Empirical Financial Services, LLC D.B.A. Empirical Wealth Management New Holdings 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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29K
New
$442.66 - $534.52 $12.8M - $15.5M
29K $15.4M
MTB
M&T Bank Corp

Financial Services
37.8K
New
$170.47 - $201.98 $6.44M - $7.64M
37.8K $6.76M
APO
Apollo Global Management, Inc.

Financial Services
43.7K
New
$126.01 - $172.06 $5.5M - $7.51M
43.7K $5.98M
RMD
Resmed Inc

Healthcare
23.7K
New
$219.7 - $257.65 $5.2M - $6.1M
23.7K $5.3M
BKR
Baker Hughes CO

Energy
93.2K
New
$41.16 - $48.85 $3.84M - $4.55M
93.2K $4.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
2.09K
New
$1728.36 - $2231.14 $3.61M - $4.66M
2.09K $3.87M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
UAL
United Airlines Holdings, Inc.

Industrials
45.9K
New
$69.05 - $110.52 $3.17M - $5.07M
45.9K $3.17M
TQQQ
Proshares Ultrapro Qqq

ETFs
42.9K
New
$57.3 - $90.39 $2.46M - $3.88M
42.9K $2.46M
ETR
Entergy Corp

Utilities
28.5K
New
$75.26 - $87.89 $2.15M - $2.51M
28.5K $2.44M
NEM
Newmont Corp

Basic Materials
37.5K
New
$37.79 - $48.39 $1.42M - $1.81M
37.5K $1.81M
XEL
Xcel Energy Inc

Utilities
25K
New
$63.37 - $72.1 $1.58M - $1.8M
25K $1.77M
STT
State Street Corp

Financial Services
17K
New
$84.47 - $102.23 $1.44M - $1.74M
17K $1.52M
EOG
Eog Resources Inc

Energy
11.4K
New
$120.54 - $138.05 $1.38M - $1.58M
11.4K $1.47M
NDAQ
Nasdaq, Inc.

Financial Services
19.1K
New
$72.17 - $83.76 $1.38M - $1.6M
19.1K $1.45M
LNG
Cheniere Energy, Inc.

Energy
6.2K
New
$209.32 - $253.66 $1.3M - $1.57M
6.2K $1.43M
EBF
Ennis, Inc.

Industrials
57.8K
New
$19.39 - $21.71 $1.12M - $1.25M
57.8K $1.16M
ADUS
Addus Home Care Corp

Healthcare
10.8K
New
$89.83 - $135.92 $969K - $1.47M
10.8K $1.07M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
26.2K
New
$35.15 - $41.31 $920K - $1.08M
26.2K $1.02M
ICUI
Icu Medical Inc

Healthcare
6.44K
New
$130.05 - $172.3 $838K - $1.11M
6.44K $894K
ROP
Roper Technologies Inc

Industrials
1.5K
New
$502.71 - $593.81 $756K - $893K
1.5K $886K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.8K
New
$26.71 - $31.58 $663K - $784K
24.8K $752K
REVG
Rev Group, Inc.

Industrials
23.1K
New
$27.3 - $35.58 $630K - $822K
23.1K $729K
SLVM
Sylvamo Corp

Basic Materials
10.3K
New
$63.64 - $81.86 $653K - $839K
10.3K $687K
SLB
Schlumberger Limited

Energy
14.9K
New
$38.4 - $43.74 $573K - $653K
14.9K $623K
LAUR
Laureate Education, Inc.

Consumer Defensive
28.4K
New
$18.04 - $20.97 $511K - $595K
28.4K $579K
SGOL
Abrdn Gold ETF Trust

ETFs
18.9K
New
$25.14 - $29.82 $474K - $562K
18.9K $562K
SHV
Ishares Tr

ETFs
4.82K
New
$110.11 - $110.51 $531K - $532K
4.82K $532K
VEU
Vanguard Ftse All World Ex Us

ETFs
7.5K
New
$56.51 - $62.98 $424K - $472K
7.5K $454K
GBIL
Goldman Sachs Access Treasury

ETFs
4.51K
New
$99.85 - $100.19 $451K - $452K
4.51K $452K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.64K
New
$73.78 - $76.59 $416K - $432K
5.64K $431K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.65K
New
$114.9 - $139.6 $420K - $510K
3.65K $429K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.85K
New
$57.44 - $59.4 $394K - $407K
6.85K $407K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.9K
New
$50.72 - $50.92 $401K - $402K
7.9K $401K
YUM
Yum Brands Inc

Consumer Cyclical
2.52K
New
$123.25 - $162.53 $311K - $410K
2.52K $397K
LNTH
Lantheus Holdings, Inc.

Healthcare
3.98K
New
$78.23 - $110.01 $311K - $437K
3.98K $387K
NVEE
Nv5 Global, Inc.

Industrials
20K
New
$17.03 - $19.42 $341K - $388K
20K $385K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.18K
New
$34.58 - $45.97 $283K - $376K
8.18K $376K
AKAM
Akamai Technologies Inc

Technology
4.1K
New
N/A
4.1K $372K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.12K
New
$142.8 - $176.36 $302K - $373K
2.12K $365K
AJG
Arthur J. Gallagher & Co.

Financial Services
991
New
$275.89 - $345.24 $273K - $342K
991 $342K
TRMB
Trimble Inc.

Technology
5.18K
New
$65.52 - $77.49 $339K - $401K
5.18K $340K
DGRO
Ishares Core Dividend Growth E

ETFs
5.16K
New
$60.46 - $64.42 $312K - $332K
5.16K $318K
CEG
Constellation Energy Corp

Utilities
1.56K
New
$201.63 - $347.44 $315K - $543K
1.56K $315K
EMBC
Embecta Corp.

Healthcare
24.5K
New
$12.28 - $20.93 $301K - $513K
24.5K $312K
GM
General Motors CO

Consumer Cyclical
6.62K
New
$45.22 - $54.92 $299K - $363K
6.62K $311K
ACVF
ETF Opportunities Tr American

ETFs
7.23K
New
$42.01 - $46.08 $304K - $333K
7.23K $309K
KEX
Kirby Corp

Industrials
3.03K
New
$95.1 - $112.81 $288K - $341K
3.03K $305K
IWS
Ishares Russell Midcap Value E

ETFs
2.42K
New
$122.59 - $135.24 $296K - $327K
2.42K $304K
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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