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
NVS
Novartis Ag

Healthcare
-882
- 22.07%
$106.13 - $120.89 $93.6K - $107K
3.12K $358K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.36K
- 6.63%
$76.38 - $78.87 $104K - $107K
19.1K $1.5M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.98K
- 20.25%
$33.85 - $38.5 $101K - $115K
11.7K $447K
EMR
Emerson Electric CO

Industrials
-496
- 9.7%
$98.19 - $118.87 $48.7K - $59K
4.62K $504K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-669
- 13.31%
$114.73 - $120.23 $76.8K - $80.4K
4.36K $521K
HYD
Vaneck High Yield Muni ETF

ETFs
-4.43K
- 3.57%
$51.46 - $53.07 $228K - $235K
120K $6.35M
XLK
Technology Sector Spdr

ETFs
-237
- 3.06%
$197.34 - $237.68 $46.8K - $56.3K
7.5K $1.69M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-2.46K
- 7.24%
$48.46 - $54.37 $119K - $134K
31.5K $1.69M
EPD
Enterprise Products Partners L.P.

Energy
-1.92K
- 11.75%
$27.88 - $30.0 $53.6K - $57.7K
14.4K $420K
PSX
Phillips 66

Energy
-153
- 4.57%
$125.0 - $147.17 $19.1K - $22.5K
3.19K $419K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-130
- 0.88%
$8.26 - $12.16 $1.07K - $1.58K
14.7K $131K
WM
Waste Management Inc

Industrials
-134
- 4.11%
$196.96 - $223.45 $26.4K - $29.9K
3.13K $649K
CRM
Salesforce, Inc.

Technology
-509
- 8.46%
$238.42 - $276.53 $121K - $141K
5.51K $1.51M
SRE
Sempra Energy

Utilities
-756
- 23.2%
$74.97 - $84.04 $56.7K - $63.5K
2.5K $209K
NWN
Northwest Natural Holding CO

Utilities
-2.45K
- 18.33%
$35.25 - $40.82 $86.5K - $100K
10.9K $446K
AVY
Avery Dennison Corp

Industrials
-131
- 12.61%
$202.27 - $224.18 $26.5K - $29.4K
908 $200K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-1.26K
- 6.14%
$57.22 - $64.18 $72.2K - $80.9K
19.3K $1.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.21K
- 9.16%
$77.02 - $85.06 $170K - $188K
21.9K $1.85M
MMM
3 M CO

Industrials
-1.07K
- 29.86%
$99.69 - $139.42 $106K - $149K
2.5K $342K
PFE
Pfizer Inc

Healthcare
-2.15K
- 4.69%
$27.7 - $31.39 $59.6K - $67.5K
43.7K $1.26M
BK
Bank Of New York Mellon Corp

Financial Services
-924
- 22.89%
$59.54 - $72.17 $55K - $66.7K
3.11K $223K
GPC
Genuine Parts CO

Consumer Cyclical
-141
- 6.84%
$131.04 - $147.11 $18.5K - $20.7K
1.92K $268K
TXT
Textron Inc

Industrials
-319
- 6.19%
$83.46 - $94.02 $26.6K - $30K
4.84K $428K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-699
- 4.61%
$51.58 - $53.79 $36.1K - $37.6K
14.5K $775K
SO
Southern CO

Utilities
-941
- 16.4%
$77.0 - $90.52 $72.5K - $85.2K
4.8K $432K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-754
- 3.76%
$92.63 - $105.69 $69.8K - $79.7K
19.3K $2.01M
XLV
Select Sector Spdr Fund Health

ETFs
-237
- 7.84%
$143.3 - $157.24 $34K - $37.3K
2.79K $428K
CDNA
Care Dx, Inc.

Healthcare
-14.5K
- 51.49%
$14.41 - $33.99 $209K - $493K
13.7K $426K
RWX
Spdr Dow Jones International R

ETFs
-1.65K
- 16.69%
$23.88 - $28.19 $39.4K - $46.5K
8.24K $227K
RWR
Spdr Dow Jones Reit ETF

ETFs
-797
- 14.44%
$92.36 - $108.47 $73.6K - $86.5K
4.72K $504K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-150
- 3.09%
$96.3 - $106.49 $14.4K - $16K
4.7K $491K
SPYG
Spdr Portfolio

ETFs
-184
- 6.31%
$73.38 - $84.1 $13.5K - $15.5K
2.73K $226K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.23K
- 9.36%
$60.13 - $68.17 $134K - $152K
21.6K $1.46M
SQ
Block, Inc.

Technology
-204
- 5.95%
$57.21 - $72.07 $11.7K - $14.7K
3.23K $216K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 0.35%
$460.0 - $505.78 $1.38K - $1.52K
844 $392K
VXF
Vanguard Extended Market ETF

ETFs
-128
- 8.96%
$163.98 - $182.92 $21K - $23.4K
1.3K $236K
SLF
Sun Life Financial Inc

Financial Services
-1.16K
- 16.68%
$47.07 - $58.09 $54.4K - $67.2K
5.78K $335K
GLD
Spdr Gold Trust

ETFs
-140
- 12.39%
$215.56 - $246.98 $30.2K - $34.6K
990 $240K
Brookfield Corp
-500
- 9.85%
N/A
4.58K $0
Veralto Corp
-51
- 0.7%
N/A
7.21K $0
Linde PLC
-673
- 33.63%
N/A
1.33K $0
OPK
Opko Health, Inc.

Healthcare
-1.8K
- 8.26%
$1.21 - $1.68 $2.18K - $3.02K
20K $29K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.03K
- 1.93%
$47.01 - $48.2 $142K - $146K
154K $7.43M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-490
- 2.7%
$92.1 - $95.52 $45.1K - $46.8K
17.7K $1.69M
RWO
Spdr Dow Jones Global Real Est

ETFs
-818
- 11.21%
$41.23 - $48.48 $33.7K - $39.7K
6.48K $307K
IWV
Ishares Russell 3000 ETF

ETFs
-65
- 4.44%
$294.75 - $326.73 $19.2K - $21.2K
1.4K $456K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2K
- 2.42%
$24.38 - $25.2 $48.7K - $50.3K
80.6K $2.03M
AEE
Ameren Corp

Utilities
-580
- 17.12%
$70.45 - $87.46 $40.9K - $50.7K
2.81K $245K
HBAN
Huntington Bancshares Inc

Financial Services
-1.76K
- 7.4%
$12.84 - $15.15 $22.6K - $26.6K
22K $323K
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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