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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-576
- 3.55%
$81.83 - $82.73 $47.1K - $47.7K
15.7K $1.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-587
- 10.41%
$71.17 - $73.66 $41.8K - $43.2K
5.05K $371K
CLNE
Clean Energy Fuels Corp.

Energy
-9.4K
- 46.07%
$1.55 - $3.57 $14.6K - $33.5K
11K $17K
SPYG
Spdr Portfolio

ETFs
-11
- 0.25%
$80.05 - $92.39 $881 - $1.02K
4.43K $356K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-858
- 4.59%
$39.4 - $42.61 $33.8K - $36.6K
17.8K $721K
NU
Nu Holdings Ltd.

Financial Services
-2.84K
- 14.66%
$10.12 - $13.95 $28.7K - $39.5K
16.5K $168K
FFWM
First Foundation Inc.

Financial Services
-2.42K
- 12.22%
$4.58 - $6.4 $11.1K - $15.5K
17.3K $90K
RWO
Spdr Dow Jones Global Real Est

ETFs
-817
- 12.89%
$41.41 - $45.24 $33.8K - $37K
5.52K $240K
DOV
Dover Corp

Industrials
-84
- 6.44%
$174.65 - $206.43 $14.7K - $17.3K
1.22K $214K
EMB
Ishares Tr

ETFs
-466
- 3.86%
$88.64 - $92.03 $41.3K - $42.9K
11.6K $1.05M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-309
- 0.59%
$49.78 - $53.19 $15.4K - $16.4K
51.7K $2.64M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
-1.2K
- 2.44%
$23.6 - $25.75 $28.3K - $30.9K
48K $1.14M
DFS
Discover Financial Services

Financial Services
-76
- 3.37%
$152.99 - $203.25 $11.6K - $15.4K
2.18K $372K
IWD
Ishares Russell 1000 Val ETF

ETFs
-181
- 3.42%
$182.82 - $196.21 $33.1K - $35.5K
5.12K $963K
NIO
Nio Inc.

Consumer Cyclical
-2K
- 13.38%
$3.75 - $5.22 $7.5K - $10.4K
13K $49K
MPC
Marathon Petroleum Corp

Energy
-230
- 6.93%
$134.72 - $159.03 $31K - $36.6K
3.09K $449K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-2.93K
- 4.86%
$61.2 - $68.24 $180K - $200K
57.5K $3.79M
MFG
Mizuho Financial Group Inc

Financial Services
-4.28K
- 19.13%
$4.83 - $6.04 $20.6K - $25.8K
18.1K $99K
ACWI
Ishares Msci Acwi ETF

ETFs
-15
- 0.22%
$115.16 - $124.13 $1.73K - $1.86K
6.72K $781K
TDG
Trans Digm Group Inc

Industrials
-28
- 10.53%
$1251.32 - $1394.11 $35K - $39K
238 $329K
RWR
Spdr Dow Jones Reit ETF

ETFs
-84
- 1.75%
$95.15 - $104.06 $7.99K - $8.74K
4.72K $467K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-42
- 0.23%
$93.32 - $95.35 $3.92K - $4K
18.4K $1.73M
HRL
Hormel Foods Corp

Consumer Defensive
-24
- 0.32%
$28.29 - $31.52 $679 - $756
7.56K $233K
DVY
Ishares Tr

ETFs
-87
- 3.2%
$128.58 - $138.1 $11.2K - $12K
2.63K $353K
EEM
Ishares Msci Emerging Markets

ETFs
-559
- 4.68%
$40.81 - $45.34 $22.8K - $25.3K
11.4K $497K
Veralto Corp
-17
- 0.24%
N/A
7.17K $0
Blackrock Inc
-8.29K
- 50.85%
N/A
8.01K $0
Labcorp Holdings Inc
-21
- 1.69%
N/A
1.22K $0
Te Connectivity PLC
-140
- 5.66%
N/A
2.33K $0
Lam Research Corp
-50.3K
- 63.77%
N/A
28.6K $0
KLAC
Kla Corp

Technology
-69
- 6.82%
$636.62 - $777.63 $43.9K - $53.7K
942 $640K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5.41K
- 2.76%
$100.59 - $103.47 $544K - $559K
191K $19.7M
PFG
Principal Financial Group Inc

Financial Services
-433
- 7.16%
$76.34 - $89.04 $33.1K - $38.6K
5.62K $473K
ENB
Enbridge Inc

Energy
-250
- 2.85%
$41.54 - $45.45 $10.4K - $11.4K
8.53K $377K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-163
- 1.76%
$25.34 - $26.96 $4.13K - $4.39K
9.11K $241K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-134
- 1.14%
$37.07 - $40.63 $4.97K - $5.44K
11.6K $456K
COST
Costco Wholesale Corp

Consumer Defensive
-960
- 3.08%
$890.62 - $1076.86 $855K - $1.03M
30.2K $28.6M
NUE
Nucor Corp

Basic Materials
-82
- 1.26%
$114.48 - $142.52 $9.39K - $11.7K
6.43K $773K
IYK
Ishares U.S. Consumer Staples

ETFs
-181
- 3.87%
$63.29 - $71.8 $11.5K - $13K
4.49K $321K
SAP
Sap Se

Technology
-18
- 2.0%
$241.4 - $293.69 $4.35K - $5.29K
883 $237K
PINS
Pinterest, Inc.

Communication Services
-98
- 0.78%
$29.79 - $40.0 $2.92K - $3.92K
12.5K $388K
MELI
Mercadolibre Inc

Consumer Cyclical
-9
- 5.66%
$1739.0 - $2260.0 $15.7K - $20.3K
150 $292K
TIP
Ishares Tr Tips Bd ETF

ETFs
-52
- 0.75%
$106.22 - $111.09 $5.52K - $5.78K
6.9K $766K
XLE
Energy Sector Spdr

ETFs
-66
- 1.5%
$85.7 - $93.96 $5.66K - $6.2K
4.32K $403K
RSG
Republic Services, Inc.

Industrials
-205
- 10.51%
$200.09 - $242.16 $41K - $49.6K
1.75K $422K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.51K
- 1.62%
$25.77 - $27.6 $168K - $180K
395K $10.5M
NUDM
Nuveen Esg International Devel

ETFs
-500
- 1.8%
$29.75 - $33.12 $14.9K - $16.6K
27.3K $869K
NVS
Novartis Ag

Healthcare
-348
- 6.2%
$97.14 - $115.57 $33.8K - $40.2K
5.26K $586K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-99
- 0.14%
$27.01 - $28.54 $2.67K - $2.83K
69.4K $1.94M
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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