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
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
4.77K
+ 24.76%
$36.2 - $46.69 $172K - $222K
24K $870K
TGT
Target Corp

Consumer Defensive
440
+ 14.94%
$121.59 - $160.69 $53.5K - $70.7K
3.39K $457K
AHCO
Adapt Health Corp.

Healthcare
1.69K
+ 15.4%
$9.18 - $11.0 $15.5K - $18.6K
12.7K $120K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
619
+ 13.84%
$59.24 - $74.8 $36.7K - $46.3K
5.09K $311K
GVI
Ishares Tr

ETFs
7
+ 0.36%
$103.89 - $107.05 $727 - $749
1.95K $203K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.97K
+ 1.99%
$20.08 - $20.61 $59.7K - $61.2K
153K $3.07M
UFPI
Ufp Industries Inc

Basic Materials
1.07K
+ 15.73%
$112.19 - $139.02 $120K - $149K
7.9K $890K
A
Agilent Technologies, Inc.

Healthcare
296
+ 9.41%
$125.69 - $146.56 $37.2K - $43.4K
3.44K $462K
PRU
Prudential Financial Inc

Financial Services
72
+ 1.46%
$114.59 - $129.52 $8.25K - $9.33K
5.02K $594K
EBAY
Ebay Inc

Consumer Cyclical
141
+ 3.35%
$57.51 - $67.17 $8.11K - $9.47K
4.35K $269K
ACWI
Ishares Msci Acwi ETF

ETFs
34
+ 0.51%
$117.05 - $123.03 $3.98K - $4.18K
6.73K $791K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
219
+ 0.67%
$21.34 - $21.82 $4.67K - $4.78K
32.9K $703K
IVE
Ishares S&P 500 Value ETF

ETFs
59
+ 1.58%
$189.5 - $206.17 $11.2K - $12.2K
3.79K $723K
ARCB
Arcbest Corp

Industrials
414
+ 12.5%
$93.08 - $121.9 $38.5K - $50.5K
3.73K $347K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
533
+ 4.76%
$38.37 - $42.82 $20.5K - $22.8K
11.7K $449K
VLO
Valero Energy Corp

Energy
100
+ 4.52%
$118.59 - $144.02 $11.9K - $14.4K
2.31K $283K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.53K
+ 7.08%
$107.06 - $123.74 $271K - $313K
38.2K $4.18M
MU
Micron Technology Inc

Technology
802
+ 18.77%
$84.16 - $113.41 $67.5K - $91K
5.08K $427K
PG
Procter & Gamble CO

Consumer Defensive
769
+ 2.85%
$161.05 - $179.7 $124K - $138K
27.7K $4.65M
NIO
Nio Inc.

Consumer Cyclical
2.2K
+ 17.25%
$4.31 - $7.21 $9.48K - $15.9K
15K $65K
RSP
Invesco S&P 500 Equal Weight E

ETFs
30
+ 0.48%
$174.22 - $187.62 $5.23K - $5.63K
6.28K $1.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
244
+ 4.55%
$131.66 - $144.0 $32.1K - $35.1K
5.61K $741K
ASML
Asml Holding Nv

Technology
41
+ 11.36%
$658.43 - $872.27 $27K - $35.8K
402 $278K
PFE
Pfizer Inc

Healthcare
3.08K
+ 7.05%
$24.8 - $30.19 $76.3K - $92.9K
46.8K $1.24M
XYL
Xylem Inc.

Industrials
270
+ 9.01%
$116.02 - $137.45 $31.3K - $37.1K
3.27K $379K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
2.74K
+ 10.03%
$27.67 - $31.93 $75.8K - $87.4K
30K $844K
MPC
Marathon Petroleum Corp

Energy
317
+ 10.57%
$131.65 - $174.84 $41.7K - $55.4K
3.32K $462K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
78
+ 0.1%
$18.62 - $19.05 $1.45K - $1.49K
80.5K $1.51M
BOX
Box Inc

Technology
522
+ 1.33%
$31.6 - $35.65 $16.5K - $18.6K
39.8K $1.26M
AFL
Aflac Inc

Financial Services
6.87K
+ 7.78%
$100.37 - $115.27 $689K - $792K
95.2K $9.84M
PLD
Prologis, Inc.

Real Estate
584
+ 13.23%
$101.4 - $126.96 $59.2K - $74.1K
5K $528K
RWR
Spdr Dow Jones Reit ETF

ETFs
81
+ 1.72%
$97.84 - $108.61 $7.93K - $8.8K
4.8K $474K
CAT
Caterpillar Inc

Industrials
680
+ 6.93%
$360.37 - $416.88 $245K - $283K
10.5K $3.81M
PINS
Pinterest, Inc.

Communication Services
342
+ 2.78%
$28.24 - $34.15 $9.66K - $11.7K
12.6K $366K
FTV
Fortive Corp

Technology
26
+ 0.29%
$71.16 - $79.68 $1.85K - $2.07K
8.93K $669K
AEP
American Electric Power CO Inc

Utilities
208
+ 4.1%
$90.91 - $102.21 $18.9K - $21.3K
5.28K $486K
MHO
M/I Homes, Inc.

Consumer Cyclical
205
+ 13.01%
$132.44 - $174.81 $27.2K - $35.8K
1.78K $236K
SOXX
Ishares Semiconductor ETF

ETFs
125
+ 3.02%
$211.27 - $239.8 $26.4K - $30K
4.27K $919K
MDLZ
Mondelez International, Inc.

Consumer Defensive
965
+ 13.73%
$59.25 - $72.99 $57.2K - $70.4K
7.99K $477K
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
+ 5.83%
$87.44 - $102.5 $196K - $230K
40.7K $3.71M
CNC
Centene Corp

Healthcare
3.76K
+ 20.52%
$56.71 - $73.94 $213K - $278K
22.1K $1.34M
BCC
Boise Cascade CO

Basic Materials
635
+ 12.08%
$118.79 - $152.5 $75.4K - $96.8K
5.89K $700K
ED
Consolidated Edison Inc

Utilities
220
+ 4.74%
$88.87 - $107.38 $19.6K - $23.6K
4.86K $433K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 0.8%
$209.89 - $233.24 $9.45K - $10.5K
5.68K $1.21M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.36K
+ 0.88%
$47.26 - $48.18 $64.4K - $65.6K
156K $7.38M
ZTS
Zoetis Inc.

Healthcare
11
+ 0.67%
$162.24 - $194.42 $1.78K - $2.14K
1.66K $270K
AMT
American Tower Corp

Real Estate
82
+ 5.72%
$179.4 - $232.01 $14.7K - $19K
1.52K $278K
FCX
Freeport Mcmoran Inc

Basic Materials
1.36K
+ 14.31%
$38.08 - $50.82 $51.8K - $69.2K
10.9K $414K
OSCR
Oscar Health, Inc.

Healthcare
4.84K
+ 28.24%
$13.38 - $20.63 $64.7K - $99.8K
22K $295K
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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