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
IAU
Ishares Gold Trust

ETFs
3.14K
+ 12.66%
$49.74 - $58.96 $156K - $185K
27.9K $1.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.83K
+ 15.94%
$76.94 - $78.28 $371K - $378K
35.1K $2.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.85K
New
$57.44 - $59.4 $394K - $407K
6.85K $407K
KR
Kroger CO

Consumer Defensive
1.07K
+ 2.11%
$58.36 - $67.72 $62.3K - $72.3K
51.8K $3.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.9K
New
$50.72 - $50.92 $401K - $402K
7.9K $401K
YUM
Yum Brands Inc

Consumer Cyclical
2.52K
New
$123.25 - $162.53 $311K - $410K
2.52K $397K
XLK
Technology Sector Spdr

ETFs
2.81K
+ 38.7%
$206.38 - $242.18 $580K - $681K
10.1K $2.08M
LNTH
Lantheus Holdings, Inc.

Healthcare
3.98K
New
$78.23 - $110.01 $311K - $437K
3.98K $387K
ISRG
Intuitive Surgical Inc

Healthcare
887
+ 44.35%
$476.63 - $610.45 $423K - $541K
2.89K $1.43M
NVEE
Nv5 Global, Inc.

Industrials
20K
New
$17.03 - $19.42 $341K - $388K
20K $385K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.17K
+ 0.54%
$110.75 - $119.78 $130K - $141K
219K $25.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.18K
New
$34.58 - $45.97 $283K - $376K
8.18K $376K
VIG
Vanguard Dividend Appreciation

ETFs
2.04K
+ 19.81%
N/A
12.4K $2.25M
AKAM
Akamai Technologies Inc

Technology
4.1K
New
N/A
4.1K $372K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.12K
New
$142.8 - $176.36 $302K - $373K
2.12K $365K
MA
Mastercard Inc

Financial Services
470
+ 9.53%
$504.67 - $576.31 $237K - $271K
5.4K $2.96M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.03K
+ 73.64%
$33.84 - $37.77 $306K - $341K
21.3K $775K
AJG
Arthur J. Gallagher & Co.

Financial Services
991
New
$275.89 - $345.24 $273K - $342K
991 $342K
TRMB
Trimble Inc.

Technology
5.18K
New
$65.52 - $77.49 $339K - $401K
5.18K $340K
BA
Boeing CO

Industrials
2.39K
+ 21.49%
$148.15 - $186.25 $354K - $445K
13.5K $2.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.4K
+ 43.41%
$25.69 - $26.89 $293K - $306K
37.6K $1.01M
BSCV
Invesco ETF Self Indexed Fd Tr
17.8K
+ 11.27%
$15.87 - $16.38 $282K - $291K
175K $2.86M
SRE
Sempra Energy

Utilities
5.15K
+ 205.96%
$67.85 - $87.67 $350K - $452K
7.66K $546K
DGRO
Ishares Core Dividend Growth E

ETFs
5.16K
New
$60.46 - $64.42 $312K - $332K
5.16K $318K
CRM
Salesforce, Inc.

Technology
2.67K
+ 44.05%
$268.36 - $359.95 $717K - $962K
8.74K $2.34M
CEG
Constellation Energy Corp

Utilities
1.56K
New
$201.63 - $347.44 $315K - $543K
1.56K $315K
EMBC
Embecta Corp.

Healthcare
24.5K
New
$12.28 - $20.93 $301K - $513K
24.5K $312K
GM
General Motors CO

Consumer Cyclical
6.62K
New
$45.22 - $54.92 $299K - $363K
6.62K $311K
ACVF
ETF Opportunities Tr American

ETFs
7.23K
New
$42.01 - $46.08 $304K - $333K
7.23K $309K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.12K
+ 24.21%
$67.08 - $76.14 $209K - $237K
16K $1.18M
KEX
Kirby Corp

Industrials
3.03K
New
$95.1 - $112.81 $288K - $341K
3.03K $305K
ED
Consolidated Edison Inc

Utilities
1.82K
+ 37.32%
$88.0 - $110.59 $160K - $201K
6.68K $738K
IWS
Ishares Russell Midcap Value E

ETFs
2.42K
New
$122.59 - $135.24 $296K - $327K
2.42K $304K
WELL
Welltower Inc.

Real Estate
1.56K
+ 67.15%
$124.05 - $156.86 $194K - $245K
3.89K $596K
UDR
Udr, Inc.

Real Estate
6.66K
New
$40.09 - $46.04 $267K - $307K
6.66K $300K
MAR
Marriott International Inc

Consumer Cyclical
1.82K
+ 55.35%
$237.01 - $304.45 $432K - $554K
5.11K $1.22M
RIO
Rio Tinto PLC

Basic Materials
4.97K
New
$58.19 - $64.29 $289K - $319K
4.97K $298K
AZN
Astrazeneca PLC

Healthcare
3.85K
New
$65.37 - $77.96 $251K - $300K
3.85K $282K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.63K
New
$55.75 - $77.63 $203K - $282K
3.63K $282K
EVRG
Evergy, Inc.

Utilities
4.04K
New
$59.9 - $69.52 $242K - $281K
4.04K $278K
ETN
Eaton Corp PLC

Industrials
1.95K
+ 45.91%
$271.83 - $371.23 $531K - $725K
6.21K $1.69M
COPX
Global X Copper Miners ETF

ETFs
6.9K
New
$37.72 - $43.32 $260K - $299K
6.9K $269K
RDVY
First Trust Rising Dividend Ac

ETFs
4.36K
New
$57.22 - $63.39 $250K - $277K
4.36K $255K
CVCO
Cavco Industries Inc.

Consumer Cyclical
192
+ 9.06%
$431.31 - $539.1 $82.8K - $104K
2.31K $1.2M
JWN
Nordstrom Inc

Consumer Cyclical
10.4K
New
$24.01 - $24.46 $251K - $255K
10.4K $255K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
5.53K
New
$43.82 - $58.86 $242K - $325K
5.53K $251K
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.98K
New
$25.54 - $28.79 $229K - $259K
8.98K $249K
GIS
General Mills Inc

Consumer Defensive
5K
+ 36.57%
$57.56 - $65.3 $288K - $327K
18.7K $1.12M
GWW
W.W. Grainger, Inc.

Industrials
271
+ 74.45%
$953.54 - $1132.42 $258K - $307K
635 $627K
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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