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
FEM
First Trust Emerging Markets A

ETFs
33.1K
+ 5.78%
$19.94 - $24.69 $660K - $818K
606K $14.9M
APO
Apollo Global Management, Inc.

Financial Services
11.1K
+ 25.38%
$108.68 - $145.07 $1.2M - $1.61M
54.7K $7.76M
AMD
Advanced Micro Devices Inc

Technology
4.72K
+ 18.81%
$78.21 - $143.81 $369K - $679K
29.8K $4.23M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.33K
+ 10.9%
$108.06 - $135.3 $684K - $857K
64.4K $8.72M
VB
Vanguard Small Cap ETF

ETFs
3.41K
+ 6.41%
$193.73 - $237.37 $660K - $808K
56.6K $13.4M
EWX
Spdr S&P Emerging Markets Smal

ETFs
9.02K
+ 4.87%
$49.89 - $62.13 $450K - $560K
194K $12M
SCHW
Schwab Charles Corp

Financial Services
62
+ 0.05%
$69.06 - $91.24 $4.28K - $5.66K
119K $10.9M
CMI
Cummins Inc

Industrials
3.29K
+ 10.09%
$267.12 - $336.65 $878K - $1.11M
35.9K $11.7M
VV
Vanguard Large Cap ETF

ETFs
22
+ 0.04%
$228.25 - $285.3 $5.02K - $6.28K
53.5K $15.3M
BK
Bank Of New York Mellon Corp

Financial Services
6.04K
+ 4.77%
$73.31 - $91.62 $443K - $553K
133K $12.1M
IEFA
Ishares Tr

ETFs
14.8K
+ 56.25%
$67.83 - $84.09 $1M - $1.24M
41.1K $3.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.9K
+ 84.46%
$82.96 - $110.1 $903K - $1.2M
23.8K $2.62M
AXP
American Express CO

Financial Services
2.04K
+ 13.22%
$231.39 - $318.98 $471K - $650K
17.4K $5.56M
CAT
Caterpillar Inc

Industrials
1.44K
+ 11.18%
$273.94 - $388.21 $394K - $559K
14.3K $5.56M
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 1.67%
$498.8 - $620.9 $154K - $192K
18.8K $11.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.32K
+ 19.88%
$141.37 - $228.57 $328K - $530K
14K $3.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.2K
+ 36.18%
$22.27 - $29.21 $651K - $854K
110K $3.21M
RTX
Raytheon Technologies Corp

Industrials
5.09K
+ 15.4%
$113.75 - $148.48 $579K - $755K
38.1K $5.56M
FTSL
First Trust Senior Ln Fund

ETFs
25.2K
+ 19.23%
$44.58 - $46.07 $1.12M - $1.16M
156K $7.17M
VO
Vanguard Mid Cap ETF

ETFs
3.94K
+ 126.4%
$228.54 - $279.83 $901K - $1.1M
7.06K $1.98M
HYD
Vaneck High Yield Muni ETF

ETFs
24.7K
+ 21.91%
$49.08 - $51.35 $1.21M - $1.27M
137K $6.9M
ETN
Eaton Corp PLC

Industrials
1.68K
+ 26.99%
$246.52 - $356.99 $413K - $598K
7.89K $2.82M
PLTR
Palantir Technologies Inc.

Technology
2.9K
+ 21.69%
$74.01 - $144.25 $214K - $418K
16.3K $2.22M
GLW
Corning Inc

Technology
3.06K
+ 2.27%
$39.07 - $52.59 $120K - $161K
138K $7.24M
RMD
Resmed Inc

Healthcare
1.03K
+ 4.33%
$204.54 - $258.0 $210K - $264K
24.7K $6.37M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.9K
+ 8.5%
$141.87 - $164.49 $695K - $806K
62.6K $10.3M
GE
General Electric CO

Industrials
751
+ 5.22%
$166.81 - $257.39 $125K - $193K
15.2K $3.9M
GS
Goldman Sachs Group Inc

Financial Services
888
+ 40.05%
$462.22 - $707.75 $410K - $628K
3.11K $2.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
41.7K
+ 3.87%
$16.93 - $17.81 $706K - $742K
1.12M $19.9M
NOW
Service Now, Inc.

Technology
455
+ 22.12%
$721.65 - $1040.18 $328K - $473K
2.51K $2.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.73K
+ 16.32%
$483.48 - $539.8 $2.29M - $2.55M
33.7K $16.4M
TJX
Tjx Companies Inc

Consumer Cyclical
6.88K
+ 13.73%
$119.13 - $135.03 $820K - $929K
57K $7.04M
BA
Boeing CO

Industrials
1.9K
+ 14.09%
$136.59 - $217.51 $260K - $414K
15.4K $3.23M
MS
Morgan Stanley

Financial Services
3.77K
+ 23.58%
$99.83 - $140.86 $376K - $530K
19.7K $2.78M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.52K
+ 1.37%
$33.46 - $41.33 $118K - $145K
261K $10.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
77
+ 23.12%
$4164.15 - $5789.24 $321K - $446K
410 $2.37M
FDM
First Trust Dow Jones Select M

ETFs
7.72K
+ 25.99%
$55.48 - $71.63 $428K - $553K
37.4K $2.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.33K
+ 3.39%
$90.56 - $109.49 $302K - $365K
102K $11.1M
STT
State Street Corp

Financial Services
5.05K
+ 29.67%
$75.33 - $106.34 $381K - $537K
22.1K $2.35M
COF
Capital One Financial Corp

Financial Services
3.56K
+ 270.78%
$150.57 - $212.76 $536K - $757K
4.87K $1.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.83K
+ 16.74%
$219.76 - $276.94 $402K - $506K
12.7K $3.53M
HPE
Hewlett Packard Enterprise CO

Technology
5.74K
+ 4.71%
$12.51 - $20.45 $71.8K - $117K
128K $2.61M
BAC
Bank Of America Corp

Financial Services
1.99K
+ 1.76%
$34.39 - $47.46 $68.4K - $94.4K
115K $5.45M
GDDY
Go Daddy Inc.

Technology
4K
+ 14.81%
$162.11 - $192.36 $648K - $769K
31K $5.58M
MA
Mastercard Inc

Financial Services
1.12K
+ 20.75%
$479.92 - $590.74 $538K - $662K
6.52K $3.67M
UBER
Uber Technologies, Inc

Technology
2.7K
+ 12.51%
$64.62 - $93.3 $174K - $252K
24.3K $2.26M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.75K
+ 3.79%
$52.84 - $65.52 $145K - $180K
75.3K $4.93M
BSX
Boston Scientific Corp

Healthcare
4.69K
+ 21.53%
$89.7 - $107.41 $421K - $504K
26.5K $2.84M
MTB
M&T Bank Corp

Financial Services
316
+ 0.84%
$156.58 - $193.99 $49.5K - $61.3K
38.1K $7.4M
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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