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
Aegon LTD
16.6K
New
N/A
16.6K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
1.76K
+ 6.32%
N/A
29.6K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.88K
New
N/A
3.88K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.15K
New
N/A
5.15K $0
Te Connectivity PLC
98
+ 4.2%
N/A
2.43K $0
Teekay Corporation LTD
580
+ 2.27%
N/A
26.1K $0
Ishares Bitcoin Trust ETF
5.05K
+ 39.39%
N/A
17.9K $0
Txo Partners LP
15.3K
+ 27.53%
N/A
70.8K $0
Zhihu Inc
30.4K
+ 237.61%
N/A
43.2K $0
Coreweave Inc
2.05K
New
N/A
2.05K $0
Labcorp Holdings Inc
2
+ 0.16%
N/A
1.22K $0
Linde PLC
21
+ 0.53%
N/A
3.96K $0
Aptiv PLC
3.19K
New
N/A
3.19K $0
CCI
Crown Castle International Corp

Real Estate
25
+ 0.77%
$94.83 - $107.06 $2.37K - $2.68K
3.29K $337K
NIO
Nio Inc.

Consumer Cyclical
300
+ 2.32%
$3.14 - $4.31 $942 - $1.29K
13.3K $45K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
1.48K
+ 2.26%
$4.22 - $6.0 $6.24K - $8.87K
66.9K $349K
PSX
Phillips 66

Energy
50
+ 1.23%
$92.87 - $125.73 $4.64K - $6.29K
4.1K $489K
JBLU
Jetblue Airways Corp

Industrials
29
+ 0.16%
$3.43 - $5.42 $99.5 - $157
18.7K $79K
CB
Chubb LTD

Financial Services
5
+ 0.42%
$274.32 - $302.46 $1.37K - $1.51K
1.21K $349K
OFIX
Orthofix Medical Inc.

Healthcare
3.27K
+ 32.63%
$10.35 - $16.3 $33.9K - $53.3K
13.3K $148K
BCC
Boise Cascade CO

Basic Materials
152
+ 5.74%
$83.96 - $102.07 $12.8K - $15.5K
2.8K $243K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
239
+ 9.14%
$99.37 - $134.05 $23.7K - $32K
2.86K $323K
CVCO
Cavco Industries Inc.

Consumer Cyclical
400
+ 17.3%
$396.53 - $537.62 $159K - $215K
2.71K $1.18M
ROP
Roper Technologies Inc

Industrials
17
+ 1.13%
$519.19 - $590.78 $8.83K - $10K
1.52K $862K
NWN
Northwest Natural Holding CO

Utilities
2
+ 0.02%
$39.62 - $44.11 $79.2 - $88.2
10.9K $434K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
20
+ 0.1%
$68.13 - $74.77 $1.36K - $1.5K
19.2K $1.39M
EMBC
Embecta Corp.

Healthcare
4.09K
+ 16.69%
$9.28 - $13.3 $37.9K - $54.4K
28.6K $276K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.62K
+ 1326.37%
$87.84 - $1441.89 $318K - $5.22M
3.89K $350K
ED
Consolidated Edison Inc

Utilities
254
+ 3.8%
$98.05 - $113.3 $24.9K - $28.8K
6.93K $695K
MSI
Motorola Solutions, Inc.

Technology
34
+ 0.95%
$394.72 - $440.39 $13.4K - $15K
3.6K $1.51M
EPD
Enterprise Products Partners L.P.

Energy
347
+ 1.83%
$28.95 - $34.22 $10K - $11.9K
19.4K $600K
VNQ
Vanguard Specialized Funds Van

ETFs
5.73K
+ 1.5%
$79.79 - $91.42 $458K - $524K
387K $34.5M
ELV
Elevance Health, Inc.

Healthcare
44
+ 2.48%
$372.27 - $452.69 $16.4K - $19.9K
1.82K $707K
EBF
Ennis, Inc.

Industrials
2.34K
+ 4.06%
$17.27 - $20.22 $40.5K - $47.4K
60.1K $1.09M
SLB
Schlumberger Limited

Energy
1.36K
+ 9.11%
$31.95 - $42.2 $43.5K - $57.4K
16.3K $550K
SLVM
Sylvamo Corp

Basic Materials
1.82K
+ 17.76%
$50.1 - $68.36 $91.2K - $124K
12.1K $605K
UPS
United Parcel Service Inc

Industrials
329
+ 2.46%
$91.92 - $110.2 $30.2K - $36.3K
13.7K $1.38M
OMER
Omeros Corp

Healthcare
10.5K
+ 35.0%
$3.0 - $8.01 $31.5K - $84.1K
40.5K $121K
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 3.93%
$157.66 - $172.39 $196K - $214K
32.9K $5.25M
COP
Conocophillips

Energy
1.12K
+ 6.04%
$82.66 - $106.1 $92.9K - $119K
19.7K $1.77M
WSR
Whitestone Reit

Real Estate
1.22K
+ 1.09%
$12.06 - $14.62 $14.7K - $17.8K
113K $1.41M
BKR
Baker Hughes CO

Energy
6.38K
+ 6.84%
$35.0 - $44.92 $223K - $287K
99.6K $3.82M
MCD
Mcdonalds Corp

Consumer Cyclical
225
+ 1.32%
$285.55 - $321.23 $64.2K - $72.3K
17.3K $5.06M
XOM
Exxon Mobil Corp

Energy
6.08K
+ 6.34%
$99.93 - $119.04 $608K - $724K
102K $11M
TMUS
T Mobile Us, Inc.

Communication Services
282
+ 1.13%
$220.99 - $268.54 $62.3K - $75.7K
25.3K $6.03M
CVX
Chevron Corp

Energy
2.4K
+ 5.04%
$133.73 - $168.51 $320K - $404K
50K $7.15M
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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