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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
215
+ 15.48%
$1146.59 - $1270.6 $247K - $273K
1.6K $1.9M
KKR
Kkr & Co. Inc.

Financial Services
2.02K
New
$129.87 - $162.87 $263K - $329K
2.02K $299K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.7K
+ 4.77%
$25.3 - $26.31 $676K - $703K
587K $15M
CAH
Cardinal Health Inc

Healthcare
1.51K
+ 10.4%
$107.89 - $125.33 $162K - $189K
16K $1.89M
CRWD
Crowd Strike Holdings, Inc.

Technology
383
+ 15.06%
$275.15 - $388.2 $105K - $149K
2.93K $1M
BA
Boeing CO

Industrials
54
+ 0.49%
$138.14 - $180.72 $7.46K - $9.76K
11.1K $1.97M
ABC
Amerisourcebergen Corp

Healthcare
1.52K
+ 13.22%
N/A
13K $2.41M
HD
Home Depot, Inc.

Consumer Cyclical
1.39K
+ 8.38%
$385.02 - $431.37 $537K - $601K
18K $7.01M
XLF
Financial Sector Spdr

ETFs
5.21K
+ 92.66%
$44.89 - $51.34 $234K - $268K
10.8K $523K
FIS
Fidelity National Information Services, Inc.

Technology
3.3K
New
$80.14 - $90.95 $265K - $300K
3.3K $266K
CME
Cme Group Inc.

Financial Services
807
+ 12.23%
$221.17 - $246.02 $178K - $199K
7.4K $1.72M
NOW
Service Now, Inc.

Technology
102
+ 10.99%
$867.18 - $1148.42 $88.5K - $117K
1.03K $1.09M
GDDY
Go Daddy Inc.

Technology
1.33K
New
$153.16 - $209.03 $203K - $277K
1.33K $261K
CCI
Crown Castle International Corp

Real Estate
2.85K
New
$89.78 - $119.11 $256K - $339K
2.85K $258K
TTE
Total Energies Se

Energy
3.72K
New
N/A
3.72K $255K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.34K
+ 3.09%
$126.68 - $134.74 $296K - $315K
77.9K $9.94M
KR
Kroger CO

Consumer Defensive
979
+ 1.97%
$55.21 - $63.3 $54.1K - $62K
50.7K $3.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.35K
New
$57.53 - $60.83 $250K - $264K
4.35K $250K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.69K
New
$67.38 - $75.88 $249K - $280K
3.69K $249K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.33K
New
$57.32 - $59.66 $248K - $258K
4.33K $248K
FDN
First Tr Fd Dow Jones

ETFs
1.01K
New
$210.5 - $257.24 $213K - $260K
1.01K $245K
DOV
Dover Corp

Industrials
1.31K
New
$184.72 - $206.51 $241K - $269K
1.31K $244K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.38K
New
$138.3 - $192.95 $191K - $267K
1.38K $244K
KMI
Kinder Morgan, Inc.

Energy
5.86K
+ 37.72%
$22.59 - $28.54 $132K - $167K
21.4K $586K
IDT
Idt Corp

Communication Services
5.09K
New
$37.73 - $53.3 $192K - $271K
5.09K $241K
VGT
Vanguard Information Technolog

ETFs
244
+ 9.85%
$571.78 - $647.97 $140K - $158K
2.72K $1.69M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.62K
New
$89.9 - $100.66 $235K - $264K
2.62K $236K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
7.4K
+ 5.61%
$33.7 - $37.69 $250K - $279K
139K $4.79M
BX
Blackstone Inc.

Financial Services
505
+ 6.54%
$148.45 - $199.05 $75K - $101K
8.23K $1.42M
GPOR
Gulfport Energy Corp

Energy
1.28K
New
$137.59 - $184.2 $176K - $235K
1.28K $235K
VBK
Vanguard Small Cap Growth ETF

ETFs
384
+ 3.85%
$264.18 - $304.19 $101K - $117K
10.4K $2.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.74K
New
$82.28 - $117.52 $225K - $322K
2.74K $232K
SCHX
Schwab Strategic Tr Us Large C

ETFs
455K
+ 197.04%
$22.4 - $68.28 $10.2M - $31.1M
686K $15.9M
VRT
Vertiv Holdings CO

Industrials
2.65K
New
N/A
2.65K $229K
EME
Emcor Group, Inc.

Industrials
255
+ 5.3%
$427.96 - $526.95 $109K - $134K
5.07K $2.3M
BMY
Bristol Myers Squibb CO

Healthcare
2.47K
+ 14.05%
$51.92 - $59.94 $128K - $148K
20K $1.13M
STLD
Steel Dynamics Inc

Basic Materials
2.29K
+ 9.12%
N/A
27.4K $2.69M
SAP
Sap Se

Technology
901
New
$218.13 - $255.54 $197K - $230K
901 $221K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
908
New
$221.83 - $266.82 $201K - $242K
908 $220K
CATY
Cathay General Bancorp

Financial Services
2.44K
+ 11.04%
$41.63 - $53.85 $102K - $132K
24.6K $1.17M
GNK
Genco Shipping & Trading LTD

Industrials
15.8K
New
$13.64 - $19.17 $215K - $302K
15.8K $219K
JEF
Jefferies Financial Group Inc.

Financial Services
2.79K
New
$61.95 - $81.75 $173K - $228K
2.79K $218K
HPE
Hewlett Packard Enterprise CO

Technology
6K
+ 5.96%
$19.31 - $23.95 $116K - $144K
107K $2.28M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.07K
New
$26.18 - $28.77 $211K - $232K
8.07K $214K
QLD
Proshares Ultra Qqq

ETFs
1.97K
New
$97.85 - $120.25 $193K - $237K
1.97K $213K
VCR
Vanguard Consumer Discretionar

ETFs
569
New
$328.51 - $401.37 $187K - $228K
569 $213K
CMS
Cms Energy Corp

Utilities
3.18K
New
$65.76 - $71.94 $209K - $229K
3.18K $212K
COP
Conocophillips

Energy
2.77K
+ 27.16%
$95.12 - $114.72 $263K - $318K
13K $1.29M
SKY
Skyline Champion Corp

Consumer Cyclical
2.38K
New
$88.1 - $108.92 $210K - $259K
2.38K $209K
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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