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
CIG
Energy CO Of Minas Gerais

Utilities
111K
+ 188.84%
$1.62 - $1.96 $180K - $218K
170K $333K
KHC
Kraft Heinz CO

Consumer Defensive
8.92K
New
$25.61 - $30.81 $228K - $275K
8.92K $230K
SE
Sea LTD

Consumer Cyclical
1.43K
New
$105.57 - $170.4 $151K - $244K
1.43K $229K
RBLX
Roblox Corp

Communication Services
2.18K
New
$51.22 - $105.59 $112K - $231K
2.18K $229K
FOXA
Fox Corp

Communication Services
4.14K
+ 115.79%
$47.21 - $57.04 $195K - $236K
7.71K $431K
PEGA
Pegasystems Inc

Technology
4.2K
New
$49.95 - $103.29 $210K - $433K
4.2K $227K
LDOS
Leidos Holdings, Inc.

Technology
1.43K
New
$132.9 - $160.3 $190K - $229K
1.43K $225K
BHP
Bhp Group LTD

Basic Materials
4.67K
New
$40.22 - $50.88 $188K - $237K
4.67K $224K
SNOW
Snowflake Inc.

Technology
1K
New
$130.53 - $223.77 $131K - $224K
1K $223K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.27K
+ 82.04%
$118.81 - $151.28 $150K - $191K
2.81K $424K
FOUR
Shift4 Payments, Inc.

Technology
2.25K
New
$72.5 - $99.11 $163K - $223K
2.25K $222K
RL
Ralph Lauren Corp

Consumer Cyclical
808
New
$182.34 - $286.22 $147K - $231K
808 $221K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5K
New
$30.7 - $44.12 $154K - $221K
5K $217K
CRDO
Credo Technology Group Holding LTD

Technology
2.35K
New
$33.3 - $95.05 $78.3K - $223K
2.35K $217K
KNSL
Kinsale Capital Group, Inc.

Financial Services
450
New
$419.99 - $501.97 $189K - $226K
450 $217K
SMR
Nuscale Power Corp

Industrials
5.47K
New
$12.6 - $43.24 $69K - $237K
5.47K $216K
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.66K
New
$52.21 - $67.1 $191K - $246K
3.66K $214K
KO
Coca Cola CO

Consumer Defensive
3.63K
+ 7.25%
$68.37 - $73.9 $248K - $268K
53.7K $3.8M
STE
Steris PLC

Healthcare
893
New
$208.55 - $252.55 $186K - $226K
893 $214K
AMP
Ameriprise Financial Inc

Financial Services
331
+ 44.73%
$422.19 - $533.73 $140K - $177K
1.07K $571K
SHW
Sherwin Williams CO

Basic Materials
687
+ 16.99%
$313.51 - $363.51 $215K - $250K
4.73K $1.62M
NMIH
Nmi Holdings, Inc.

Financial Services
5.05K
New
$32.79 - $42.24 $166K - $213K
5.05K $212K
EFA
Ishares Tr Msci Eafe ETF

ETFs
846
+ 4.84%
$72.96 - $90.39 $61.7K - $76.5K
18.3K $1.64M
ONB
Old National Bancorp

Financial Services
9.8K
New
$17.95 - $22.57 $176K - $221K
9.8K $209K
HSII
Heidrick & Struggles International Inc

Industrials
4.55K
New
$37.18 - $45.76 $169K - $208K
4.55K $208K
FSS
Federal Signal Corp

Industrials
1.96K
New
$69.23 - $106.42 $136K - $208K
1.96K $208K
AZN
Astrazeneca PLC

Healthcare
3.17K
+ 82.47%
$64.87 - $75.0 $206K - $238K
7.02K $490K
AVY
Avery Dennison Corp

Industrials
1.18K
New
$159.58 - $183.97 $188K - $217K
1.18K $207K
AX
Axos Financial, Inc.

Financial Services
2.73K
New
$56.36 - $76.85 $154K - $210K
2.73K $207K
DBX
Dropbox, Inc.

Technology
7.21K
New
$25.42 - $29.7 $183K - $214K
7.21K $206K
UVE
Universal Insurance Holdings, Inc.

Financial Services
7.42K
New
$21.25 - $28.47 $158K - $211K
7.42K $205K
TT
Trane Technologies PLC

Industrials
133
+ 9.1%
$315.21 - $437.41 $41.9K - $58.2K
1.59K $697K
IDXX
Idexx Laboratories Inc

Healthcare
381
New
$361.04 - $536.34 $138K - $204K
381 $204K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.94K
New
$55.13 - $75.25 $162K - $221K
2.94K $201K
MEOH
Methanex Corp

Basic Materials
6.05K
New
$25.87 - $37.31 $157K - $226K
6.05K $200K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.23K
+ 31.25%
$82.51 - $109.2 $102K - $135K
5.18K $565K
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 25.33%
$1794.73 - $2613.63 $68.2K - $99.3K
188 $491K
SEIC
Sei Investments CO

Financial Services
1.65K
+ 39.31%
$66.45 - $89.86 $109K - $148K
5.83K $523K
IWN
Ishares Russell2000 Val ETF

ETFs
564
+ 3.47%
$131.84 - $157.76 $74.4K - $89K
16.8K $2.65M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.47K
+ 2.55%
$47.02 - $47.83 $163K - $166K
140K $6.68M
BSCV
Invesco ETF Self Indexed Fd Tr
9.56K
+ 5.45%
$15.97 - $16.53 $153K - $158K
185K $3.06M
BKE
Buckle Inc

Consumer Cyclical
2.05K
+ 15.55%
$33.77 - $45.57 $69.4K - $93.6K
15.3K $692K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.68K
+ 9.12%
$89.58 - $95.01 $151K - $160K
20.1K $1.91M
CMCSA
Comcast Corp

Communication Services
5.89K
+ 25.93%
$32.84 - $36.72 $193K - $216K
28.6K $1.02M
OEF
Ishares S&P 100 ETF

ETFs
673
New
N/A
673 $179K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 15.11%
$24.32 - $27.87 $255K - $292K
79.8K $2.12M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.01K
+ 19.79%
$70.54 - $93.95 $71.2K - $94.9K
6.11K $574K
CX
Cemex Sab De Cv

Basic Materials
21.8K
+ 126.91%
$5.02 - $7.19 $110K - $157K
39K $270K
TRMB
Trimble Inc.

Technology
1.53K
+ 29.51%
$55.12 - $75.98 $84.3K - $116K
6.71K $509K
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
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