Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Sells in Q3 2024

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-412K
- 47.4%
$98.91 - $134.91 $40.8M - $55.6M
457K $55.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-198K
- 33.74%
$82.97 - $98.97 $16.5M - $19.6M
390K $38M
DELL
Dell Technologies Inc.

Technology
-32K
- 28.03%
$87.89 - $145.97 $2.81M - $4.67M
82.2K $9.74M
MSFT
Microsoft Corp

Technology
-4.98K
- 2.58%
$395.15 - $467.56 $1.97M - $2.33M
188K $81M
GOOGL
Alphabet Inc.

Communication Services
-9.36K
- 12.25%
$148.65 - $191.18 $1.39M - $1.79M
67K $11.1M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-113K
- 27.16%
$40.45 - $47.24 $4.58M - $5.35M
304K $14.3M
SNAP
Snap Inc

Communication Services
-9.99K
- 3.38%
$8.29 - $16.84 $82.8K - $168K
285K $3.05M
GOOG
Alphabet Inc.

Communication Services
-105
- 0.11%
$149.54 - $192.66 $15.7K - $20.2K
95.2K $15.9M
BA
Boeing CO

Industrials
-4.62K
- 29.43%
$152.04 - $190.6 $702K - $880K
11.1K $1.68M
SCHW
Schwab Charles Corp

Financial Services
-1.55K
- 1.51%
$61.74 - $76.08 $95.8K - $118K
101K $6.56M
QCOM
Qualcomm Inc

Technology
-2.89K
- 23.45%
$156.12 - $209.64 $451K - $605K
9.43K $1.6M
VTI
Vanguard Total Stock Market Et

ETFs
-6K
- 10.3%
$255.18 - $283.2 $1.53M - $1.7M
52.2K $14.8M
FEM
First Trust Emerging Markets A

ETFs
-32.5K
- 5.53%
$22.14 - $24.52 $721K - $798K
555K $13.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.5K
- 54.68%
$181.06 - $197.17 $815K - $887K
3.73K $735K
MU
Micron Technology Inc

Technology
-4.78K
- 52.82%
$86.27 - $136.82 $413K - $654K
4.27K $443K
AMGN
Amgen Inc

Healthcare
-2.49K
- 16.1%
$309.38 - $337.38 $771K - $841K
13K $4.18M
IEFA
Ishares Tr

ETFs
-9.49K
- 34.04%
$70.09 - $78.74 $665K - $747K
18.4K $1.44M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-57.5K
- 23.98%
$19.78 - $23.53 $1.14M - $1.35M
182K $4.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.24K
- 39.66%
$84.77 - $97.13 $529K - $606K
9.5K $909K
UNP
Union Pacific Corp

Industrials
-2.21K
- 37.3%
$221.78 - $256.09 $491K - $567K
3.72K $916K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-20.3K
- 9.0%
$32.36 - $33.78 $658K - $687K
205K $6.93M
F
Ford Motor CO

Consumer Cyclical
-30.1K
- 61.1%
$9.71 - $14.55 $292K - $438K
19.2K $202K
TT
Trane Technologies PLC

Industrials
-1.17K
- 49.27%
$314.21 - $388.71 $369K - $456K
1.21K $469K
EBAY
Ebay Inc

Consumer Cyclical
-6.74K
- 61.53%
$52.61 - $65.44 $354K - $441K
4.21K $274K
MGM
Mgm Resorts International

Consumer Cyclical
-4.45K
- 19.1%
$34.07 - $46.78 $152K - $208K
18.9K $736K
IEMG
Ishares Inc

ETFs
-8.94K
- 0.55%
$53.64 - $53.64 $479K - $479K
1.63M $87.2M
ASML
Asml Holding Nv

Technology
-221
- 37.97%
$749.82 - $1098.95 $166K - $243K
361 $300K
FNDA
Schwab Fundamental U S Small C

ETFs
-6.51K
- 30.77%
$54.26 - $60.01 $353K - $390K
14.6K $871K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.76K
- 57.64%
$50.85 - $53.88 $293K - $310K
4.23K $227K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.65K
- 47.8%
$57.22 - $80.08 $381K - $533K
7.26K $566K
KLAC
Kla Corp

Technology
-204
- 14.07%
$696.17 - $892.35 $142K - $182K
1.25K $964K
VZ
Verizon Communications Inc

Communication Services
-6.13K
- 31.8%
$38.89 - $45.0 $238K - $276K
13.1K $590K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-10.8K
- 5.11%
$29.58 - $30.31 $318K - $326K
199K $6.04M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-31.7K
- 9.58%
$32.04 - $37.11 $1.02M - $1.18M
299K $10.9M
TGT
Target Corp

Consumer Defensive
-1.44K
- 32.76%
$133.47 - $159.25 $192K - $229K
2.95K $459K
XLE
Energy Sector Spdr

ETFs
-1.8K
- 30.34%
$84.35 - $93.39 $151K - $168K
4.12K $361K
HUBG
Hub Group, Inc.

Industrials
-4.44K
- 29.53%
$41.27 - $47.13 $183K - $209K
10.6K $480K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.09K
- 40.94%
$48.4 - $50.91 $149K - $157K
4.45K $225K
VIG
Vanguard Dividend Appreciation

ETFs
-757
- 6.67%
$182.15 - $182.15 $138K - $138K
10.6K $1.93M
COP
Conocophillips

Energy
-408
- 3.85%
$102.3 - $116.61 $41.7K - $47.6K
10.2K $1.07M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.68K
- 20.36%
$49.83 - $62.75 $83.7K - $105K
6.57K $378K
OKE
Oneok Inc

Energy
-1.86K
- 41.99%
$78.62 - $95.27 $146K - $177K
2.56K $233K
TXN
Texas Instruments Inc

Technology
-528
- 4.7%
$194.6 - $194.6 $103K - $103K
10.7K $2.09M
OXY
Occidental Petroleum Corp

Energy
-162
- 2.1%
$49.91 - $63.73 $8.09K - $10.3K
7.55K $388K
SOXX
Ishares Semiconductor ETF

ETFs
-110
- 2.59%
$199.29 - $265.49 $21.9K - $29.2K
4.14K $954K
MELI
Mercadolibre Inc

Consumer Cyclical
-91
- 35.55%
$1591.44 - $2140.1 $145K - $195K
165 $338K
MUB
Ishares National Muni Bond ETF

ETFs
-1.81K
- 3.27%
$106.13 - $108.7 $192K - $197K
53.4K $5.81M
TRV
Travelers Companies, Inc.

Financial Services
-1.63K
- 16.26%
$201.87 - $242.35 $328K - $394K
8.38K $1.96M
SNPS
Synopsys Inc

Technology
-7
- 0.94%
$463.97 - $621.3 $3.25K - $4.35K
734 $371K
Activity Summary
Buys All Purchases 328 New Holdings 52 Increased Positions 276 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 5
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