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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.03K
- 34.26%
$64.88 - $72.1 $132K - $146K
3.89K $255K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 30.95%
$96.88 - $111.25 $125K - $144K
2.89K $288K
MU
Micron Technology Inc

Technology
-1.88K
- 37.0%
$86.89 - $109.38 $163K - $205K
3.2K $277K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-6.93K
- 8.08%
$24.6 - $24.99 $171K - $173K
78.9K $1.97M
TRV
Travelers Companies, Inc.

Financial Services
-1.24K
- 15.87%
$232.43 - $265.13 $288K - $329K
6.58K $1.74M
SUB
Ishares Short Term National Mu

ETFs
-1.42K
- 2.55%
$105.3 - $106.24 $149K - $150K
54K $5.7M
RF
Regions Financial Corp

Financial Services
-5.1K
- 33.54%
$20.84 - $24.77 $106K - $126K
10.1K $219K
HDV
Ishares Core High Dividend ETF

ETFs
-1.37K
- 36.52%
$110.86 - $121.12 $152K - $166K
2.38K $288K
AXON
Axon Enterprise, Inc.

Industrials
-84
- 6.73%
$496.65 - $710.01 $41.7K - $59.6K
1.17K $612K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.33K
- 30.62%
$34.5 - $43.01 $115K - $143K
7.55K $285K
OKE
Oneok Inc

Energy
-1.07K
- 7.59%
$89.57 - $109.85 $95.6K - $117K
13K $1.29M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-490
- 2.04%
$30.79 - $38.48 $15.1K - $18.9K
23.5K $750K
CSX
Csx Corp

Industrials
-2.07K
- 12.03%
$29.11 - $33.67 $60.2K - $69.7K
15.1K $445K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.38K
- 35.59%
$80.21 - $86.14 $111K - $119K
2.5K $206K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.78K
- 17.91%
$37.35 - $43.35 $66.6K - $77.2K
8.17K $309K
SEIC
Sei Investments CO

Financial Services
-1K
- 19.35%
$72.08 - $86.58 $72.4K - $86.9K
4.19K $324K
XLF
Financial Sector Spdr

ETFs
-2.35K
- 21.64%
$47.32 - $52.19 $111K - $122K
8.49K $422K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.67K
- 27.05%
$27.64 - $28.58 $101K - $105K
9.89K $282K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-775
- 4.04%
$55.05 - $58.37 $42.7K - $45.2K
18.4K $1.02M
TT
Trane Technologies PLC

Industrials
-115
- 7.3%
$332.0 - $400.86 $38.2K - $46.1K
1.46K $492K
ITW
Illinois Tool Works Inc

Industrials
-281
- 8.23%
$244.9 - $274.48 $68.8K - $77.1K
3.13K $776K
EW
Edwards Lifesciences Corp

Healthcare
-649
- 2.56%
$67.95 - $76.19 $44.1K - $49.4K
24.7K $1.79M
TXT
Textron Inc

Industrials
-928
- 19.62%
$70.19 - $81.2 $65.1K - $75.4K
3.8K $274K
HWM
Howmet Aerospace Inc.

Industrials
-1.27K
- 32.26%
$110.79 - $139.39 $140K - $176K
2.66K $344K
GPC
Genuine Parts CO

Consumer Cyclical
-737
- 28.62%
$115.91 - $129.02 $85.4K - $95.1K
1.84K $218K
VONG
Vanguard Russell 1000 Growth E

ETFs
-344
- 8.01%
$92.71 - $107.38 $31.9K - $36.9K
3.95K $366K
DSGX
Descartes Systems Group Inc

Technology
-15
- 0.26%
$96.4 - $122.5 $1.45K - $1.84K
5.75K $579K
SHOP
Shopify Inc.

Technology
-45
- 0.71%
$90.59 - $129.31 $4.08K - $5.82K
6.28K $599K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-326
- 19.82%
$175.5 - $209.86 $57.2K - $68.4K
1.32K $239K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.48K
- 3.95%
$20.2 - $22.24 $131K - $144K
157K $3.39M
A
Agilent Technologies, Inc.

Healthcare
-42
- 1.22%
$116.69 - $152.6 $4.9K - $6.41K
3.4K $397K
CRWD
Crowd Strike Holdings, Inc.

Technology
-261
- 8.92%
$308.86 - $455.36 $80.6K - $119K
2.67K $939K
GD
General Dynamics Corp

Industrials
-417
- 7.12%
$241.94 - $272.58 $101K - $114K
5.44K $1.48M
TECK
Teck Resources LTD

Basic Materials
-716
- 9.22%
$36.43 - $43.86 $26.1K - $31.4K
7.05K $256K
XLY
Select Sector Spdr Consumer Di

ETFs
-51
- 2.99%
$192.6 - $233.2 $9.82K - $11.9K
1.66K $327K
JNPR
Juniper Networks Inc

Technology
-249
- 0.68%
$34.38 - $39.03 $8.56K - $9.72K
36.4K $1.32M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-176
- 3.33%
$77.67 - $90.15 $13.7K - $15.9K
5.1K $399K
FNDB
Schwab Fundamental U S Broad M

ETFs
-2.11K
- 12.63%
$22.52 - $24.48 $47.5K - $51.6K
14.6K $335K
CDNA
Care Dx, Inc.

Healthcare
-100
- 0.76%
$17.64 - $25.07 $1.76K - $2.51K
13.1K $231K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2.47K
- 20.04%
N/A
9.85K $199K
ET
Energy Transfer LP

Energy
-783
- 2.3%
$17.26 - $21.08 $13.5K - $16.5K
33.2K $617K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-613
- 16.61%
$64.6 - $69.89 $39.6K - $42.8K
3.08K $201K
FTV
Fortive Corp

Technology
-427
- 4.78%
$71.82 - $82.98 $30.7K - $35.4K
8.51K $622K
FTNT
Fortinet, Inc.

Technology
-573
- 10.41%
$92.49 - $114.57 $53K - $65.6K
4.93K $474K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-114
- 2.92%
$77.33 - $90.16 $8.82K - $10.3K
3.79K $296K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-734
- 16.89%
$56.17 - $59.71 $41.2K - $43.8K
3.61K $206K
DFAX
Dimensional ETF Tr
-2.25K
- 18.19%
$24.45 - $27.2 $55K - $61.2K
10.1K $265K
IWV
Ishares Russell 3000 ETF

ETFs
-46
- 3.29%
$313.1 - $349.83 $14.4K - $16.1K
1.35K $429K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-32
- 0.73%
$68.07 - $78.99 $2.18K - $2.53K
4.33K $294K
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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