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
SPGI
S&P Global Inc.

Financial Services
1.02K
+ 31.04%
$478.26 - $543.77 $485K - $552K
4.29K $2.18M
NOW
Service Now, Inc.

Technology
1.03K
+ 99.71%
$783.83 - $1170.39 $805K - $1.2M
2.06K $1.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.46K
+ 25.67%
$208.48 - $244.03 $304K - $356K
7.14K $1.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.3K
+ 0.44%
$32.74 - $36.2 $42.7K - $47.2K
298K $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.6K
+ 29.47%
$21.23 - $23.75 $585K - $655K
121K $2.61M
WFC
Wells Fargo & Company

Financial Services
6.05K
+ 26.6%
$66.78 - $81.42 $404K - $493K
28.8K $2.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.79K
+ 44.38%
$169.43 - $182.84 $472K - $509K
9.06K $1.57M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
8.31K
+ 13.27%
$147.38 - $176.39 $1.23M - $1.47M
71K $10.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.13K
+ 26.77%
$497.6 - $606.74 $563K - $687K
5.36K $2.67M
SBUX
Starbucks Corp

Consumer Cyclical
1.76K
+ 4.32%
$91.75 - $115.81 $161K - $204K
42.4K $4.16M
HON
Honeywell International Inc

Industrials
2.77K
+ 28.65%
$202.75 - $226.52 $562K - $628K
12.5K $2.64M
USB
Us Bancorp \De\

Financial Services
12K
+ 111.69%
$40.92 - $50.9 $492K - $612K
22.8K $962K
CAT
Caterpillar Inc

Industrials
2.38K
+ 22.71%
$326.75 - $407.63 $779K - $971K
12.9K $4.25M
TDY
Teledyne Technologies Inc

Technology
795
+ 63.96%
$455.51 - $518.84 $362K - $412K
2.04K $1.01M
MMM
3 M CO

Industrials
2.65K
+ 121.59%
$129.7 - $155.12 $344K - $412K
4.84K $710K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.17K
+ 6.03%
$28.11 - $32.0 $201K - $229K
126K $3.88M
IAU
Ishares Gold Trust

ETFs
3.14K
+ 12.66%
$49.74 - $58.96 $156K - $185K
27.9K $1.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.83K
+ 15.94%
$76.94 - $78.28 $371K - $378K
35.1K $2.75M
KR
Kroger CO

Consumer Defensive
1.07K
+ 2.11%
$58.36 - $67.72 $62.3K - $72.3K
51.8K $3.5M
XLK
Technology Sector Spdr

ETFs
2.81K
+ 38.7%
$206.38 - $242.18 $580K - $681K
10.1K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
887
+ 44.35%
$476.63 - $610.45 $423K - $541K
2.89K $1.43M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
43.4K
+ 93.77%
$7.72 - $9.01 $335K - $391K
89.6K $750K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.17K
+ 0.54%
$110.75 - $119.78 $130K - $141K
219K $25.3M
VIG
Vanguard Dividend Appreciation

ETFs
2.04K
+ 19.81%
N/A
12.4K $2.25M
MA
Mastercard Inc

Financial Services
470
+ 9.53%
$504.67 - $576.31 $237K - $271K
5.4K $2.96M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.03K
+ 73.64%
$33.84 - $37.77 $306K - $341K
21.3K $775K
BA
Boeing CO

Industrials
2.39K
+ 21.49%
$148.15 - $186.25 $354K - $445K
13.5K $2.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.4K
+ 43.41%
$25.69 - $26.89 $293K - $306K
37.6K $1.01M
BSCV
Invesco ETF Self Indexed Fd Tr
17.8K
+ 11.27%
$15.87 - $16.38 $282K - $291K
175K $2.86M
SRE
Sempra Energy

Utilities
5.15K
+ 205.96%
$67.85 - $87.67 $350K - $452K
7.66K $546K
CRM
Salesforce, Inc.

Technology
2.67K
+ 44.05%
$268.36 - $359.95 $717K - $962K
8.74K $2.34M
ED
Consolidated Edison Inc

Utilities
1.82K
+ 37.32%
$88.0 - $110.59 $160K - $201K
6.68K $738K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.12K
+ 24.21%
$67.08 - $76.14 $209K - $237K
16K $1.18M
WELL
Welltower Inc.

Real Estate
1.56K
+ 67.15%
$124.05 - $156.86 $194K - $245K
3.89K $596K
MAR
Marriott International Inc

Consumer Cyclical
1.82K
+ 55.35%
$237.01 - $304.45 $432K - $554K
5.11K $1.22M
ETN
Eaton Corp PLC

Industrials
1.95K
+ 45.91%
$271.83 - $371.23 $531K - $725K
6.21K $1.69M
CVCO
Cavco Industries Inc.

Consumer Cyclical
192
+ 9.06%
$431.31 - $539.1 $82.8K - $104K
2.31K $1.2M
GIS
General Mills Inc

Consumer Defensive
5K
+ 36.57%
$57.56 - $65.3 $288K - $327K
18.7K $1.12M
GWW
W.W. Grainger, Inc.

Industrials
271
+ 74.45%
$953.54 - $1132.42 $258K - $307K
635 $627K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
40.2K
+ 159.88%
$3.68 - $5.58 $148K - $225K
65.4K $354K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.51K
+ 4.09%
$22.46 - $23.26 $146K - $151K
166K $3.83M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.02K
+ 77.8%
$25.58 - $29.24 $231K - $264K
20.6K $540K
WM
Waste Management Inc

Industrials
407
+ 10.73%
$200.54 - $233.78 $81.6K - $95.1K
4.2K $972K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.1K
+ 8.7%
$59.28 - $66.1 $124K - $139K
26.2K $1.67M
GLD
Spdr Gold Trust

ETFs
472
+ 34.45%
$243.19 - $288.14 $115K - $136K
1.84K $530K
SHW
Sherwin Williams CO

Basic Materials
473
+ 13.25%
$330.16 - $365.55 $156K - $173K
4.04K $1.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 35.88%
$58.01 - $64.46 $153K - $170K
9.97K $618K
LRN
Stride, Inc.

Consumer Defensive
881
+ 27.26%
$106.34 - $142.28 $93.7K - $125K
4.11K $520K
MET
Metlife Inc

Financial Services
2.5K
+ 23.75%
$77.7 - $87.0 $194K - $217K
13K $1.05M
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
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email