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
FNDE
Schwab Fundamental Emerging Mk

ETFs
-5.45K
- 4.55%
$28.02 - $32.68 $153K - $178K
114K $3.69M
MLI
Mueller Industries Inc

Industrials
-76
- 0.79%
$55.73 - $74.1 $4.24K - $5.63K
9.55K $707K
SPGI
S&P Global Inc.

Financial Services
-136
- 4.16%
$446.32 - $527.38 $60.7K - $71.7K
3.14K $1.62M
NOC
Northrop Grumman Corp

Industrials
-100
- 4.03%
$423.73 - $533.14 $42.4K - $53.3K
2.38K $1.26M
CAT
Caterpillar Inc

Industrials
-1.15K
- 10.51%
$316.8 - $391.12 $365K - $451K
9.81K $3.84M
BX
Blackstone Inc.

Financial Services
-236
- 2.97%
$120.77 - $159.66 $28.5K - $37.7K
7.72K $1.18M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-60
- 0.09%
$56.04 - $62.2 $3.36K - $3.73K
65.2K $4.06M
NKE
Nike, Inc.

Consumer Cyclical
-419
- 2.13%
$71.09 - $89.44 $29.8K - $37.5K
19.3K $1.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.26K
- 4.94%
$95.81 - $109.03 $216K - $246K
43.4K $4.67M
V
Visa Inc.

Financial Services
-42
- 0.2%
$253.74 - $291.56 $10.7K - $12.2K
21.3K $5.87M
SHW
Sherwin Williams CO

Basic Materials
-79
- 2.18%
$294.65 - $384.0 $23.3K - $30.3K
3.55K $1.35M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-834
- 1.42%
$61.97 - $69.37 $51.7K - $57.9K
57.9K $4M
FNDF
Schwab Fundamental Intl Large

ETFs
-5.76K
- 2.63%
$33.67 - $37.71 $194K - $217K
214K $7.99M
EME
Emcor Group, Inc.

Industrials
-32
- 0.66%
$340.22 - $435.6 $10.9K - $13.9K
4.81K $2.07M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-15.5K
- 5.08%
$75.63 - $84.89 $1.17M - $1.32M
289K $24.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.07K
- 2.27%
$30.61 - $34.92 $93.9K - $107K
132K $4.55M
ANET
Arista Networks, Inc.

Technology
-73
- 0.63%
$311.42 - $388.21 $22.7K - $28.3K
11.5K $4.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-249
- 0.41%
$113.45 - $126.18 $28.2K - $31.4K
60.9K $7.69M
MGV
Vanguard Mega Cap Value

ETFs
-3.5K
- 3.63%
$118.0 - $128.28 $413K - $448K
92.8K $11.9M
PH
Parker Hannifin Corp

Industrials
-20
- 0.48%
$501.01 - $635.92 $10K - $12.7K
4.13K $2.61M
IOT
Samsara Inc.

Technology
-278
- 0.73%
$34.85 - $49.75 $9.69K - $13.8K
37.9K $1.82M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.63K
- 0.9%
$17.35 - $18.22 $167K - $175K
1.06M $19.2M
WEC
Wec Energy Group, Inc.

Utilities
-11
- 0.03%
$77.68 - $96.19 $854 - $1.06K
37.8K $3.63M
SBUX
Starbucks Corp

Consumer Cyclical
-747
- 1.91%
$72.51 - $98.6 $54.2K - $73.7K
38.4K $3.75M
VV
Vanguard Large Cap ETF

ETFs
-12
- 0.02%
$236.92 - $263.4 $2.84K - $3.16K
54.5K $14.3M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-7.01K
- 2.63%
$32.65 - $36.84 $229K - $258K
259K $9.55M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-232
- 0.13%
$54.3 - $62.38 $12.6K - $14.5K
182K $11.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-851
- 0.61%
$73.43 - $80.37 $62.5K - $68.4K
138K $11.1M
JNJ
Johnson & Johnson

Healthcare
-1.62K
- 2.32%
$145.48 - $167.38 $236K - $271K
68.2K $11.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.61K
- 1.04%
$41.9 - $48.26 $109K - $126K
249K $11.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7.64K
- 3.46%
$112.99 - $126.45 $863K - $966K
213K $26.9M
VB
Vanguard Small Cap ETF

ETFs
-402
- 0.74%
$214.77 - $237.72 $86.3K - $95.6K
53.6K $12.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-809
- 0.11%
$31.05 - $34.29 $25.1K - $27.7K
746K $25.6M
AAPL
Apple Inc.

Technology
-37.9K
- 7.91%
$207.23 - $234.82 $7.85M - $8.89M
441K $103M
AVDV
American Centy ETF Tr Avantis

ETFs
-4.49K
- 0.89%
$62.52 - $71.12 $281K - $319K
502K $35.5M
META
Meta Platforms, Inc.

Communication Services
-5.04K
- 6.12%
$453.41 - $572.44 $2.28M - $2.88M
77.3K $44.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.41K
- 9.26%
$191.76 - $263.26 $1.23M - $1.69M
62.8K $16.4M
OZ
Belpointe Prep, LLC

Real Estate
-195
- 0.07%
$58.0 - $72.4 $11.3K - $14.1K
262K $18.1M
VTV
Vanguard Value ETF

ETFs
-6.32K
- 2.18%
$159.75 - $174.57 $1.01M - $1.1M
284K $49.6M
DFIV
Dimensional ETF Tr

ETFs
-16K
- 0.9%
$34.66 - $38.38 $556K - $616K
1.76M $67M
EFV
Msci Eafe Value ETF

ETFs
-6.78K
- 0.43%
$51.72 - $57.96 $351K - $393K
1.58M $91.1M
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
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email