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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7
+ 0.16%
$63.74 - $73.47 $446 - $514
4.35K $311K
GVI
Ishares Tr

ETFs
5
+ 0.26%
$103.17 - $107.43 $516 - $537
1.94K $207K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
256
+ 0.86%
$22.61 - $22.79 $5.79K - $5.83K
30K $682K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.09K
+ 5.68%
$24.59 - $27.83 $51.4K - $58.2K
38.9K $1.01M
ET
Energy Transfer LP

Energy
373
+ 1.25%
$15.43 - $16.44 $5.76K - $6.13K
30.2K $485K
Txo Partners LP
1.07K
+ 2.81%
N/A
39K $0
Bunge Global Sa
1.43K
+ 11.73%
N/A
13.6K $0
Ishares Bitcoin Trust ETF
6.21K
New
N/A
6.21K $0
Ge Vernova Inc
252
+ 20.77%
N/A
1.47K $0
Aegon LTD
14.6K
New
N/A
14.6K $0
ROM
Proshares Ultra Technology

ETFs
5
+ 0.14%
$52.25 - $77.16 $261 - $386
3.63K $243K
CDNS
Cadence Design Systems Inc

Technology
55
+ 7.53%
$246.84 - $321.11 $13.6K - $17.7K
785 $212K
LLY
Eli Lilly & CO

Healthcare
135
+ 1.89%
$772.14 - $960.02 $104K - $130K
7.27K $6.44M
MPC
Marathon Petroleum Corp

Energy
15
+ 0.5%
$158.61 - $180.75 $2.38K - $2.71K
3K $488K
MCHP
Microchip Technology Inc

Technology
4.75K
+ 12.97%
$72.0 - $95.98 $342K - $456K
41.4K $3.32M
NUE
Nucor Corp

Basic Materials
109
+ 1.59%
$137.77 - $166.14 $15K - $18.1K
6.94K $1.04M
PCAR
Paccar Inc

Industrials
20
+ 0.21%
$91.64 - $109.98 $1.83K - $2.2K
9.32K $919K
VLO
Valero Energy Corp

Energy
4
+ 0.18%
$132.81 - $163.48 $531 - $654
2.21K $298K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.2K
+ 57.83%
$128.47 - $280.94 $154K - $336K
3.26K $505K
NVO
Novo Nordisk A S

Healthcare
463
+ 7.22%
$119.07 - $145.42 $55.1K - $67.3K
6.88K $818K
PINS
Pinterest, Inc.

Communication Services
1
+ 0.01%
$28.66 - $43.51 $28.7 - $43.5
12.3K $397K
CFLT
Confluent, Inc.

Technology
20
+ 0.04%
$18.67 - $29.31 $373 - $586
50.2K $1.02M
EW
Edwards Lifesciences Corp

Healthcare
3.12K
+ 10.76%
$59.7 - $93.78 $186K - $293K
32.1K $2.12M
MCK
Mckesson Corp

Healthcare
2.98K
+ 11.89%
$479.06 - $630.38 $1.43M - $1.88M
28.1K $13.9M
AMAT
Applied Materials Inc

Technology
4.95K
+ 9.0%
$174.88 - $254.97 $866K - $1.26M
60K $12.1M
LRCX
Lam Research Corp

Technology
799
+ 12.13%
$731.56 - $1127.3 $585K - $901K
7.38K $6.03M
AVGO
Broadcom Inc.

Technology
30.2K
+ 554.59%
$136.27 - $1745.86 $4.12M - $52.7M
35.6K $6.15M
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
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