Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q3 2024

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

  • $3.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
130K
+ 15.72%
$175.46 - $203.3 $22.9M - $26.5M
961K $195M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
235K
+ 10.49%
$38.51 - $41.69 $9.05M - $9.79M
2.47M $103M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
248K
+ 7.53%
$48.06 - $49.39 $11.9M - $12.3M
3.55M $175M
QUAL
Ishares Msci Usa Quality Facto

ETFs
40.6K
+ 5.06%
$162.64 - $179.3 $6.6M - $7.28M
842K $151M
IQLT
Ishares Msci Intl Quality Fact

ETFs
137K
+ 5.3%
$37.37 - $41.82 $5.12M - $5.73M
2.72M $113M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
58.8K
+ 2.9%
$76.94 - $79.54 $4.52M - $4.68M
2.09M $166M
BLDR
Builders First Source, Inc.

Industrials
18.6K
+ 26.29%
$132.6 - $201.83 $2.47M - $3.75M
89.3K $17.3M
NFLX
Netflix Inc

Communication Services
10.2K
+ 225.22%
$598.55 - $722.26 $6.11M - $7.37M
14.7K $10.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
31.1K
+ 2.69%
$79.29 - $84.02 $2.46M - $2.61M
1.18M $99.2M
NVR
Nvr Inc

Consumer Cyclical
138
+ 6.2%
$7421.51 - $9811.8 $1.02M - $1.35M
2.37K $23.2M
CARR
Carrier Global Corp

Industrials
19.6K
+ 10.96%
$61.9 - $80.88 $1.21M - $1.59M
199K $16M
GILD
Gilead Sciences, Inc.

Healthcare
33K
+ 31.75%
$66.59 - $83.99 $2.2M - $2.77M
137K $11.5M
BLK
Black Rock Inc.

Financial Services
1.85K
+ 13.97%
$782.27 - $949.51 $1.45M - $1.76M
15.1K $14.4M
ORCL
Oracle Corp

Technology
4.92K
+ 5.19%
$125.9 - $170.35 $620K - $839K
99.8K $17M
AVUV
American Centy ETF Tr Avantis

ETFs
23.5K
+ 11.04%
$88.24 - $99.7 $2.07M - $2.34M
236K $22.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.43K
+ 0.77%
$51.0 - $57.07 $328K - $367K
846K $47.1M
VEA
Vanguard Ftse Developed Market

ETFs
14.4K
+ 1.96%
$47.6 - $53.31 $685K - $768K
748K $39.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
12.7K
+ 129.35%
$218.05 - $243.47 $2.78M - $3.1M
22.6K $5.5M
PHM
Pultegroup Inc

Consumer Cyclical
7.75K
+ 12.7%
$103.95 - $144.98 $806K - $1.12M
68.8K $9.87M
ACGL
Arch Capital Group Ltd.

Financial Services
9.53K
+ 5.27%
$94.47 - $114.25 $900K - $1.09M
190K $21.3M
ABBV
Abb Vie Inc.

Healthcare
5.7K
+ 7.78%
$163.84 - $199.33 $934K - $1.14M
78.9K $15.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
14.2K
+ 42.99%
$149.02 - $167.67 $2.11M - $2.38M
47.2K $7.91M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.46K
+ 30.57%
$285.48 - $330.24 $2.42M - $2.79M
36.1K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
169
+ 0.18%
$517.38 - $573.86 $87.4K - $97K
92.8K $53.2M
DOX
Amdocs LTD

Technology
24.5K
+ 30.34%
$78.13 - $87.85 $1.91M - $2.15M
105K $9.21M
VBR
Vanguard Small Cap Value ETF

ETFs
2.9K
+ 2.5%
$179.99 - $201.6 $522K - $585K
119K $23.9M
VGSH
Vanguard

ETFs
29.7K
+ 3.39%
$57.74 - $59.13 $1.72M - $1.76M
907K $53.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
42.2K
+ 8.1%
$25.45 - $29.53 $1.07M - $1.25M
563K $16.4M
AFL
Aflac Inc

Financial Services
6.78K
+ 8.32%
$88.52 - $111.8 $600K - $758K
88.3K $9.87M
CSCO
Cisco Systems, Inc.

Technology
18.2K
+ 6.63%
$44.74 - $53.22 $816K - $971K
293K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
19.1K
+ 12.17%
$161.02 - $200.0 $3.07M - $3.82M
176K $32.8M
EFG
Msci Eafe Growth ETF

ETFs
18K
+ 19.98%
$96.84 - $108.77 $1.74M - $1.96M
108K $11.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14K
+ 19.11%
$105.53 - $118.34 $1.48M - $1.66M
87.6K $10.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.4K
+ 8.89%
$36.98 - $41.55 $1.2M - $1.35M
397K $16.3M
MGC
Vanguard Mega Cap ETF

ETFs
8.33K
+ 14.53%
$185.93 - $206.64 $1.55M - $1.72M
65.7K $13.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.4K
+ 3.02%
$34.48 - $38.87 $565K - $637K
560K $21.6M
LEN
Lennar Corp

Consumer Cyclical
4.92K
+ 14.16%
$142.5 - $192.45 $701K - $947K
39.7K $7.44M
RS
Reliance Steel & Aluminum CO

Basic Materials
7.29K
+ 23.8%
$271.23 - $308.75 $1.98M - $2.25M
37.9K $11M
CVX
Chevron Corp

Energy
17.3K
+ 48.54%
$137.88 - $161.97 $2.38M - $2.8M
52.8K $7.78M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
10.3K
+ 2.78%
$37.61 - $41.72 $387K - $429K
380K $15.9M
UPS
United Parcel Service Inc

Industrials
13.8K
+ 26.97%
$123.32 - $147.38 $1.7M - $2.04M
65.1K $8.87M
HPQ
Hp Inc

Technology
34.7K
+ 8.81%
$32.02 - $38.11 $1.11M - $1.32M
428K $15.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
872
+ 0.29%
$59.25 - $65.33 $51.7K - $57K
303K $19.7M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
33.1K
+ 19.04%
$28.08 - $32.61 $929K - $1.08M
207K $6.54M
IWC
Russell Micro Cap ETF

ETFs
4.36K
+ 4.46%
$112.21 - $129.46 $489K - $565K
102K $12.6M
AZO
Autozone Inc

Consumer Cyclical
269
+ 8.77%
$2815.0 - $3212.87 $757K - $864K
3.34K $10.5M
CI
Cigna Corp

Healthcare
3.14K
+ 16.01%
$319.12 - $367.1 $1M - $1.15M
22.8K $7.89M
HD
Home Depot, Inc.

Consumer Cyclical
991
+ 6.34%
$333.64 - $405.2 $331K - $402K
16.6K $6.74M
OMC
Omnicom Group Inc.

Communication Services
5.95K
+ 11.58%
$87.69 - $103.9 $522K - $618K
57.3K $5.93M
Activity Summary
Buys All Purchases 328 New Holdings 52 Increased Positions 276 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 5
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