Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Reduced 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
BLDR
Builders First Source, Inc.

Industrials
-2.01K
- 2.26%
$142.93 - $198.25 $288K - $399K
87.3K $12.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-17.7K
- 4.55%
$87.85 - $98.6 $1.56M - $1.75M
372K $33.1M
NFLX
Netflix Inc

Communication Services
-5.65K
- 38.29%
$687.65 - $936.56 $3.88M - $5.29M
9.1K $8.11M
DHR
Danaher Corp

Healthcare
-4.4K
- 17.29%
$226.16 - $274.52 $994K - $1.21M
21K $4.83M
ADBE
Adobe Inc.

Technology
-324
- 1.14%
$437.39 - $552.96 $142K - $179K
28.2K $12.5M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-79.6K
- 39.73%
$22.51 - $23.75 $1.79M - $1.89M
121K $2.85M
JNJ
Johnson & Johnson

Healthcare
-1.64K
- 2.41%
$143.34 - $165.86 $236K - $273K
66.6K $9.63M
DELL
Dell Technologies Inc.

Technology
-7.83K
- 9.53%
$111.96 - $144.21 $877K - $1.13M
74.3K $8.57M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.06K
- 0.69%
$33.39 - $37.66 $68.9K - $77.7K
297K $9.92M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.15K
- 2.64%
$197.36 - $217.3 $621K - $684K
116K $23M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18.2K
- 9.99%
$20.55 - $23.26 $374K - $423K
164K $3.45M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-5.98K
- 2.31%
$34.46 - $38.29 $206K - $229K
253K $8.82M
SWKS
Skyworks Solutions, Inc.

Technology
-625
- 0.96%
$83.18 - $99.15 $52K - $62K
64.8K $5.75M
NEE
Nextera Energy Inc

Utilities
-4.73K
- 19.58%
$69.77 - $85.43 $330K - $404K
19.4K $1.39M
ADP
Automatic Data Processing Inc

Industrials
-2.93K
- 21.63%
$280.08 - $307.97 $822K - $904K
10.6K $3.11M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4.23K
- 5.52%
$56.61 - $61.63 $240K - $261K
72.5K $4.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.83K
- 3.05%
$567.81 - $607.81 $1.61M - $1.72M
89.9K $52.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-57
- 1.33%
$501.29 - $612.85 $28.6K - $34.9K
4.23K $2.2M
INTC
Intel Corp

Technology
-9.1K
- 15.54%
$19.07 - $26.23 $174K - $239K
49.5K $992K
MCD
Mcdonalds Corp

Consumer Cyclical
-591
- 4.13%
$288.47 - $316.54 $170K - $187K
13.7K $3.98M
KLAC
Kla Corp

Technology
-235
- 18.86%
$614.46 - $829.55 $144K - $195K
1.01K $637K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.87K
- 4.78%
$55.45 - $61.08 $103K - $114K
37.1K $2.06M
ELV
Elevance Health, Inc.

Healthcare
-25
- 1.27%
$365.96 - $514.62 $9.15K - $12.9K
1.95K $718K
WEC
Wec Energy Group, Inc.

Utilities
-2.33K
- 6.17%
$92.94 - $101.82 $217K - $237K
35.5K $3.33M
NUE
Nucor Corp

Basic Materials
-435
- 6.27%
$115.78 - $167.74 $50.4K - $73K
6.51K $759K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.62K
- 40.65%
$81.6 - $90.89 $295K - $329K
5.28K $453K
CVX
Chevron Corp

Energy
-1.06K
- 2.0%
$141.15 - $162.53 $149K - $172K
51.8K $7.5M
LMT
Lockheed Martin Corp

Industrials
-82
- 3.97%
$479.66 - $614.62 $39.3K - $50.4K
1.98K $963K
EW
Edwards Lifesciences Corp

Healthcare
-6.73K
- 20.97%
$64.54 - $75.92 $435K - $511K
25.4K $1.88M
UBER
Uber Technologies, Inc

Technology
-415
- 2.94%
$59.93 - $86.34 $24.9K - $35.8K
13.7K $827K
DHI
Horton D R Inc

Consumer Cyclical
-241
- 6.31%
$137.24 - $194.56 $33.1K - $46.9K
3.58K $500K
CL
Colgate Palmolive CO

Consumer Defensive
-617
- 4.82%
$90.22 - $102.31 $55.7K - $63.1K
12.2K $1.11M
MUB
Ishares National Muni Bond ETF

ETFs
-978
- 1.83%
$105.78 - $108.7 $103K - $106K
52.5K $5.59M
PGR
Progressive Corp

Financial Services
-735
- 32.21%
$239.6 - $268.88 $176K - $198K
1.55K $370K
IDV
Ishares Tr

ETFs
-575
- 0.87%
$27.03 - $29.92 $15.5K - $17.2K
65.5K $1.79M
ALHC
Alignment Healthcare, Inc.

Healthcare
-15.2K
- 29.44%
$10.0 - $14.15 $152K - $215K
36.5K $410K
FTSL
First Trust Senior Ln Fund

ETFs
-5.18K
- 3.72%
$45.9 - $46.48 $238K - $241K
134K $6.21M
O
Realty Income Corp

Real Estate
-403
- 2.41%
$51.76 - $64.71 $20.9K - $26.1K
16.3K $870K
HYD
Vaneck High Yield Muni ETF

ETFs
-719
- 0.6%
$51.09 - $53.06 $36.7K - $38.2K
119K $6.17M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.38K
- 2.59%
$51.09 - $55.27 $70.6K - $76.4K
52K $2.66M
NOC
Northrop Grumman Corp

Industrials
-32
- 1.34%
$466.52 - $543.88 $14.9K - $17.4K
2.35K $1.1M
CDNA
Care Dx, Inc.

Healthcare
-500
- 3.66%
$20.4 - $32.2 $10.2K - $16.1K
13.2K $281K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.37K
- 3.89%
$124.61 - $133.96 $296K - $318K
58.5K $7.54M
AWK
American Water Works Company, Inc.

Utilities
-520
- 18.14%
$123.83 - $146.07 $64.4K - $76K
2.35K $292K
VT
Vanguard Total World Stk Index

ETFs
-696
- 3.69%
$117.09 - $123.07 $81.5K - $85.7K
18.2K $2.14M
TDY
Teledyne Technologies Inc

Technology
-355
- 22.22%
$436.59 - $489.24 $155K - $174K
1.24K $576K
IWN
Ishares Russell2000 Val ETF

ETFs
-452
- 2.62%
$162.69 - $181.35 $73.5K - $82K
16.8K $2.76M
SNAP
Snap Inc

Communication Services
-12.9K
- 4.51%
$9.98 - $12.86 $128K - $165K
272K $2.93M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-109
- 0.57%
$57.96 - $64.2 $6.32K - $7K
19.2K $1.11M
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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