Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Incresed Positions in Q3 2025

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

  • $4.91 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.35K
+ 77.07%
$86.72 - $111.84 $204K - $263K
5.41K $604K
CATY
Cathay General Bancorp

Financial Services
5.2K
+ 16.65%
$44.78 - $50.42 $233K - $262K
36.5K $1.75M
CDNS
Cadence Design Systems Inc

Technology
842
+ 123.1%
$309.46 - $373.37 $261K - $314K
1.53K $536K
VIG
Vanguard Dividend Appreciation

ETFs
1.78K
+ 15.71%
N/A
13.1K $2.39M
PAHC
Phibro Animal Health Corp

Healthcare
3.19K
+ 27.67%
$26.11 - $41.23 $83.3K - $132K
14.7K $595K
IGM
Ishares Expanded Tech Sector E

ETFs
1.8K
+ 33.94%
$110.96 - $127.67 $200K - $230K
7.11K $895K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.35K
+ 2.85%
$62.54 - $68.42 $84.2K - $92.2K
48.6K $3.28M
MKL
Markel Corp

Financial Services
166
+ 66.94%
$1898.34 - $2031.8 $315K - $337K
414 $791K
WMB
Williams Companies, Inc.

Energy
4.41K
+ 14.34%
$56.52 - $64.01 $249K - $282K
35.2K $2.23M
PHM
Pultegroup Inc

Consumer Cyclical
100
+ 0.96%
$108.0 - $141.42 $10.8K - $14.1K
10.5K $1.39M
OTEX
Open Text Corp

Technology
5.62K
+ 62.81%
$27.93 - $38.16 $157K - $214K
14.6K $544K
FNDA
Schwab Fundamental U S Small C

ETFs
6.46K
+ 20.27%
$28.75 - $31.93 $186K - $206K
38.3K $1.19M
TER
Teradyne, Inc

Technology
994
+ 34.32%
$90.15 - $137.64 $89.6K - $137K
3.89K $535K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
20.3K
+ 71.57%
$13.6 - $15.52 $276K - $315K
48.7K $712K
STT
State Street Corp

Financial Services
429
+ 1.94%
$102.01 - $117.25 $43.8K - $50.3K
22.5K $2.61M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
423
+ 14.82%
$103.83 - $179.9 $43.9K - $76.1K
3.28K $585K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
7.02K
+ 22.84%
$42.9 - $46.83 $301K - $329K
37.8K $1.62M
CMS
Cms Energy Corp

Utilities
3.21K
+ 53.21%
$69.37 - $74.67 $222K - $239K
9.23K $676K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.07K
+ 37.66%
$185.88 - $207.44 $198K - $221K
3.89K $782K
UBS
Ubs Group Ag

Financial Services
4.76K
+ 59.9%
$33.77 - $42.38 $161K - $202K
12.7K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
161
+ 0.93%
$291.67 - $316.99 $47K - $51K
17.5K $5.31M
ABT
Abbott Laboratories

Healthcare
2.32K
+ 8.0%
$120.51 - $136.62 $280K - $317K
31.3K $4.2M
RIO
Rio Tinto PLC

Basic Materials
2.86K
+ 36.83%
$57.66 - $66.01 $165K - $189K
10.6K $702K
BKE
Buckle Inc

Consumer Cyclical
741
+ 4.86%
$46.95 - $61.58 $34.8K - $45.6K
16K $938K
USB
Us Bancorp \De\

Financial Services
3.31K
+ 11.86%
$43.94 - $50.41 $145K - $167K
31.2K $1.51M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.21K
+ 15.46%
$30.8 - $37.14 $160K - $193K
38.9K $1.32M
PRDO
Perdoceo Education Corp

Consumer Defensive
4.13K
+ 24.26%
$28.08 - $37.66 $116K - $156K
21.2K $797K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.41K
+ 57.78%
$28.15 - $30.13 $209K - $223K
20.2K $599K
CIG
Energy CO Of Minas Gerais

Utilities
98.6K
+ 57.87%
$1.81 - $2.13 $178K - $210K
269K $567K
KHC
Kraft Heinz CO

Consumer Defensive
8.9K
+ 99.72%
$25.63 - $28.94 $228K - $257K
17.8K $463K
CMCSA
Comcast Corp

Communication Services
11.2K
+ 39.13%
$31.41 - $36.33 $352K - $407K
39.8K $1.25M
LRN
Stride, Inc.

Consumer Defensive
1.41K
+ 32.59%
$128.23 - $169.81 $181K - $239K
5.73K $853K
CRDO
Credo Technology Group Holding LTD

Technology
685
+ 29.15%
$87.59 - $172.31 $60K - $118K
3.04K $441K
EBAY
Ebay Inc

Consumer Cyclical
1.43K
+ 25.29%
$75.33 - $100.77 $107K - $144K
7.07K $643K
ABC
Amerisourcebergen Corp

Healthcare
1.21K
+ 86.9%
N/A
2.6K $480K
MCBS
Metro City Bankshares, Inc.

Financial Services
9.34K
+ 19.76%
$26.9 - $30.53 $251K - $285K
56.6K $1.57M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
437
+ 67.23%
$393.18 - $439.39 $172K - $192K
1.09K $473K
AEP
American Electric Power CO Inc

Utilities
1.39K
+ 21.13%
$103.26 - $115.0 $143K - $160K
7.96K $895K
IVE
Ishares S&P 500 Value ETF

ETFs
816
+ 21.52%
$194.44 - $206.51 $159K - $169K
4.61K $951K
MFC
Manulife Financial Corp

Financial Services
6.95K
+ 68.74%
$29.9 - $32.34 $208K - $225K
17.1K $531K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.23K
+ 2.02%
$33.26 - $34.01 $141K - $144K
213K $7.23M
NDAQ
Nasdaq, Inc.

Financial Services
2.58K
+ 11.89%
$86.73 - $96.94 $224K - $250K
24.3K $2.15M
HDB
Hdfc Bank LTD

Financial Services
13.9K
+ 220.4%
$34.14 - $78.94 $476K - $1.1M
20.2K $691K
WCN
Waste Connections, Inc.

Industrials
1.41K
+ 35.06%
$171.32 - $191.84 $242K - $271K
5.44K $956K
MSI
Motorola Solutions, Inc.

Technology
144
+ 4.0%
$408.73 - $490.3 $58.9K - $70.6K
3.75K $1.71M
COP
Conocophillips

Energy
1.06K
+ 5.38%
$91.0 - $98.99 $96.6K - $105K
20.8K $1.97M
BHP
Bhp Group LTD

Basic Materials
2.86K
+ 61.2%
$48.67 - $56.22 $139K - $161K
7.52K $419K
RL
Ralph Lauren Corp

Consumer Cyclical
510
+ 63.12%
$272.1 - $320.75 $139K - $164K
1.32K $413K
COF
Capital One Financial Corp

Financial Services
888
+ 18.23%
$207.29 - $229.74 $184K - $204K
5.76K $1.22M
Activity Summary
Buys All Purchases 550 New Holdings 156 Increased Positions 394 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 1
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