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
CALM
Cal Maine Foods Inc

Consumer Defensive
2.69K
New
$80.87 - $115.8 $218K - $312K
2.69K $244K
MLR
Miller Industries Inc

Consumer Cyclical
5.71K
New
$42.37 - $69.18 $242K - $395K
5.71K $241K
RWX
Spdr Dow Jones International R

ETFs
9.86K
New
$22.39 - $24.7 $221K - $243K
9.86K $241K
SONY
Sony Group Corp

Technology
9.47K
New
$19.88 - $25.64 $188K - $243K
9.47K $240K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
40.2K
+ 159.88%
$3.68 - $5.58 $148K - $225K
65.4K $354K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.95K
New
$78.12 - $83.7 $230K - $247K
2.95K $237K
COF
Capital One Financial Corp

Financial Services
1.31K
New
$163.87 - $209.82 $215K - $276K
1.31K $235K
CGDV
Capital Group Divid Value ETF

ETFs
6.47K
New
$34.95 - $37.36 $226K - $242K
6.47K $230K
CVS
Cvs Health Corp

Healthcare
3.39K
New
$44.22 - $68.64 $150K - $232K
3.39K $229K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.35K
New
$47.39 - $54.26 $206K - $236K
4.35K $226K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.51K
+ 4.09%
$22.46 - $23.26 $146K - $151K
166K $3.83M
FITB
Fifth Third Bancorp

Financial Services
5.7K
New
$37.48 - $44.96 $214K - $256K
5.7K $223K
PAHC
Phibro Animal Health Corp

Healthcare
10.5K
New
$20.05 - $26.22 $210K - $275K
10.5K $223K
VST
Vistra Corp.

Utilities
1.89K
New
$108.49 - $191.89 $205K - $363K
1.89K $221K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.02K
+ 77.8%
$25.58 - $29.24 $231K - $264K
20.6K $540K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
653
New
$333.37 - $384.99 $218K - $251K
653 $218K
EMLP
First Tr Exchange Traded Iv

ETFs
5.57K
New
$35.79 - $38.28 $199K - $213K
5.57K $208K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.63K
New
$76.77 - $82.22 $202K - $216K
2.63K $208K
WM
Waste Management Inc

Industrials
407
+ 10.73%
$200.54 - $233.78 $81.6K - $95.1K
4.2K $972K
DPZ
Dominos Pizza Inc

Consumer Cyclical
452
New
$402.33 - $489.71 $182K - $221K
452 $207K
WRB
Berkley W R Corp

Financial Services
2.9K
New
$56.7 - $71.27 $165K - $207K
2.9K $206K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13.8K
New
$12.89 - $15.19 $178K - $210K
13.8K $205K
HDB
Hdfc Bank LTD

Financial Services
3.08K
New
$58.06 - $66.85 $179K - $206K
3.08K $204K
PPL
Ppl Corp

Utilities
5.61K
New
$31.68 - $36.11 $178K - $203K
5.61K $202K
FOXA
Fox Corp

Communication Services
3.57K
New
$47.9 - $58.0 $171K - $207K
3.57K $202K
ATO
Atmos Energy Corp

Utilities
1.3K
New
$136.51 - $154.58 $178K - $201K
1.3K $201K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.54K
New
$115.79 - $154.66 $179K - $238K
1.54K $201K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.1K
+ 8.7%
$59.28 - $66.1 $124K - $139K
26.2K $1.67M
ESS
Essex Property Trust, Inc.

Real Estate
735
New
N/A
735 $200K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.92K
New
$49.67 - $51.43 $195K - $201K
3.92K $200K
LZB
La Z Boy Inc

Consumer Cyclical
5.14K
New
$38.0 - $48.02 $195K - $247K
5.14K $200K
GLD
Spdr Gold Trust

ETFs
472
+ 34.45%
$243.19 - $288.14 $115K - $136K
1.84K $530K
SHW
Sherwin Williams CO

Basic Materials
473
+ 13.25%
$330.16 - $365.55 $156K - $173K
4.04K $1.41M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
11K
New
$17.66 - $18.84 $195K - $208K
11K $194K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 35.88%
$58.01 - $64.46 $153K - $170K
9.97K $618K
LRN
Stride, Inc.

Consumer Defensive
881
+ 27.26%
$106.34 - $142.28 $93.7K - $125K
4.11K $520K
MET
Metlife Inc

Financial Services
2.5K
+ 23.75%
$77.7 - $87.0 $194K - $217K
13K $1.05M
EBAY
Ebay Inc

Consumer Cyclical
2.29K
+ 52.68%
$61.61 - $70.93 $141K - $163K
6.65K $450K
AEP
American Electric Power CO Inc

Utilities
813
+ 15.41%
$90.32 - $109.27 $73.4K - $88.8K
6.09K $665K
ORI
Old Republic International Corp

Financial Services
3.65K
+ 34.57%
$33.46 - $39.22 $122K - $143K
14.2K $556K
WCN
Waste Connections, Inc.

Industrials
546
+ 19.95%
$169.89 - $195.19 $92.8K - $107K
3.28K $640K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.53K
+ 4.58%
$18.18 - $18.58 $137K - $140K
172K $3.19M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
78
+ 0.11%
$55.47 - $61.45 $4.33K - $4.79K
72.5K $4.28M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.18K
+ 52.67%
$168.84 - $202.89 $200K - $240K
3.43K $603K
OFIX
Orthofix Medical Inc.

Healthcare
10K
New
$16.06 - $19.04 $161K - $191K
10K $163K
AON
Aon PLC

Financial Services
335
+ 49.78%
$348.44 - $409.32 $117K - $137K
1.01K $402K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.4K
New
$11.22 - $11.8 $162K - $170K
14.4K $161K
EFA
Ishares Tr Msci Eafe ETF

ETFs
684
+ 4.07%
$74.85 - $84.89 $51.2K - $58.1K
17.5K $1.43M
MD
Mednax, Inc.

Healthcare
11K
New
$12.44 - $17.23 $136K - $189K
11K $158K
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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