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
SNPS
Synopsys Inc

Technology
62
+ 8.48%
$428.58 - $551.54 $26.6K - $34.2K
793 $340K
VBR
Vanguard Small Cap Value ETF

ETFs
7.31K
+ 6.31%
$183.02 - $207.75 $1.34M - $1.52M
123K $23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
80
+ 1.93%
$120.29 - $134.6 $9.62K - $10.8K
4.22K $514K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.73K
+ 17.43%
$165.25 - $224.62 $286K - $389K
11.7K $1.93M
DHI
Horton D R Inc

Consumer Cyclical
105
+ 2.94%
$125.29 - $147.65 $13.2K - $15.5K
3.68K $468K
CDNS
Cadence Design Systems Inc

Technology
59
+ 5.85%
$233.96 - $324.52 $13.8K - $19.1K
1.07K $271K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
3.42K
+ 1.35%
$33.28 - $36.41 $114K - $124K
257K $8.78M
MCBS
Metro City Bankshares, Inc.

Financial Services
4.14K
+ 12.09%
$27.12 - $32.42 $112K - $134K
38.4K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
146
+ 5.69%
$360.07 - $417.26 $52.6K - $60.9K
2.71K $978K
JBLU
Jetblue Airways Corp

Industrials
400
+ 2.19%
$4.82 - $8.09 $1.93K - $3.24K
18.7K $90K
AVUV
American Centy ETF Tr Avantis

ETFs
27.6K
+ 10.4%
$84.95 - $100.62 $2.35M - $2.78M
293K $25.6M
MGM
Mgm Resorts International

Consumer Cyclical
540
+ 2.85%
$29.64 - $40.37 $16K - $21.8K
19.5K $577K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
31
+ 0.43%
$126.86 - $146.45 $3.93K - $4.54K
7.25K $921K
IVW
Ishares S&P 500 Growth ETF

ETFs
148
+ 1.16%
$92.45 - $106.69 $13.7K - $15.8K
12.9K $1.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
39.5K
+ 4.12%
$168.16 - $186.21 $6.64M - $7.35M
998K $171M
VBK
Vanguard Small Cap Growth ETF

ETFs
555
+ 5.36%
$247.97 - $296.33 $138K - $164K
10.9K $2.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.4K
+ 3.85%
$21.75 - $24.28 $574K - $641K
713K $15.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.74K
+ 4.0%
$96.3 - $112.23 $167K - $195K
45.1K $4.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.6K
+ 6.86%
$23.16 - $27.04 $640K - $748K
431K $10.1M
EWX
Spdr S&P Emerging Markets Smal

ETFs
462
+ 0.25%
$55.48 - $59.47 $25.6K - $27.5K
185K $10.5M
HPE
Hewlett Packard Enterprise CO

Technology
15.3K
+ 14.37%
$14.77 - $24.42 $226K - $374K
122K $1.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.61K
+ 6.04%
$102.49 - $119.96 $575K - $673K
98.4K $10.3M
MGC
Vanguard Mega Cap ETF

ETFs
777
+ 1.11%
$199.2 - $222.69 $155K - $173K
70.7K $14.2M
IWC
Russell Micro Cap ETF

ETFs
11.9K
+ 11.59%
$110.91 - $133.46 $1.32M - $1.59M
114K $12.7M
META
Meta Platforms, Inc.

Communication Services
594
+ 0.71%
$576.36 - $736.67 $342K - $438K
84.1K $48.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.59K
+ 1.42%
$37.84 - $44.02 $136K - $158K
257K $9.89M
VB
Vanguard Small Cap ETF

ETFs
107
+ 0.2%
$217.89 - $252.64 $23.3K - $27K
53.2K $11.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.18K
+ 3.05%
$307.43 - $357.48 $362K - $421K
39.9K $12.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.55K
+ 1.73%
$551.42 - $612.93 $856K - $952K
91.5K $51.2M
AMZN
Amazon Com Inc

Consumer Cyclical
18.8K
+ 10.36%
$190.26 - $242.06 $3.58M - $4.56M
201K $38.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
30K
+ 3.5%
$50.44 - $58.1 $1.51M - $1.74M
888K $45.7M
AAPL
Apple Inc.

Technology
40.6K
+ 8.92%
$209.68 - $247.1 $8.5M - $10M
495K $110M
MSFT
Microsoft Corp

Technology
7.5K
+ 3.92%
$375.39 - $447.2 $2.81M - $3.35M
199K $74.7M
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
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