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
NU
Nu Holdings Ltd.

Financial Services
2.81K
+ 17.02%
$9.6 - $13.72 $27K - $38.5K
19.3K $264K
LLY
Eli Lilly & CO

Healthcare
887
+ 6.9%
$713.71 - $898.95 $633K - $797K
13.7K $10.7M
PINS
Pinterest, Inc.

Communication Services
883
+ 7.05%
$24.21 - $35.95 $21.4K - $31.7K
13.4K $480K
MLR
Miller Industries Inc

Consumer Cyclical
1.79K
+ 31.43%
$38.99 - $47.29 $69.9K - $84.8K
7.5K $333K
EMB
Ishares Tr

ETFs
727
+ 6.27%
$86.54 - $92.62 $62.9K - $67.3K
12.3K $1.14M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
4.32K
+ 12.78%
$12.45 - $14.96 $53.8K - $64.6K
38.1K $547K
VCTR
Victory Capital Holdings, Inc.

Financial Services
812
+ 13.11%
$51.28 - $64.94 $41.6K - $52.7K
7.01K $446K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.09%
$32.66 - $40.75 $621 - $774
21.3K $862K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
13.9K
+ 15.48%
$6.97 - $8.23 $96.7K - $114K
103K $837K
RF
Regions Financial Corp

Financial Services
2.93K
+ 29.0%
$18.34 - $23.52 $53.8K - $69K
13K $306K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.38K
+ 8.39%
$22.43 - $23.23 $75.7K - $78.4K
43.6K $1.01M
CMS
Cms Energy Corp

Utilities
1.61K
+ 36.47%
$68.57 - $75.51 $110K - $122K
6.03K $417K
ALL
Allstate Corp

Financial Services
903
+ 5.19%
$180.53 - $212.64 $163K - $192K
18.3K $3.69M
ECL
Ecolab Inc.

Basic Materials
120
+ 3.85%
$225.65 - $270.95 $27.1K - $32.5K
3.24K $871K
MPC
Marathon Petroleum Corp

Energy
107
+ 3.47%
$118.55 - $170.08 $12.7K - $18.2K
3.19K $530K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
713
+ 14.23%
$81.46 - $94.63 $58.1K - $67.5K
5.72K $541K
FBP
First Bancorp

Financial Services
1.99K
+ 9.86%
$16.84 - $21.1 $33.5K - $42K
22.2K $461K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
899
+ 17.16%
$37.77 - $48.45 $34K - $43.6K
6.14K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
124
+ 2.94%
$108.12 - $135.04 $13.4K - $16.7K
4.34K $586K
PAHC
Phibro Animal Health Corp

Healthcare
1.04K
+ 9.96%
$16.53 - $25.66 $17.3K - $26.8K
11.5K $294K
TDG
Trans Digm Group Inc

Industrials
25
+ 10.5%
$1231.75 - $1520.64 $30.8K - $38K
263 $399K
WIT
Wipro LTD

Technology
23.4K
+ 85.94%
$2.7 - $3.09 $63.3K - $72.4K
50.7K $153K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.87K
+ 31.48%
$23.54 - $27.53 $67.5K - $78.9K
12K $309K
PFBC
Preferred Bank

Financial Services
646
+ 14.91%
$75.32 - $87.67 $48.7K - $56.6K
4.98K $430K
SQ
Block, Inc.

Technology
1.17K
+ 13.07%
N/A
10.1K $579K
VCR
Vanguard Consumer Discretionar

ETFs
110
+ 16.44%
$290.42 - $364.35 $31.9K - $40.1K
779 $282K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
900
+ 14.29%
$53.93 - $61.5 $48.5K - $55.4K
7.2K $442K
CSX
Csx Corp

Industrials
381
+ 2.52%
$26.69 - $32.91 $10.2K - $12.5K
15.5K $506K
MFG
Mizuho Financial Group Inc

Financial Services
10.8K
+ 59.69%
$4.25 - $5.66 $45.8K - $61K
28.9K $160K
EOG
Eog Resources Inc

Energy
1.33K
+ 11.65%
$104.61 - $129.97 $139K - $173K
12.8K $1.53M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.42K
+ 3.44%
$18.94 - $21.67 $103K - $118K
163K $3.45M
LPL
Lg Display Co., Ltd.

Technology
16K
+ 113.11%
$2.56 - $3.57 $41K - $57.2K
30.2K $103K
SLF
Sun Life Financial Inc

Financial Services
35
+ 0.61%
$53.39 - $66.45 $1.87K - $2.33K
5.81K $386K
IOT
Samsara Inc.

Technology
396
+ 1.5%
$33.46 - $47.74 $13.3K - $18.9K
26.9K $1.07M
SYK
Stryker Corp

Healthcare
20
+ 1.04%
$337.37 - $395.63 $6.75K - $7.91K
1.94K $767K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
57
+ 4.25%
$376.48 - $440.65 $21.5K - $25.1K
1.4K $615K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
+ 14.96%
$212.1 - $244.27 $227K - $261K
8.21K $1.79M
GPOR
Gulfport Energy Corp

Energy
119
+ 7.15%
$158.62 - $206.57 $18.9K - $24.6K
1.78K $358K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.63K
+ 9.02%
$25.26 - $29.45 $41.3K - $48.1K
19.7K $550K
IWS
Ishares Russell Midcap Value E

ETFs
248
+ 10.26%
$110.58 - $132.14 $27.4K - $32.8K
2.66K $352K
PGR
Progressive Corp

Financial Services
431
+ 10.29%
$255.27 - $288.74 $110K - $124K
4.62K $1.23M
OMI
Owens & Minor Inc

Healthcare
4.82K
+ 12.79%
$6.35 - $9.16 $30.6K - $44.1K
42.5K $386K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
10K
New
$4.39 - $7.89 $43.9K - $78.9K
10K $43K
GLD
Spdr Gold Trust

ETFs
38
+ 2.06%
$273.71 - $316.29 $10.4K - $12K
1.88K $573K
SHEL
Shell PLC

Energy
866
+ 13.75%
$59.75 - $73.05 $51.7K - $63.3K
7.16K $504K
LYG
Lloyds Banking Group PLC

Financial Services
10.1K
New
$3.32 - $4.29 $33.4K - $43.2K
10.1K $42K
CALM
Cal Maine Foods Inc

Consumer Defensive
179
+ 6.65%
$90.17 - $103.07 $16.1K - $18.4K
2.87K $286K
DOLE
Dole PLC

Consumer Defensive
3.95K
+ 12.02%
$13.31 - $15.19 $52.5K - $59.9K
36.8K $514K
AKAM
Akamai Technologies Inc

Technology
429
+ 10.46%
N/A
4.53K $411K
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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