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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.99K
+ 3.81%
$20.16 - $20.49 $121K - $123K
163K $3.35M
SAP
Sap Se

Technology
371
+ 42.02%
$237.53 - $309.8 $88.1K - $115K
1.25K $381K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
310
+ 0.65%
$21.13 - $26.64 $6.55K - $8.26K
48.3K $1.29M
NVS
Novartis Ag

Healthcare
762
+ 14.48%
$101.96 - $121.01 $77.7K - $92.2K
6.03K $729K
PRDO
Perdoceo Education Corp

Consumer Defensive
361
+ 2.16%
$24.24 - $34.1 $8.75K - $12.3K
17K $556K
UNP
Union Pacific Corp

Industrials
849
+ 8.93%
$208.27 - $238.46 $177K - $202K
10.4K $2.38M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.74K
+ 3.34%
$18.28 - $18.7 $105K - $107K
178K $3.32M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.97K
+ 3.23%
$16.31 - $16.78 $97.4K - $100K
191K $3.2M
UL
Unilever PLC

Consumer Defensive
2.09K
+ 41.92%
$57.9 - $65.43 $121K - $136K
7.06K $431K
MMM
3 M CO

Industrials
711
+ 14.71%
$126.09 - $154.15 $89.6K - $110K
5.55K $844K
IYY
Ishares Tr

ETFs
500
+ 13.23%
$120.9 - $150.87 $60.5K - $75.4K
4.28K $645K
XEL
Xcel Energy Inc

Utilities
2.91K
+ 11.64%
$65.65 - $72.39 $191K - $211K
27.9K $1.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
332
+ 2.08%
$65.84 - $80.81 $21.9K - $26.8K
16.3K $1.31M
GWW
W.W. Grainger, Inc.

Industrials
92
+ 14.49%
$919.93 - $1101.66 $84.6K - $101K
727 $756K
NOC
Northrop Grumman Corp

Industrials
312
+ 13.32%
$456.3 - $540.39 $142K - $169K
2.66K $1.33M
LAUR
Laureate Education, Inc.

Consumer Defensive
1.89K
+ 6.67%
$18.34 - $23.38 $34.7K - $44.2K
30.2K $707K
ETR
Entergy Corp

Utilities
2.34K
+ 8.21%
$79.01 - $86.61 $185K - $203K
30.9K $2.56M
BR
Broadridge Financial Solutions, Inc.

Technology
469
+ 4.83%
$217.22 - $246.25 $102K - $115K
10.2K $2.47M
IDT
Idt Corp

Communication Services
113
+ 1.78%
$46.41 - $68.62 $5.24K - $7.75K
6.47K $442K
BX
Blackstone Inc.

Financial Services
290
+ 4.0%
$120.07 - $151.11 $34.8K - $43.8K
7.54K $1.13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
898
+ 13.2%
$116.93 - $119.39 $105K - $107K
7.7K $917K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
559
+ 9.91%
$57.46 - $75.58 $32.1K - $42.2K
6.2K $468K
WCN
Waste Connections, Inc.

Industrials
747
+ 22.75%
$183.26 - $199.95 $137K - $149K
4.03K $752K
PAYX
Paychex Inc

Industrials
4.85K
+ 7.22%
$137.01 - $159.78 $665K - $775K
72.1K $10.5M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
354
+ 26.84%
$160.22 - $209.35 $56.7K - $74.1K
1.67K $350K
VXF
Vanguard Extended Market ETF

ETFs
246
+ 7.99%
$150.43 - $192.71 $37K - $47.4K
3.32K $640K
LRN
Stride, Inc.

Consumer Defensive
207
+ 5.03%
$124.45 - $160.72 $25.8K - $33.3K
4.32K $627K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.3K
+ 28.41%
$25.93 - $32.91 $59.6K - $75.6K
10.4K $341K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.99K
+ 3.19%
$20.66 - $20.74 $103K - $103K
161K $3.33M
NU
Nu Holdings Ltd.

Financial Services
2.81K
+ 17.02%
$9.6 - $13.72 $27K - $38.5K
19.3K $264K
LLY
Eli Lilly & CO

Healthcare
887
+ 6.9%
$713.71 - $898.95 $633K - $797K
13.7K $10.7M
MLR
Miller Industries Inc

Consumer Cyclical
1.79K
+ 31.43%
$38.99 - $47.29 $69.9K - $84.8K
7.5K $333K
PINS
Pinterest, Inc.

Communication Services
883
+ 7.05%
$24.21 - $35.95 $21.4K - $31.7K
13.4K $480K
EMB
Ishares Tr

ETFs
727
+ 6.27%
$86.54 - $92.62 $62.9K - $67.3K
12.3K $1.14M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
4.32K
+ 12.78%
$12.45 - $14.96 $53.8K - $64.6K
38.1K $547K
VCTR
Victory Capital Holdings, Inc.

Financial Services
812
+ 13.11%
$51.28 - $64.94 $41.6K - $52.7K
7.01K $446K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
13.9K
+ 15.48%
$6.97 - $8.23 $96.7K - $114K
103K $837K
RF
Regions Financial Corp

Financial Services
2.93K
+ 29.0%
$18.34 - $23.52 $53.8K - $69K
13K $306K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.09%
$32.66 - $40.75 $621 - $774
21.3K $862K
CMS
Cms Energy Corp

Utilities
1.61K
+ 36.47%
$68.57 - $75.51 $110K - $122K
6.03K $417K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.85K
+ 3.61%
$24.66 - $25.17 $70.2K - $71.7K
81.7K $2.06M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.38K
+ 8.39%
$22.43 - $23.23 $75.7K - $78.4K
43.6K $1.01M
ECL
Ecolab Inc.

Basic Materials
120
+ 3.85%
$225.65 - $270.95 $27.1K - $32.5K
3.24K $871K
ALL
Allstate Corp

Financial Services
903
+ 5.19%
$180.53 - $212.64 $163K - $192K
18.3K $3.69M
MPC
Marathon Petroleum Corp

Energy
107
+ 3.47%
$118.55 - $170.08 $12.7K - $18.2K
3.19K $530K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
713
+ 14.23%
$81.46 - $94.63 $58.1K - $67.5K
5.72K $541K
FBP
First Bancorp

Financial Services
1.99K
+ 9.86%
$16.84 - $21.1 $33.5K - $42K
22.2K $461K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
899
+ 17.16%
$37.77 - $48.45 $34K - $43.6K
6.14K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
124
+ 2.94%
$108.12 - $135.04 $13.4K - $16.7K
4.34K $586K
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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