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
HOLX
Hologic Inc

Healthcare
6.99K
+ 11.37%
$70.76 - $83.72 $494K - $585K
68.4K $4.93M
IEFA
Ishares Tr

ETFs
940
+ 5.11%
$70.06 - $77.43 $65.9K - $72.8K
19.3K $1.36M
MGM
Mgm Resorts International

Consumer Cyclical
94
+ 0.5%
$33.44 - $41.99 $3.14K - $3.95K
18.9K $656K
EMN
Eastman Chemical CO

Basic Materials
660
+ 9.66%
$90.03 - $110.64 $59.4K - $73K
7.49K $684K
GIS
General Mills Inc

Consumer Defensive
631
+ 4.83%
$62.78 - $74.62 $39.6K - $47.1K
13.7K $872K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.11K
+ 11.4%
$49.38 - $59.52 $153K - $185K
30.3K $1.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.8K
+ 81.48%
$25.74 - $53.78 $303K - $634K
26.2K $677K
PEP
Pepsico Inc

Consumer Defensive
1.9K
+ 8.75%
$151.29 - $176.1 $287K - $335K
23.6K $3.59M
DGS
Wisdomtree Emerging Markets Sm

ETFs
950
+ 3.01%
$48.87 - $53.53 $46.4K - $50.9K
32.5K $1.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
123
+ 0.74%
$75.1 - $82.99 $9.24K - $10.2K
16.8K $1.27M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.99K
+ 5.96%
$40.41 - $45.12 $282K - $315K
124K $5.03M
IOT
Samsara Inc.

Technology
802
+ 2.12%
$42.67 - $56.35 $34.2K - $45.2K
38.7K $1.69M
NKE
Nike, Inc.

Consumer Cyclical
1.45K
+ 7.51%
$73.36 - $89.13 $106K - $129K
20.7K $1.57M
SCHA
Schwab Strategic Tr Us Small C

ETFs
198K
+ 96.6%
$25.33 - $51.16 $5.01M - $10.1M
403K $10.4M
SHW
Sherwin Williams CO

Basic Materials
25
+ 0.71%
$338.75 - $399.71 $8.47K - $9.99K
3.57K $1.21M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
21.6K
+ 10.46%
$27.09 - $32.06 $586K - $694K
229K $6.4M
EXPD
Expeditors International Of Washington Inc

Industrials
3.27K
+ 12.68%
$110.5 - $128.26 $361K - $419K
29K $3.21M
ORCL
Oracle Corp

Technology
1.19K
+ 1.19%
$165.41 - $192.43 $196K - $228K
101K $16.8M
NVO
Novo Nordisk A S

Healthcare
578
+ 8.41%
$85.0 - $120.04 $49.1K - $69.4K
7.45K $641K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.54K
+ 4.38%
$62.71 - $68.47 $159K - $174K
60.4K $3.8M
KO
Coca Cola CO

Consumer Defensive
2.39K
+ 6.52%
$61.74 - $71.71 $148K - $172K
39.1K $2.43M
MRK
Merck & Co., Inc.

Healthcare
2.66K
+ 7.7%
$96.31 - $114.76 $256K - $305K
37.2K $3.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.48K
+ 3.91%
$28.89 - $33.95 $129K - $152K
119K $3.45M
EFG
Msci Eafe Growth ETF

ETFs
9.33K
+ 8.64%
$96.83 - $106.88 $903K - $997K
117K $11.4M
MSFT
Microsoft Corp

Technology
3.18K
+ 1.69%
$406.35 - $454.46 $1.29M - $1.45M
191K $80.7M
FNDF
Schwab Fundamental Intl Large

ETFs
17.4K
+ 8.16%
$32.92 - $37.15 $574K - $648K
231K $7.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
474
+ 22.87%
$701.85 - $1046.91 $333K - $496K
2.55K $1.81M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
11.9K
+ 3.12%
$38.96 - $43.28 $463K - $514K
392K $15.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
74K
+ 86.93%
$22.63 - $47.53 $1.67M - $3.51M
159K $3.61M
ABBV
Abb Vie Inc.

Healthcare
6.16K
+ 7.81%
$164.99 - $203.87 $1.02M - $1.26M
85.1K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
133
+ 1.96%
$485.52 - $625.25 $64.6K - $83.2K
6.92K $3.5M
SCCO
Southern Copper Corp

Basic Materials
4.81K
+ 12.43%
$91.13 - $117.95 $438K - $567K
43.5K $3.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
44.9K
+ 3.79%
$80.13 - $83.77 $3.6M - $3.76M
1.23M $98.7M
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.78K
+ 1.53%
$58.61 - $64.79 $163K - $180K
185K $10.8M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
3.79K
+ 1.73%
$34.74 - $38.36 $132K - $146K
223K $7.79M
SCHV
Schwab Strategic Tr Us Large C

ETFs
263K
+ 190.2%
$25.79 - $80.4 $6.79M - $21.2M
402K $10.5M
OMC
Omnicom Group Inc.

Communication Services
3.38K
+ 5.89%
$85.82 - $105.47 $290K - $356K
60.7K $5.22M
AMGN
Amgen Inc

Healthcare
329
+ 2.53%
$258.78 - $328.31 $85.1K - $108K
13.3K $3.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.12K
+ 2.06%
$44.04 - $49.49 $225K - $253K
254K $11.2M
LLY
Eli Lilly & CO

Healthcare
92
+ 1.27%
$727.2 - $932.06 $66.9K - $85.7K
7.36K $5.68M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25.2K
+ 4.47%
$26.63 - $30.23 $670K - $761K
588K $15.7M
FEM
First Trust Emerging Markets A

ETFs
13.8K
+ 2.48%
$22.03 - $24.21 $303K - $333K
569K $12.5M
HPQ
Hp Inc

Technology
18.6K
+ 4.33%
$32.46 - $39.3 $602K - $729K
447K $14.6M
MCHP
Microchip Technology Inc

Technology
2.38K
+ 5.76%
$55.51 - $79.05 $132K - $188K
43.8K $2.51M
AMD
Advanced Micro Devices Inc

Technology
177
+ 0.85%
$118.88 - $172.8 $21K - $30.6K
21.1K $2.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
432K
+ 108.65%
$18.41 - $40.87 $7.95M - $17.6M
829K $15.3M
AVDV
American Centy ETF Tr Avantis

ETFs
25.6K
+ 5.1%
$63.85 - $70.4 $1.63M - $1.8M
527K $34.3M
AMAT
Applied Materials Inc

Technology
7.35K
+ 12.26%
$161.44 - $213.89 $1.19M - $1.57M
67.3K $11M
VNQI
Vanguard Global Ex U.S. Real

ETFs
24.2K
+ 7.98%
$39.22 - $47.52 $951K - $1.15M
328K $13M
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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