Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions in Q3 2024

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

  • $3.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
6.31K
+ 60.22%
$56.11 - $67.61 $354K - $427K
16.8K $1.05M
OTIS
Otis Worldwide Corp

Industrials
2.25K
+ 11.89%
$91.43 - $104.43 $206K - $235K
21.2K $2.2M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.85K
+ 43.68%
$36.06 - $46.59 $211K - $273K
19.2K $872K
BCC
Boise Cascade CO

Basic Materials
2.08K
+ 65.62%
$114.59 - $144.69 $239K - $301K
5.26K $741K
AXP
American Express CO

Financial Services
127
+ 1.58%
$225.92 - $271.17 $28.7K - $34.4K
8.16K $2.21M
STLD
Steel Dynamics Inc

Basic Materials
3.56K
+ 16.53%
N/A
25.1K $2.46M
GLW
Corning Inc

Technology
1.22K
+ 2.64%
$37.76 - $46.2 $45.9K - $56.1K
47.2K $2.13M
MOH
Molina Healthcare, Inc.

Healthcare
554
+ 17.06%
$283.98 - $360.73 $157K - $200K
3.8K $1.31M
STRL
Sterling Construction CO Inc

Industrials
1.85K
+ 65.5%
$102.56 - $148.9 $189K - $275K
4.67K $676K
BSX
Boston Scientific Corp

Healthcare
3.31K
+ 37.6%
$72.96 - $84.0 $241K - $278K
12.1K $1.02M
CAH
Cardinal Health Inc

Healthcare
1.57K
+ 12.16%
$93.74 - $114.66 $147K - $180K
14.5K $1.6M
LPG
Dorian Lpg Ltd.

Energy
12.1K
+ 104.13%
$33.05 - $43.68 $398K - $526K
23.6K $813K
PIPR
Piper Sandler Companies

Financial Services
882
+ 62.55%
$230.9 - $287.51 $204K - $254K
2.29K $649K
BSCU
Invesco Exc Self Ind Tr

ETFs
11.3K
+ 6.97%
$16.19 - $17.05 $182K - $192K
173K $2.93M
TWLO
Twilio Inc

Communication Services
3.07K
+ 26.93%
$56.03 - $65.23 $172K - $200K
14.4K $942K
OTTR
Otter Tail Corp

Utilities
4.17K
+ 130.45%
$75.49 - $100.47 $315K - $419K
7.37K $575K
CME
Cme Group Inc.

Financial Services
695
+ 11.78%
$193.43 - $220.62 $134K - $153K
6.6K $1.46M
CNC
Centene Corp

Healthcare
1.83K
+ 11.07%
$64.89 - $80.23 $119K - $147K
18.3K $1.38M
AMD
Advanced Micro Devices Inc

Technology
1.42K
+ 7.28%
$128.67 - $183.96 $183K - $261K
20.9K $3.43M
EMN
Eastman Chemical CO

Basic Materials
1.78K
+ 35.1%
$93.82 - $113.74 $167K - $202K
6.83K $764K
HON
Honeywell International Inc

Industrials
1.53K
+ 21.23%
$196.73 - $220.21 $302K - $338K
8.76K $1.81M
BOX
Box Inc

Technology
523
+ 1.35%
$24.92 - $33.45 $13K - $17.5K
39.2K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
217
+ 0.81%
$160.76 - $177.82 $34.9K - $38.6K
27K $4.67M
ABC
Amerisourcebergen Corp

Healthcare
1.38K
+ 13.67%
N/A
11.5K $2.13M
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.1%
$150.05 - $171.34 $2.55K - $2.91K
17.3K $2.88M
SANM
Sanmina Corp

Technology
3.42K
+ 47.43%
$62.98 - $75.33 $216K - $258K
10.6K $728K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.87K
+ 3.42%
$40.48 - $45.39 $157K - $176K
117K $5.16M
L
Loews Corp

Financial Services
2.31K
+ 14.84%
$73.76 - $81.96 $170K - $189K
17.8K $1.41M
NOW
Service Now, Inc.

Technology
187
+ 25.24%
$730.87 - $937.36 $137K - $175K
928 $829K
IWF
Ishares Russell 1000 Gr ETF

ETFs
594
+ 29.74%
$332.02 - $382.76 $197K - $227K
2.59K $972K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.02%
$99.55 - $123.34 $199 - $247
11.5K $1.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
99
+ 7.67%
$1015.62 - $1159.62 $101K - $115K
1.39K $1.6M
GE
General Electric CO

Industrials
689
+ 18.98%
$156.66 - $189.66 $108K - $131K
4.32K $814K
VT
Vanguard Total World Stk Index

ETFs
924
+ 5.15%
$107.72 - $119.96 $99.5K - $111K
18.9K $2.26M
MS
Morgan Stanley

Financial Services
1.33K
+ 9.92%
$92.07 - $106.96 $123K - $143K
14.8K $1.54M
IWM
Ishares Russell 2000 ETF

ETFs
395
+ 4.99%
$200.87 - $224.6 $79.3K - $88.7K
8.31K $1.84M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.66K
+ 4.66%
$19.92 - $20.67 $133K - $138K
150K $3.07M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.42K
+ 4.99%
$19.2 - $19.82 $142K - $147K
156K $3.08M
ABT
Abbott Laboratories

Healthcare
387
+ 2.24%
$100.07 - $118.13 $38.7K - $45.7K
17.7K $2.02M
PM
Philip Morris International Inc.

Consumer Defensive
575
+ 8.14%
$101.25 - $127.45 $58.2K - $73.3K
7.64K $927K
MATX
Matson, Inc.

Industrials
1.32K
+ 71.17%
$121.89 - $142.79 $161K - $189K
3.18K $453K
SYK
Stryker Corp

Healthcare
496
+ 37.29%
$315.94 - $371.96 $157K - $184K
1.83K $659K
ETN
Eaton Corp PLC

Industrials
414
+ 10.84%
$272.52 - $333.02 $113K - $138K
4.23K $1.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.31K
+ 4.82%
$19.2 - $19.63 $140K - $143K
159K $3.11M
AXON
Axon Enterprise, Inc.

Industrials
152
+ 11.62%
$286.16 - $399.6 $43.5K - $60.7K
1.46K $583K
BAC
Bank Of America Corp

Financial Services
5K
+ 7.1%
$36.65 - $44.13 $183K - $221K
75.4K $2.99M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
179
+ 9.45%
$1024.09 - $1201.76 $183K - $215K
2.07K $2.18M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.16K
+ 32.14%
$73.86 - $84.2 $160K - $182K
8.9K $735K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.73K
+ 5.49%
$20.47 - $20.71 $158K - $160K
149K $3.07M
Activity Summary
Buys All Purchases 328 New Holdings 52 Increased Positions 276 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 5
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