Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q3 2024

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

  • $3.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
250
+ 3.93%
$341.08 - $391.94 $85.3K - $98K
6.61K $2.54M
ISRG
Intuitive Surgical Inc

Healthcare
161
+ 9.61%
$416.14 - $494.01 $67K - $79.5K
1.84K $902K
ACWI
Ishares Msci Acwi ETF

ETFs
947
+ 16.47%
$107.24 - $119.84 $102K - $113K
6.7K $800K
FTSL
First Trust Senior Ln Fund

ETFs
2.81K
+ 2.05%
$45.51 - $46.26 $128K - $130K
140K $6.4M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.83K
+ 11.59%
$57.96 - $65.72 $164K - $186K
27.2K $1.63M
CFB
Crossfirst Bankshares, Inc.

Financial Services
6.83K
+ 48.34%
$13.95 - $18.68 $95.2K - $128K
20.9K $349K
ED
Consolidated Edison Inc

Utilities
933
+ 25.15%
$88.42 - $104.97 $82.5K - $97.9K
4.64K $483K
UBER
Uber Technologies, Inc

Technology
1.58K
+ 12.57%
$58.48 - $77.47 $92.3K - $122K
14.1K $1.06M
MET
Metlife Inc

Financial Services
251
+ 2.39%
$67.96 - $82.48 $17.1K - $20.7K
10.7K $885K
PBP
Invesco Exchange Traded Fd Tr

ETFs
515
+ 0.26%
$21.12 - $22.94 $10.9K - $11.8K
200K $4.58M
HDV
Ishares Core High Dividend ETF

ETFs
961
+ 26.8%
$107.62 - $118.76 $103K - $114K
4.55K $534K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
480
+ 1.56%
$59.93 - $66.52 $28.8K - $31.9K
31.2K $2.07M
TDOC
Teladoc Health, Inc.

Healthcare
15.7K
New
$6.79 - $10.09 $106K - $158K
15.7K $143K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.65K
+ 33.63%
$37.68 - $42.0 $99.8K - $111K
10.5K $437K
GWW
W.W. Grainger, Inc.

Industrials
89
+ 27.99%
$896.19 - $1044.18 $79.8K - $92.9K
407 $422K
A
Agilent Technologies, Inc.

Healthcare
508
+ 19.26%
$125.42 - $148.48 $63.7K - $75.4K
3.15K $467K
ARCB
Arcbest Corp

Industrials
1.12K
+ 51.09%
$98.5 - $126.05 $110K - $141K
3.31K $359K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
3.56K
+ 7.81%
$23.2 - $26.07 $82.6K - $92.8K
49.2K $1.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
808
+ 24.26%
$113.41 - $125.62 $91.6K - $102K
4.14K $519K
HPE
Hewlett Packard Enterprise CO

Technology
9.21K
+ 10.07%
$16.1 - $21.44 $148K - $197K
101K $2.06M
AHCO
Adapt Health Corp.

Healthcare
11K
New
$8.66 - $11.53 $95K - $127K
11K $123K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
248
+ 4.6%
$210.25 - $231.86 $52.1K - $57.5K
5.63K $1.26M
PGR
Progressive Corp

Financial Services
72
+ 3.26%
$209.46 - $259.24 $15.1K - $18.7K
2.28K $579K
DAL
Delta Air Lines, Inc.

Industrials
1.95K
+ 31.8%
$37.32 - $51.8 $72.9K - $101K
8.09K $411K
RSG
Republic Services, Inc.

Industrials
527
+ 27.82%
$189.34 - $208.21 $99.8K - $110K
2.42K $486K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
901
+ 16.1%
$96.25 - $101.98 $86.7K - $91.9K
6.5K $657K
DHT
Dht Holdings, Inc.

Energy
10.4K
New
$10.25 - $12.05 $106K - $125K
10.4K $114K
XYL
Xylem Inc.

Industrials
847
+ 39.38%
$126.14 - $141.53 $107K - $120K
3K $404K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
21.8K
New
$2.48 - $5.76 $54K - $125K
21.8K $113K
FISV
Fiserv Inc

Technology
897
+ 13.22%
N/A
7.68K $961K
FDX
Fedex Corp

Industrials
945
+ 16.6%
$254.64 - $313.52 $241K - $296K
6.64K $1.82M
SUB
Ishares Short Term National Mu

ETFs
238
+ 0.47%
$104.3 - $106.3 $24.8K - $25.3K
51.1K $5.43M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
372
+ 19.41%
$201.82 - $234.36 $75.1K - $87.2K
2.29K $527K
NU
Nu Holdings Ltd.

Financial Services
7.22K
+ 51.59%
$10.71 - $15.14 $77.4K - $109K
21.2K $289K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
880
+ 6.65%
$57.32 - $62.65 $50.4K - $55.1K
14.1K $879K
SIGA
Siga Technologies Inc

Healthcare
15.3K
New
$6.74 - $11.97 $103K - $183K
15.3K $103K
DFS
Discover Financial Services

Financial Services
613
+ 37.31%
$123.41 - $144.72 $75.7K - $88.7K
2.26K $316K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.02%
$283.28 - $314.39 $283 - $314
5.72K $1.8M
FCX
Freeport Mcmoran Inc

Basic Materials
1.7K
+ 21.69%
$39.52 - $51.92 $67K - $88.1K
9.51K $474K
FTNT
Fortinet, Inc.

Technology
5
+ 0.09%
$55.39 - $77.55 $277 - $388
5.44K $421K
WELL
Welltower Inc.

Real Estate
258
+ 10.25%
$104.0 - $129.74 $26.8K - $33.5K
2.77K $355K
ECL
Ecolab Inc.

Basic Materials
187
+ 7.56%
$228.86 - $255.76 $42.8K - $47.8K
2.66K $679K
EFA
Ishares Tr Msci Eafe ETF

ETFs
20
+ 0.12%
$75.32 - $84.37 $1.51K - $1.69K
16.7K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
55
+ 1.05%
$173.36 - $189.8 $9.53K - $10.4K
5.3K $1.01M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
392
+ 9.6%
$53.53 - $71.86 $21K - $28.2K
4.47K $314K
VGT
Vanguard Information Technolog

ETFs
102
+ 4.29%
$514.43 - $606.85 $52.5K - $61.9K
2.48K $1.45M
MSTR
Microstrategy Inc

Technology
2.21K
+ 920.83%
$114.3 - $1800.09 $253K - $3.98M
2.45K $413K
DUK
Duke Energy Corp

Utilities
398
+ 17.57%
$99.35 - $117.71 $39.5K - $46.8K
2.66K $307K
EMB
Ishares Tr

ETFs
222
+ 1.98%
$87.75 - $93.74 $19.5K - $20.8K
11.4K $1.07M
Activity Summary
Buys All Purchases 328 New Holdings 52 Increased Positions 276 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 5
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