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
SANM
Sanmina Corp

Technology
1.91K
+ 15.73%
$73.38 - $90.52 $140K - $173K
14K $1.07M
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.5K
New
$14.28 - $14.97 $150K - $157K
10.5K $149K
NWBI
Northwest Bancshares, Inc.

Financial Services
12.2K
New
$11.78 - $13.39 $143K - $163K
12.2K $146K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.05K
+ 18.23%
$114.57 - $118.14 $120K - $124K
6.8K $803K
ANGO
Angiodynamics Inc

Healthcare
14.8K
New
$8.37 - $12.94 $124K - $191K
14.8K $138K
MKL
Markel Corp

Financial Services
54
+ 21.34%
$1660.14 - $2059.83 $89.6K - $111K
307 $573K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.1K
New
$11.66 - $14.98 $117K - $151K
10.1K $137K
FDN
First Tr Fd Dow Jones

ETFs
699
+ 69.14%
$221.38 - $266.86 $155K - $187K
1.71K $379K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.9K
+ 3.7%
$19.43 - $19.62 $115K - $116K
165K $3.24M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.81K
+ 3.15%
$20.05 - $20.4 $96.4K - $98.1K
157K $3.2M
IWM
Ishares Russell 2000 ETF

ETFs
1.55K
+ 17.79%
$198.1 - $229.79 $307K - $356K
10.3K $2.05M
CMS
Cms Energy Corp

Utilities
1.23K
+ 38.79%
$64.99 - $75.11 $80.2K - $92.7K
4.42K $331K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.59K
+ 3.46%
$19.42 - $19.54 $108K - $109K
167K $3.25M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
711
+ 12.67%
$128.74 - $138.67 $91.5K - $98.6K
6.32K $857K
WSR
Whitestone Reit

Real Estate
4.74K
+ 4.44%
$13.25 - $14.58 $62.9K - $69.2K
112K $1.62M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.07K
+ 3.35%
$20.64 - $20.73 $105K - $105K
156K $3.23M
CIG
Energy CO Of Minas Gerais

Utilities
59K
New
$1.71 - $1.98 $101K - $117K
59K $103K
CINF
Cincinnati Financial Corp

Financial Services
620
+ 41.06%
$133.67 - $147.81 $82.9K - $91.6K
2.13K $314K
MDLZ
Mondelez International, Inc.

Consumer Defensive
455
+ 5.69%
$56.12 - $68.15 $25.5K - $31K
8.45K $573K
CX
Cemex Sab De Cv

Basic Materials
17.2K
New
$5.36 - $6.78 $92.1K - $117K
17.2K $96K
FNDX
Schwab Fundamental U S Large C

ETFs
4.36K
+ 4.47%
$23.03 - $25.01 $100K - $109K
102K $2.41M
ECL
Ecolab Inc.

Basic Materials
149
+ 5.02%
$229.72 - $269.82 $34.2K - $40.2K
3.12K $789K
XLV
Select Sector Spdr Fund Health

ETFs
486
+ 19.51%
$137.61 - $149.68 $66.9K - $72.7K
2.98K $434K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.99K
+ 1.64%
$16.2 - $16.64 $48.4K - $49.7K
185K $3.07M
UL
Unilever PLC

Consumer Defensive
1.29K
+ 34.91%
$54.72 - $60.29 $70.4K - $77.6K
4.97K $296K
EIG
Employers Holdings, Inc.

Financial Services
1.79K
+ 17.46%
$47.46 - $52.08 $85K - $93.3K
12K $610K
IDT
Idt Corp

Communication Services
1.27K
+ 25.02%
$45.68 - $52.65 $58.2K - $67K
6.36K $326K
FBP
First Bancorp

Financial Services
3.85K
+ 23.56%
$17.43 - $21.08 $67.1K - $81.2K
20.2K $387K
PSX
Phillips 66

Energy
386
+ 10.53%
$113.93 - $131.55 $44K - $50.8K
4.05K $500K
HL
Hecla Mining CO

Basic Materials
15K
New
$5.07 - $6.37 $76.1K - $95.6K
15K $83K
CCI
Crown Castle International Corp

Real Estate
412
+ 14.46%
$84.33 - $106.39 $34.7K - $43.8K
3.26K $339K
PIPR
Piper Sandler Companies

Financial Services
867
+ 33.79%
$244.29 - $323.68 $212K - $281K
3.43K $850K
DOLE
Dole PLC

Consumer Defensive
3.35K
+ 11.38%
$12.31 - $14.86 $41.3K - $49.8K
32.8K $474K
PRDO
Perdoceo Education Corp

Consumer Defensive
3.68K
+ 28.33%
$24.21 - $29.15 $89.1K - $107K
16.7K $419K
GPOR
Gulfport Energy Corp

Energy
388
+ 30.38%
$159.2 - $196.22 $61.8K - $76.1K
1.67K $306K
AEE
Ameren Corp

Utilities
210
+ 5.01%
$86.87 - $103.67 $18.2K - $21.8K
4.41K $442K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
550
+ 12.18%
$97.38 - $104.52 $53.6K - $57.5K
5.07K $517K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.21K
+ 23.7%
$58.09 - $67.05 $70.1K - $80.9K
6.3K $378K
MUB
Ishares National Muni Bond ETF

ETFs
1.16K
+ 2.21%
$104.71 - $107.69 $121K - $125K
53.6K $5.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.9K
+ 2.4%
$196.12 - $229.48 $4.69M - $5.49M
1.02M $206M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
5.42K
+ 19.1%
$12.85 - $14.13 $69.6K - $76.5K
33.8K $457K
PFBC
Preferred Bank

Financial Services
834
+ 23.84%
$81.03 - $93.15 $67.6K - $77.7K
4.33K $362K
MCO
Moodys Corp

Financial Services
131
+ 17.68%
$437.8 - $527.48 $57.4K - $69.1K
872 $406K
AWK
American Water Works Company, Inc.

Utilities
9
+ 0.38%
$121.01 - $149.31 $1.09K - $1.34K
2.36K $347K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1K
+ 23.36%
$51.52 - $52.37 $51.5K - $52.4K
5.28K $276K
AHCO
Adapt Health Corp.

Healthcare
3.21K
+ 25.33%
$8.45 - $11.38 $27.1K - $36.5K
15.9K $172K
IVE
Ishares S&P 500 Value ETF

ETFs
282
+ 7.44%
$185.78 - $198.58 $52.4K - $56K
4.07K $775K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
388
+ 6.06%
$95.85 - $99.25 $37.2K - $38.5K
6.79K $671K
VCTR
Victory Capital Holdings, Inc.

Financial Services
1.47K
+ 30.99%
$55.84 - $70.58 $81.9K - $103K
6.2K $358K
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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