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
ADP
Automatic Data Processing Inc

Industrials
3.22K
+ 31.07%
$233.44 - $279.45 $751K - $898K
13.6K $3.75M
IVV
Ishares Core S&P 500 ETF

ETFs
1.44K
+ 10.31%
$520.18 - $576.82 $751K - $833K
15.4K $8.91M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
9.72K
+ 3.98%
$38.03 - $42.06 $370K - $409K
254K $10.6M
MCD
Mcdonalds Corp

Consumer Cyclical
1.94K
+ 15.69%
$245.82 - $304.51 $477K - $591K
14.3K $4.36M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.7K
+ 5.0%
$25.38 - $26.27 $677K - $700K
560K $14.7M
UNH
Unitedhealth Group Inc

Healthcare
1.19K
+ 21.28%
$488.01 - $604.18 $581K - $719K
6.78K $3.97M
WMT
Walmart Inc.

Consumer Defensive
7.87K
+ 24.93%
$66.91 - $81.4 $527K - $641K
39.5K $3.19M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.28K
+ 3.74%
$141.31 - $161.48 $322K - $368K
63.2K $10.2M
PLTR
Palantir Technologies Inc.

Technology
26K
New
$24.09 - $37.95 $626K - $986K
26K $966K
HOLX
Hologic Inc

Healthcare
6.85K
+ 12.55%
$73.48 - $83.64 $503K - $573K
61.4K $5M
DHR
Danaher Corp

Healthcare
898
+ 3.66%
$239.25 - $280.76 $215K - $252K
25.4K $7.07M
ROK
Rockwell Automation, Inc

Industrials
3.5K
+ 253.04%
$248.27 - $294.37 $868K - $1.03M
4.88K $1.31M
JBL
Jabil Inc

Technology
5.45K
+ 22.09%
$97.55 - $126.65 $531K - $690K
30.1K $3.61M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.13K
+ 9.61%
$98.71 - $117.61 $309K - $368K
35.7K $4.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.1K
+ 0.48%
$61.11 - $67.85 $67K - $74.4K
231K $15.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
939
+ 0.46%
$46.9 - $51.96 $44K - $48.8K
205K $10.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.73K
+ 37.69%
$240.48 - $267.94 $657K - $732K
9.98K $2.67M
SWKS
Skyworks Solutions, Inc.

Technology
12.6K
+ 23.91%
$96.22 - $120.68 $1.21M - $1.52M
65.4K $6.46M
XOM
Exxon Mobil Corp

Energy
5.89K
+ 9.58%
$109.72 - $119.0 $646K - $701K
67.4K $7.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
491
+ 0.65%
$117.9 - $128.2 $57.9K - $62.9K
75.5K $9.69M
T
At&T Inc.

Communication Services
13.3K
+ 8.06%
$18.21 - $22.28 $243K - $297K
179K $3.93M
WSO
Watsco Inc

Industrials
962
+ 10.26%
$448.73 - $519.89 $432K - $500K
10.3K $5.08M
JPM
Jpmorgan Chase & CO

Financial Services
2.68K
+ 13.34%
$194.9 - $224.8 $521K - $601K
22.7K $4.79M
ACN
Accenture PLC

Technology
933
+ 12.15%
$295.44 - $355.81 $276K - $332K
8.61K $3.04M
ADBE
Adobe Inc.

Technology
3.18K
+ 12.55%
$508.13 - $586.55 $1.61M - $1.86M
28.5K $14.7M
LOW
Lowes Companies Inc

Consumer Cyclical
1.08K
+ 14.54%
$213.3 - $270.78 $230K - $291K
8.48K $2.3M
GIS
General Mills Inc

Consumer Defensive
8.08K
+ 162.32%
$62.5 - $75.15 $505K - $607K
13.1K $963K
QQQ
Invesco Qqq Trust, Series 1

ETFs
888
+ 4.46%
$434.77 - $502.96 $386K - $447K
20.8K $10.1M
DE
Deere & CO

Industrials
808
+ 13.92%
$344.84 - $418.0 $279K - $338K
6.61K $2.76M
PEP
Pepsico Inc

Consumer Defensive
2.89K
+ 15.35%
$161.9 - $179.3 $468K - $518K
21.7K $3.69M
SCCO
Southern Copper Corp

Basic Materials
2.52K
+ 6.95%
$94.1 - $120.43 $237K - $303K
38.7K $4.47M
KR
Kroger CO

Consumer Defensive
3.41K
+ 7.37%
$50.43 - $57.3 $172K - $196K
49.7K $2.85M
LMT
Lockheed Martin Corp

Industrials
592
+ 40.22%
$460.3 - $584.56 $272K - $346K
2.06K $1.21M
EXPD
Expeditors International Of Washington Inc

Industrials
2.64K
+ 11.42%
$116.1 - $131.42 $307K - $347K
25.8K $3.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
234
+ 1.79%
$475.2 - $527.7 $111K - $123K
13.3K $7.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.94K
+ 322.59%
$217.89 - $392.15 $423K - $762K
2.54K $713K
O
Realty Income Corp

Real Estate
5.29K
+ 46.44%
$52.36 - $63.42 $277K - $336K
16.7K $1.06M
MA
Mastercard Inc

Financial Services
550
+ 15.7%
$429.6 - $500.99 $236K - $276K
4.05K $2M
KO
Coca Cola CO

Consumer Defensive
2.36K
+ 6.88%
$62.69 - $73.01 $148K - $172K
36.7K $2.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
296
+ 7.42%
$531.86 - $624.21 $157K - $185K
4.29K $2.65M
CMCSA
Comcast Corp

Communication Services
7.02K
+ 12.59%
$37.33 - $41.78 $262K - $293K
62.8K $2.62M
UFPI
Ufp Industries Inc

Basic Materials
2.73K
+ 66.44%
$107.65 - $135.34 $293K - $369K
6.83K $894K
EIG
Employers Holdings, Inc.

Financial Services
9.07K
New
$42.1 - $48.96 $382K - $444K
9.07K $435K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
11.6K
+ 73.37%
$26.55 - $32.42 $307K - $375K
27.3K $870K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.99K
+ 25.86%
$80.44 - $110.41 $160K - $220K
9.7K $1.07M
CVCO
Cavco Industries Inc.

Consumer Cyclical
741
+ 64.89%
$335.64 - $444.2 $249K - $329K
1.88K $805K
NEE
Nextera Energy Inc

Utilities
997
+ 4.3%
$69.9 - $84.97 $69.7K - $84.7K
24.2K $2.04M
MCBS
Metro City Bankshares, Inc.

Financial Services
10.3K
+ 50.33%
$25.48 - $32.1 $262K - $330K
30.7K $941K
CATY
Cathay General Bancorp

Financial Services
7.45K
+ 50.75%
$36.27 - $45.24 $270K - $337K
22.1K $950K
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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