Empirical Financial Services, LLC D.B.A. Empirical Wealth Management New Holdings 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
CPNG
Coupang, Inc.

Consumer Cyclical
103K
New
$19.76 - $30.81 $2.03M - $3.16M
103K $3.07M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
18.6K
New
$50.29 - $64.29 $937K - $1.2M
18.6K $1.2M
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
168K
New
$2.82 - $4.5 $474K - $756K
168K $672K
NYF
Ishares New York Muni Bond ETF

ETFs
9.58K
New
$51.29 - $53.06 $491K - $508K
9.58K $499K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.32K
New
$61.79 - $76.67 $329K - $408K
5.32K $404K
RELX
Relx PLC

Communication Services
6.83K
New
$45.31 - $55.66 $309K - $380K
6.83K $370K
BJRI
B Js Restaurants Inc

Consumer Cyclical
8.02K
New
$29.82 - $45.99 $239K - $369K
8.02K $357K
IRM
Iron Mountain Inc

Real Estate
3.41K
New
$76.93 - $105.25 $262K - $358K
3.41K $349K
CCJ
Cameco Corp

Energy
4.56K
New
$36.68 - $74.46 $167K - $339K
4.56K $338K
JD
Jd.Com, Inc.

Consumer Cyclical
10.3K
New
$31.44 - $41.32 $323K - $424K
10.3K $334K
MFC
Manulife Financial Corp

Financial Services
10.1K
New
$26.93 - $32.44 $272K - $328K
10.1K $323K
WY
Weyerhaeuser CO

Real Estate
12.6K
New
$24.69 - $29.48 $310K - $370K
12.6K $322K
SNA
Snap On Inc

Industrials
1.01K
New
$292.36 - $342.2 $296K - $347K
1.01K $315K
APH
Amphenol Corp

Technology
3.16K
New
$59.09 - $98.75 $187K - $312K
3.16K $312K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.63K
New
$50.53 - $212.53 $285K - $1.2M
5.63K $312K
HOOD
Robinhood Markets, Inc.

Technology
3.26K
New
$34.17 - $93.63 $111K - $305K
3.26K $305K
INDA
Ishares Msci India Index Fund

ETFs
5.38K
New
$49.13 - $55.86 $264K - $301K
5.38K $299K
IBN
Icici Bank LTD

Financial Services
8.82K
New
$30.16 - $34.39 $266K - $303K
8.82K $296K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
9.72K
New
$24.63 - $29.39 $239K - $286K
9.72K $280K
ROM
Proshares Ultra Technology

ETFs
3.62K
New
$39.98 - $76.11 $145K - $276K
3.62K $275K
PWR
Quanta Services, Inc.

Industrials
718
New
$239.47 - $381.26 $172K - $274K
718 $271K
UBS
Ubs Group Ag

Financial Services
7.95K
New
$26.12 - $33.82 $208K - $269K
7.95K $268K
OTEX
Open Text Corp

Technology
8.94K
New
$23.04 - $29.2 $206K - $261K
8.94K $261K
TER
Teradyne, Inc

Technology
2.9K
New
$67.96 - $91.05 $197K - $264K
2.9K $260K
GLPG
Galapagos Nv

Healthcare
9.31K
New
$23.04 - $29.2 $215K - $272K
9.31K $260K
APP
App Lovin Corp

Technology
722
New
$219.37 - $417.89 $158K - $302K
722 $252K
CTSH
Cognizant Technology Solutions Corp

Technology
3.16K
New
$66.47 - $81.81 $210K - $258K
3.16K $246K
VRSN
Verisign Inc

Technology
849
New
$234.49 - $288.8 $199K - $245K
849 $245K
CTAS
Cintas Corp

Industrials
1.1K
New
$190.11 - $227.66 $209K - $250K
1.1K $245K
POWL
Powell Industries Inc

Industrials
1.15K
New
$159.38 - $211.34 $183K - $243K
1.15K $242K
TTE
Total Energies Se

Energy
3.51K
New
N/A
3.51K $240K
EQT
Eqt Corp

Energy
4.07K
New
$46.11 - $60.44 $188K - $246K
4.07K $237K
FFIV
F5, Inc.

Technology
800
New
$239.25 - $295.9 $191K - $237K
800 $235K
DVYE
Ishares Emerging Markets Divid

ETFs
8.18K
New
$23.95 - $29.03 $196K - $238K
8.18K $234K
TTWO
Take Two Interactive Software Inc

Communication Services
957
New
$194.58 - $243.05 $186K - $233K
957 $232K
QLD
Proshares Ultra Qqq

ETFs
1.97K
New
$69.34 - $117.71 $137K - $232K
1.97K $232K
U
Unity Software Inc.

Technology
9.59K
New
$16.75 - $26.24 $161K - $252K
9.59K $232K
KHC
Kraft Heinz CO

Consumer Defensive
8.92K
New
$25.61 - $30.81 $228K - $275K
8.92K $230K
RBLX
Roblox Corp

Communication Services
2.18K
New
$51.22 - $105.59 $112K - $231K
2.18K $229K
SE
Sea LTD

Consumer Cyclical
1.43K
New
$105.57 - $170.4 $151K - $244K
1.43K $229K
PEGA
Pegasystems Inc

Technology
4.2K
New
$49.95 - $103.29 $210K - $433K
4.2K $227K
LDOS
Leidos Holdings, Inc.

Technology
1.43K
New
$132.9 - $160.3 $190K - $229K
1.43K $225K
BHP
Bhp Group LTD

Basic Materials
4.67K
New
$40.22 - $50.88 $188K - $237K
4.67K $224K
SNOW
Snowflake Inc.

Technology
1K
New
$130.53 - $223.77 $131K - $224K
1K $223K
FOUR
Shift4 Payments, Inc.

Technology
2.25K
New
$72.5 - $99.11 $163K - $223K
2.25K $222K
EPAM
Epam Systems, Inc.

Technology
1.2K
New
N/A
1.2K $222K
RL
Ralph Lauren Corp

Consumer Cyclical
808
New
$182.34 - $286.22 $147K - $231K
808 $221K
KNSL
Kinsale Capital Group, Inc.

Financial Services
450
New
$419.99 - $501.97 $189K - $226K
450 $217K
CRDO
Credo Technology Group Holding LTD

Technology
2.35K
New
$33.3 - $95.05 $78.3K - $223K
2.35K $217K
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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