Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q4 2024

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

  • $3.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.18K
+ 6.42%
$24.61 - $25.12 $127K - $130K
85.8K $2.12M
XOM
Exxon Mobil Corp

Energy
6.87K
+ 10.2%
$105.51 - $125.37 $725K - $862K
74.2K $7.98M
EIG
Employers Holdings, Inc.

Financial Services
1.19K
+ 13.1%
$47.48 - $53.89 $56.4K - $64K
10.3K $525K
PRDO
Perdoceo Education Corp

Consumer Defensive
1.5K
+ 13.08%
$20.61 - $28.08 $31K - $42.2K
13K $343K
IWM
Ishares Russell 2000 ETF

ETFs
398
+ 4.79%
$216.13 - $242.4 $86K - $96.5K
8.71K $1.92M
LHX
L3 Harris Technologies, Inc.

Industrials
513
+ 56.94%
$208.94 - $264.22 $107K - $136K
1.41K $297K
CMCSA
Comcast Corp

Communication Services
9.14K
+ 14.55%
$37.39 - $45.14 $342K - $412K
71.9K $2.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.82K
+ 32.95%
$58.88 - $64.8 $107K - $118K
7.34K $432K
VCTR
Victory Capital Holdings, Inc.

Financial Services
495
+ 11.69%
$54.76 - $72.24 $27.1K - $35.8K
4.73K $309K
PCAR
Paccar Inc

Industrials
176
+ 1.89%
$97.92 - $118.41 $17.2K - $20.8K
9.5K $988K
LRN
Stride, Inc.

Consumer Defensive
113
+ 3.62%
$64.04 - $110.79 $7.24K - $12.5K
3.23K $335K
RF
Regions Financial Corp

Financial Services
2.82K
+ 22.77%
$22.45 - $27.47 $63.4K - $77.5K
15.2K $357K
WIT
Wipro LTD

Technology
18.9K
New
$3.54 - $7.24 $66.8K - $137K
18.9K $66K
PWR
Quanta Services, Inc.

Industrials
161
+ 21.64%
$296.05 - $346.6 $47.7K - $55.8K
905 $286K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.43K
+ 12.53%
$22.65 - $23.8 $100K - $106K
39.8K $905K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.47K
+ 270.63%
$27.54 - $83.04 $233K - $703K
11.6K $321K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.71K
+ 6.34%
$44.33 - $49.55 $75.9K - $84.9K
28.7K $1.29M
TMUS
T Mobile Us, Inc.

Communication Services
50
+ 1.52%
$206.1 - $246.94 $10.3K - $12.3K
3.33K $735K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
24
+ 0.01%
$41.09 - $45.94 $986 - $1.1K
254K $10.7M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
3.55K
+ 14.31%
$13.23 - $15.48 $47K - $55K
28.4K $397K
INTU
Intuit Inc

Technology
65
+ 2.87%
$602.01 - $706.25 $39.1K - $45.9K
2.33K $1.46M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1.05K
+ 27.87%
N/A
4.8K $267K
MDT
Medtronic PLC

Healthcare
1.96K
+ 20.24%
$79.61 - $92.24 $156K - $180K
11.6K $927K
IGM
Ishares Expanded Tech Sector E

ETFs
251
+ 4.92%
$94.19 - $106.95 $23.6K - $26.8K
5.35K $546K
PFBC
Preferred Bank

Financial Services
394
+ 12.69%
$78.18 - $96.73 $30.8K - $38.1K
3.5K $302K
ASC
Ardmore Shipping Corp

Industrials
10K
+ 84.58%
$11.09 - $18.59 $111K - $187K
21.9K $266K
BSCU
Invesco Exc Self Ind Tr

ETFs
9.27K
+ 5.37%
$16.32 - $16.99 $151K - $158K
182K $2.98M
HUBG
Hub Group, Inc.

Industrials
1.38K
+ 12.99%
$42.15 - $53.2 $58K - $73.2K
12K $532K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.47K
+ 1.66%
$20.6 - $20.71 $50.8K - $51.1K
151K $3.12M
CMF
Ishares California Muni Bond E

ETFs
1.23K
+ 5.06%
$56.66 - $58.1 $69.5K - $71.3K
25.5K $1.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
62.3K
+ 199.99%
$22.01 - $66.82 $1.37M - $4.17M
93.5K $2.12M
ITW
Illinois Tool Works Inc

Industrials
294
+ 9.43%
$253.56 - $278.5 $74.5K - $81.9K
3.41K $865K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
47.6K
+ 217.54%
$26.93 - $84.95 $1.28M - $4.04M
69.5K $1.9M
FISV
Fiserv Inc

Technology
375
+ 4.88%
N/A
8.06K $1.01M
BR
Broadridge Financial Solutions, Inc.

Technology
113
+ 6.05%
$209.64 - $236.44 $23.7K - $26.7K
1.98K $447K
OTIS
Otis Worldwide Corp

Industrials
3.09K
+ 14.57%
$92.57 - $106.01 $286K - $327K
24.3K $2.25M
CFB
Crossfirst Bankshares, Inc.

Financial Services
5.12K
+ 24.42%
$15.15 - $17.96 $77.5K - $91.9K
26.1K $394K
FNDB
Schwab Fundamental U S Broad M

ETFs
11.8K
+ 241.62%
$23.07 - $70.32 $272K - $830K
16.7K $388K
RS
Reliance Steel & Aluminum CO

Basic Materials
2.97K
+ 7.83%
$264.2 - $326.32 $785K - $969K
40.9K $11M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
788
+ 4.45%
$93.52 - $95.37 $73.7K - $75.2K
18.5K $1.73M
SHEL
Shell PLC

Energy
904
+ 16.09%
$60.63 - $70.23 $54.8K - $63.5K
6.52K $409K
IDXX
Idexx Laboratories Inc

Healthcare
188
+ 44.55%
$406.92 - $495.42 $76.5K - $93.1K
610 $252K
MATX
Matson, Inc.

Industrials
474
+ 14.92%
$131.18 - $167.37 $62.2K - $79.3K
3.65K $492K
MFG
Mizuho Financial Group Inc

Financial Services
5.29K
+ 30.99%
$4.05 - $5.26 $21.4K - $27.8K
22.3K $109K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.68K
+ 5.66%
$23.02 - $23.23 $38.7K - $39K
31.3K $722K
OMI
Owens & Minor Inc

Healthcare
6.61K
+ 34.23%
$11.8 - $14.78 $78K - $97.7K
25.9K $338K
IAU
Ishares Gold Trust

ETFs
802
+ 3.34%
$48.37 - $52.65 $38.8K - $42.2K
24.8K $1.23M
GPC
Genuine Parts CO

Consumer Cyclical
656
+ 34.18%
$113.11 - $143.63 $74.2K - $94.2K
2.58K $300K
SFL
Sfl Corp Ltd.

Industrials
5.61K
+ 28.67%
$9.72 - $11.76 $54.5K - $66K
25.2K $257K
Activity Summary
Buys All Purchases 426 New Holdings 63 Increased Positions 363 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 2
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