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
SFL
Sfl Corp Ltd.

Industrials
8.79K
+ 81.5%
$10.77 - $14.04 $94.7K - $123K
19.6K $226K
MAR
Marriott International Inc

Consumer Cyclical
223
+ 7.36%
$211.35 - $255.11 $47.1K - $56.9K
3.25K $808K
TDG
Trans Digm Group Inc

Industrials
25
+ 9.36%
$1202.03 - $1427.41 $30.1K - $35.7K
292 $416K
FTV
Fortive Corp

Technology
426
+ 5.02%
$67.01 - $79.2 $28.5K - $33.7K
8.91K $702K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 15.38%
$3305.62 - $4268.05 $39.7K - $51.2K
90 $379K
MFG
Mizuho Financial Group Inc

Financial Services
17.1K
New
$3.69 - $4.62 $62.9K - $78.8K
17.1K $71K
TIP
Ishares Tr Tips Bd ETF

ETFs
375
+ 5.14%
$105.92 - $110.83 $39.7K - $41.6K
7.67K $847K
CMF
Ishares California Muni Bond E

ETFs
665
+ 2.82%
$56.65 - $58.17 $37.7K - $38.7K
24.2K $1.41M
WCN
Waste Connections, Inc.

Industrials
330
+ 15.26%
$173.92 - $186.5 $57.4K - $61.5K
2.49K $445K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.66K
+ 1.94%
$21.05 - $21.17 $56K - $56.3K
140K $2.96M
TJX
Tjx Companies Inc

Consumer Cyclical
272
+ 7.51%
$107.93 - $120.23 $29.4K - $32.7K
3.89K $457K
ORI
Old Republic International Corp

Financial Services
317
+ 3.11%
$29.89 - $35.9 $9.48K - $11.4K
10.5K $372K
DIS
Walt Disney CO

Communication Services
1.11K
+ 6.92%
$85.6 - $98.61 $95.4K - $110K
17.2K $1.65M
TK
Teekay Corp

Energy
5.92K
+ 56.95%
$7.28 - $9.39 $43.1K - $55.6K
16.3K $150K
NMR
Nomura Holdings Inc

Financial Services
10.5K
New
$4.92 - $6.31 $51.9K - $66.5K
10.5K $55K
WFC
Wells Fargo & Company

Financial Services
1.98K
+ 10.11%
$51.58 - $60.97 $102K - $120K
21.5K $1.21M
VONV
Vanguard Russell 1000 Value Et

ETFs
338
+ 9.52%
$76.07 - $83.33 $25.7K - $28.2K
3.89K $324K
RUM
Rumble Inc.

Technology
10K
New
$5.05 - $7.17 $50.5K - $71.7K
10K $53K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
11K
New
$4.52 - $5.04 $49.9K - $55.6K
11K $51K
SHEL
Shell PLC

Energy
1.17K
+ 26.41%
$65.65 - $73.28 $77.1K - $86K
5.62K $370K
CB
Chubb LTD

Financial Services
15
+ 1.11%
$252.51 - $292.2 $3.79K - $4.38K
1.37K $394K
MRK
Merck & Co., Inc.

Healthcare
3.25K
+ 10.38%
$111.15 - $128.97 $361K - $419K
34.6K $3.92M
ZTS
Zoetis Inc.

Healthcare
60
+ 3.78%
$172.58 - $196.48 $10.4K - $11.8K
1.65K $322K
BR
Broadridge Financial Solutions, Inc.

Technology
64
+ 3.55%
$196.56 - $218.55 $12.6K - $14K
1.87K $401K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
717
+ 2.24%
$21.0 - $22.04 $15.1K - $15.8K
32.7K $714K
PRU
Prudential Financial Inc

Financial Services
210
+ 4.43%
$105.53 - $127.32 $22.2K - $26.7K
4.95K $599K
CTAS
Cintas Corp

Industrials
916
+ 313.7%
$201.38 - $819.83 $184K - $751K
1.21K $248K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.36%
$391.53 - $469.81 $1.17K - $1.41K
831 $390K
XLY
Select Sector Spdr Consumer Di

ETFs
15
+ 0.85%
$170.05 - $200.86 $2.55K - $3.01K
1.78K $356K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
22
+ 0.31%
$116.79 - $133.54 $2.57K - $2.94K
7.22K $952K
TECK
Teck Resources LTD

Basic Materials
39
+ 0.5%
$43.48 - $53.4 $1.7K - $2.08K
7.77K $405K
OTLY
Oatly Group Ab

Consumer Defensive
40.9K
New
$0.85 - $1.17 $34.8K - $47.9K
40.9K $34K
APH
Amphenol Corp

Technology
630
+ 19.36%
$58.39 - $70.41 $36.8K - $44.4K
3.88K $253K
LVS
Las Vegas Sands Corp

Consumer Cyclical
33
+ 0.66%
$37.86 - $51.12 $1.25K - $1.69K
5.03K $253K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
+ 0.99%
$33.74 - $37.96 $3.64K - $4.1K
11K $413K
CSX
Csx Corp

Industrials
351
+ 2.03%
$32.48 - $35.45 $11.4K - $12.4K
17.6K $608K
VONG
Vanguard Russell 1000 Growth E

ETFs
198
+ 4.84%
$85.48 - $98.39 $16.9K - $19.5K
4.29K $413K
FNDB
Schwab Fundamental U S Broad M

ETFs
25
+ 0.51%
$64.17 - $70.37 $1.6K - $1.76K
4.89K $343K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
151
+ 1.73%
$147.95 - $191.05 $22.3K - $28.8K
8.86K $1.54M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
180
+ 0.58%
$21.49 - $22.22 $3.87K - $4K
31.4K $696K
BSJR
Invesco Indx Tr

ETFs
237
+ 0.79%
$22.08 - $22.75 $5.23K - $5.39K
30.3K $688K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
151
+ 2.98%
$49.82 - $55.29 $7.52K - $8.35K
5.22K $288K
CTRA
Coterra Energy Inc.

Energy
7.36K
+ 12.75%
$22.62 - $27.37 $167K - $202K
65.1K $1.56M
CLNE
Clean Energy Fuels Corp.

Energy
3K
+ 13.93%
$2.24 - $3.32 $6.72K - $9.96K
24.5K $76K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
223
+ 0.76%
$23.08 - $23.52 $5.15K - $5.24K
29.7K $697K
ADI
Analog Devices Inc

Technology
9
+ 0.13%
$200.56 - $243.33 $1.81K - $2.19K
6.91K $1.59M
LHX
L3 Harris Technologies, Inc.

Industrials
5
+ 0.56%
$221.96 - $243.27 $1.11K - $1.22K
901 $214K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
203
+ 0.69%
$22.94 - $23.16 $4.66K - $4.7K
29.7K $685K
INTU
Intuit Inc

Technology
138
+ 6.5%
$602.97 - $670.49 $83.2K - $92.5K
2.26K $1.4M
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
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