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
UNP
Union Pacific Corp

Industrials
425
+ 11.42%
$223.15 - $249.32 $94.8K - $106K
4.15K $945K
PNC
Pnc Financial Services Group, Inc.

Financial Services
53
+ 2.41%
$178.39 - $215.0 $9.45K - $11.4K
2.25K $433K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
5.52K
+ 13.56%
$7.69 - $9.25 $42.5K - $51.1K
46.2K $366K
OTTR
Otter Tail Corp

Utilities
806
+ 10.93%
$73.59 - $85.52 $59.3K - $68.9K
8.18K $603K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 1.57%
$19.38 - $19.58 $48.4K - $48.9K
161K $3.13M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.26K
+ 2.09%
$19.42 - $19.76 $63.2K - $64.3K
159K $3.1M
MGRC
Mcgrath Rentcorp

Industrials
5
+ 0.13%
$103.9 - $122.55 $520 - $613
3.83K $427K
OXY
Occidental Petroleum Corp

Energy
809
+ 10.72%
$45.36 - $55.91 $36.7K - $45.2K
8.36K $412K
WCN
Waste Connections, Inc.

Industrials
245
+ 9.83%
$171.06 - $193.25 $41.9K - $47.3K
2.74K $469K
DHT
Dht Holdings, Inc.

Energy
4.29K
+ 41.35%
$8.89 - $12.06 $38.1K - $51.7K
14.7K $136K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9
+ 0.21%
$70.54 - $79.61 $635 - $716
4.36K $331K
AON
Aon PLC

Financial Services
33
+ 5.16%
$344.14 - $393.31 $11.4K - $13K
673 $241K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
35
+ 2.68%
$417.69 - $450.94 $14.6K - $15.8K
1.34K $570K
FBP
First Bancorp

Financial Services
2.84K
+ 21.01%
$18.31 - $22.2 $51.9K - $63K
16.3K $303K
BANC
Banc Of California, Inc.

Financial Services
7
+ 0.03%
$13.66 - $17.77 $95.6 - $124
24.6K $379K
SIGA
Siga Technologies Inc

Healthcare
4.6K
+ 30.04%
$5.73 - $7.72 $26.3K - $35.5K
19.9K $119K
ECL
Ecolab Inc.

Basic Materials
306
+ 11.5%
$234.32 - $261.43 $71.7K - $80K
2.97K $695K
LVS
Las Vegas Sands Corp

Consumer Cyclical
203
+ 4.03%
$47.96 - $55.17 $9.74K - $11.2K
5.24K $268K
XLE
Energy Sector Spdr

ETFs
264
+ 6.4%
$83.32 - $97.27 $22K - $25.7K
4.39K $375K
BSJR
Invesco Indx Tr

ETFs
976
+ 3.22%
$22.37 - $22.7 $21.8K - $22.2K
31.3K $701K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.05%
$124.26 - $134.12 $249 - $268
4.14K $532K
REX
Rex American Resources Corp

Basic Materials
950
+ 16.34%
$39.67 - $49.04 $37.7K - $46.6K
6.77K $282K
NMR
Nomura Holdings Inc

Financial Services
1.14K
+ 10.83%
$5.05 - $6.25 $5.77K - $7.14K
11.7K $67K
ETN
Eaton Corp PLC

Industrials
22
+ 0.52%
$326.96 - $377.52 $7.19K - $8.31K
4.26K $1.41M
LPG
Dorian Lpg Ltd.

Energy
10.2K
+ 43.01%
$22.69 - $36.35 $231K - $369K
33.8K $823K
SPGI
S&P Global Inc.

Financial Services
135
+ 4.31%
$480.36 - $529.17 $64.8K - $71.4K
3.27K $1.63M
ORI
Old Republic International Corp

Financial Services
39
+ 0.37%
$34.4 - $38.98 $1.34K - $1.52K
10.5K $381K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.22K
+ 99.98%
$27.45 - $55.56 $143K - $290K
10.4K $295K
FNDC
Schwab Fundamental Intl Small

ETFs
1.54K
+ 13.1%
$33.92 - $38.03 $52.1K - $58.5K
13.3K $453K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.57K
+ 11.94%
$60.13 - $67.31 $155K - $173K
24.1K $1.47M
DOLE
Dole PLC

Consumer Defensive
5.34K
+ 22.11%
$13.45 - $16.84 $71.8K - $89.8K
29.5K $398K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.26K
+ 11.42%
$34.13 - $37.35 $42.9K - $46.9K
12.3K $418K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
4.46K
+ 40.37%
$3.55 - $4.7 $15.8K - $20.9K
15.5K $55K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
860
+ 2.74%
$21.68 - $22.16 $18.6K - $19.1K
32.3K $700K
MOH
Molina Healthcare, Inc.

Healthcare
715
+ 18.81%
$274.73 - $341.91 $196K - $244K
4.52K $1.31M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
191
+ 1.58%
N/A
12.3K $249K
EMB
Ishares Tr

ETFs
625
+ 5.47%
$88.94 - $93.46 $55.6K - $58.4K
12.1K $1.07M
FNDA
Schwab Fundamental U S Small C

ETFs
14.8K
+ 101.1%
$29.26 - $59.11 $433K - $875K
29.4K $874K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
3.41K
+ 15.65%
$4.22 - $5.95 $14.4K - $20.3K
25.2K $115K
K
Kellogg CO

Consumer Defensive
11
+ 0.36%
$80.34 - $81.29 $884 - $894
3.1K $251K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.25K
+ 2.65%
$18.28 - $18.87 $77.7K - $80.2K
164K $3.02M
Linde PLC
174
+ 13.1%
N/A
1.5K $0
Bunge Global Sa
2.91K
+ 21.4%
N/A
16.5K $0
Ge Vernova Inc
167
+ 11.4%
N/A
1.63K $0
Aegon LTD
6.73K
+ 46.13%
N/A
21.3K $0
Txo Partners LP
11K
+ 28.21%
N/A
50K $0
SRLN
Ssga Active Trust

ETFs
10
+ 0.2%
$41.48 - $42.08 $415 - $421
4.9K $204K
Ishares Bitcoin Trust ETF
1.75K
+ 28.22%
N/A
7.96K $0
PSX
Phillips 66

Energy
473
+ 14.82%
$110.35 - $138.93 $52.2K - $65.7K
3.67K $417K
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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