Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Sells in Q4 2024

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

  • $3.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-317
- 2.05%
$570.51 - $610.59 $181K - $194K
15.1K $8.91M
XLK
Technology Sector Spdr

ETFs
-233
- 3.11%
$220.26 - $241.44 $51.3K - $56.3K
7.26K $1.69M
Veralto Corp
-26
- 0.36%
N/A
7.19K $0
ROM
Proshares Ultra Technology

ETFs
-5
- 0.14%
$63.86 - $75.32 $319 - $377
3.62K $252K
MSI
Motorola Solutions, Inc.

Technology
-80
- 2.03%
$449.08 - $504.6 $35.9K - $40.4K
3.87K $1.79M
HBAN
Huntington Bancshares Inc

Financial Services
-1.01K
- 4.57%
$14.18 - $18.2 $14.3K - $18.3K
21K $341K
EMR
Emerson Electric CO

Industrials
-389
- 8.43%
$108.13 - $134.33 $42.1K - $52.3K
4.23K $523K
XLY
Select Sector Spdr Consumer Di

ETFs
-72
- 4.04%
$194.8 - $239.43 $14K - $17.2K
1.71K $383K
STRL
Sterling Construction CO Inc

Industrials
-480
- 10.28%
$142.94 - $199.03 $68.6K - $95.5K
4.19K $705K
BSX
Boston Scientific Corp

Healthcare
-403
- 3.33%
$83.62 - $91.5 $33.7K - $36.9K
11.7K $1.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-191
- 2.63%
$77.25 - $91.3 $14.8K - $17.4K
7.07K $603K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 4.44%
$4100.99 - $5300.34 $16.4K - $21.2K
86 $427K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-881
- 9.08%
$110.69 - $154.48 $97.5K - $136K
8.82K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 1.04%
$370.24 - $418.94 $10K - $11.3K
2.56K $1.03M
WSM
Williams Sonoma Inc

Consumer Cyclical
-186
- 5.7%
$129.13 - $198.21 $24K - $36.9K
3.08K $569K
SHOP
Shopify Inc.

Technology
-1.03K
- 14.0%
$78.14 - $119.49 $80.4K - $123K
6.32K $672K
FDM
First Trust Dow Jones Select M

ETFs
-406
- 1.27%
$62.59 - $73.1 $25.4K - $29.7K
31.6K $2.16M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-590
- 0.93%
$159.11 - $178.39 $93.9K - $105K
62.7K $10.3M
AXON
Axon Enterprise, Inc.

Industrials
-211
- 14.45%
$399.22 - $689.78 $84.2K - $146K
1.25K $742K
AXP
American Express CO

Financial Services
-144
- 1.76%
$267.35 - $305.57 $38.5K - $44K
8.02K $2.38M
ALK
Alaska Air Group, Inc.

Industrials
-50
- 0.44%
$42.48 - $67.6 $2.12K - $3.38K
11.4K $738K
CFLT
Confluent, Inc.

Technology
-5.02K
- 10.0%
$18.9 - $33.66 $94.9K - $169K
45.2K $1.26M
VV
Vanguard Large Cap ETF

ETFs
-273
- 0.5%
$260.27 - $280.65 $71.1K - $76.6K
54.2K $14.6M
TWLO
Twilio Inc

Communication Services
-1.81K
- 12.55%
$63.73 - $114.96 $116K - $208K
12.6K $1.37M
PLTR
Palantir Technologies Inc.

Technology
-5.79K
- 22.29%
$36.46 - $82.38 $211K - $477K
20.2K $1.53M
COST
Costco Wholesale Corp

Consumer Defensive
-352
- 1.12%
$873.59 - $994.69 $308K - $350K
31.2K $28.6M
OZ
Belpointe Prep, LLC

Real Estate
-5.88K
- 2.24%
$63.55 - $80.07 $374K - $471K
256K $19.8M
Activity Summary
Buys All Purchases 426 New Holdings 63 Increased Positions 363 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 2
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