Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions in Q1 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
65.1K
+ 11.06%
$25.81 - $28.52 $1.68M - $1.86M
654K $18M
DUK
Duke Energy Corp

Utilities
18.5K
+ 448.63%
$105.87 - $121.97 $1.96M - $2.25M
22.6K $2.76M
GE
General Electric CO

Industrials
10.2K
+ 240.99%
$168.59 - $212.13 $1.72M - $2.16M
14.4K $2.88M
SO
Southern CO

Utilities
22K
+ 530.41%
$80.96 - $92.96 $1.78M - $2.05M
26.2K $2.41M
VGT
Vanguard Information Technolog

ETFs
4.06K
+ 149.3%
$542.38 - $646.34 $2.2M - $2.63M
6.79K $3.68M
BR
Broadridge Financial Solutions, Inc.

Technology
7.73K
+ 390.51%
$221.46 - $244.83 $1.71M - $1.89M
9.71K $2.35M
ABT
Abbott Laboratories

Healthcare
10.5K
+ 54.32%
$111.1 - $140.22 $1.16M - $1.47M
29.8K $3.95M
AXP
American Express CO

Financial Services
7.39K
+ 92.2%
$255.39 - $325.87 $1.89M - $2.41M
15.4K $4.15M
SCHW
Schwab Charles Corp

Financial Services
14.4K
+ 13.72%
$71.24 - $83.64 $1.02M - $1.2M
119K $9.33M
KMI
Kinder Morgan, Inc.

Energy
54K
+ 252.49%
$26.1 - $31.22 $1.41M - $1.69M
75.4K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
8.34K
+ 15.38%
$271.18 - $303.12 $2.26M - $2.53M
62.6K $17.2M
VNQ
Vanguard Specialized Funds Van

ETFs
9.38K
+ 2.52%
$85.55 - $94.34 $802K - $884K
381K $34.5M
VGSH
Vanguard

ETFs
15.3K
+ 1.58%
$58.07 - $58.69 $887K - $897K
980K $57.5M
MCD
Mcdonalds Corp

Consumer Cyclical
3.37K
+ 24.58%
$279.74 - $321.29 $944K - $1.08M
17.1K $5.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.7K
+ 8.95%
$42.5 - $46.71 $967K - $1.06M
277K $12.5M
AMT
American Tower Corp

Real Estate
5.81K
+ 383.25%
$173.46 - $217.6 $1.01M - $1.26M
7.33K $1.59M
UNP
Union Pacific Corp

Industrials
5.36K
+ 129.25%
$225.21 - $254.42 $1.21M - $1.36M
9.51K $2.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
24.7K
+ 7.53%
$38.22 - $41.19 $945K - $1.02M
353K $14.3M
WMB
Williams Companies, Inc.

Energy
20.3K
+ 290.25%
$54.02 - $61.09 $1.1M - $1.24M
27.3K $1.63M
FIS
Fidelity National Information Services, Inc.

Technology
17K
+ 514.99%
$68.12 - $83.42 $1.16M - $1.42M
20.3K $1.52M
BSX
Boston Scientific Corp

Healthcare
10.1K
+ 85.99%
$89.38 - $106.18 $900K - $1.07M
21.8K $2.2M
KO
Coca Cola CO

Consumer Defensive
11K
+ 28.06%
$60.81 - $72.32 $667K - $793K
50.1K $3.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
247
+ 287.21%
$4295.4 - $5141.88 $1.06M - $1.27M
333 $1.53M
MGV
Vanguard Mega Cap Value

ETFs
5.29K
+ 5.49%
$123.61 - $133.01 $654K - $704K
102K $13.1M
VZ
Verizon Communications Inc

Communication Services
20.7K
+ 115.42%
$37.81 - $46.49 $782K - $962K
38.6K $1.75M
QCOM
Qualcomm Inc

Technology
6.29K
+ 65.58%
$151.94 - $175.86 $956K - $1.11M
15.9K $2.44M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.11K
+ 11.85%
$156.61 - $168.02 $957K - $1.03M
57.7K $9.26M
BAC
Bank Of America Corp

Financial Services
25.7K
+ 29.33%
$39.61 - $47.74 $1.02M - $1.23M
113K $4.72M
PGR
Progressive Corp

Financial Services
2.64K
+ 170.85%
$235.61 - $291.22 $623K - $770K
4.19K $1.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.2K
+ 16.8%
$237.72 - $276.98 $999K - $1.16M
29.2K $7.14M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
844
+ 0.38%
$34.34 - $38.51 $29K - $32.5K
224K $8.58M
PG
Procter & Gamble CO

Consumer Defensive
3.95K
+ 14.26%
$158.56 - $176.26 $627K - $697K
31.7K $5.4M
UBER
Uber Technologies, Inc

Technology
7.85K
+ 57.25%
$63.17 - $81.49 $496K - $640K
21.6K $1.57M
ACN
Accenture PLC

Technology
3.54K
+ 38.49%
$300.91 - $398.25 $1.06M - $1.41M
12.7K $3.97M
CL
Colgate Palmolive CO

Consumer Defensive
7.21K
+ 59.21%
$85.68 - $97.5 $618K - $703K
19.4K $1.82M
DAL
Delta Air Lines, Inc.

Industrials
20.1K
+ 204.77%
$43.6 - $69.06 $877K - $1.39M
29.9K $1.3M
WEC
Wec Energy Group, Inc.

Utilities
1.61K
+ 4.55%
$92.12 - $108.98 $149K - $176K
37.1K $4.04M
ZTS
Zoetis Inc.

Healthcare
4.06K
+ 244.82%
$156.48 - $175.67 $636K - $714K
5.72K $942K
COP
Conocophillips

Energy
5.63K
+ 43.4%
$88.6 - $105.85 $499K - $596K
18.6K $1.95M
CME
Cme Group Inc.

Financial Services
1.49K
+ 20.14%
$225.82 - $266.54 $337K - $397K
8.89K $2.36M
PLD
Prologis, Inc.

Real Estate
5.36K
+ 107.3%
$103.59 - $124.04 $556K - $665K
10.4K $1.16M
IEFA
Ishares Tr

ETFs
6.95K
+ 35.95%
$69.57 - $78.65 $483K - $547K
26.3K $1.99M
NFLX
Netflix Inc

Communication Services
272
+ 2.99%
$828.4 - $1058.6 $225K - $288K
9.37K $8.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.15K
+ 165.85%
$402.49 - $513.76 $461K - $589K
1.84K $890K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.1K
+ 29.94%
$54.25 - $57.64 $603K - $641K
48.3K $2.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.6K
+ 57.88%
$57.21 - $65.8 $664K - $763K
31.6K $1.85M
DHS
Wisdomtree Tr U.S

ETFs
5.45K
+ 104.33%
$91.55 - $99.74 $499K - $544K
10.7K $1.06M
FEM
First Trust Emerging Markets A

ETFs
4.08K
+ 0.72%
$21.28 - $23.9 $86.9K - $97.6K
573K $13.1M
CAH
Cardinal Health Inc

Healthcare
1.75K
+ 10.97%
$118.02 - $137.77 $207K - $242K
17.7K $2.44M
Activity Summary
Buys All Purchases 394 New Holdings 110 Increased Positions 284 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 4
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