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
OMC
Omnicom Group Inc.

Communication Services
3.38K
+ 5.89%
$85.82 - $105.47 $290K - $356K
60.7K $5.22M
AMGN
Amgen Inc

Healthcare
329
+ 2.53%
$258.78 - $328.31 $85.1K - $108K
13.3K $3.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.12K
+ 2.06%
$44.04 - $49.49 $225K - $253K
254K $11.2M
LLY
Eli Lilly & CO

Healthcare
92
+ 1.27%
$727.2 - $932.06 $66.9K - $85.7K
7.36K $5.68M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25.2K
+ 4.47%
$26.63 - $30.23 $670K - $761K
588K $15.7M
FEM
First Trust Emerging Markets A

ETFs
13.8K
+ 2.48%
$22.03 - $24.21 $303K - $333K
569K $12.5M
HPQ
Hp Inc

Technology
18.6K
+ 4.33%
$32.46 - $39.3 $602K - $729K
447K $14.6M
MCHP
Microchip Technology Inc

Technology
2.38K
+ 5.76%
$55.51 - $79.05 $132K - $188K
43.8K $2.51M
AMD
Advanced Micro Devices Inc

Technology
177
+ 0.85%
$118.88 - $172.8 $21K - $30.6K
21.1K $2.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
432K
+ 108.65%
$18.41 - $40.87 $7.95M - $17.6M
829K $15.3M
AMAT
Applied Materials Inc

Technology
7.35K
+ 12.26%
$161.44 - $213.89 $1.19M - $1.57M
67.3K $11M
VNQI
Vanguard Global Ex U.S. Real

ETFs
24.2K
+ 7.98%
$39.22 - $47.52 $951K - $1.15M
328K $13M
CI
Cigna Corp

Healthcare
1.05K
+ 4.61%
$265.59 - $358.58 $279K - $377K
23.8K $6.58M
SCHC
Schwab Strategic Tr Intl Small

ETFs
29.6K
+ 5.29%
$33.93 - $38.37 $1.01M - $1.14M
590K $20.2M
VTV
Vanguard Value ETF

ETFs
430
+ 0.15%
$168.32 - $181.87 $72.4K - $78.2K
284K $48.2M
DFIV
Dimensional ETF Tr

ETFs
79.8K
+ 4.53%
$34.86 - $37.97 $2.78M - $3.03M
1.84M $65.2M
LEN
Lennar Corp

Consumer Cyclical
1.18K
+ 2.98%
$136.2 - $188.96 $161K - $223K
40.9K $5.57M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.8K
+ 2.01%
$75.65 - $83.47 $439K - $484K
295K $22.5M
CARR
Carrier Global Corp

Industrials
7.1K
+ 3.58%
$66.69 - $82.65 $474K - $587K
206K $14M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.23K
+ 1.98%
$114.08 - $125.68 $483K - $532K
218K $24.9M
PHM
Pultegroup Inc

Consumer Cyclical
3.28K
+ 4.76%
$108.86 - $149.04 $357K - $488K
72.1K $7.85M
ACGL
Arch Capital Group Ltd.

Financial Services
6.66K
+ 3.5%
$88.71 - $114.86 $591K - $765K
197K $18.2M
NVR
Nvr Inc

Consumer Cyclical
34
+ 1.44%
$8101.21 - $9940.51 $275K - $338K
2.4K $19.6M
EFV
Msci Eafe Value ETF

ETFs
69K
+ 4.35%
$51.78 - $57.15 $3.57M - $3.94M
1.65M $86.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
161K
+ 5.93%
$37.12 - $41.23 $5.99M - $6.65M
2.88M $107M
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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