Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Reduced Holdings in Q3 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-71.9K
- 95.06%
$128.6 - $149.63 $9.24M - $10.8M
3.74K $490K
COST
Costco Wholesale Corp

Consumer Defensive
-8.12K
- 25.93%
$915.95 - $994.57 $7.44M - $8.08M
23.2K $21.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-102K
- 84.14%
$65.64 - $78.22 $6.72M - $8.01M
19.3K $1.29M
TXN
Texas Instruments Inc

Technology
-39.7K
- 43.41%
N/A
51.8K $10.1M
HPQ
Hp Inc

Technology
-283K
- 70.9%
$24.45 - $29.35 $6.92M - $8.31M
116K $3.16M
APO
Apollo Global Management, Inc.

Financial Services
-45.9K
- 83.94%
$131.55 - $156.05 $6.04M - $7.17M
8.79K $1.17M
MTB
M&T Bank Corp

Financial Services
-31.5K
- 82.6%
$183.74 - $204.05 $5.79M - $6.42M
6.63K $1.31M
ADI
Analog Devices Inc

Technology
-25.9K
- 38.95%
$220.68 - $255.63 $5.72M - $6.62M
40.6K $9.98M
GDDY
Go Daddy Inc.

Technology
-29K
- 93.64%
$133.35 - $178.59 $3.87M - $5.19M
1.97K $269K
PM
Philip Morris International Inc.

Consumer Defensive
-17.9K
- 16.55%
$157.77 - $183.27 $2.82M - $3.28M
90.2K $14.6M
LMT
Lockheed Martin Corp

Industrials
-9.49K
- 78.71%
$410.74 - $499.21 $3.9M - $4.74M
2.57K $1.28M
WMT
Walmart Inc.

Consumer Defensive
-53.3K
- 23.49%
$94.4 - $104.27 $5.03M - $5.56M
174K $17.9M
FCNCA
First Citizens Bancshares Inc

Financial Services
-1.97K
- 88.99%
$1789.16 - $2158.23 $3.53M - $4.26M
244 $436K
FISV
Fiserv Inc

Technology
-31K
- 44.32%
N/A
38.9K $4.87M
ADP
Automatic Data Processing Inc

Industrials
-8.08K
- 11.49%
$288.69 - $310.94 $2.33M - $2.51M
62.2K $18.3M
CARR
Carrier Global Corp

Industrials
-22.5K
- 39.17%
$58.75 - $80.73 $1.32M - $1.82M
34.9K $2.09M
BR
Broadridge Financial Solutions, Inc.

Technology
-7.59K
- 74.51%
$233.75 - $266.89 $1.77M - $2.02M
2.6K $618K
PAYX
Paychex Inc

Industrials
-2.92K
- 4.04%
$126.69 - $147.99 $369K - $431K
69.2K $8.77M
KMI
Kinder Morgan, Inc.

Energy
-54.2K
- 65.9%
$26.23 - $28.5 $1.42M - $1.54M
28K $793K
ALL
Allstate Corp

Financial Services
-8.19K
- 44.72%
$192.0 - $214.65 $1.57M - $1.76M
10.1K $2.17M
XEL
Xcel Energy Inc

Utilities
-22.3K
- 80.03%
$67.56 - $80.65 $1.51M - $1.8M
5.57K $449K
SO
Southern CO

Utilities
-16.2K
- 54.53%
$90.83 - $96.0 $1.47M - $1.56M
13.5K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
-3.69K
- 31.08%
$237.77 - $353.61 $876K - $1.3M
8.17K $2.82M
ACN
Accenture PLC

Technology
-1.01K
- 8.55%
$232.56 - $304.78 $234K - $306K
10.7K $2.65M
ACGL
Arch Capital Group Ltd.

Financial Services
-8.96K
- 13.09%
$85.61 - $93.54 $767K - $838K
59.5K $5.39M
AXP
American Express CO

Financial Services
-2.74K
- 15.72%
$294.27 - $342.31 $807K - $939K
14.7K $4.88M
UPS
United Parcel Service Inc

Industrials
-5.23K
- 38.14%
$82.58 - $105.54 $432K - $552K
8.48K $708K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-21.3K
- 10.01%
$30.02 - $30.29 $640K - $645K
191K $5.8M
HYD
Vaneck High Yield Muni ETF

ETFs
-13.8K
- 10.05%
$48.85 - $50.94 $674K - $703K
124K $6.29M
RS
Reliance Steel & Aluminum CO

Basic Materials
-1.53K
- 42.41%
$277.33 - $343.66 $423K - $524K
2.07K $581K
NOW
Service Now, Inc.

Technology
-235
- 9.36%
$850.86 - $1044.69 $200K - $246K
2.28K $2.1M
OZ
Belpointe Prep, LLC

Real Estate
-2.48K
- 0.99%
$60.0 - $66.99 $149K - $166K
249K $15.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.3K
- 17.52%
$52.12 - $55.33 $535K - $568K
48.3K $2.67M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-58.6K
- 56.68%
$7.82 - $10.09 $459K - $592K
44.8K $448K
PG
Procter & Gamble CO

Consumer Defensive
-1.22K
- 3.71%
$150.47 - $161.22 $184K - $197K
31.7K $4.87M
SNAP
Snap Inc

Communication Services
-20.6K
- 9.35%
$6.99 - $10.35 $144K - $213K
199K $1.54M
AFL
Aflac Inc

Financial Services
-4.51K
- 18.17%
$98.09 - $111.7 $442K - $503K
20.3K $2.27M
TWLO
Twilio Inc

Communication Services
-1.31K
- 14.62%
$92.44 - $132.7 $121K - $174K
7.64K $764K
HON
Honeywell International Inc

Industrials
-257
- 1.97%
$207.7 - $240.4 $53.4K - $61.8K
12.8K $2.7M
MSTR
Microstrategy Inc

Technology
-426
- 19.36%
$300.7 - $455.9 $128K - $194K
1.77K $571K
XOM
Exxon Mobil Corp

Energy
-7.27K
- 7.13%
$105.83 - $117.22 $769K - $852K
94.7K $10.7M
JBL
Jabil Inc

Technology
-1.41K
- 18.01%
$202.08 - $234.45 $285K - $331K
6.43K $1.4M
WSO
Watsco Inc

Industrials
-626
- 44.49%
$381.94 - $489.97 $239K - $307K
781 $315K
BLDR
Builders First Source, Inc.

Industrials
-2.54K
- 39.78%
$116.91 - $149.21 $297K - $379K
3.85K $466K
GWW
W.W. Grainger, Inc.

Industrials
-220
- 30.26%
$932.44 - $1059.49 $205K - $233K
507 $483K
GIS
General Mills Inc

Consumer Defensive
-4.8K
- 35.36%
$48.44 - $53.83 $233K - $258K
8.78K $442K
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.85K
- 44.04%
$80.89 - $104.72 $392K - $508K
6.16K $637K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-377
- 18.37%
$366.54 - $479.53 $138K - $181K
1.68K $655K
AXON
Axon Enterprise, Inc.

Industrials
-122
- 8.8%
$698.02 - $870.97 $85.2K - $106K
1.27K $907K
Activity Summary
Buys All Purchases 550 New Holdings 156 Increased Positions 394 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 1
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