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
AVGO
Broadcom Inc.

Technology
29.8K
+ 82.26%
$167.43 - $244.7 $4.99M - $7.3M
66.1K $11.1M
VUG
Vanguard Growth ETF

ETFs
7.7K
+ 116.2%
$369.1 - $427.61 $2.84M - $3.29M
14.3K $5.31M
IEMG
Ishares Inc

ETFs
48K
+ 2.91%
N/A
1.7M $91.1M
V
Visa Inc.

Financial Services
4.82K
+ 19.4%
$306.92 - $362.71 $1.48M - $1.75M
29.7K $10.4M
JNJ
Johnson & Johnson

Healthcare
6.64K
+ 9.97%
$142.06 - $167.7 $943K - $1.11M
73.2K $12.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
42.9K
New
$57.3 - $90.39 $2.46M - $3.88M
42.9K $2.46M
ETR
Entergy Corp

Utilities
28.5K
New
$75.26 - $87.89 $2.15M - $2.51M
28.5K $2.44M
EFG
Msci Eafe Growth ETF

ETFs
20.6K
+ 17.53%
$96.1 - $106.37 $1.98M - $2.19M
138K $13.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
73.3K
New
$32.57 - $35.82 $2.39M - $2.62M
73.3K $2.43M
VTV
Vanguard Value ETF

ETFs
8.31K
+ 2.92%
$167.73 - $179.21 $1.39M - $1.49M
293K $50.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
65.1K
+ 11.06%
$25.81 - $28.52 $1.68M - $1.86M
654K $18M
DUK
Duke Energy Corp

Utilities
18.5K
+ 448.63%
$105.87 - $121.97 $1.96M - $2.25M
22.6K $2.76M
GE
General Electric CO

Industrials
10.2K
+ 240.99%
$168.59 - $212.13 $1.72M - $2.16M
14.4K $2.88M
SO
Southern CO

Utilities
22K
+ 530.41%
$80.96 - $92.96 $1.78M - $2.05M
26.2K $2.41M
VGT
Vanguard Information Technolog

ETFs
4.06K
+ 149.3%
$542.38 - $646.34 $2.2M - $2.63M
6.79K $3.68M
BR
Broadridge Financial Solutions, Inc.

Technology
7.73K
+ 390.51%
$221.46 - $244.83 $1.71M - $1.89M
9.71K $2.35M
NEM
Newmont Corp

Basic Materials
37.5K
New
$37.79 - $48.39 $1.42M - $1.81M
37.5K $1.81M
XEL
Xcel Energy Inc

Utilities
25K
New
$63.37 - $72.1 $1.58M - $1.8M
25K $1.77M
ABT
Abbott Laboratories

Healthcare
10.5K
+ 54.32%
$111.1 - $140.22 $1.16M - $1.47M
29.8K $3.95M
AXP
American Express CO

Financial Services
7.39K
+ 92.2%
$255.39 - $325.87 $1.89M - $2.41M
15.4K $4.15M
SCHW
Schwab Charles Corp

Financial Services
14.4K
+ 13.72%
$71.24 - $83.64 $1.02M - $1.2M
119K $9.33M
KMI
Kinder Morgan, Inc.

Energy
54K
+ 252.49%
$26.1 - $31.22 $1.41M - $1.69M
75.4K $2.15M
STT
State Street Corp

Financial Services
17K
New
$84.47 - $102.23 $1.44M - $1.74M
17K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
+ 22.48%
$554.06 - $615.85 $1.88M - $2.1M
18.5K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
8.34K
+ 15.38%
$271.18 - $303.12 $2.26M - $2.53M
62.6K $17.2M
EOG
Eog Resources Inc

Energy
11.4K
New
$120.54 - $138.05 $1.38M - $1.58M
11.4K $1.47M
NDAQ
Nasdaq, Inc.

Financial Services
19.1K
New
$72.17 - $83.76 $1.38M - $1.6M
19.1K $1.45M
LNG
Cheniere Energy, Inc.

Energy
6.2K
New
$209.32 - $253.66 $1.3M - $1.57M
6.2K $1.43M
VNQ
Vanguard Specialized Funds Van

ETFs
9.38K
+ 2.52%
$85.55 - $94.34 $802K - $884K
381K $34.5M
VGSH
Vanguard

ETFs
15.3K
+ 1.58%
$58.07 - $58.69 $887K - $897K
980K $57.5M
MCD
Mcdonalds Corp

Consumer Cyclical
3.37K
+ 24.58%
$279.74 - $321.29 $944K - $1.08M
17.1K $5.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.7K
+ 8.95%
$42.5 - $46.71 $967K - $1.06M
277K $12.5M
AMT
American Tower Corp

Real Estate
5.81K
+ 383.25%
$173.46 - $217.6 $1.01M - $1.26M
7.33K $1.59M
UNP
Union Pacific Corp

Industrials
5.36K
+ 129.25%
$225.21 - $254.42 $1.21M - $1.36M
9.51K $2.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
24.7K
+ 7.53%
$38.22 - $41.19 $945K - $1.02M
353K $14.3M
WMB
Williams Companies, Inc.

Energy
20.3K
+ 290.25%
$54.02 - $61.09 $1.1M - $1.24M
27.3K $1.63M
FIS
Fidelity National Information Services, Inc.

Technology
17K
+ 514.99%
$68.12 - $83.42 $1.16M - $1.42M
20.3K $1.52M
EBF
Ennis, Inc.

Industrials
57.8K
New
$19.39 - $21.71 $1.12M - $1.25M
57.8K $1.16M
KO
Coca Cola CO

Consumer Defensive
11K
+ 28.06%
$60.81 - $72.32 $667K - $793K
50.1K $3.58M
BSX
Boston Scientific Corp

Healthcare
10.1K
+ 85.99%
$89.38 - $106.18 $900K - $1.07M
21.8K $2.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
247
+ 287.21%
$4295.4 - $5141.88 $1.06M - $1.27M
333 $1.53M
ADUS
Addus Home Care Corp

Healthcare
10.8K
New
$89.83 - $135.92 $969K - $1.47M
10.8K $1.07M
MGV
Vanguard Mega Cap Value

ETFs
5.29K
+ 5.49%
$123.61 - $133.01 $654K - $704K
102K $13.1M
VZ
Verizon Communications Inc

Communication Services
20.7K
+ 115.42%
$37.81 - $46.49 $782K - $962K
38.6K $1.75M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
26.2K
New
$35.15 - $41.31 $920K - $1.08M
26.2K $1.02M
QCOM
Qualcomm Inc

Technology
6.29K
+ 65.58%
$151.94 - $175.86 $956K - $1.11M
15.9K $2.44M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.11K
+ 11.85%
$156.61 - $168.02 $957K - $1.03M
57.7K $9.26M
ICUI
Icu Medical Inc

Healthcare
6.44K
New
$130.05 - $172.3 $838K - $1.11M
6.44K $894K
ROP
Roper Technologies Inc

Industrials
1.5K
New
$502.71 - $593.81 $756K - $893K
1.5K $886K
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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