Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Reduced Holdings 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
HDV
Ishares Core High Dividend ETF

ETFs
-798
- 17.55%
$110.82 - $121.28 $88.4K - $96.8K
3.75K $420K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-153
- 18.13%
$396.64 - $516.74 $60.7K - $79.1K
691 $278K
GE
General Electric CO

Industrials
-97
- 2.25%
$159.95 - $194.23 $15.5K - $18.8K
4.22K $704K
TIP
Ishares Tr Tips Bd ETF

ETFs
-716
- 9.34%
$106.33 - $110.69 $76.1K - $79.3K
6.95K $740K
USB
Us Bancorp \De\

Financial Services
-2.72K
- 20.18%
$43.98 - $53.66 $120K - $146K
10.8K $514K
VO
Vanguard Mid Cap ETF

ETFs
-384
- 8.56%
$261.5 - $284.63 $100K - $109K
4.1K $1.08M
PFG
Principal Financial Group Inc

Financial Services
-550
- 8.33%
$74.91 - $91.26 $41.2K - $50.2K
6.05K $468K
RSG
Republic Services, Inc.

Industrials
-471
- 19.45%
$198.0 - $218.75 $93.3K - $103K
1.95K $392K
SO
Southern CO

Utilities
-640
- 13.34%
$81.5 - $94.15 $52.2K - $60.3K
4.16K $342K
NU
Nu Holdings Ltd.

Financial Services
-1.89K
- 8.9%
$10.24 - $15.89 $19.3K - $30K
19.3K $200K
ICLN
Ishares

ETFs
-2.76K
- 17.49%
$11.35 - $14.51 $31.3K - $40K
13K $147K
ALL
Allstate Corp

Financial Services
-478
- 12.16%
$181.25 - $208.2 $86.6K - $99.5K
3.45K $665K
TDG
Trans Digm Group Inc

Industrials
-26
- 8.9%
$1239.0 - $1442.53 $32.2K - $37.5K
266 $337K
VVV
Valvoline Inc

Energy
-992
- 13.44%
$36.18 - $43.41 $35.9K - $43.1K
6.39K $231K
TRV
Travelers Companies, Inc.

Financial Services
-555
- 6.63%
$225.97 - $266.66 $125K - $148K
7.82K $1.88M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-822
- 17.4%
$84.34 - $95.14 $69.3K - $78.2K
3.9K $340K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 3.64%
$1666.0 - $2117.3 $10K - $12.7K
159 $270K
EXR
Extra Space Storage Inc.

Real Estate
-14
- 0.66%
$142.35 - $178.32 $1.99K - $2.5K
2.12K $317K
TXT
Textron Inc

Industrials
-106
- 2.19%
$75.82 - $90.32 $8.04K - $9.57K
4.73K $361K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.75K
- 27.12%
$44.28 - $51.47 $77.4K - $90K
4.7K $222K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-558
- 3.32%
$81.68 - $82.93 $45.6K - $46.3K
16.2K $1.33M
WELL
Welltower Inc.

Real Estate
-445
- 16.04%
$123.11 - $139.3 $54.8K - $62K
2.33K $293K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 2.45%
$41.82 - $47.36 $12.5K - $14.2K
11.9K $499K
MMM
3 M CO

Industrials
-322
- 12.86%
$124.74 - $137.12 $40.2K - $44.2K
2.18K $281K
PSA
Public Storage

Real Estate
-28
- 3.66%
$289.33 - $360.21 $8.1K - $10.1K
737 $220K
CSX
Csx Corp

Industrials
-426
- 2.42%
$31.58 - $36.88 $13.5K - $15.7K
17.2K $555K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-522
- 11.11%
$103.6 - $112.52 $54.1K - $58.7K
4.18K $438K
VIG
Vanguard Dividend Appreciation

ETFs
-282
- 2.66%
N/A
10.3K $1.88M
APH
Amphenol Corp

Technology
-954
- 24.56%
$62.07 - $75.35 $59.2K - $71.9K
2.93K $203K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 5.46%
$40.15 - $42.9 $43.4K - $46.3K
18.7K $754K
GWW
W.W. Grainger, Inc.

Industrials
-43
- 10.57%
$1023.06 - $1220.93 $44K - $52.5K
364 $383K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-98
- 1.51%
$96.64 - $101.23 $9.47K - $9.92K
6.4K $620K
RWO
Spdr Dow Jones Global Real Est

ETFs
-140
- 2.16%
$42.41 - $47.31 $5.94K - $6.62K
6.34K $271K
CLNE
Clean Energy Fuels Corp.

Energy
-4.14K
- 16.86%
$2.49 - $3.26 $10.3K - $13.5K
20.4K $51K
MET
Metlife Inc

Financial Services
-212
- 1.98%
$78.15 - $88.25 $16.6K - $18.7K
10.5K $861K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-580
- 5.51%
$40.82 - $45.39 $23.7K - $26.3K
9.95K $413K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-225
- 5.32%
$51.33 - $53.74 $11.5K - $12.1K
4.01K $206K
CINF
Cincinnati Financial Corp

Financial Services
-237
- 13.57%
$132.86 - $160.16 $31.5K - $38K
1.51K $216K
PH
Parker Hannifin Corp

Industrials
-58
- 1.4%
$621.74 - $709.46 $36.1K - $41.1K
4.08K $2.59M
F
Ford Motor CO

Consumer Cyclical
-744
- 3.88%
$9.69 - $11.4 $7.21K - $8.48K
18.4K $182K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-600
- 9.13%
$55.73 - $66.16 $33.4K - $39.7K
5.97K $359K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.91K
- 2.93%
$61.52 - $66.5 $118K - $127K
63.3K $4.04M
SNPS
Synopsys Inc

Technology
-3
- 0.41%
$485.36 - $588.0 $1.46K - $1.76K
731 $354K
TDOC
Teladoc Health, Inc.

Healthcare
-1.57K
- 10.01%
$8.57 - $12.02 $13.4K - $18.9K
14.1K $128K
TXN
Texas Instruments Inc

Technology
-69
- 0.64%
N/A
10.6K $2.07M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2K
- 13.6%
$8.24 - $11.07 $16.5K - $22.1K
12.7K $118K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-348
- 25.78%
$152.04 - $211.12 $52.9K - $73.5K
1K $203K
VONV
Vanguard Russell 1000 Value Et

ETFs
-11
- 0.28%
$80.87 - $87.69 $890 - $965
3.88K $315K
DHS
Wisdomtree Tr U.S

ETFs
-64
- 1.21%
$92.66 - $100.58 $5.93K - $6.44K
5.23K $487K
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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