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
BAC
Bank Of America Corp

Financial Services
25.7K
+ 29.33%
$39.61 - $47.74 $1.02M - $1.23M
113K $4.72M
PGR
Progressive Corp

Financial Services
2.64K
+ 170.85%
$235.61 - $291.22 $623K - $770K
4.19K $1.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.2K
+ 16.8%
$237.72 - $276.98 $999K - $1.16M
29.2K $7.14M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
844
+ 0.38%
$34.34 - $38.51 $29K - $32.5K
224K $8.58M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.8K
New
$26.71 - $31.58 $663K - $784K
24.8K $752K
PG
Procter & Gamble CO

Consumer Defensive
3.95K
+ 14.26%
$158.56 - $176.26 $627K - $697K
31.7K $5.4M
UBER
Uber Technologies, Inc

Technology
7.85K
+ 57.25%
$63.17 - $81.49 $496K - $640K
21.6K $1.57M
ACN
Accenture PLC

Technology
3.54K
+ 38.49%
$300.91 - $398.25 $1.06M - $1.41M
12.7K $3.97M
REVG
Rev Group, Inc.

Industrials
23.1K
New
$27.3 - $35.58 $630K - $822K
23.1K $729K
DAL
Delta Air Lines, Inc.

Industrials
20.1K
+ 204.77%
$43.6 - $69.06 $877K - $1.39M
29.9K $1.3M
WEC
Wec Energy Group, Inc.

Utilities
1.61K
+ 4.55%
$92.12 - $108.98 $149K - $176K
37.1K $4.04M
SLVM
Sylvamo Corp

Basic Materials
10.3K
New
$63.64 - $81.86 $653K - $839K
10.3K $687K
ZTS
Zoetis Inc.

Healthcare
4.06K
+ 244.82%
$156.48 - $175.67 $636K - $714K
5.72K $942K
COP
Conocophillips

Energy
5.63K
+ 43.4%
$88.6 - $105.85 $499K - $596K
18.6K $1.95M
CME
Cme Group Inc.

Financial Services
1.49K
+ 20.14%
$225.82 - $266.54 $337K - $397K
8.89K $2.36M
IEFA
Ishares Tr

ETFs
6.95K
+ 35.95%
$69.57 - $78.65 $483K - $547K
26.3K $1.99M
PLD
Prologis, Inc.

Real Estate
5.36K
+ 107.3%
$103.59 - $124.04 $556K - $665K
10.4K $1.16M
NFLX
Netflix Inc

Communication Services
272
+ 2.99%
$828.4 - $1058.6 $225K - $288K
9.37K $8.74M
SLB
Schlumberger Limited

Energy
14.9K
New
$38.4 - $43.74 $573K - $653K
14.9K $623K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.15K
+ 165.85%
$402.49 - $513.76 $461K - $589K
1.84K $890K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.1K
+ 29.94%
$54.25 - $57.64 $603K - $641K
48.3K $2.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.6K
+ 57.88%
$57.21 - $65.8 $664K - $763K
31.6K $1.85M
LAUR
Laureate Education, Inc.

Consumer Defensive
28.4K
New
$18.04 - $20.97 $511K - $595K
28.4K $579K
DHS
Wisdomtree Tr U.S

ETFs
5.45K
+ 104.33%
$91.55 - $99.74 $499K - $544K
10.7K $1.06M
FEM
First Trust Emerging Markets A

ETFs
4.08K
+ 0.72%
$21.28 - $23.9 $86.9K - $97.6K
573K $13.1M
SGOL
Abrdn Gold ETF Trust

ETFs
18.9K
New
$25.14 - $29.82 $474K - $562K
18.9K $562K
CAH
Cardinal Health Inc

Healthcare
1.75K
+ 10.97%
$118.02 - $137.77 $207K - $242K
17.7K $2.44M
SPGI
S&P Global Inc.

Financial Services
1.02K
+ 31.04%
$478.26 - $543.77 $485K - $552K
4.29K $2.18M
NOW
Service Now, Inc.

Technology
1.03K
+ 99.71%
$783.83 - $1170.39 $805K - $1.2M
2.06K $1.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.46K
+ 25.67%
$208.48 - $244.03 $304K - $356K
7.14K $1.74M
SHV
Ishares Tr

ETFs
4.82K
New
$110.11 - $110.51 $531K - $532K
4.82K $532K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.3K
+ 0.44%
$32.74 - $36.2 $42.7K - $47.2K
298K $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.6K
+ 29.47%
$21.23 - $23.75 $585K - $655K
121K $2.61M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.79K
+ 44.38%
$169.43 - $182.84 $472K - $509K
9.06K $1.57M
WFC
Wells Fargo & Company

Financial Services
6.05K
+ 26.6%
$66.78 - $81.42 $404K - $493K
28.8K $2.07M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
8.31K
+ 13.27%
$147.38 - $176.39 $1.23M - $1.47M
71K $10.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.13K
+ 26.77%
$497.6 - $606.74 $563K - $687K
5.36K $2.67M
SBUX
Starbucks Corp

Consumer Cyclical
1.76K
+ 4.32%
$91.75 - $115.81 $161K - $204K
42.4K $4.16M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.5K
New
$56.51 - $62.98 $424K - $472K
7.5K $454K
CMF
Ishares California Muni Bond E

ETFs
8.51K
+ 33.4%
$55.93 - $57.47 $476K - $489K
34K $1.91M
GBIL
Goldman Sachs Access Treasury

ETFs
4.51K
New
$99.85 - $100.19 $451K - $452K
4.51K $452K
HON
Honeywell International Inc

Industrials
2.77K
+ 28.65%
$202.75 - $226.52 $562K - $628K
12.5K $2.64M
USB
Us Bancorp \De\

Financial Services
12K
+ 111.69%
$40.92 - $50.9 $492K - $612K
22.8K $962K
CAT
Caterpillar Inc

Industrials
2.38K
+ 22.71%
$326.75 - $407.63 $779K - $971K
12.9K $4.25M
TDY
Teledyne Technologies Inc

Technology
795
+ 63.96%
$455.51 - $518.84 $362K - $412K
2.04K $1.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.64K
New
$73.78 - $76.59 $416K - $432K
5.64K $431K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.65K
New
$114.9 - $139.6 $420K - $510K
3.65K $429K
MMM
3 M CO

Industrials
2.65K
+ 121.59%
$129.7 - $155.12 $344K - $412K
4.84K $710K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.17K
+ 6.03%
$28.11 - $32.0 $201K - $229K
126K $3.88M
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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