Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q1 2025

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

  • $3.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
310K
+ 10.74%
$36.91 - $41.03 $11.4M - $12.7M
3.19M $127M
ADP
Automatic Data Processing Inc

Industrials
54.2K
+ 509.91%
$286.85 - $318.64 $15.5M - $17.3M
64.8K $19.8M
MO
Altria Group, Inc.

Consumer Defensive
267K
+ 597.23%
$50.81 - $60.02 $13.6M - $16.1M
312K $18.7M
PM
Philip Morris International Inc.

Consumer Defensive
98.8K
+ 928.72%
$117.15 - $158.79 $11.6M - $15.7M
109K $17.4M
TXN
Texas Instruments Inc

Technology
81.8K
+ 768.22%
N/A
92.4K $18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29K
New
$442.66 - $534.52 $12.8M - $15.5M
29K $15.4M
EFV
Msci Eafe Value ETF

ETFs
60.7K
+ 3.67%
$51.88 - $60.73 $3.15M - $3.69M
1.71M $101M
WMT
Walmart Inc.

Consumer Defensive
149K
+ 350.55%
$84.5 - $105.05 $12.6M - $15.7M
192K $16.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
149K
+ 3.99%
$48.43 - $49.9 $7.2M - $7.42M
3.88M $193M
ADI
Analog Devices Inc

Technology
61.3K
+ 681.8%
$201.56 - $243.82 $12.3M - $14.9M
70.2K $14.2M
PAYX
Paychex Inc

Industrials
64.2K
+ 2145.66%
$136.06 - $154.52 $8.74M - $9.93M
67.2K $10.4M
CMI
Cummins Inc

Industrials
30.9K
+ 1791.75%
$312.92 - $386.07 $9.65M - $11.9M
32.6K $10.2M
FISV
Fiserv Inc

Technology
70.2K
+ 871.03%
N/A
78.2K $9.8M
IBM
International Business Machines Corp

Technology
33.7K
+ 317.47%
$217.4 - $264.74 $7.33M - $8.93M
44.4K $11M
JPM
Jpmorgan Chase & CO

Financial Services
34.7K
+ 129.22%
$225.19 - $279.95 $7.81M - $9.71M
61.5K $15.1M
EMR
Emerson Electric CO

Industrials
73.1K
+ 1729.12%
$108.64 - $131.17 $7.94M - $9.59M
77.3K $8.48M
DFIV
Dimensional ETF Tr

ETFs
19.5K
+ 1.06%
$35.33 - $40.77 $691K - $797K
1.86M $73.2M
MTB
M&T Bank Corp

Financial Services
37.8K
New
$170.47 - $201.98 $6.44M - $7.64M
37.8K $6.76M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
127K
+ 4.81%
$39.96 - $43.3 $5.06M - $5.49M
2.76M $114M
APO
Apollo Global Management, Inc.

Financial Services
43.7K
New
$126.01 - $172.06 $5.5M - $7.51M
43.7K $5.98M
PYPL
Pay Pal Holdings, Inc.

Financial Services
93.3K
+ 1319.73%
$65.15 - $91.81 $6.08M - $8.57M
100K $6.55M
TMUS
T Mobile Us, Inc.

Communication Services
21.7K
+ 651.71%
$211.3 - $272.83 $4.59M - $5.92M
25K $6.68M
IWB
Ishares Tr Russell 1000 ETF

ETFs
19.5K
+ 317.73%
$302.31 - $337.54 $5.89M - $6.57M
25.6K $7.85M
TJX
Tjx Companies Inc

Consumer Cyclical
45.3K
+ 929.45%
$112.81 - $126.16 $5.11M - $5.71M
50.1K $6.11M
RMD
Resmed Inc

Healthcare
23.7K
New
$219.7 - $257.65 $5.2M - $6.1M
23.7K $5.3M
LLY
Eli Lilly & CO

Healthcare
5.5K
+ 74.66%
$725.72 - $929.72 $3.99M - $5.11M
12.9K $10.6M
T
At&T Inc.

Communication Services
131K
+ 65.01%
$21.56 - $28.28 $2.82M - $3.69M
331K $9.37M
AVDV
American Centy ETF Tr Avantis

ETFs
31.5K
+ 5.98%
$63.74 - $71.96 $2.01M - $2.27M
559K $39M
GDDY
Go Daddy Inc.

Technology
25.7K
+ 1938.34%
$172.13 - $214.35 $4.42M - $5.51M
27K $4.87M
LMT
Lockheed Martin Corp

Industrials
9.71K
+ 490.11%
$423.19 - $506.29 $4.11M - $4.92M
11.7K $5.22M
NVDA
Nvidia Corp

Technology
201K
+ 29.51%
$106.98 - $149.43 $21.5M - $30M
880K $95.4M
BKR
Baker Hughes CO

Energy
93.2K
New
$41.16 - $48.85 $3.84M - $4.55M
93.2K $4.1M
VEA
Vanguard Ftse Developed Market

ETFs
30.7K
+ 3.66%
$47.4 - $52.99 $1.46M - $1.63M
870K $44.2M
FCNCA
First Citizens Bancshares Inc

Financial Services
2.09K
New
$1728.36 - $2231.14 $3.61M - $4.66M
2.09K $3.87M
GOOG
Alphabet Inc.

Communication Services
46.7K
+ 46.59%
$156.06 - $207.71 $7.29M - $9.7M
147K $23M
GLW
Corning Inc

Technology
85.6K
+ 174.82%
$44.91 - $54.25 $3.85M - $4.65M
135K $6.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
136K
+ 16.4%
$18.36 - $20.51 $2.5M - $2.79M
965K $19.1M
CSCO
Cisco Systems, Inc.

Technology
43.4K
+ 11.65%
$58.74 - $64.87 $2.55M - $2.81M
415K $25.6M
SJNK
Spdr Bloomberg Short Term High

ETFs
154K
+ 5.39%
$25.08 - $25.64 $3.85M - $3.94M
3M $75.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
20.3K
+ 1.65%
$79.17 - $82.04 $1.61M - $1.67M
1.25M $102M
BMY
Bristol Myers Squibb CO

Healthcare
54.8K
+ 273.56%
$53.9 - $63.11 $2.95M - $3.46M
74.8K $4.56M
XOM
Exxon Mobil Corp

Energy
21.7K
+ 29.19%
$105.44 - $118.93 $2.28M - $2.58M
95.9K $11.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
UAL
United Airlines Holdings, Inc.

Industrials
45.9K
New
$69.05 - $110.52 $3.17M - $5.07M
45.9K $3.17M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.9K
+ 0.64%
$77.7 - $78.94 $1.08M - $1.1M
2.17M $171M
UNH
Unitedhealth Group Inc

Healthcare
5.61K
+ 81.04%
$461.52 - $548.18 $2.59M - $3.07M
12.5K $6.56M
ALL
Allstate Corp

Financial Services
14K
+ 404.43%
$180.99 - $210.18 $2.53M - $2.93M
17.4K $3.61M
SCHC
Schwab Strategic Tr Intl Small

ETFs
52.4K
+ 8.88%
$33.57 - $37.22 $1.76M - $1.95M
642K $23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.94K
+ 40.98%
$507.05 - $563.67 $3.01M - $3.35M
20.4K $10.5M
Activity Summary
Buys All Purchases 394 New Holdings 110 Increased Positions 284 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 4
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