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
TXN
Texas Instruments Inc

Technology
-952
- 1.03%
N/A
91.5K $17.8M
VIG
Vanguard Dividend Appreciation

ETFs
-1.01K
- 8.16%
N/A
11.3K $2.07M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.8K
- 37.83%
$22.92 - $28.05 $179K - $219K
12.8K $359K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.79K
- 15.13%
$51.16 - $62.02 $245K - $297K
26.9K $1.67M
WELL
Welltower Inc.

Real Estate
-1.14K
- 29.28%
$136.49 - $155.22 $156K - $177K
2.75K $423K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.38K
- 4.46%
$22.68 - $23.28 $167K - $172K
158K $3.66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.6K
- 5.76%
$83.54 - $100.04 $217K - $260K
42.5K $4.23M
DHI
Horton D R Inc

Consumer Cyclical
-1.32K
- 35.8%
$115.1 - $129.63 $152K - $171K
2.36K $304K
AON
Aon PLC

Financial Services
-318
- 31.55%
$335.85 - $398.81 $107K - $127K
690 $246K
NVEE
Nv5 Global, Inc.

Industrials
-10K
- 50.0%
$15.12 - $23.09 $151K - $231K
10K $230K
SRE
Sempra Energy

Utilities
-2.33K
- 30.39%
$63.78 - $78.91 $148K - $184K
5.33K $403K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.87K
- 5.32%
$77.74 - $78.78 $145K - $147K
33.2K $2.62M
OXY
Occidental Petroleum Corp

Energy
-1.55K
- 17.78%
$36.11 - $49.33 $56K - $76.5K
7.17K $301K
MCO
Moodys Corp

Financial Services
-316
- 36.24%
$396.7 - $501.59 $125K - $159K
556 $278K
AJG
Arthur J. Gallagher & Co.

Financial Services
-314
- 31.69%
$310.86 - $348.77 $97.6K - $110K
677 $216K
SPOT
Spotify Technology S.A.

Communication Services
-407
- 47.0%
$503.3 - $775.9 $205K - $316K
459 $352K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.88K
- 18.6%
$57.14 - $72.68 $279K - $355K
21.4K $1.55M
XLV
Select Sector Spdr Fund Health

ETFs
-543
- 18.24%
$128.77 - $144.3 $69.9K - $78.4K
2.43K $328K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.15K
- 8.71%
$109.83 - $131.67 $126K - $151K
12K $1.53M
AEE
Ameren Corp

Utilities
-862
- 19.57%
$94.23 - $101.68 $81.2K - $87.6K
3.54K $340K
VLO
Valero Energy Corp

Energy
-772
- 31.22%
$104.69 - $141.77 $80.8K - $109K
1.7K $228K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.32K
- 15.67%
$63.54 - $68.5 $84.1K - $90.7K
7.12K $480K
PFG
Principal Financial Group Inc

Financial Services
-816
- 14.52%
$69.56 - $86.19 $56.8K - $70.3K
4.8K $381K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.09K
- 6.98%
$82.21 - $83.12 $89.9K - $90.9K
14.6K $1.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3K
- 25.88%
$34.72 - $42.74 $104K - $128K
8.59K $367K
MET
Metlife Inc

Financial Services
-1.07K
- 8.18%
$68.42 - $82.49 $72.9K - $87.9K
12K $961K
TRV
Travelers Companies, Inc.

Financial Services
-389
- 5.91%
$233.83 - $276.34 $91K - $107K
6.19K $1.66M
OTIS
Otis Worldwide Corp

Industrials
-680
- 20.31%
$90.88 - $104.3 $61.8K - $70.9K
2.67K $264K
TGT
Target Corp

Consumer Defensive
-653
- 22.75%
$88.76 - $105.77 $58K - $69.1K
2.22K $218K
MKL
Markel Corp

Financial Services
-59
- 19.22%
$1678.5 - $1997.36 $99K - $118K
248 $495K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-604
- 17.6%
$149.76 - $186.42 $90.5K - $113K
2.83K $527K
ABC
Amerisourcebergen Corp

Healthcare
-384
- 21.66%
N/A
1.39K $257K
NEE
Nextera Energy Inc

Utilities
-585
- 2.96%
$64.11 - $75.0 $37.5K - $43.9K
19.2K $1.33M
XLE
Energy Sector Spdr

ETFs
-382
- 8.84%
$76.44 - $94.13 $29.2K - $36K
3.94K $333K
WM
Waste Management Inc

Industrials
-243
- 5.79%
$216.47 - $242.1 $52.6K - $58.8K
3.96K $905K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-570
- 11.25%
$90.85 - $102.31 $51.8K - $58.3K
4.5K $452K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.25K
- 23.66%
$51.68 - $52.76 $64.5K - $65.9K
4.03K $212K
CDNS
Cadence Design Systems Inc

Technology
-384
- 35.96%
$231.64 - $323.08 $88.9K - $124K
684 $210K
CI
Cigna Corp

Healthcare
-190
- 10.54%
$301.89 - $340.04 $57.4K - $64.6K
1.61K $532K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-4.23K
- 5.87%
$17.99 - $18.99 $76.1K - $80.3K
67.9K $1.29M
GM
General Motors CO

Consumer Cyclical
-1.42K
- 21.46%
$42.48 - $50.46 $60.3K - $71.7K
5.2K $255K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-581
- 8.56%
$96.84 - $99.46 $56.3K - $57.8K
6.21K $615K
APD
Air Products & Chemicals, Inc.

Basic Materials
-135
- 10.27%
$248.61 - $294.96 $33.6K - $39.8K
1.18K $332K
ET
Energy Transfer LP

Energy
-2.03K
- 6.12%
$15.65 - $18.93 $31.8K - $38.5K
31.2K $565K
YUM
Yum Brands Inc

Consumer Cyclical
-164
- 6.5%
$138.36 - $161.45 $22.7K - $26.5K
2.36K $349K
AWK
American Water Works Company, Inc.

Utilities
-191
- 8.11%
$133.82 - $151.96 $25.6K - $29K
2.17K $301K
ITW
Illinois Tool Works Inc

Industrials
-176
- 5.62%
$218.41 - $252.43 $38.4K - $44.4K
2.96K $730K
DY
Dycom Industries Inc

Industrials
-1.2K
- 44.56%
$138.96 - $245.71 $167K - $296K
1.5K $365K
XLF
Financial Sector Spdr

ETFs
-1.27K
- 14.92%
$43.92 - $52.37 $55.6K - $66.4K
7.22K $378K
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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