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
GD
General Dynamics Corp

Industrials
216
+ 3.97%
$247.68 - $291.66 $53.5K - $63K
5.66K $1.65M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.85K
+ 4.75%
$19.49 - $19.66 $153K - $154K
173K $3.4M
AMT
American Tower Corp

Real Estate
625
+ 8.53%
$203.96 - $228.19 $127K - $143K
7.95K $1.76M
MO
Altria Group, Inc.

Consumer Defensive
10.2K
+ 3.26%
$55.56 - $60.91 $566K - $620K
322K $18.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
881
+ 27.89%
$137.62 - $174.44 $121K - $154K
4.04K $660K
ALK
Alaska Air Group, Inc.

Industrials
3.18K
+ 28.13%
$41.01 - $54.88 $130K - $175K
14.5K $717K
MLI
Mueller Industries Inc

Industrials
1.52K
+ 13.49%
$68.45 - $79.6 $104K - $121K
12.8K $1.02M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.4K
New
$12.23 - $15.46 $128K - $162K
10.4K $157K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
255
+ 11.3%
$201.28 - $266.34 $51.3K - $67.9K
2.51K $669K
ACVF
ETF Opportunities Tr American

ETFs
2.63K
+ 36.35%
$38.25 - $47.16 $101K - $124K
9.86K $464K
BOX
Box Inc

Technology
461
+ 1.15%
$28.42 - $38.55 $13.1K - $17.8K
40.7K $1.39M
JNPR
Juniper Networks Inc

Technology
291
+ 0.8%
$33.93 - $39.93 $9.87K - $11.6K
36.7K $1.47M
XYL
Xylem Inc.

Industrials
875
+ 25.82%
$102.86 - $129.5 $90K - $113K
4.26K $551K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.13K
+ 4.27%
$19.44 - $19.56 $139K - $139K
174K $3.4M
ICUI
Icu Medical Inc

Healthcare
1.43K
+ 22.21%
$127.74 - $151.04 $183K - $216K
7.88K $1.04M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.5K
+ 104.71%
$10.79 - $14.14 $114K - $149K
20.6K $282K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.99K
+ 3.81%
$20.16 - $20.49 $121K - $123K
163K $3.35M
SAP
Sap Se

Technology
371
+ 42.02%
$237.53 - $309.8 $88.1K - $115K
1.25K $381K
NVS
Novartis Ag

Healthcare
762
+ 14.48%
$101.96 - $121.01 $77.7K - $92.2K
6.03K $729K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
310
+ 0.65%
$21.13 - $26.64 $6.55K - $8.26K
48.3K $1.29M
AAL
American Airlines Group Inc.

Industrials
12.6K
New
N/A
12.6K $138K
EZPW
Ezcorp Inc

Financial Services
10K
New
$12.97 - $16.38 $130K - $164K
10K $138K
PRDO
Perdoceo Education Corp

Consumer Defensive
361
+ 2.16%
$24.24 - $34.1 $8.75K - $12.3K
17K $556K
UNP
Union Pacific Corp

Industrials
849
+ 8.93%
$208.27 - $238.46 $177K - $202K
10.4K $2.38M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.74K
+ 3.34%
$18.28 - $18.7 $105K - $107K
178K $3.32M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.97K
+ 3.23%
$16.31 - $16.78 $97.4K - $100K
191K $3.2M
UL
Unilever PLC

Consumer Defensive
2.09K
+ 41.92%
$57.9 - $65.43 $121K - $136K
7.06K $431K
MMM
3 M CO

Industrials
711
+ 14.71%
$126.09 - $154.15 $89.6K - $110K
5.55K $844K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.2K
New
$7.19 - $8.75 $110K - $133K
15.2K $133K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1K
+ 23.11%
$60.22 - $80.1 $60.2K - $80.1K
5.33K $426K
IYY
Ishares Tr

ETFs
500
+ 13.23%
$120.9 - $150.87 $60.5K - $75.4K
4.28K $645K
XEL
Xcel Energy Inc

Utilities
2.91K
+ 11.64%
$65.65 - $72.39 $191K - $211K
27.9K $1.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
332
+ 2.08%
$65.84 - $80.81 $21.9K - $26.8K
16.3K $1.31M
GWW
W.W. Grainger, Inc.

Industrials
92
+ 14.49%
$919.93 - $1101.66 $84.6K - $101K
727 $756K
LAUR
Laureate Education, Inc.

Consumer Defensive
1.89K
+ 6.67%
$18.34 - $23.38 $34.7K - $44.2K
30.2K $707K
NOC
Northrop Grumman Corp

Industrials
312
+ 13.32%
$456.3 - $540.39 $142K - $169K
2.66K $1.33M
ETR
Entergy Corp

Utilities
2.34K
+ 8.21%
$79.01 - $86.61 $185K - $203K
30.9K $2.56M
BR
Broadridge Financial Solutions, Inc.

Technology
469
+ 4.83%
$217.22 - $246.25 $102K - $115K
10.2K $2.47M
IDT
Idt Corp

Communication Services
113
+ 1.78%
$46.41 - $68.62 $5.24K - $7.75K
6.47K $442K
BX
Blackstone Inc.

Financial Services
290
+ 4.0%
$120.07 - $151.11 $34.8K - $43.8K
7.54K $1.13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
898
+ 13.2%
$116.93 - $119.39 $105K - $107K
7.7K $917K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
559
+ 9.91%
$57.46 - $75.58 $32.1K - $42.2K
6.2K $468K
WCN
Waste Connections, Inc.

Industrials
747
+ 22.75%
$183.26 - $199.95 $137K - $149K
4.03K $752K
PAYX
Paychex Inc

Industrials
4.85K
+ 7.22%
$137.01 - $159.78 $665K - $775K
72.1K $10.5M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
354
+ 26.84%
$160.22 - $209.35 $56.7K - $74.1K
1.67K $350K
VXF
Vanguard Extended Market ETF

ETFs
246
+ 7.99%
$150.43 - $192.71 $37K - $47.4K
3.32K $640K
LRN
Stride, Inc.

Consumer Defensive
207
+ 5.03%
$124.45 - $160.72 $25.8K - $33.3K
4.32K $627K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.3K
+ 28.41%
$25.93 - $32.91 $59.6K - $75.6K
10.4K $341K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.99K
+ 3.19%
$20.66 - $20.74 $103K - $103K
161K $3.33M
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
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email