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
NUE
Nucor Corp

Basic Materials
-784
- 12.2%
$103.22 - $131.43 $80.9K - $103K
5.64K $730K
CINF
Cincinnati Financial Corp

Financial Services
-284
- 13.33%
$126.6 - $151.6 $36K - $43.1K
1.85K $274K
DVY
Ishares Tr

ETFs
-246
- 9.35%
$118.37 - $134.86 $29.1K - $33.2K
2.39K $316K
IVE
Ishares S&P 500 Value ETF

ETFs
-279
- 6.86%
$168.34 - $195.42 $47K - $54.5K
3.79K $740K
FDX
Fedex Corp

Industrials
-34
- 2.07%
$198.07 - $245.17 $6.73K - $8.34K
1.61K $365K
PFE
Pfizer Inc

Healthcare
-34
- 0.12%
$21.59 - $24.84 $734 - $845
27.6K $667K
RDVY
First Trust Rising Dividend Ac

ETFs
-808
- 18.52%
$51.6 - $62.74 $41.7K - $50.7K
3.56K $223K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-806
- 20.72%
$58.41 - $72.69 $47.1K - $58.6K
3.08K $224K
EBAY
Ebay Inc

Consumer Cyclical
-1K
- 15.09%
$59.52 - $79.36 $59.7K - $79.6K
5.64K $420K
IYK
Ishares U.S. Consumer Staples

ETFs
-348
- 7.75%
$67.29 - $72.42 $23.4K - $25.2K
4.15K $292K
RWX
Spdr Dow Jones International R

ETFs
-1.95K
- 19.73%
$23.06 - $27.4 $44.9K - $53.3K
7.91K $216K
INTC
Intel Corp

Technology
-594
- 1.69%
$18.13 - $22.69 $10.8K - $13.5K
34.6K $774K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-304
- 10.32%
$72.71 - $82.56 $22.1K - $25.1K
2.64K $215K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-200
- 3.2%
$100.35 - $100.71 $20.1K - $20.1K
6.05K $609K
DSGX
Descartes Systems Group Inc

Technology
-200
- 3.48%
$94.15 - $116.93 $18.8K - $23.4K
5.55K $563K
PSA
Public Storage

Real Estate
-39
- 5.28%
$266.31 - $309.77 $10.4K - $12.1K
699 $205K
MDT
Medtronic PLC

Healthcare
-24
- 0.56%
$80.68 - $88.86 $1.94K - $2.13K
4.28K $373K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-815
- 9.98%
$33.13 - $40.67 $27K - $33.1K
7.35K $298K
TIP
Ishares Tr Tips Bd ETF

ETFs
-28
- 0.41%
$107.93 - $110.97 $3.02K - $3.11K
6.87K $756K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.11K
- 13.52%
$41.45 - $54.46 $45.8K - $60.2K
7.08K $368K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-581
- 15.99%
$70.56 - $92.75 $41K - $53.9K
3.05K $274K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-50
- 1.28%
$157.93 - $175.89 $7.9K - $8.79K
3.86K $673K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-1.17K
- 11.16%
$23.87 - $29.82 $27.8K - $34.8K
9.28K $276K
HBAN
Huntington Bancshares Inc

Financial Services
-2.51K
- 11.5%
$12.49 - $16.76 $31.3K - $42.1K
19.3K $323K
GVI
Ishares Tr

ETFs
-50
- 2.56%
$104.82 - $106.79 $5.24K - $5.34K
1.9K $203K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-185
- 1.87%
$28.21 - $28.85 $5.22K - $5.34K
9.7K $279K
RSG
Republic Services, Inc.

Industrials
-38
- 2.18%
$227.2 - $258.07 $8.63K - $9.81K
1.71K $420K
CARR
Carrier Global Corp

Industrials
-8.88K
- 13.38%
$55.55 - $75.83 $493K - $673K
57.4K $4.2M
VONV
Vanguard Russell 1000 Value Et

ETFs
-82
- 3.28%
$73.19 - $85.21 $6K - $6.99K
2.42K $205K
SPYG
Spdr Portfolio

ETFs
-705
- 15.91%
$71.83 - $95.32 $50.6K - $67.2K
3.73K $355K
ABT
Abbott Laboratories

Healthcare
-740
- 2.49%
$123.95 - $138.08 $91.7K - $102K
29K $3.95M
YALL
Tidal ETF Tr God Bless Amer Et
-1.08K
- 8.58%
N/A
11.5K $0
Skyward Specialty Ins Group
-262
- 6.89%
N/A
3.54K $0
Veralto Corp
-40
- 0.56%
N/A
7.13K $0
Ge Healthcare Technologies I
-495
- 12.99%
N/A
3.32K $0
Blackrock Inc
-1.59K
- 19.85%
N/A
6.42K $0
Brookfield Corp
-890
- 19.45%
N/A
3.69K $0
Lam Research Corp
-4.16K
- 14.55%
N/A
24.4K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
-48
- 0.87%
$38.85 - $45.0 $1.86K - $2.16K
5.47K $241K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-719
- 8.01%
$24.94 - $31.15 $17.9K - $22.4K
8.26K $256K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-218
- 5.01%
$46.22 - $57.51 $10.1K - $12.5K
4.13K $237K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-503
- 2.82%
$35.77 - $42.27 $18K - $21.3K
17.3K $733K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-361
- 3.98%
$152.93 - $181.74 $55.2K - $65.6K
8.7K $1.58M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-695
- 7.06%
$59.98 - $74.92 $41.7K - $52.1K
9.16K $681K
TXT
Textron Inc

Industrials
-123
- 3.23%
$60.72 - $80.34 $7.47K - $9.88K
3.68K $295K
FNDC
Schwab Fundamental Intl Small

ETFs
-544
- 7.08%
$32.97 - $42.05 $17.9K - $22.9K
7.14K $300K
TECK
Teck Resources LTD

Basic Materials
-100
- 1.42%
$29.05 - $41.48 $2.91K - $4.15K
6.95K $280K
IWR
Ishares Russell Mid Cap ETF

ETFs
-411
- 4.41%
$74.88 - $91.97 $30.8K - $37.8K
8.91K $819K
FNDA
Schwab Fundamental U S Small C

ETFs
-185
- 0.58%
$23.85 - $28.69 $4.41K - $5.31K
31.9K $912K
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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