Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases 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
VEA
Vanguard Ftse Developed Market

ETFs
90.7K
+ 12.13%
$47.57 - $52.44 $4.32M - $4.76M
839K $40.1M
UPS
United Parcel Service Inc

Industrials
9.99K
+ 15.36%
$122.65 - $138.35 $1.23M - $1.38M
75K $9.46M
MA
Mastercard Inc

Financial Services
878
+ 21.66%
$491.3 - $536.15 $431K - $471K
4.93K $2.6M
PANW
Palo Alto Networks Inc

Technology
9.6K
+ 131.19%
$181.96 - $405.9 $1.75M - $3.9M
16.9K $3.08M
SPIB
Spdr Portfolio Intermediate Te

ETFs
23.3K
+ 11.33%
$32.65 - $33.68 $760K - $784K
229K $7.49M
SQ
Block, Inc.

Technology
5.93K
+ 183.84%
$65.06 - $98.92 $386K - $586K
9.15K $777K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.8K
+ 1.18%
$33.92 - $36.6 $299K - $322K
754K $26.1M
GS
Goldman Sachs Group Inc

Financial Services
673
+ 36.94%
$486.1 - $608.57 $327K - $410K
2.5K $1.43M
XLU
Utilities Sector Spdr

ETFs
6.9K
New
$74.89 - $82.93 $517K - $573K
6.9K $522K
FDX
Fedex Corp

Industrials
1.67K
+ 25.16%
$260.5 - $305.15 $435K - $510K
8.31K $2.34M
BNDX
Vanguard Total International B

ETFs
10.5K
New
$48.91 - $50.61 $511K - $529K
10.5K $512K
FIX
Comfort Systems Usa Inc

Industrials
1.16K
New
$370.68 - $504.12 $431K - $587K
1.16K $493K
C
Citigroup Inc

Financial Services
5.09K
+ 30.3%
$61.31 - $72.5 $312K - $369K
21.9K $1.54M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.5K
+ 139.71%
$67.29 - $73.38 $505K - $550K
12.9K $873K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.25K
+ 5.99%
$113.92 - $127.38 $598K - $668K
92.8K $10.7M
ROK
Rockwell Automation, Inc

Industrials
1.24K
+ 25.37%
$264.65 - $302.92 $328K - $375K
6.12K $1.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.38K
+ 9.28%
$160.89 - $176.18 $704K - $771K
51.6K $8.34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
+ 12.07%
$172.07 - $207.36 $184K - $222K
9.93K $1.96M
SUB
Ishares Short Term National Mu

ETFs
4.29K
+ 8.4%
$104.94 - $106.2 $451K - $456K
55.4K $5.84M
APP
App Lovin Corp

Technology
1.27K
New
$130.67 - $401.5 $166K - $510K
1.27K $410K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.64K
New
$71.75 - $75.11 $405K - $424K
5.64K $405K
SPOT
Spotify Technology S.A.

Communication Services
904
New
$362.95 - $502.38 $328K - $454K
904 $404K
FICO
Fair Isaac Corp

Technology
198
New
$1911.01 - $2382.4 $378K - $472K
198 $394K
MSTR
Microstrategy Inc

Technology
323
+ 13.18%
$162.69 - $473.83 $52.5K - $153K
2.77K $803K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.24K
+ 34.11%
$94.43 - $105.47 $306K - $342K
12.7K $1.29M
WFC
Wells Fargo & Company

Financial Services
1.25K
+ 5.83%
$54.98 - $77.35 $68.9K - $96.9K
22.8K $1.6M
WSO
Watsco Inc

Industrials
1.2K
+ 11.56%
$466.57 - $568.78 $558K - $680K
11.5K $5.46M
WMB
Williams Companies, Inc.

Energy
6.99K
New
$46.37 - $59.74 $324K - $417K
6.99K $378K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.6K
New
$27.8 - $29.05 $377K - $394K
13.6K $377K
HON
Honeywell International Inc

Industrials
924
+ 10.55%
$202.84 - $236.0 $187K - $218K
9.68K $2.19M
MPLX
Mplx LP

Energy
7.82K
New
$43.77 - $51.66 $342K - $404K
7.82K $374K
ENB
Enbridge Inc

Energy
8.78K
New
$40.4 - $43.92 $355K - $385K
8.78K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.93K
+ 42.02%
$61.68 - $67.87 $366K - $402K
20K $1.25M
VFVA
Vanguard Wellington Fd U S Val

ETFs
3.12K
New
$117.34 - $130.02 $366K - $406K
3.12K $369K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.65K
+ 1.53%
$63.58 - $71.15 $296K - $331K
308K $20M
DIS
Walt Disney CO

Communication Services
923
+ 5.36%
$92.39 - $117.6 $85.3K - $109K
18.1K $2.02M
PM
Philip Morris International Inc.

Consumer Defensive
3K
+ 39.33%
$118.38 - $133.06 $356K - $400K
10.6K $1.28M
LUV
Southwest Airlines CO

Industrials
10.5K
New
$28.99 - $34.84 $304K - $365K
10.5K $352K
MCO
Moodys Corp

Financial Services
741
New
$454.04 - $500.88 $336K - $371K
741 $350K
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 136.59%
$179.17 - $207.15 $318K - $368K
3.08K $584K
MO
Altria Group, Inc.

Consumer Defensive
5.72K
+ 14.64%
$49.06 - $57.74 $281K - $330K
44.8K $2.34M
DE
Deere & CO

Industrials
699
+ 10.57%
$389.45 - $466.0 $272K - $326K
7.31K $3.1M
LOW
Lowes Companies Inc

Consumer Cyclical
2.16K
+ 25.47%
$244.52 - $284.07 $528K - $613K
10.6K $2.62M
BK
Bank Of New York Mellon Corp

Financial Services
4.07K
+ 130.62%
$70.82 - $81.87 $288K - $333K
7.18K $551K
CTRA
Coterra Energy Inc.

Energy
8.46K
+ 13.0%
$22.71 - $27.63 $192K - $234K
73.6K $1.88M
ADI
Analog Devices Inc

Technology
2.07K
+ 29.96%
$206.35 - $236.48 $427K - $490K
8.98K $1.91M
SYK
Stryker Corp

Healthcare
870
+ 47.65%
$345.14 - $392.15 $300K - $341K
2.7K $970K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.65K
New
$180.39 - $205.43 $297K - $338K
1.65K $311K
DFAX
Dimensional ETF Tr
12.4K
New
$24.76 - $27.04 $306K - $335K
12.4K $307K
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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