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
KEX
Kirby Corp

Industrials
4
+ 0.13%
$87.32 - $114.99 $349 - $460
3.03K $343K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
658
+ 12.59%
N/A
5.88K $328K
EXR
Extra Space Storage Inc.

Real Estate
265
+ 12.5%
$126.61 - $152.99 $33.6K - $40.5K
2.39K $351K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
903
+ 2.71%
$20.29 - $21.52 $18.3K - $19.4K
34.3K $737K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.5K
+ 19.39%
$10.59 - $11.48 $26.4K - $28.7K
15.4K $176K
DFAX
Dimensional ETF Tr
42
+ 0.41%
$23.37 - $29.39 $982 - $1.23K
10.2K $298K
EIG
Employers Holdings, Inc.

Financial Services
1.59K
+ 13.16%
$46.08 - $51.35 $73K - $81.4K
13.6K $643K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
871
+ 2.64%
$20.93 - $22.05 $18.2K - $19.2K
33.9K $747K
QS
Quantum Scape Corp

Consumer Cyclical
500
+ 4.41%
$3.47 - $7.65 $1.74K - $3.83K
11.8K $79K
PRU
Prudential Financial Inc

Financial Services
508
+ 9.53%
$95.12 - $112.71 $48.3K - $57.3K
5.84K $627K
BSJR
Invesco Indx Tr

ETFs
878
+ 2.76%
$21.81 - $22.71 $19.1K - $19.9K
32.7K $743K
K
Kellogg CO

Consumer Defensive
495
+ 15.05%
$77.85 - $82.88 $38.5K - $41K
3.78K $300K
NSC
Norfolk Southern Corp

Industrials
48
+ 5.62%
$206.34 - $257.46 $9.9K - $12.4K
902 $230K
WRB
Berkley W R Corp

Financial Services
290
+ 9.99%
$64.28 - $75.17 $18.6K - $21.8K
3.19K $234K
ANGO
Angiodynamics Inc

Healthcare
1.99K
+ 13.48%
$8.63 - $11.14 $17.2K - $22.2K
16.7K $166K
SLI
Standard Lithium Ltd.

Basic Materials
13.8K
New
$1.11 - $1.96 $15.3K - $27K
13.8K $27K
A
Agilent Technologies, Inc.

Healthcare
194
+ 5.71%
$99.29 - $120.52 $19.3K - $23.4K
3.59K $424K
DHS
Wisdomtree Tr U.S

ETFs
608
+ 5.7%
$87.71 - $98.37 $53.3K - $59.8K
11.3K $1.08M
DPZ
Dominos Pizza Inc

Consumer Cyclical
65
+ 14.38%
$430.72 - $497.52 $28K - $32.3K
517 $232K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
215
+ 11.7%
$421.16 - $509.5 $90.5K - $110K
2.05K $913K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
763
+ 2.42%
$22.66 - $23.41 $17.3K - $17.9K
32.4K $754K
ICLN
Ishares

ETFs
10
+ 0.08%
$10.56 - $13.31 $106 - $133
13K $170K
F
Ford Motor CO

Consumer Cyclical
312
+ 1.56%
$8.69 - $10.85 $2.71K - $3.39K
20.3K $220K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.01K
+ 25.38%
$73.86 - $108.74 $74.5K - $110K
4.98K $407K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
788
+ 2.48%
$22.87 - $23.14 $18K - $18.2K
32.5K $749K
UFPI
Ufp Industries Inc

Basic Materials
690
+ 10.51%
$94.93 - $109.1 $65.5K - $75.3K
7.26K $720K
AEP
American Electric Power CO Inc

Utilities
478
+ 7.85%
$98.59 - $109.11 $47.1K - $52.2K
6.57K $681K
LZB
La Z Boy Inc

Consumer Cyclical
652
+ 12.68%
$35.67 - $44.28 $23.3K - $28.9K
5.79K $215K
MHO
M/I Homes, Inc.

Consumer Cyclical
178
+ 7.86%
$103.9 - $115.72 $18.5K - $20.6K
2.44K $273K
CGTX
Cognition Therapeutics Inc

Healthcare
48K
New
$0.24 - $0.45 $11.5K - $21.6K
48K $14K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
90
+ 2.38%
$67.03 - $80.35 $6.03K - $7.23K
3.88K $309K
NVO
Novo Nordisk A S

Healthcare
232
+ 3.55%
$58.08 - $81.05 $13.5K - $18.8K
6.76K $466K
MD
Mednax, Inc.

Healthcare
950
+ 8.67%
$12.0 - $15.17 $11.4K - $14.4K
11.9K $170K
MGRC
Mcgrath Rentcorp

Industrials
5
+ 0.22%
$101.45 - $118.14 $507 - $591
2.31K $267K
DOV
Dover Corp

Industrials
2
+ 0.16%
$151.14 - $186.7 $302 - $373
1.22K $224K
ZTS
Zoetis Inc.

Healthcare
383
+ 6.69%
$144.41 - $170.3 $55.3K - $65.2K
6.11K $952K
AHCO
Adapt Health Corp.

Healthcare
3.44K
+ 21.65%
$7.33 - $10.82 $25.2K - $37.2K
19.3K $182K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
114
+ 2.85%
$51.1 - $53.29 $5.83K - $6.08K
4.12K $219K
GPC
Genuine Parts CO

Consumer Cyclical
24
+ 1.31%
$105.54 - $129.09 $2.53K - $3.1K
1.86K $225K
LOW
Lowes Companies Inc

Consumer Cyclical
513
+ 5.32%
$210.83 - $235.28 $108K - $121K
10.2K $2.25M
TSLL
Direxion Shs ETF Tr Daily Tsla
13.5K
New
N/A
13.5K $0
Volatility Shs Tr
5.12K
New
N/A
5.12K $0
Loar Holdings Inc
33.7K
New
N/A
33.7K $0
Atlassian Corporation
196
+ 14.5%
N/A
1.55K $0
Maplebear Inc
4.91K
New
N/A
4.91K $0
Arista Networks Inc
2.32K
+ 5.02%
N/A
48.4K $0
DRS
Leonardo Drs, Inc.
4.46K
New
N/A
4.46K $0
Ge Vernova Inc
542
+ 15.76%
N/A
3.98K $0
Fidelis Insurance Holdings L
10.4K
New
N/A
10.4K $0
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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