Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Reduced 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
NVR
Nvr Inc

Consumer Cyclical
-1.55K
- 64.44%
$7062.02 - $8382.63 $10.9M - $13M
853 $6.18M
MCK
Mckesson Corp

Healthcare
-21.2K
- 66.7%
$566.21 - $672.99 $12M - $14.3M
10.6K $7.13M
BLDR
Builders First Source, Inc.

Industrials
-73.9K
- 84.61%
$122.8 - $173.51 $9.07M - $12.8M
13.4K $1.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.48K
- 8.51%
$222.15 - $428.22 $1.22M - $2.35M
58.9K $15.3M
ACGL
Arch Capital Group Ltd.

Financial Services
-119K
- 60.6%
$88.13 - $96.94 $10.5M - $11.6M
77.7K $7.47M
DOX
Amdocs LTD

Technology
-120K
- 97.86%
$82.21 - $92.02 $9.85M - $11M
2.63K $240K
CARR
Carrier Global Corp

Industrials
-139K
- 67.75%
$62.07 - $70.55 $8.65M - $9.83M
66.3K $4.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
-35.4K
- 86.65%
$266.61 - $302.66 $9.45M - $10.7M
5.46K $1.58M
UPS
United Parcel Service Inc

Industrials
-61.7K
- 82.17%
$109.66 - $136.26 $6.76M - $8.4M
13.4K $1.47M
ORCL
Oracle Corp

Technology
-37.5K
- 37.16%
$139.81 - $186.47 $5.25M - $7M
63.5K $8.87M
ABBV
Abb Vie Inc.

Healthcare
-46.1K
- 54.14%
$169.2 - $216.66 $7.79M - $9.98M
39K $8.18M
PHM
Pultegroup Inc

Consumer Cyclical
-57.2K
- 79.35%
$101.09 - $118.51 $5.78M - $6.78M
14.9K $1.53M
GILD
Gilead Sciences, Inc.

Healthcare
-81K
- 57.01%
$89.14 - $117.41 $7.22M - $9.52M
61.1K $6.85M
CI
Cigna Corp

Healthcare
-22K
- 92.43%
$274.49 - $329.0 $6.04M - $7.24M
1.8K $592K
AFL
Aflac Inc

Financial Services
-58.3K
- 61.27%
$100.99 - $111.19 $5.89M - $6.48M
36.9K $4.1M
AZO
Autozone Inc

Consumer Cyclical
-2.01K
- 55.45%
$3193.96 - $3828.11 $6.42M - $7.7M
1.62K $6.16M
LEN
Lennar Corp

Consumer Cyclical
-38.9K
- 95.18%
$113.93 - $141.54 $4.43M - $5.5M
1.97K $225K
WSO
Watsco Inc

Industrials
-9.35K
- 81.11%
$463.86 - $530.75 $4.34M - $4.96M
2.18K $1.11M
OZ
Belpointe Prep, LLC

Real Estate
-4.64K
- 1.81%
$60.5 - $78.04 $281K - $362K
252K $16.2M
SCCO
Southern Copper Corp

Basic Materials
-36.7K
- 84.28%
$85.92 - $101.48 $3.15M - $3.72M
6.84K $639K
JBL
Jabil Inc

Technology
-21.2K
- 66.05%
$130.51 - $173.33 $2.77M - $3.68M
10.9K $1.48M
HPQ
Hp Inc

Technology
-32.4K
- 7.25%
$27.69 - $34.72 $897K - $1.13M
414K $11.5M
EXPD
Expeditors International Of Washington Inc

Industrials
-26.1K
- 90.07%
$109.09 - $126.48 $2.85M - $3.31M
2.88K $346K
GOOGL
Alphabet Inc.

Communication Services
-725
- 1.01%
$154.33 - $206.19 $112K - $149K
70.8K $11M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-25.1K
- 65.53%
$106.31 - $123.73 $2.66M - $3.1M
13.2K $1.63M
STLD
Steel Dynamics Inc

Basic Materials
-25K
- 91.41%
N/A
2.35K $230K
DELL
Dell Technologies Inc.

Technology
-6.39K
- 8.6%
$90.34 - $124.66 $577K - $797K
67.9K $6.19M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.26K
- 2.69%
$58.81 - $68.2 $486K - $563K
299K $17.9M
ABC
Amerisourcebergen Corp

Healthcare
-11.2K
- 86.36%
N/A
1.77K $328K
ADBE
Adobe Inc.

Technology
-676
- 2.4%
$377.84 - $464.11 $255K - $314K
27.5K $10.5M
FDX
Fedex Corp

Industrials
-6.66K
- 80.22%
$230.33 - $281.53 $1.53M - $1.88M
1.64K $400K
OTIS
Otis Worldwide Corp

Industrials
-20.9K
- 86.21%
$90.77 - $104.01 $1.9M - $2.18M
3.35K $345K
MCHP
Microchip Technology Inc

Technology
-31.2K
- 71.27%
$48.41 - $64.3 $1.51M - $2.01M
12.6K $608K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.7K
- 2.61%
$32.42 - $36.13 $639K - $712K
735K $24.2M
CMCSA
Comcast Corp

Communication Services
-49.2K
- 68.42%
$33.19 - $38.23 $1.63M - $1.88M
22.7K $838K
EME
Emcor Group, Inc.

Industrials
-3.46K
- 68.3%
$361.16 - $535.99 $1.25M - $1.86M
1.61K $593K
CTRA
Coterra Energy Inc.

Energy
-66.2K
- 89.95%
$25.51 - $29.83 $1.69M - $1.97M
7.39K $213K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.33K
- 82.98%
$1187.71 - $1432.58 $1.58M - $1.91M
273 $391K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.05K
- 4.45%
$468.34 - $539.52 $493K - $568K
22.6K $10.6M
ROK
Rockwell Automation, Inc

Industrials
-4.75K
- 77.67%
$255.29 - $303.75 $1.21M - $1.44M
1.37K $352K
DE
Deere & CO

Industrials
-3.16K
- 43.24%
$408.57 - $509.27 $1.29M - $1.61M
4.15K $1.95M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-19.4K
- 12.48%
$47.33 - $47.92 $920K - $931K
136K $6.49M
VV
Vanguard Large Cap ETF

ETFs
-737
- 1.36%
$253.32 - $282.66 $187K - $208K
53.4K $13.7M
SNAP
Snap Inc

Communication Services
-21.5K
- 7.9%
$8.37 - $12.57 $180K - $271K
251K $2.19M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-25.8K
- 11.26%
$32.5 - $33.3 $837K - $858K
203K $6.75M
IOT
Samsara Inc.

Technology
-12.2K
- 31.6%
$34.06 - $60.96 $416K - $745K
26.5K $1.01M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-24K
- 9.62%
$29.82 - $30.1 $717K - $724K
226K $6.8M
O
Realty Income Corp

Real Estate
-12.2K
- 74.69%
$51.67 - $58.49 $629K - $712K
4.12K $239K
MRK
Merck & Co., Inc.

Healthcare
-2.91K
- 7.81%
$83.01 - $101.02 $241K - $294K
34.3K $3.08M
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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