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
FIS
Fidelity National Information Services, Inc.

Technology
1.83K
+ 8.99%
$68.14 - $82.13 $124K - $150K
22.1K $1.8M
HDB
Hdfc Bank LTD

Financial Services
3.24K
+ 105.26%
$63.78 - $77.48 $207K - $251K
6.32K $484K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.12K
+ 3.01%
$32.62 - $33.58 $200K - $205K
209K $7.02M
PIPR
Piper Sandler Companies

Financial Services
604
+ 17.59%
$210.78 - $281.82 $127K - $170K
4.04K $1.12M
QCOM
Qualcomm Inc

Technology
1.13K
+ 7.12%
$124.66 - $159.48 $141K - $180K
17K $2.71M
KMI
Kinder Morgan, Inc.

Energy
6.77K
+ 8.98%
$25.21 - $29.4 $171K - $199K
82.2K $2.42M
DGS
Wisdomtree Emerging Markets Sm

ETFs
902
+ 2.98%
$43.34 - $55.24 $39.1K - $49.8K
31.2K $1.72M
CATY
Cathay General Bancorp

Financial Services
3.82K
+ 13.92%
$37.32 - $45.67 $142K - $174K
31.2K $1.42M
T
At&T Inc.

Communication Services
773
+ 0.23%
$26.33 - $28.94 $20.4K - $22.4K
332K $9.62M
FNDX
Schwab Fundamental U S Large C

ETFs
5.8K
+ 5.69%
$20.84 - $24.54 $121K - $142K
108K $2.64M
FTNT
Fortinet, Inc.

Technology
1.74K
+ 35.21%
$84.71 - $108.69 $147K - $189K
6.67K $704K
CIG
Energy CO Of Minas Gerais

Utilities
111K
+ 188.84%
$1.62 - $1.96 $180K - $218K
170K $333K
FOXA
Fox Corp

Communication Services
4.14K
+ 115.79%
$47.21 - $57.04 $195K - $236K
7.71K $431K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.27K
+ 82.04%
$118.81 - $151.28 $150K - $191K
2.81K $424K
KO
Coca Cola CO

Consumer Defensive
3.63K
+ 7.25%
$68.37 - $73.9 $248K - $268K
53.7K $3.8M
AMP
Ameriprise Financial Inc

Financial Services
331
+ 44.73%
$422.19 - $533.73 $140K - $177K
1.07K $571K
SHW
Sherwin Williams CO

Basic Materials
687
+ 16.99%
$313.51 - $363.51 $215K - $250K
4.73K $1.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
846
+ 4.84%
$72.96 - $90.39 $61.7K - $76.5K
18.3K $1.64M
AZN
Astrazeneca PLC

Healthcare
3.17K
+ 82.47%
$64.87 - $75.0 $206K - $238K
7.02K $490K
TT
Trane Technologies PLC

Industrials
133
+ 9.1%
$315.21 - $437.41 $41.9K - $58.2K
1.59K $697K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.23K
+ 31.25%
$82.51 - $109.2 $102K - $135K
5.18K $565K
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 25.33%
$1794.73 - $2613.63 $68.2K - $99.3K
188 $491K
SEIC
Sei Investments CO

Financial Services
1.65K
+ 39.31%
$66.45 - $89.86 $109K - $148K
5.83K $523K
IWN
Ishares Russell2000 Val ETF

ETFs
564
+ 3.47%
$131.84 - $157.76 $74.4K - $89K
16.8K $2.65M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.47K
+ 2.55%
$47.02 - $47.83 $163K - $166K
140K $6.68M
BSCV
Invesco ETF Self Indexed Fd Tr
9.56K
+ 5.45%
$15.97 - $16.53 $153K - $158K
185K $3.06M
BKE
Buckle Inc

Consumer Cyclical
2.05K
+ 15.55%
$33.77 - $45.57 $69.4K - $93.6K
15.3K $692K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.68K
+ 9.12%
$89.58 - $95.01 $151K - $160K
20.1K $1.91M
CMCSA
Comcast Corp

Communication Services
5.89K
+ 25.93%
$32.84 - $36.72 $193K - $216K
28.6K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 15.11%
$24.32 - $27.87 $255K - $292K
79.8K $2.12M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.01K
+ 19.79%
$70.54 - $93.95 $71.2K - $94.9K
6.11K $574K
CX
Cemex Sab De Cv

Basic Materials
21.8K
+ 126.91%
$5.02 - $7.19 $110K - $157K
39K $270K
TRMB
Trimble Inc.

Technology
1.53K
+ 29.51%
$55.12 - $75.98 $84.3K - $116K
6.71K $509K
GD
General Dynamics Corp

Industrials
216
+ 3.97%
$247.68 - $291.66 $53.5K - $63K
5.66K $1.65M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.85K
+ 4.75%
$19.49 - $19.66 $153K - $154K
173K $3.4M
AMT
American Tower Corp

Real Estate
625
+ 8.53%
$203.96 - $228.19 $127K - $143K
7.95K $1.76M
MO
Altria Group, Inc.

Consumer Defensive
10.2K
+ 3.26%
$55.56 - $60.91 $566K - $620K
322K $18.9M
ALK
Alaska Air Group, Inc.

Industrials
3.18K
+ 28.13%
$41.01 - $54.88 $130K - $175K
14.5K $717K
WSM
Williams Sonoma Inc

Consumer Cyclical
881
+ 27.89%
$137.62 - $174.44 $121K - $154K
4.04K $660K
MLI
Mueller Industries Inc

Industrials
1.52K
+ 13.49%
$68.45 - $79.6 $104K - $121K
12.8K $1.02M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
255
+ 11.3%
$201.28 - $266.34 $51.3K - $67.9K
2.51K $669K
RIO
Rio Tinto PLC

Basic Materials
2.81K
+ 56.54%
$52.32 - $62.75 $147K - $176K
7.77K $453K
ACVF
ETF Opportunities Tr American

ETFs
2.63K
+ 36.35%
$38.25 - $47.16 $101K - $124K
9.86K $464K
BOX
Box Inc

Technology
461
+ 1.15%
$28.42 - $38.55 $13.1K - $17.8K
40.7K $1.39M
JNPR
Juniper Networks Inc

Technology
291
+ 0.8%
$33.93 - $39.93 $9.87K - $11.6K
36.7K $1.47M
XYL
Xylem Inc.

Industrials
875
+ 25.82%
$102.86 - $129.5 $90K - $113K
4.26K $551K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.13K
+ 4.27%
$19.44 - $19.56 $139K - $139K
174K $3.4M
ICUI
Icu Medical Inc

Healthcare
1.43K
+ 22.21%
$127.74 - $151.04 $183K - $216K
7.88K $1.04M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.5K
+ 104.71%
$10.79 - $14.14 $114K - $149K
20.6K $282K
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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