Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Sells in Q2 2025

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

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-18.1K
- 70.53%
$272.36 - $339.57 $4.92M - $6.13M
7.55K $2.56M
UNH
Unitedhealth Group Inc

Healthcare
-663
- 5.3%
$274.35 - $599.47 $182K - $397K
11.9K $3.7M
JNJ
Johnson & Johnson

Healthcare
-7.35K
- 10.03%
$146.36 - $159.82 $1.08M - $1.17M
65.9K $10.1M
ABBV
Abb Vie Inc.

Healthcare
-5.87K
- 15.05%
$170.16 - $206.27 $1M - $1.21M
33.2K $6.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-16.8K
- 8.82%
$102.02 - $103.5 $1.72M - $1.74M
174K $17.9M
HPQ
Hp Inc

Technology
-15.1K
- 3.63%
$21.88 - $29.32 $329K - $441K
399K $9.77M
TQQQ
Proshares Ultrapro Qqq

ETFs
-31.9K
- 74.34%
$38.9 - $83.0 $1.24M - $2.65M
11K $896K
AFL
Aflac Inc

Financial Services
-12.1K
- 32.7%
$99.77 - $112.45 $1.2M - $1.36M
24.8K $2.62M
NVR
Nvr Inc

Consumer Cyclical
-189
- 22.16%
$6700.0 - $7410.93 $1.27M - $1.4M
664 $4.9M
ACGL
Arch Capital Group Ltd.

Financial Services
-9.25K
- 11.9%
$84.99 - $96.82 $786K - $895K
68.4K $6.23M
GILD
Gilead Sciences, Inc.

Healthcare
-9.51K
- 15.55%
$96.91 - $113.0 $921K - $1.07M
51.6K $5.72M
VGT
Vanguard Information Technolog

ETFs
-2.89K
- 42.56%
$470.37 - $663.28 $1.36M - $1.92M
3.9K $2.59M
FISV
Fiserv Inc

Technology
-8.32K
- 10.64%
N/A
69.9K $8.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-29.4K
- 5.09%
$24.14 - $25.43 $711K - $749K
550K $13.6M
MCK
Mckesson Corp

Healthcare
-2.17K
- 20.45%
$652.83 - $732.78 $1.41M - $1.59M
8.42K $6.17M
VUG
Vanguard Growth ETF

ETFs
-4.35K
- 30.37%
$329.49 - $438.4 $1.43M - $1.91M
9.97K $4.37M
BLDR
Builders First Source, Inc.

Industrials
-7.05K
- 52.45%
$105.63 - $131.12 $744K - $924K
6.39K $745K
AZO
Autozone Inc

Consumer Cyclical
-203
- 12.56%
$3478.38 - $3880.15 $706K - $788K
1.41K $5.25M
MRK
Merck & Co., Inc.

Healthcare
-4.81K
- 14.02%
$73.47 - $87.12 $353K - $419K
29.5K $2.33M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-289
- 5.39%
$390.26 - $489.06 $113K - $141K
5.07K $2.06M
MUB
Ishares National Muni Bond ETF

ETFs
-5.26K
- 9.8%
$102.31 - $105.8 $538K - $556K
48.4K $5.05M
CMF
Ishares California Muni Bond E

ETFs
-9.69K
- 28.51%
$54.52 - $56.7 $528K - $549K
24.3K $1.35M
PEP
Pepsico Inc

Consumer Defensive
-850
- 3.74%
$128.02 - $151.37 $109K - $129K
21.9K $2.89M
WSO
Watsco Inc

Industrials
-771
- 35.4%
$421.84 - $520.66 $325K - $401K
1.41K $621K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-14.4K
- 10.68%
$28.02 - $32.37 $404K - $467K
121K $3.83M
ACN
Accenture PLC

Technology
-972
- 7.64%
$279.23 - $323.21 $271K - $314K
11.8K $3.51M
RS
Reliance Steel & Aluminum CO

Basic Materials
-1.86K
- 34.13%
$262.08 - $316.81 $488K - $590K
3.6K $1.13M
PHM
Pultegroup Inc

Consumer Cyclical
-4.46K
- 29.96%
$92.02 - $106.54 $410K - $475K
10.4K $1.1M
AMGN
Amgen Inc

Healthcare
-154
- 1.32%
$262.28 - $309.85 $40.4K - $47.7K
11.5K $3.21M
GIS
General Mills Inc

Consumer Defensive
-5.11K
- 27.32%
$50.37 - $60.97 $257K - $311K
13.6K $703K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-14.7K
- 39.15%
$26.18 - $26.93 $386K - $397K
22.9K $611K
ITM
Vaneck Intermediate Muni ETF

ETFs
-8.4K
- 34.6%
$44.27 - $45.82 $372K - $385K
15.9K $721K
PBP
Invesco Exchange Traded Fd Tr

ETFs
-15.7K
- 14.18%
$20.08 - $22.36 $315K - $351K
94.9K $2.08M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-13.1K
- 5.81%
$29.82 - $30.19 $391K - $396K
213K $6.42M
MAR
Marriott International Inc

Consumer Cyclical
-1.91K
- 37.45%
$211.12 - $274.14 $404K - $525K
3.2K $873K
WEC
Wec Energy Group, Inc.

Utilities
-1.57K
- 4.24%
$102.24 - $109.76 $161K - $173K
35.5K $3.7M
MGM
Mgm Resorts International

Consumer Cyclical
-11.9K
- 60.86%
$25.79 - $34.95 $306K - $414K
7.63K $262K
SBUX
Starbucks Corp

Consumer Cyclical
-449
- 1.06%
$79.69 - $99.41 $35.8K - $44.6K
42K $3.85M
CL
Colgate Palmolive CO

Consumer Defensive
-2.49K
- 12.82%
$87.57 - $96.0 $218K - $239K
16.9K $1.54M
SNAP
Snap Inc

Communication Services
-31.1K
- 12.38%
$7.23 - $9.21 $225K - $286K
220K $1.91M
SUB
Ishares Short Term National Mu

ETFs
-2.89K
- 5.35%
$104.77 - $106.34 $303K - $307K
51.1K $5.43M
SCCO
Southern Copper Corp

Basic Materials
-3.13K
- 45.69%
$75.63 - $104.64 $236K - $327K
3.72K $375K
TDY
Teledyne Technologies Inc

Technology
-565
- 27.72%
$435.54 - $512.31 $246K - $289K
1.47K $754K
OKE
Oneok Inc

Energy
-343
- 2.64%
$78.71 - $100.37 $27K - $34.4K
12.7K $1.03M
PLD
Prologis, Inc.

Real Estate
-1.71K
- 16.48%
$89.76 - $112.34 $153K - $192K
8.65K $909K
FNDF
Schwab Fundamental Intl Large

ETFs
-27.5K
- 12.2%
$32.25 - $40.02 $888K - $1.1M
198K $7.93M
DHR
Danaher Corp

Healthcare
-338
- 1.63%
$174.64 - $205.16 $59K - $69.3K
20.4K $4.02M
FTV
Fortive Corp

Technology
-406
- 4.77%
$52.13 - $74.29 $21.2K - $30.2K
8.1K $422K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.89K
- 39.04%
$55.54 - $69.09 $216K - $269K
6.08K $419K
Activity Summary
Buys All Purchases 447 New Holdings 86 Increased Positions 361 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 3
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