Empirical Financial Services, LLC D.B.A. Empirical Wealth Management New Holdings in Q4 2024

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCV
Invesco ETF Self Indexed Fd Tr
158K
New
$16.02 - $16.72 $2.53M - $2.64M
158K $2.53M
WSR
Whitestone Reit

Real Estate
107K
New
$13.24 - $15.22 $1.41M - $1.63M
107K $1.51M
JCI
Johnson Controls International PLC

Industrials
17.8K
New
$74.23 - $86.6 $1.32M - $1.54M
17.8K $1.4M
JNPR
Juniper Networks Inc

Technology
36.7K
New
$35.08 - $39.26 $1.29M - $1.44M
36.7K $1.37M
TFII
Tfi International Inc.

Industrials
5K
New
$131.69 - $153.91 $658K - $770K
5K $675K
XLU
Utilities Sector Spdr

ETFs
6.9K
New
$74.89 - $82.93 $517K - $573K
6.9K $522K
BNDX
Vanguard Total International B

ETFs
10.5K
New
$48.91 - $50.61 $511K - $529K
10.5K $512K
FIX
Comfort Systems Usa Inc

Industrials
1.16K
New
$370.68 - $504.12 $431K - $587K
1.16K $493K
APP
App Lovin Corp

Technology
1.27K
New
$130.67 - $401.5 $166K - $510K
1.27K $410K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.64K
New
$71.75 - $75.11 $405K - $424K
5.64K $405K
FICO
Fair Isaac Corp

Technology
198
New
$1911.01 - $2382.4 $378K - $472K
198 $394K
WMB
Williams Companies, Inc.

Energy
6.99K
New
$46.37 - $59.74 $324K - $417K
6.99K $378K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13.6K
New
$27.8 - $29.05 $377K - $394K
13.6K $377K
MPLX
Mplx LP

Energy
7.82K
New
$43.77 - $51.66 $342K - $404K
7.82K $374K
ENB
Enbridge Inc

Energy
8.78K
New
$40.4 - $43.92 $355K - $385K
8.78K $372K
VFVA
Vanguard Wellington Fd U S Val

ETFs
3.12K
New
$117.34 - $130.02 $366K - $406K
3.12K $369K
LUV
Southwest Airlines CO

Industrials
10.5K
New
$28.99 - $34.84 $304K - $365K
10.5K $352K
MCO
Moodys Corp

Financial Services
741
New
$454.04 - $500.88 $336K - $371K
741 $350K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.65K
New
$180.39 - $205.43 $297K - $338K
1.65K $311K
DFAX
Dimensional ETF Tr
12.4K
New
$24.76 - $27.04 $306K - $335K
12.4K $307K
KKR
Kkr & Co. Inc.

Financial Services
2.02K
New
$129.87 - $162.87 $263K - $329K
2.02K $299K
FIS
Fidelity National Information Services, Inc.

Technology
3.3K
New
$80.14 - $90.95 $265K - $300K
3.3K $266K
GDDY
Go Daddy Inc.

Technology
1.33K
New
$153.16 - $209.03 $203K - $277K
1.33K $261K
CCI
Crown Castle International Corp

Real Estate
2.85K
New
$89.78 - $119.11 $256K - $339K
2.85K $258K
TTE
Total Energies Se

Energy
3.72K
New
N/A
3.72K $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.35K
New
$57.53 - $60.83 $250K - $264K
4.35K $250K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3.69K
New
$67.38 - $75.88 $249K - $280K
3.69K $249K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.33K
New
$57.32 - $59.66 $248K - $258K
4.33K $248K
FDN
First Tr Fd Dow Jones

ETFs
1.01K
New
$210.5 - $257.24 $213K - $260K
1.01K $245K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.38K
New
$138.3 - $192.95 $191K - $267K
1.38K $244K
DOV
Dover Corp

Industrials
1.31K
New
$184.72 - $206.51 $241K - $269K
1.31K $244K
IDT
Idt Corp

Communication Services
5.09K
New
$37.73 - $53.3 $192K - $271K
5.09K $241K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.62K
New
$89.9 - $100.66 $235K - $264K
2.62K $236K
GPOR
Gulfport Energy Corp

Energy
1.28K
New
$137.59 - $184.2 $176K - $235K
1.28K $235K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.74K
New
$82.28 - $117.52 $225K - $322K
2.74K $232K
VRT
Vertiv Holdings CO

Industrials
2.65K
New
N/A
2.65K $229K
SAP
Sap Se

Technology
901
New
$218.13 - $255.54 $197K - $230K
901 $221K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
908
New
$221.83 - $266.82 $201K - $242K
908 $220K
GNK
Genco Shipping & Trading LTD

Industrials
15.8K
New
$13.64 - $19.17 $215K - $302K
15.8K $219K
JEF
Jefferies Financial Group Inc.

Financial Services
2.79K
New
$61.95 - $81.75 $173K - $228K
2.79K $218K
DISV
Dimensional ETF Tr Dimensional

ETFs
8.07K
New
$26.18 - $28.77 $211K - $232K
8.07K $214K
QLD
Proshares Ultra Qqq

ETFs
1.97K
New
$97.85 - $120.25 $193K - $237K
1.97K $213K
VCR
Vanguard Consumer Discretionar

ETFs
569
New
$328.51 - $401.37 $187K - $228K
569 $213K
CMS
Cms Energy Corp

Utilities
3.18K
New
$65.76 - $71.94 $209K - $229K
3.18K $212K
UL
Unilever PLC

Consumer Defensive
3.69K
New
$56.7 - $64.64 $209K - $238K
3.69K $209K
SKY
Skyline Champion Corp

Consumer Cyclical
2.38K
New
$88.1 - $108.92 $210K - $259K
2.38K $209K
SCI
Service Corp International

Consumer Cyclical
2.58K
New
$73.36 - $88.6 $189K - $228K
2.58K $205K
HRB
H&R Block Inc

Consumer Cyclical
3.85K
New
$52.14 - $63.36 $201K - $244K
3.85K $203K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.4K
New
$12.27 - $15.41 $128K - $161K
10.4K $150K
Activity Summary
Buys All Purchases 426 New Holdings 63 Increased Positions 363 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 2
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