76 $80.7K - $91.1K
49K $2.33M
SANM
Sanmina Corp

Technology
1.49K
+ 13.96%
$65.07 - $83.88 $96.6K - $125K
12.1K $917K
ACN
Accenture PLC

Technology
578
+ 6.71%
$343.9 - $376.86 $199K - $218K
9.19K $3.23M
NVS
Novartis Ag

Healthcare
2.5K
+ 80.13%
$96.78 - $117.18 $242K - $292K
5.61K $546K
DAL
Delta Air Lines, Inc.

Industrials
1.73K
+ 21.34%
$47.46 - $65.77 $82K - $114K
9.82K $594K
ET
Energy Transfer LP

Energy
3.78K
+ 12.49%
$16.05 - $19.86 $60.6K - $75K
34K $666K
VUG
Vanguard Growth ETF

ETFs
11
+ 0.17%
$378.79 - $428.11 $4.17K - $4.71K
6.62K $2.72M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.95K
+ 76.02%
$99.2 - $108.47 $193K - $212K
4.52K $449K
IWB
Ishares Tr Russell 1000 ETF

ETFs
407
+ 7.11%
$311.11 - $335.64 $127K - $137K
6.13K $1.97M
ABT
Abbott Laboratories

Healthcare
1.61K
+ 9.08%
$111.93 - $119.39 $180K - $192K
19.3K $2.18M
SPYG
Spdr Portfolio

ETFs
1.71K
+ 62.65%
$81.74 - $91.38 $140K - $156K
4.44K $390K
AMP
Ameriprise Financial Inc

Financial Services
204
+ 24.55%
$473.15 - $574.01 $96.5K - $117K
1.04K $551K
MKL
Markel Corp

Financial Services
74
+ 41.34%
$1542.01 - $1785.11 $114K - $132K
253 $436K
CB
Chubb LTD

Financial Services
614
+ 44.88%
$271.57 - $301.89 $167K - $185K
1.98K $547K
MCBS
Metro City Bankshares, Inc.

Financial Services
3.49K
+ 11.36%
$28.95 - $35.43 $101K - $124K
34.2K $1.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.05K
+ 61.93%
$49.79 - $51.14 $152K - $156K
7.97K $399K
FPE
First Tr Pfd Secs & Income ETF

ETFs
32.2K
+ 3.04%
$17.65 - $18.18 $569K - $586K
1.09M $19.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.4K
+ 32.03%
$115.08 - $119.55 $161K - $167K
5.76K $664K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
418
+ 18.26%
$229.83 - $258.46 $96.1K - $108K
2.71K $669K
ISRG
Intuitive Surgical Inc

Healthcare
164
+ 8.93%
$471.27 - $550.62 $77.3K - $90.3K
2K $1.04M
CVCO
Cavco Industries Inc.

Consumer Cyclical
237
+ 12.59%
$409.8 - $533.17 $97.1K - $126K
2.12K $946K
SEIC
Sei Investments CO

Financial Services
1.03K
+ 24.74%
$69.36 - $86.58 $71.4K - $89.1K
5.19K $427K
DUK
Duke Energy Corp

Utilities
1.46K
+ 54.75%
$105.76 - $120.76 $154K - $176K
4.12K $443K
HWM
Howmet Aerospace Inc.

Industrials
982
+ 33.41%
$99.72 - $120.09 $97.9K - $118K
3.92K $428K
TJX
Tjx Companies Inc

Consumer Cyclical
976
+ 25.07%
$112.15 - $127.2 $109K - $124K
4.87K $588K
MGV
Vanguard Mega Cap Value

ETFs
3.54K
+ 3.81%
$124.06 - $133.48 $439K - $473K
96.4K $12M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
604
+ 34.83%
$170.03 - $192.78 $103K - $116K
2.34K $432K
AEE
Ameren Corp

Utilities
1.39K
+ 49.39%
$85.81 - $94.98 $119K - $132K
4.2K $373K
VZ
Verizon Communications Inc

Communication Services
4.78K
+ 36.33%
$39.6 - $45.21 $189K - $216K
17.9K $716K
FNDX
Schwab Fundamental U S Large C

ETFs
67.1K
+ 220.34%
$23.49 - $71.77 $1.58M - $4.81M
97.5K $2.31M
CTAS
Cintas Corp

Industrials
821
+ 67.96%
$182.7 - $226.47 $150K - $186K
2.03K $370K
PIPR
Piper Sandler Companies

Financial Services
274
+ 11.95%
$280.53 - $348.81 $76.9K - $95.6K
2.57K $769K
URI
United Rentals, Inc.

Industrials
214
+ 65.44%
$704.44 - $880.32 $151K - $188K
541 $381K
WM
Waste Management Inc

Industrials
664
+ 21.23%
$201.79 - $228.46 $134K - $152K
3.79K $765K
TT
Trane Technologies PLC

Industrials
368
+ 30.46%
$369.35 - $419.14 $136K - $154K
1.58K $582K
BKE
Buckle Inc

Consumer Cyclical
980
+ 11.26%
$41.32 - $54.08 $40.5K - $53K
9.69K $492K
MAR
Marriott International Inc

Consumer Cyclical
38
+ 1.17%
$246.06 - $292.59 $9.35K - $11.1K
3.29K $917K
MLI
Mueller Industries Inc

Industrials
716
+ 7.5%
$71.2 - $95.34 $51K - $68.3K
10.3K $814K
FTNT
Fortinet, Inc.

Technology
63
+ 1.16%
$76.49 - $99.21 $4.82K - $6.25K
5.5K $520K
ENVA
Enova International, Inc.

Financial Services
480
+ 12.0%
$80.49 - $106.72 $38.6K - $51.2K
4.48K $429K
CMI
Cummins Inc

Industrials
149
+ 9.47%
$324.93 - $383.42 $48.4K - $57.1K
1.72K $600K
GLD
Spdr Gold Trust

ETFs
380
+ 38.38%
$236.59 - $257.5 $89.9K - $97.9K
1.37K $331K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.18K
+ 6.42%
$24.61 - $25.12 $127K - $130K
85.8K $2.12M
CDNS
Cadence Design Systems Inc

Technology
224
+ 28.54%
$249.1 - $324.54 $55.8K - $72.7K
1.01K $303K
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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