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
V
Visa Inc.

Financial Services
1.27K
+ 4.28%
$308.27 - $373.31 $392K - $474K
31K $11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.91K
+ 2.58%
$114.78 - $133.31 $219K - $254K
75.8K $10.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
921
+ 33.99%
$320.42 - $424.58 $295K - $391K
3.63K $1.53M
CAH
Cardinal Health Inc

Healthcare
69
+ 0.39%
$125.0 - $168.0 $8.63K - $11.6K
17.8K $2.99M
AXON
Axon Enterprise, Inc.

Industrials
222
+ 19.06%
$497.13 - $827.94 $110K - $184K
1.39K $1.15M
ADBE
Adobe Inc.

Technology
1.12K
+ 4.09%
$340.0 - $420.68 $382K - $473K
28.6K $11.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.83K
+ 2.3%
$37.51 - $45.52 $106K - $129K
126K $5.69M
INTU
Intuit Inc

Technology
193
+ 9.2%
$544.07 - $787.63 $105K - $152K
2.29K $1.8M
NDAQ
Nasdaq, Inc.

Financial Services
2.55K
+ 13.31%
$66.4 - $89.42 $169K - $228K
21.7K $1.94M
NEM
Newmont Corp

Basic Materials
1.6K
+ 4.26%
$44.18 - $59.46 $70.6K - $95K
39.1K $2.28M
FCNCA
First Citizens Bancshares Inc

Financial Services
127
+ 6.08%
$1561.69 - $1966.55 $198K - $250K
2.22K $4.34M
DIS
Walt Disney CO

Communication Services
695
+ 4.71%
$81.72 - $124.01 $56.8K - $86.2K
15.5K $1.92M
PCAR
Paccar Inc

Industrials
4.93K
+ 58.56%
$86.4 - $99.09 $426K - $488K
13.3K $1.27M
ADUS
Addus Home Care Corp

Healthcare
2.31K
+ 21.42%
$96.32 - $118.0 $223K - $273K
13.1K $1.51M
MSTR
Microstrategy Inc

Technology
642
+ 41.21%
$237.95 - $421.61 $153K - $271K
2.2K $889K
DAL
Delta Air Lines, Inc.

Industrials
5.43K
+ 18.14%
$35.88 - $52.99 $195K - $288K
35.4K $1.74M
SANM
Sanmina Corp

Technology
1.32K
+ 9.4%
$67.3 - $98.07 $88.8K - $129K
15.3K $1.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.85K
+ 13.24%
$45.11 - $52.34 $309K - $359K
58.6K $3.07M
PH
Parker Hannifin Corp

Industrials
47
+ 1.09%
$517.23 - $700.54 $24.3K - $32.9K
4.35K $3.04M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.16K
+ 3.3%
$26.66 - $33.09 $111K - $138K
130K $4.3M
HON
Honeywell International Inc

Industrials
616
+ 4.95%
$182.86 - $232.88 $113K - $143K
13.1K $3.04M
FCX
Freeport Mcmoran Inc

Basic Materials
8.3K
+ 110.06%
$29.15 - $44.46 $242K - $369K
15.8K $687K
VZ
Verizon Communications Inc

Communication Services
11K
+ 28.59%
$41.67 - $45.62 $460K - $504K
49.7K $2.15M
HWM
Howmet Aerospace Inc.

Industrials
1.32K
+ 49.59%
$112.33 - $186.13 $148K - $245K
3.97K $739K
IDV
Ishares Tr

ETFs
4.87K
+ 7.7%
$27.79 - $34.84 $135K - $169K
68.1K $2.35M
VT
Vanguard Total World Stk Index

ETFs
1.15K
+ 6.14%
$103.16 - $128.52 $118K - $147K
19.8K $2.55M
C
Citigroup Inc

Financial Services
1.06K
+ 5.56%
$58.13 - $85.12 $61.4K - $89.9K
20.1K $1.71M
LMT
Lockheed Martin Corp

Industrials
355
+ 3.04%
$430.82 - $486.45 $153K - $173K
12.1K $5.58M
CRM
Salesforce, Inc.

Technology
1.16K
+ 13.28%
$236.26 - $291.15 $274K - $338K
9.9K $2.7M
DUK
Duke Energy Corp

Utilities
3.76K
+ 16.65%
$112.46 - $124.05 $423K - $467K
26.4K $3.11M
SONY
Sony Group Corp

Technology
13.1K
+ 138.16%
$21.24 - $26.88 $278K - $352K
22.6K $587K
HD
Home Depot, Inc.

Consumer Cyclical
934
+ 5.25%
$335.24 - $380.78 $313K - $356K
18.7K $6.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.62K
+ 31.55%
$166.82 - $194.23 $269K - $314K
6.73K $1.31M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
4.57K
+ 17.47%
$35.46 - $44.91 $162K - $205K
30.7K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
358
+ 12.4%
$451.58 - $565.94 $162K - $203K
3.25K $1.76M
ASML
Asml Holding Nv

Technology
335
+ 71.58%
$595.37 - $815.24 $199K - $273K
803 $643K
SPGI
S&P Global Inc.

Financial Services
473
+ 11.04%
$438.31 - $527.29 $207K - $249K
4.76K $2.51M
SHOP
Shopify Inc.

Technology
1.76K
+ 27.97%
$76.89 - $115.35 $135K - $202K
8.03K $926K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
10.2K
+ 43.2%
$28.96 - $32.46 $294K - $330K
33.7K $1.08M
ACWI
Ishares Msci Acwi ETF

ETFs
1.87K
+ 27.82%
$103.59 - $128.6 $194K - $240K
8.59K $1.1M
SO
Southern CO

Utilities
3.52K
+ 13.43%
$84.91 - $92.56 $299K - $326K
29.7K $2.73M
KR
Kroger CO

Consumer Defensive
1.49K
+ 2.88%
$64.62 - $74.0 $96.2K - $110K
53.3K $3.82M
DE
Deere & CO

Industrials
303
+ 7.3%
$412.99 - $531.48 $125K - $161K
4.45K $2.26M
WFC
Wells Fargo & Company

Financial Services
799
+ 2.77%
$60.98 - $80.12 $48.7K - $64K
29.6K $2.37M
WMB
Williams Companies, Inc.

Energy
3.49K
+ 12.8%
$54.33 - $62.87 $190K - $219K
30.8K $1.93M
USB
Us Bancorp \De\

Financial Services
5.08K
+ 22.3%
$36.4 - $45.76 $185K - $233K
27.9K $1.26M
CME
Cme Group Inc.

Financial Services
728
+ 8.19%
$252.37 - $290.71 $184K - $212K
9.62K $2.65M
MCBS
Metro City Bankshares, Inc.

Financial Services
8.86K
+ 23.08%
$25.33 - $29.57 $224K - $262K
47.2K $1.35M
LNG
Cheniere Energy, Inc.

Energy
872
+ 14.08%
$197.25 - $244.33 $172K - $213K
7.07K $1.72M
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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