Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions 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
NVDA
Nvidia Corp

Technology
219K
+ 24.84%
$94.31 - $157.99 $20.6M - $34.6M
1.1M $174M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.4K
+ 1.11%
$180.84 - $240.32 $2.06M - $2.73M
1.03M $248M
MSFT
Microsoft Corp

Technology
9.57K
+ 4.81%
$354.56 - $497.45 $3.39M - $4.76M
209K $104M
DUHP
Dimensional ETF Tr Dimensional

ETFs
636K
+ 867.42%
$29.36 - $35.56 $18.7M - $22.6M
709K $25.2M
META
Meta Platforms, Inc.

Communication Services
5.77K
+ 6.86%
$484.66 - $738.09 $2.8M - $4.26M
89.8K $66.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
138K
+ 4.32%
$35.9 - $43.76 $4.95M - $6.03M
3.33M $144M
EFV
Msci Eafe Value ETF

ETFs
105K
+ 6.12%
$52.4 - $64.65 $5.49M - $6.78M
1.82M $115M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
206K
+ 5.32%
$49.57 - $50.27 $10.2M - $10.4M
4.08M $205M
AAPL
Apple Inc.

Technology
97.4K
+ 19.67%
$172.42 - $223.89 $16.8M - $21.8M
592K $122M
VTV
Vanguard Value ETF

ETFs
57.3K
+ 19.56%
$153.67 - $176.74 $8.8M - $10.1M
350K $61.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
378K
+ 53.04%
$19.6 - $24.44 $7.41M - $9.24M
1.09M $26.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.46K
+ 7.06%
$496.48 - $617.85 $3.21M - $3.99M
98K $60.5M
AMZN
Amazon Com Inc

Consumer Cyclical
12.6K
+ 6.31%
$167.32 - $223.3 $2.12M - $2.82M
213K $46.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
85.8K
+ 3.95%
$77.94 - $79.5 $6.69M - $6.82M
2.26M $179M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
36.5K
+ 51.5%
$134.25 - $172.52 $4.91M - $6.31M
108K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
40.9K
+ 4.7%
$45.65 - $57.01 $1.87M - $2.33M
910K $51.9M
AVDV
American Centy ETF Tr Avantis

ETFs
19.8K
+ 3.54%
$61.76 - $79.32 $1.22M - $1.57M
579K $45.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
57K
+ 8.87%
$32.41 - $42.59 $1.85M - $2.43M
699K $29.8M
TSLA
Tesla, Inc.

Consumer Cyclical
9.99K
+ 16.95%
$221.86 - $362.89 $2.22M - $3.62M
68.9K $21.9M
IWC
Russell Micro Cap ETF

ETFs
32.1K
+ 28.05%
$97.43 - $127.66 $3.13M - $4.1M
146K $18.7M
NFLX
Netflix Inc

Communication Services
1.3K
+ 13.82%
$855.86 - $1339.13 $1.11M - $1.73M
10.7K $14.3M
WMT
Walmart Inc.

Consumer Defensive
35.1K
+ 18.32%
$81.79 - $99.98 $2.87M - $3.51M
227K $22.2M
JPM
Jpmorgan Chase & CO

Financial Services
6.88K
+ 11.18%
$210.28 - $289.91 $1.45M - $1.99M
68.4K $19.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
39.3K
+ 3.14%
$79.56 - $82.92 $3.13M - $3.26M
1.29M $107M
SJNK
Spdr Bloomberg Short Term High

ETFs
141K
+ 4.7%
$24.12 - $25.48 $3.4M - $3.6M
3.15M $80.1M
AVUV
American Centy ETF Tr Avantis

ETFs
36.5K
+ 12.45%
$75.17 - $91.21 $2.75M - $3.33M
330K $30.1M
CSCO
Cisco Systems, Inc.

Technology
14.5K
+ 3.49%
$53.19 - $69.38 $771K - $1.01M
430K $29.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
34.1K
+ 3.84%
$44.8 - $53.97 $1.53M - $1.84M
922K $49.8M
IBM
International Business Machines Corp

Technology
4.12K
+ 9.29%
$221.03 - $294.78 $911K - $1.22M
48.5K $14.3M
IEMG
Ishares Inc

ETFs
59.9K
+ 3.53%
N/A
1.76M $94.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
21.3K
+ 6.05%
$37.77 - $46.15 $806K - $985K
374K $17.3M
VBR
Vanguard Small Cap Value ETF

ETFs
9.48K
+ 7.69%
$162.76 - $195.77 $1.54M - $1.85M
133K $25.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.5K
+ 3.75%
$273.67 - $366.17 $409K - $548K
41.4K $15.2M
UAL
United Airlines Holdings, Inc.

Industrials
26.3K
+ 57.31%
$56.15 - $84.23 $1.48M - $2.22M
72.2K $5.75M
GOOGL
Alphabet Inc.

Communication Services
5.54K
+ 7.82%
$144.7 - $178.6 $802K - $990K
76.4K $13.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21.3K
+ 21.26%
$57.41 - $74.81 $1.23M - $1.6M
122K $9.05M
COST
Costco Wholesale Corp

Consumer Defensive
1.11K
+ 3.66%
$908.13 - $1056.85 $1.01M - $1.17M
31.3K $31M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.3K
+ 6.11%
$52.31 - $63.72 $956K - $1.16M
318K $20.2M
MGC
Vanguard Mega Cap ETF

ETFs
1.99K
+ 2.82%
$179.23 - $224.92 $357K - $448K
72.7K $16.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.7K
+ 6.76%
$39.89 - $49.46 $746K - $925K
296K $14.6M
EFG
Msci Eafe Growth ETF

ETFs
3.4K
+ 2.46%
$89.8 - $112.0 $305K - $380K
141K $15.8M
VGSH
Vanguard

ETFs
32.7K
+ 3.33%
$58.32 - $58.95 $1.9M - $1.92M
1.01M $59.5M
VTI
Vanguard Total Stock Market Et

ETFs
481
+ 0.77%
$243.75 - $303.93 $117K - $146K
63.1K $19.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.51K
+ 7.39%
$456.74 - $568.03 $690K - $858K
21.9K $12.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.1K
+ 1.39%
$24.38 - $30.18 $222K - $275K
663K $20M
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 0.5%
$416.06 - $551.64 $46.6K - $61.8K
22.7K $12.5M
MU
Micron Technology Inc

Technology
14.4K
+ 449.17%
$64.72 - $127.91 $929K - $1.84M
17.6K $2.16M
ADP
Automatic Data Processing Inc

Industrials
5.48K
+ 8.45%
$276.76 - $326.81 $1.52M - $1.79M
70.3K $21.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.36K
+ 8.09%
$216.28 - $284.39 $511K - $672K
31.6K $8.98M
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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