Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q2 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
10.2K
+ 43.2%
$28.96 - $32.46 $294K - $330K
33.7K $1.08M
MFC
Manulife Financial Corp

Financial Services
10.1K
New
$26.93 - $32.44 $272K - $328K
10.1K $323K
ACWI
Ishares Msci Acwi ETF

ETFs
1.87K
+ 27.82%
$103.59 - $128.6 $194K - $240K
8.59K $1.1M
WY
Weyerhaeuser CO

Real Estate
12.6K
New
$24.69 - $29.48 $310K - $370K
12.6K $322K
SO
Southern CO

Utilities
3.52K
+ 13.43%
$84.91 - $92.56 $299K - $326K
29.7K $2.73M
DE
Deere & CO

Industrials
303
+ 7.3%
$412.99 - $531.48 $125K - $161K
4.45K $2.26M
KR
Kroger CO

Consumer Defensive
1.49K
+ 2.88%
$64.62 - $74.0 $96.2K - $110K
53.3K $3.82M
SNA
Snap On Inc

Industrials
1.01K
New
$292.36 - $342.2 $296K - $347K
1.01K $315K
APH
Amphenol Corp

Technology
3.16K
New
$59.09 - $98.75 $187K - $312K
3.16K $312K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.63K
New
$50.53 - $212.53 $285K - $1.2M
5.63K $312K
WFC
Wells Fargo & Company

Financial Services
799
+ 2.77%
$60.98 - $80.12 $48.7K - $64K
29.6K $2.37M
WMB
Williams Companies, Inc.

Energy
3.49K
+ 12.8%
$54.33 - $62.87 $190K - $219K
30.8K $1.93M
INDA
Ishares Msci India Index Fund

ETFs
5.38K
New
$49.13 - $55.86 $264K - $301K
5.38K $299K
USB
Us Bancorp \De\

Financial Services
5.08K
+ 22.3%
$36.4 - $45.76 $185K - $233K
27.9K $1.26M
IBN
Icici Bank LTD

Financial Services
8.82K
New
$30.16 - $34.39 $266K - $303K
8.82K $296K
CME
Cme Group Inc.

Financial Services
728
+ 8.19%
$252.37 - $290.71 $184K - $212K
9.62K $2.65M
MCBS
Metro City Bankshares, Inc.

Financial Services
8.86K
+ 23.08%
$25.33 - $29.57 $224K - $262K
47.2K $1.35M
LNG
Cheniere Energy, Inc.

Energy
872
+ 14.08%
$197.25 - $244.33 $172K - $213K
7.07K $1.72M
FIS
Fidelity National Information Services, Inc.

Technology
1.83K
+ 8.99%
$68.14 - $82.13 $124K - $150K
22.1K $1.8M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
9.72K
New
$24.63 - $29.39 $239K - $286K
9.72K $280K
HDB
Hdfc Bank LTD

Financial Services
3.24K
+ 105.26%
$63.78 - $77.48 $207K - $251K
6.32K $484K
ROM
Proshares Ultra Technology

ETFs
3.62K
New
$39.98 - $76.11 $145K - $276K
3.62K $275K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.12K
+ 3.01%
$32.62 - $33.58 $200K - $205K
209K $7.02M
PIPR
Piper Sandler Companies

Financial Services
604
+ 17.59%
$210.78 - $281.82 $127K - $170K
4.04K $1.12M
PWR
Quanta Services, Inc.

Industrials
718
New
$239.47 - $381.26 $172K - $274K
718 $271K
QCOM
Qualcomm Inc

Technology
1.13K
+ 7.12%
$124.66 - $159.48 $141K - $180K
17K $2.71M
UBS
Ubs Group Ag

Financial Services
7.95K
New
$26.12 - $33.82 $208K - $269K
7.95K $268K
KMI
Kinder Morgan, Inc.

Energy
6.77K
+ 8.98%
$25.21 - $29.4 $171K - $199K
82.2K $2.42M
OTEX
Open Text Corp

Technology
8.94K
New
$23.04 - $29.2 $206K - $261K
8.94K $261K
DGS
Wisdomtree Emerging Markets Sm

ETFs
902
+ 2.98%
$43.34 - $55.24 $39.1K - $49.8K
31.2K $1.72M
GLPG
Galapagos Nv

Healthcare
9.31K
New
$23.04 - $29.2 $215K - $272K
9.31K $260K
TER
Teradyne, Inc

Technology
2.9K
New
$67.96 - $91.05 $197K - $264K
2.9K $260K
APP
App Lovin Corp

Technology
722
New
$219.37 - $417.89 $158K - $302K
722 $252K
CTSH
Cognizant Technology Solutions Corp

Technology
3.16K
New
$66.47 - $81.81 $210K - $258K
3.16K $246K
CTAS
Cintas Corp

Industrials
1.1K
New
$190.11 - $227.66 $209K - $250K
1.1K $245K
VRSN
Verisign Inc

Technology
849
New
$234.49 - $288.8 $199K - $245K
849 $245K
CATY
Cathay General Bancorp

Financial Services
3.82K
+ 13.92%
$37.32 - $45.67 $142K - $174K
31.2K $1.42M
T
At&T Inc.

Communication Services
773
+ 0.23%
$26.33 - $28.94 $20.4K - $22.4K
332K $9.62M
POWL
Powell Industries Inc

Industrials
1.15K
New
$159.38 - $211.34 $183K - $243K
1.15K $242K
TTE
Total Energies Se

Energy
3.51K
New
N/A
3.51K $240K
EQT
Eqt Corp

Energy
4.07K
New
$46.11 - $60.44 $188K - $246K
4.07K $237K
FNDX
Schwab Fundamental U S Large C

ETFs
5.8K
+ 5.69%
$20.84 - $24.54 $121K - $142K
108K $2.64M
FFIV
F5, Inc.

Technology
800
New
$239.25 - $295.9 $191K - $237K
800 $235K
DVYE
Ishares Emerging Markets Divid

ETFs
8.18K
New
$23.95 - $29.03 $196K - $238K
8.18K $234K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
14.6K
+ 105.35%
$13.71 - $15.46 $199K - $225K
28.4K $438K
U
Unity Software Inc.

Technology
9.59K
New
$16.75 - $26.24 $161K - $252K
9.59K $232K
QLD
Proshares Ultra Qqq

ETFs
1.97K
New
$69.34 - $117.71 $137K - $232K
1.97K $232K
TTWO
Take Two Interactive Software Inc

Communication Services
957
New
$194.58 - $243.05 $186K - $233K
957 $232K
FTNT
Fortinet, Inc.

Technology
1.74K
+ 35.21%
$84.71 - $108.69 $147K - $189K
6.67K $704K
Activity Summary
Buys All Purchases 447 New Holdings 86 Increased Positions 361 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email