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
QS
Quantum Scape Corp

Consumer Cyclical
11.3K
New
$4.15 - $6.58 $47.1K - $74.7K
11.3K $47K
LPL
Lg Display Co., Ltd.

Technology
14.2K
New
$3.08 - $3.49 $43.6K - $49.4K
14.2K $44K
APD
Air Products & Chemicals, Inc.

Basic Materials
128
+ 10.79%
$283.24 - $338.07 $36.3K - $43.3K
1.31K $387K
MLI
Mueller Industries Inc

Industrials
1.02K
+ 9.94%
$76.14 - $82.67 $77.7K - $84.3K
11.3K $858K
VLO
Valero Energy Corp

Energy
161
+ 6.96%
$121.76 - $142.99 $19.6K - $23K
2.47K $326K
SOXX
Ishares Semiconductor ETF

ETFs
836
+ 19.6%
$188.17 - $235.81 $157K - $197K
5.1K $960K
NWN
Northwest Natural Holding CO

Utilities
1
+ 0.01%
$38.31 - $42.72 $38.3 - $42.7
10.9K $466K
AMD
Advanced Micro Devices Inc

Technology
4.01K
+ 19.03%
$96.63 - $129.55 $387K - $519K
25.1K $2.58M
ASML
Asml Holding Nv

Technology
66
+ 16.42%
$662.63 - $776.99 $43.7K - $51.3K
468 $310K
VT
Vanguard Total World Stk Index

ETFs
492
+ 2.71%
$115.08 - $123.97 $56.6K - $61K
18.7K $2.17M
XYL
Xylem Inc.

Industrials
121
+ 3.7%
$114.02 - $132.04 $13.8K - $16K
3.39K $404K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
422
+ 8.78%
N/A
5.23K $291K
SCI
Service Corp International

Consumer Cyclical
263
+ 10.2%
$75.99 - $84.16 $20K - $22.1K
2.84K $227K
MHO
M/I Homes, Inc.

Consumer Cyclical
484
+ 27.18%
$113.46 - $138.33 $54.9K - $67K
2.27K $258K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
200
+ 3.3%
$100.34 - $100.68 $20.1K - $20.1K
6.25K $629K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
408
+ 1.02%
$22.42 - $23.22 $9.15K - $9.47K
40.2K $927K
PH
Parker Hannifin Corp

Industrials
225
+ 5.52%
$591.65 - $707.05 $133K - $159K
4.3K $2.61M
DISV
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.21%
$26.09 - $30.21 $444 - $514
8.09K $235K
K
Kellogg CO

Consumer Defensive
185
+ 5.96%
$81.06 - $82.9 $15K - $15.3K
3.29K $271K
F
Ford Motor CO

Consumer Cyclical
1.6K
+ 8.67%
$9.12 - $10.43 $14.6K - $16.7K
20K $200K
OXY
Occidental Petroleum Corp

Energy
360
+ 4.31%
$45.45 - $52.7 $16.4K - $19K
8.72K $430K
WIT
Wipro LTD

Technology
8.39K
+ 44.45%
$3.0 - $3.77 $25.2K - $31.6K
27.3K $83K
BKE
Buckle Inc

Consumer Cyclical
3.52K
+ 36.35%
$35.15 - $51.65 $124K - $182K
13.2K $506K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
725
+ 2.24%
$21.64 - $22.08 $15.7K - $16K
33K $714K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
666
+ 2.15%
$23.19 - $23.5 $15.4K - $15.7K
31.6K $732K
BSJR
Invesco Indx Tr

ETFs
541
+ 1.73%
$22.4 - $22.69 $12.1K - $12.3K
31.8K $713K
CATY
Cathay General Bancorp

Financial Services
2.86K
+ 11.62%
$42.27 - $48.78 $121K - $139K
27.4K $1.18M
NEE
Nextera Energy Inc

Utilities
349
+ 1.8%
$66.96 - $76.16 $23.4K - $26.6K
19.8K $1.4M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
388
+ 1.24%
$23.03 - $23.17 $8.94K - $8.99K
31.7K $731K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
158
+ 2.88%
$62.72 - $71.92 $9.91K - $11.4K
5.64K $355K
VCR
Vanguard Consumer Discretionar

ETFs
100
+ 17.57%
$318.51 - $391.75 $31.9K - $39.2K
669 $217K
GVI
Ishares Tr

ETFs
4
+ 0.21%
$103.49 - $106.02 $414 - $424
1.95K $206K
FNDA
Schwab Fundamental U S Small C

ETFs
2.61K
+ 8.85%
$26.87 - $30.99 $70K - $80.8K
32K $877K
OMI
Owens & Minor Inc

Healthcare
11.8K
+ 45.34%
$6.22 - $15.07 $73.1K - $177K
37.7K $340K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
539
+ 11.47%
$41.78 - $50.35 $22.5K - $27.1K
5.24K $224K
PRU
Prudential Financial Inc

Financial Services
309
+ 6.16%
$105.04 - $122.33 $32.5K - $37.8K
5.33K $595K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
16.1K
New
N/A
16.1K $0
PSA
Public Storage

Real Estate
1
+ 0.14%
$288.99 - $313.98 $289 - $314
738 $220K
YALL
Tidal ETF Tr God Bless Amer Et
12.6K
New
N/A
12.6K $0
Rbb Fund Trust
201K
New
N/A
201K $0
Teekay Corporation LTD
3.52K
+ 15.97%
N/A
25.5K $0
Atlassian Corporation
123
+ 10.01%
N/A
1.35K $0
Zhihu Inc
12.8K
New
N/A
12.8K $0
Arm Holdings PLC
2.6K
New
N/A
2.6K $0
Arista Networks Inc
1.22K
+ 2.72%
N/A
46.1K $0
Ge Vernova Inc
1.81K
+ 110.78%
N/A
3.44K $0
Ge Healthcare Technologies I
3.81K
New
N/A
3.81K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
16K
New
N/A
16K $0
Lithium Amers Corp New
10K
New
N/A
10K $0
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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