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
DHR
Danaher Corp

Healthcare
-338
- 1.61%
$201.62 - $250.59 $68.1K - $84.7K
20.7K $4.24M
DIS
Walt Disney CO

Communication Services
-3.36K
- 18.56%
$96.87 - $114.0 $326K - $383K
14.8K $1.46M
PANW
Palo Alto Networks Inc

Technology
-2.08K
- 12.28%
$167.82 - $208.28 $349K - $433K
14.8K $2.53M
MDT
Medtronic PLC

Healthcare
-7.31K
- 62.93%
$79.84 - $94.5 $584K - $691K
4.31K $386K
PFE
Pfizer Inc

Healthcare
-19.2K
- 41.0%
$25.01 - $27.13 $479K - $520K
27.6K $699K
HD
Home Depot, Inc.

Consumer Cyclical
-244
- 1.35%
$347.25 - $424.87 $84.7K - $104K
17.8K $6.52M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-4.4K
- 3.16%
$31.63 - $35.22 $139K - $155K
135K $4.31M
CFLT
Confluent, Inc.

Technology
-11.1K
- 24.49%
$23.44 - $37.65 $259K - $416K
34.1K $799K
EMN
Eastman Chemical CO

Basic Materials
-4.98K
- 66.42%
$87.05 - $103.47 $433K - $515K
2.52K $221K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-455
- 0.78%
$120.24 - $134.3 $54.7K - $61.1K
58.1K $7.08M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-17.5K
- 1.6%
$17.53 - $17.87 $306K - $312K
1.08M $18.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.9K
- 1.35%
$25.12 - $26.05 $199K - $206K
579K $14.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.99K
- 5.13%
$126.11 - $135.06 $504K - $539K
73.9K $9.53M
BX
Blackstone Inc.

Financial Services
-975
- 11.85%
$136.53 - $186.74 $133K - $182K
7.25K $1.01M
HYD
Vaneck High Yield Muni ETF

ETFs
-6.19K
- 5.2%
$50.79 - $52.53 $314K - $325K
113K $5.77M
PLTR
Palantir Technologies Inc.

Technology
-6.82K
- 33.8%
$64.98 - $124.62 $443K - $850K
13.4K $1.13M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-10.2K
- 8.44%
$21.85 - $24.13 $223K - $246K
111K $2.45M
LOW
Lowes Companies Inc

Consumer Cyclical
-995
- 9.36%
$222.66 - $268.42 $222K - $267K
9.64K $2.25M
MSTR
Microstrategy Inc

Technology
-1.22K
- 43.82%
$239.27 - $396.5 $291K - $482K
1.56K $449K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.37K
- 3.74%
$59.61 - $66.71 $141K - $158K
61K $3.69M
TWLO
Twilio Inc

Communication Services
-2.22K
- 17.59%
$94.9 - $148.35 $211K - $330K
10.4K $1.02M
MS
Morgan Stanley

Financial Services
-1.59K
- 9.07%
$111.68 - $141.08 $178K - $225K
16K $1.86M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-11.9K
- 39.7%
$26.34 - $31.72 $314K - $378K
18.1K $501K
IWN
Ishares Russell2000 Val ETF

ETFs
-588
- 3.49%
$149.27 - $169.4 $87.8K - $99.6K
16.2K $2.45M
FDM
First Trust Dow Jones Select M

ETFs
-1.95K
- 6.15%
$61.73 - $71.81 $120K - $140K
29.7K $1.85M
NKE
Nike, Inc.

Consumer Cyclical
-644
- 3.11%
$63.29 - $81.72 $40.8K - $52.6K
20.1K $1.28M
VO
Vanguard Mid Cap ETF

ETFs
-985
- 24.01%
$251.87 - $277.95 $248K - $274K
3.12K $806K
SQ
Block, Inc.

Technology
-199
- 2.17%
$54.04 - $92.95 $10.8K - $18.5K
8.96K $512K
SYK
Stryker Corp

Healthcare
-777
- 28.82%
$355.18 - $399.9 $276K - $311K
1.92K $714K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-848
- 1.04%
$24.91 - $29.02 $21.1K - $24.6K
80.8K $2.02M
FTSL
First Trust Senior Ln Fund

ETFs
-3.32K
- 2.47%
$45.65 - $46.48 $151K - $154K
131K $5.98M
MSI
Motorola Solutions, Inc.

Technology
-297
- 7.68%
$411.73 - $482.1 $122K - $143K
3.57K $1.56M
GS
Goldman Sachs Group Inc

Financial Services
-278
- 11.14%
$524.81 - $672.19 $146K - $187K
2.22K $1.21M
INTC
Intel Corp

Technology
-14.3K
- 28.94%
$19.1 - $27.39 $273K - $392K
35.2K $798K
AMP
Ameriprise Financial Inc

Financial Services
-295
- 28.5%
$472.29 - $575.13 $139K - $170K
740 $358K
C
Citigroup Inc

Financial Services
-2.87K
- 13.12%
$67.23 - $84.63 $193K - $243K
19K $1.35M
NVO
Novo Nordisk A S

Healthcare
-925
- 12.41%
$69.3 - $90.95 $64.1K - $84.1K
6.53K $453K
UFPI
Ufp Industries Inc

Basic Materials
-1.34K
- 16.92%
$103.91 - $118.67 $139K - $159K
6.57K $702K
CB
Chubb LTD

Financial Services
-782
- 39.46%
$257.71 - $301.99 $202K - $236K
1.2K $362K
PEP
Pepsico Inc

Consumer Defensive
-879
- 3.72%
$142.64 - $156.42 $125K - $137K
22.7K $3.41M
ALK
Alaska Air Group, Inc.

Industrials
-100
- 0.88%
$49.22 - $76.6 $4.92K - $7.66K
11.3K $556K
INTU
Intuit Inc

Technology
-230
- 9.88%
$555.63 - $630.23 $128K - $145K
2.1K $1.29M
FNDC
Schwab Fundamental Intl Small

ETFs
-5.59K
- 42.1%
$33.34 - $37.44 $186K - $209K
7.68K $278K
MGRC
Mcgrath Rentcorp

Industrials
-1.52K
- 39.84%
$109.58 - $128.96 $167K - $197K
2.3K $256K
PCAR
Paccar Inc

Industrials
-1.08K
- 11.41%
$96.91 - $112.51 $105K - $122K
8.42K $819K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-641
- 27.42%
$161.27 - $192.3 $103K - $123K
1.7K $273K
TGT
Target Corp

Consumer Defensive
-516
- 15.24%
$103.65 - $142.5 $53.5K - $73.5K
2.87K $299K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-8.45K
- 10.49%
$18.54 - $18.88 $157K - $160K
72.1K $1.35M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-450
- 16.62%
$221.78 - $273.45 $99.8K - $123K
2.26K $513K
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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