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
UDR
Udr, Inc.

Real Estate
6.66K
New
$40.09 - $46.04 $267K - $307K
6.66K $300K
RIO
Rio Tinto PLC

Basic Materials
4.97K
New
$58.19 - $64.29 $289K - $319K
4.97K $298K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.63K
New
$55.75 - $77.63 $203K - $282K
3.63K $282K
AZN
Astrazeneca PLC

Healthcare
3.85K
New
$65.37 - $77.96 $251K - $300K
3.85K $282K
EVRG
Evergy, Inc.

Utilities
4.04K
New
$59.9 - $69.52 $242K - $281K
4.04K $278K
COPX
Global X Copper Miners ETF

ETFs
6.9K
New
$37.72 - $43.32 $260K - $299K
6.9K $269K
RDVY
First Trust Rising Dividend Ac

ETFs
4.36K
New
$57.22 - $63.39 $250K - $277K
4.36K $255K
JWN
Nordstrom Inc

Consumer Cyclical
10.4K
New
$24.01 - $24.46 $251K - $255K
10.4K $255K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
5.53K
New
$43.82 - $58.86 $242K - $325K
5.53K $251K
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.98K
New
$25.54 - $28.79 $229K - $259K
8.98K $249K
RWX
Spdr Dow Jones International R

ETFs
9.86K
New
$22.39 - $24.7 $221K - $243K
9.86K $241K
MLR
Miller Industries Inc

Consumer Cyclical
5.71K
New
$42.37 - $69.18 $242K - $395K
5.71K $241K
SONY
Sony Group Corp

Technology
9.47K
New
$19.88 - $25.64 $188K - $243K
9.47K $240K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.95K
New
$78.12 - $83.7 $230K - $247K
2.95K $237K
COF
Capital One Financial Corp

Financial Services
1.31K
New
$163.87 - $209.82 $215K - $276K
1.31K $235K
CGDV
Capital Group Divid Value ETF

ETFs
6.47K
New
$34.95 - $37.36 $226K - $242K
6.47K $230K
CVS
Cvs Health Corp

Healthcare
3.39K
New
$44.22 - $68.64 $150K - $232K
3.39K $229K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.35K
New
$47.39 - $54.26 $206K - $236K
4.35K $226K
AXS
Axis Capital Holdings LTD

Financial Services
2.25K
New
$85.54 - $100.24 $193K - $226K
2.25K $225K
PAHC
Phibro Animal Health Corp

Healthcare
10.5K
New
$20.05 - $26.22 $210K - $275K
10.5K $223K
FITB
Fifth Third Bancorp

Financial Services
5.7K
New
$37.48 - $44.96 $214K - $256K
5.7K $223K
VST
Vistra Corp.

Utilities
1.89K
New
$108.49 - $191.89 $205K - $363K
1.89K $221K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
653
New
$333.37 - $384.99 $218K - $251K
653 $218K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.63K
New
$76.77 - $82.22 $202K - $216K
2.63K $208K
EMLP
First Tr Exchange Traded Iv

ETFs
5.57K
New
$35.79 - $38.28 $199K - $213K
5.57K $208K
DPZ
Dominos Pizza Inc

Consumer Cyclical
452
New
$402.33 - $489.71 $182K - $221K
452 $207K
WRB
Berkley W R Corp

Financial Services
2.9K
New
$56.7 - $71.27 $165K - $207K
2.9K $206K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13.8K
New
$12.89 - $15.19 $178K - $210K
13.8K $205K
HDB
Hdfc Bank LTD

Financial Services
3.08K
New
$58.06 - $66.85 $179K - $206K
3.08K $204K
FOXA
Fox Corp

Communication Services
3.57K
New
$47.9 - $58.0 $171K - $207K
3.57K $202K
PPL
Ppl Corp

Utilities
5.61K
New
$31.68 - $36.11 $178K - $203K
5.61K $202K
ATO
Atmos Energy Corp

Utilities
1.3K
New
$136.51 - $154.58 $178K - $201K
1.3K $201K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.54K
New
$115.79 - $154.66 $179K - $238K
1.54K $201K
ESS
Essex Property Trust, Inc.

Real Estate
735
New
N/A
735 $200K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.92K
New
$49.67 - $51.43 $195K - $201K
3.92K $200K
LZB
La Z Boy Inc

Consumer Cyclical
5.14K
New
$38.0 - $48.02 $195K - $247K
5.14K $200K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
11K
New
$17.66 - $18.84 $195K - $208K
11K $194K
OFIX
Orthofix Medical Inc.

Healthcare
10K
New
$16.06 - $19.04 $161K - $191K
10K $163K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14.4K
New
$11.22 - $11.8 $162K - $170K
14.4K $161K
MD
Mednax, Inc.

Healthcare
11K
New
$12.44 - $17.23 $136K - $189K
11K $158K
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.5K
New
$14.28 - $14.97 $150K - $157K
10.5K $149K
NWBI
Northwest Bancshares, Inc.

Financial Services
12.2K
New
$11.78 - $13.39 $143K - $163K
12.2K $146K
ANGO
Angiodynamics Inc

Healthcare
14.8K
New
$8.37 - $12.94 $124K - $191K
14.8K $138K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.1K
New
$11.66 - $14.98 $117K - $151K
10.1K $137K
AGNC
Agnc Investment Corp.

Real Estate
13.7K
New
$9.12 - $10.54 $125K - $145K
13.7K $131K
CIG
Energy CO Of Minas Gerais

Utilities
59K
New
$1.71 - $1.98 $101K - $117K
59K $103K
CX
Cemex Sab De Cv

Basic Materials
17.2K
New
$5.36 - $6.78 $92.1K - $117K
17.2K $96K
HL
Hecla Mining CO

Basic Materials
15K
New
$5.07 - $6.37 $76.1K - $95.6K
15K $83K
QS
Quantum Scape Corp

Consumer Cyclical
11.3K
New
$4.15 - $6.58 $47.1K - $74.7K
11.3K $47K
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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