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
MDLZ
Mondelez International, Inc.

Consumer Defensive
-703
- 9.09%
$64.35 - $75.71 $45.2K - $53.2K
7.03K $517K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-54
- 1.7%
$75.47 - $83.18 $4.08K - $4.49K
3.13K $259K
IAU
Ishares Gold Trust

ETFs
-2.88K
- 10.7%
$44.06 - $50.5 $127K - $145K
24K $1.19M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.09K
- 3.0%
$22.51 - $23.92 $24.6K - $26.1K
35.4K $842K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-515
- 8.76%
$125.95 - $142.04 $64.9K - $73.2K
5.37K $762K
KMI
Kinder Morgan, Inc.

Energy
-1.02K
- 6.14%
$19.72 - $22.22 $20K - $22.6K
15.5K $343K
XLF
Financial Sector Spdr

ETFs
-199
- 3.42%
$40.84 - $45.74 $8.13K - $9.1K
5.62K $254K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-150
- 2.65%
$58.03 - $65.37 $8.7K - $9.81K
5.52K $357K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-150
- 2.72%
$66.31 - $74.08 $9.95K - $11.1K
5.37K $394K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-100
- 3.85%
$102.34 - $114.52 $10.2K - $11.5K
2.5K $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 2.63%
$523.84 - $572.02 $13.1K - $14.3K
925 $526K
GD
General Dynamics Corp

Industrials
-58
- 1.89%
$279.51 - $308.09 $16.2K - $17.9K
3.02K $911K
VO
Vanguard Mid Cap ETF

ETFs
-312
- 6.5%
$237.84 - $263.83 $74.2K - $82.3K
4.49K $1.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-50
- 1.91%
$95.1 - $106.76 $4.76K - $5.34K
2.57K $273K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-300
- 2.96%
$64.83 - $72.82 $19.4K - $21.8K
9.85K $709K
PAYX
Paychex Inc

Industrials
-120
- 4.39%
$116.17 - $135.19 $13.9K - $16.2K
2.61K $350K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.55K
- 1.89%
$18.36 - $19.08 $28.5K - $29.6K
80.5K $1.53M
PLD
Prologis, Inc.

Real Estate
-296
- 6.28%
$111.95 - $132.43 $33.1K - $39.2K
4.41K $557K
DVY
Ishares Tr

ETFs
-75
- 2.68%
$119.99 - $135.74 $9K - $10.2K
2.72K $367K
NIO
Nio Inc.

Consumer Cyclical
-528
- 3.98%
$3.67 - $6.68 $1.94K - $3.53K
12.8K $85K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-277
- 2.42%
$36.02 - $41.68 $9.98K - $11.5K
11.2K $462K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-104
- 2.15%
$77.23 - $87.97 $8.03K - $9.15K
4.72K $410K
EEM
Ishares Msci Emerging Markets

ETFs
-162
- 1.31%
$40.42 - $46.7 $6.55K - $7.57K
12.2K $561K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-5.05K
- 6.17%
$55.06 - $62.25 $278K - $314K
76.7K $4.72M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-167
- 7.07%
$156.14 - $187.2 $26.1K - $31.3K
2.2K $405K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.31%
$386.81 - $423.12 $1.55K - $1.69K
1.31K $552K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.91K
- 1.57%
$98.99 - $101.51 $288K - $295K
183K $18.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 0.42%
$247.34 - $300.11 $1.24K - $1.5K
1.19K $353K
ALK
Alaska Air Group, Inc.

Industrials
-216
- 1.85%
$32.92 - $45.21 $7.11K - $9.77K
11.5K $518K
DHS
Wisdomtree Tr U.S

ETFs
-10
- 0.19%
$83.9 - $93.83 $839 - $938
5.29K $496K
TMUS
T Mobile Us, Inc.

Communication Services
-290
- 8.12%
$175.14 - $206.36 $50.8K - $59.8K
3.28K $676K
HWM
Howmet Aerospace Inc.

Industrials
-237
- 7.46%
$77.3 - $100.22 $18.3K - $23.8K
2.94K $294K
IWR
Ishares Russell Mid Cap ETF

ETFs
-191
- 2.01%
$79.92 - $88.19 $15.3K - $16.8K
9.32K $821K
PSA
Public Storage

Real Estate
-31
- 3.89%
$283.13 - $365.01 $8.78K - $11.3K
765 $278K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.52K
- 2.87%
$45.2 - $47.87 $114K - $120K
85.1K $4.04M
NUDM
Nuveen Esg International Devel

ETFs
-160
- 0.57%
$30.15 - $34.01 $4.82K - $5.44K
27.8K $935K
USB
Us Bancorp \De\

Financial Services
-307
- 2.23%
$39.04 - $47.23 $12K - $14.5K
13.5K $616K
CYH
Community Health Systems Inc

Healthcare
-180
- 0.7%
$3.24 - $6.22 $583 - $1.12K
25.7K $155K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 0.76%
$459.02 - $510.25 $6.43K - $7.14K
1.82K $902K
ITW
Illinois Tool Works Inc

Industrials
-12
- 0.38%
$233.14 - $263.97 $2.8K - $3.17K
3.12K $817K
SHOP
Shopify Inc.

Technology
-270
- 3.54%
$52.26 - $80.75 $14.1K - $21.8K
7.35K $588K
ALHC
Alignment Healthcare, Inc.

Healthcare
-15.2K
- 22.74%
$7.79 - $11.88 $118K - $181K
51.7K $610K
FDM
First Trust Dow Jones Select M

ETFs
-564
- 1.73%
$58.44 - $67.29 $33K - $38K
32K $2.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-88
- 0.32%
$41.02 - $46.01 $3.61K - $4.05K
27K $1.23M
BMY
Bristol Myers Squibb CO

Healthcare
-1.59K
- 8.32%
$39.66 - $51.75 $63.2K - $82.5K
17.6K $909K
ALL
Allstate Corp

Financial Services
-22
- 0.56%
$158.43 - $192.86 $3.49K - $4.24K
3.93K $745K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.96K
- 3.54%
$48.51 - $52.86 $95.1K - $104K
53.4K $2.82M
DHI
Horton D R Inc

Consumer Cyclical
-428
- 10.08%
$135.21 - $197.06 $57.9K - $84.3K
3.82K $728K
IDV
Ishares Tr

ETFs
-1.21K
- 1.8%
$27.62 - $30.64 $33.5K - $37.1K
66.1K $2M
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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