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
PAHC
Phibro Animal Health Corp

Healthcare
1.04K
+ 9.96%
$16.53 - $25.66 $17.3K - $26.8K
11.5K $294K
TDG
Trans Digm Group Inc

Industrials
25
+ 10.5%
$1231.75 - $1520.64 $30.8K - $38K
263 $399K
WIT
Wipro LTD

Technology
23.4K
+ 85.94%
$2.7 - $3.09 $63.3K - $72.4K
50.7K $153K
PFBC
Preferred Bank

Financial Services
646
+ 14.91%
$75.32 - $87.67 $48.7K - $56.6K
4.98K $430K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
2.87K
+ 31.48%
$23.54 - $27.53 $67.5K - $78.9K
12K $309K
SQ
Block, Inc.

Technology
1.17K
+ 13.07%
N/A
10.1K $579K
VCR
Vanguard Consumer Discretionar

ETFs
110
+ 16.44%
$290.42 - $364.35 $31.9K - $40.1K
779 $282K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
900
+ 14.29%
$53.93 - $61.5 $48.5K - $55.4K
7.2K $442K
EOG
Eog Resources Inc

Energy
1.33K
+ 11.65%
$104.61 - $129.97 $139K - $173K
12.8K $1.53M
CSX
Csx Corp

Industrials
381
+ 2.52%
$26.69 - $32.91 $10.2K - $12.5K
15.5K $506K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.42K
+ 3.44%
$18.94 - $21.67 $103K - $118K
163K $3.45M
LPL
Lg Display Co., Ltd.

Technology
16K
+ 113.11%
$2.56 - $3.57 $41K - $57.2K
30.2K $103K
SLF
Sun Life Financial Inc

Financial Services
35
+ 0.61%
$53.39 - $66.45 $1.87K - $2.33K
5.81K $386K
IOT
Samsara Inc.

Technology
396
+ 1.5%
$33.46 - $47.74 $13.3K - $18.9K
26.9K $1.07M
SYK
Stryker Corp

Healthcare
20
+ 1.04%
$337.37 - $395.63 $6.75K - $7.91K
1.94K $767K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
57
+ 4.25%
$376.48 - $440.65 $21.5K - $25.1K
1.4K $615K
GPOR
Gulfport Energy Corp

Energy
119
+ 7.15%
$158.62 - $206.57 $18.9K - $24.6K
1.78K $358K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
+ 14.96%
$212.1 - $244.27 $227K - $261K
8.21K $1.79M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.63K
+ 9.02%
$25.26 - $29.45 $41.3K - $48.1K
19.7K $550K
IWS
Ishares Russell Midcap Value E

ETFs
248
+ 10.26%
$110.58 - $132.14 $27.4K - $32.8K
2.66K $352K
PGR
Progressive Corp

Financial Services
431
+ 10.29%
$255.27 - $288.74 $110K - $124K
4.62K $1.23M
OMI
Owens & Minor Inc

Healthcare
4.82K
+ 12.79%
$6.35 - $9.16 $30.6K - $44.1K
42.5K $386K
GLD
Spdr Gold Trust

ETFs
38
+ 2.06%
$273.71 - $316.29 $10.4K - $12K
1.88K $573K
SHEL
Shell PLC

Energy
866
+ 13.75%
$59.75 - $73.05 $51.7K - $63.3K
7.16K $504K
CALM
Cal Maine Foods Inc

Consumer Defensive
179
+ 6.65%
$90.17 - $103.07 $16.1K - $18.4K
2.87K $286K
DOLE
Dole PLC

Consumer Defensive
3.95K
+ 12.02%
$13.31 - $15.19 $52.5K - $59.9K
36.8K $514K
AKAM
Akamai Technologies Inc

Technology
429
+ 10.46%
N/A
4.53K $411K
KEX
Kirby Corp

Industrials
4
+ 0.13%
$87.32 - $114.99 $349 - $460
3.03K $343K
EXR
Extra Space Storage Inc.

Real Estate
265
+ 12.5%
$126.61 - $152.99 $33.6K - $40.5K
2.39K $351K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
658
+ 12.59%
N/A
5.88K $328K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
903
+ 2.71%
$20.29 - $21.52 $18.3K - $19.4K
34.3K $737K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
871
+ 2.64%
$20.93 - $22.05 $18.2K - $19.2K
33.9K $747K
EIG
Employers Holdings, Inc.

Financial Services
1.59K
+ 13.16%
$46.08 - $51.35 $73K - $81.4K
13.6K $643K
DFAX
Dimensional ETF Tr
42
+ 0.41%
$23.37 - $29.39 $982 - $1.23K
10.2K $298K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.5K
+ 19.39%
$10.59 - $11.48 $26.4K - $28.7K
15.4K $176K
PRU
Prudential Financial Inc

Financial Services
508
+ 9.53%
$95.12 - $112.71 $48.3K - $57.3K
5.84K $627K
QS
Quantum Scape Corp

Consumer Cyclical
500
+ 4.41%
$3.47 - $7.65 $1.74K - $3.83K
11.8K $79K
NWBI
Northwest Bancshares, Inc.

Financial Services
1.69K
+ 13.87%
$10.9 - $12.84 $18.4K - $21.7K
13.9K $177K
BSJR
Invesco Indx Tr

ETFs
878
+ 2.76%
$21.81 - $22.71 $19.1K - $19.9K
32.7K $743K
K
Kellogg CO

Consumer Defensive
495
+ 15.05%
$77.85 - $82.88 $38.5K - $41K
3.78K $300K
NSC
Norfolk Southern Corp

Industrials
48
+ 5.62%
$206.34 - $257.46 $9.9K - $12.4K
902 $230K
ANGO
Angiodynamics Inc

Healthcare
1.99K
+ 13.48%
$8.63 - $11.14 $17.2K - $22.2K
16.7K $166K
WRB
Berkley W R Corp

Financial Services
290
+ 9.99%
$64.28 - $75.17 $18.6K - $21.8K
3.19K $234K
A
Agilent Technologies, Inc.

Healthcare
194
+ 5.71%
$99.29 - $120.52 $19.3K - $23.4K
3.59K $424K
DPZ
Dominos Pizza Inc

Consumer Cyclical
65
+ 14.38%
$430.72 - $497.52 $28K - $32.3K
517 $232K
DHS
Wisdomtree Tr U.S

ETFs
608
+ 5.7%
$87.71 - $98.37 $53.3K - $59.8K
11.3K $1.08M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
215
+ 11.7%
$421.16 - $509.5 $90.5K - $110K
2.05K $913K
ICLN
Ishares

ETFs
10
+ 0.08%
$10.56 - $13.31 $106 - $133
13K $170K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
763
+ 2.42%
$22.66 - $23.41 $17.3K - $17.9K
32.4K $754K
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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