Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Purchases in Q4 2024

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
208
+ 4.1%
$90.91 - $102.21 $18.9K - $21.3K
5.28K $486K
SOXX
Ishares Semiconductor ETF

ETFs
125
+ 3.02%
$211.27 - $239.8 $26.4K - $30K
4.27K $919K
MDLZ
Mondelez International, Inc.

Consumer Defensive
965
+ 13.73%
$59.25 - $72.99 $57.2K - $70.4K
7.99K $477K
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
+ 5.83%
$87.44 - $102.5 $196K - $230K
40.7K $3.71M
BCC
Boise Cascade CO

Basic Materials
635
+ 12.08%
$118.79 - $152.5 $75.4K - $96.8K
5.89K $700K
CNC
Centene Corp

Healthcare
3.76K
+ 20.52%
$56.71 - $73.94 $213K - $278K
22.1K $1.34M
ED
Consolidated Edison Inc

Utilities
220
+ 4.74%
$88.87 - $107.38 $19.6K - $23.6K
4.86K $433K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 0.8%
$209.89 - $233.24 $9.45K - $10.5K
5.68K $1.21M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.36K
+ 0.88%
$47.26 - $48.18 $64.4K - $65.6K
156K $7.38M
ZTS
Zoetis Inc.

Healthcare
11
+ 0.67%
$162.24 - $194.42 $1.78K - $2.14K
1.66K $270K
FCX
Freeport Mcmoran Inc

Basic Materials
1.36K
+ 14.31%
$38.08 - $50.82 $51.8K - $69.2K
10.9K $414K
OSCR
Oscar Health, Inc.

Healthcare
4.84K
+ 28.24%
$13.38 - $20.63 $64.7K - $99.8K
22K $295K
HOLX
Hologic Inc

Healthcare
6.99K
+ 11.37%
$70.76 - $83.72 $494K - $585K
68.4K $4.93M
IEFA
Ishares Tr

ETFs
940
+ 5.11%
$70.06 - $77.43 $65.9K - $72.8K
19.3K $1.36M
MGM
Mgm Resorts International

Consumer Cyclical
94
+ 0.5%
$33.44 - $41.99 $3.14K - $3.95K
18.9K $656K
EMN
Eastman Chemical CO

Basic Materials
660
+ 9.66%
$90.03 - $110.64 $59.4K - $73K
7.49K $684K
GIS
General Mills Inc

Consumer Defensive
631
+ 4.83%
$62.78 - $74.62 $39.6K - $47.1K
13.7K $872K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.11K
+ 11.4%
$49.38 - $59.52 $153K - $185K
30.3K $1.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.8K
+ 81.48%
$25.74 - $53.78 $303K - $634K
26.2K $677K
PEP
Pepsico Inc

Consumer Defensive
1.9K
+ 8.75%
$151.29 - $176.1 $287K - $335K
23.6K $3.59M
DGS
Wisdomtree Emerging Markets Sm

ETFs
950
+ 3.01%
$48.87 - $53.53 $46.4K - $50.9K
32.5K $1.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
123
+ 0.74%
$75.1 - $82.99 $9.24K - $10.2K
16.8K $1.27M
QCOM
Qualcomm Inc

Technology
167
+ 1.77%
$150.4 - $178.04 $25.1K - $29.7K
9.6K $1.47M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.99K
+ 5.96%
$40.41 - $45.12 $282K - $315K
124K $5.03M
IOT
Samsara Inc.

Technology
802
+ 2.12%
$42.67 - $56.35 $34.2K - $45.2K
38.7K $1.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
198K
+ 96.6%
$25.33 - $51.16 $5.01M - $10.1M
403K $10.4M
NKE
Nike, Inc.

Consumer Cyclical
1.45K
+ 7.51%
$73.36 - $89.13 $106K - $129K
20.7K $1.57M
SHW
Sherwin Williams CO

Basic Materials
25
+ 0.71%
$338.75 - $399.71 $8.47K - $9.99K
3.57K $1.21M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
21.6K
+ 10.46%
$27.09 - $32.06 $586K - $694K
229K $6.4M
EXPD
Expeditors International Of Washington Inc

Industrials
3.27K
+ 12.68%
$110.5 - $128.26 $361K - $419K
29K $3.21M
ORCL
Oracle Corp

Technology
1.19K
+ 1.19%
$165.41 - $192.43 $196K - $228K
101K $16.8M
NVO
Novo Nordisk A S

Healthcare
578
+ 8.41%
$85.0 - $120.04 $49.1K - $69.4K
7.45K $641K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.54K
+ 4.38%
$62.71 - $68.47 $159K - $174K
60.4K $3.8M
KO
Coca Cola CO

Consumer Defensive
2.39K
+ 6.52%
$61.74 - $71.71 $148K - $172K
39.1K $2.43M
MRK
Merck & Co., Inc.

Healthcare
2.66K
+ 7.7%
$96.31 - $114.76 $256K - $305K
37.2K $3.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.48K
+ 3.91%
$28.89 - $33.95 $129K - $152K
119K $3.45M
EFG
Msci Eafe Growth ETF

ETFs
9.33K
+ 8.64%
$96.83 - $106.88 $903K - $997K
117K $11.4M
MSFT
Microsoft Corp

Technology
3.18K
+ 1.69%
$406.35 - $454.46 $1.29M - $1.45M
191K $80.7M
FNDF
Schwab Fundamental Intl Large

ETFs
17.4K
+ 8.16%
$32.92 - $37.15 $574K - $648K
231K $7.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
474
+ 22.87%
$701.85 - $1046.91 $333K - $496K
2.55K $1.81M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
11.9K
+ 3.12%
$38.96 - $43.28 $463K - $514K
392K $15.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
74K
+ 86.93%
$22.63 - $47.53 $1.67M - $3.51M
159K $3.61M
ABBV
Abb Vie Inc.

Healthcare
6.16K
+ 7.81%
$164.99 - $203.87 $1.02M - $1.26M
85.1K $15.1M
UNH
Unitedhealth Group Inc

Healthcare
133
+ 1.96%
$485.52 - $625.25 $64.6K - $83.2K
6.92K $3.5M
SCCO
Southern Copper Corp

Basic Materials
4.81K
+ 12.43%
$91.13 - $117.95 $438K - $567K
43.5K $3.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
44.9K
+ 3.79%
$80.13 - $83.77 $3.6M - $3.76M
1.23M $98.7M
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.78K
+ 1.53%
$58.61 - $64.79 $163K - $180K
185K $10.8M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
3.79K
+ 1.73%
$34.74 - $38.36 $132K - $146K
223K $7.79M
SCHV
Schwab Strategic Tr Us Large C

ETFs
263K
+ 190.2%
$25.79 - $80.4 $6.79M - $21.2M
402K $10.5M
Activity Summary
Buys All Purchases 426 New Holdings 63 Increased Positions 363 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 2
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