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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-68
- 0.99%
$45.98 - $56.15 $3.13K - $3.82K
6.82K $383K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3
- 0.46%
$299.15 - $396.54 $897 - $1.19K
650 $257K
VEU
Vanguard Ftse All World Ex Us

ETFs
-56
- 0.75%
$54.19 - $67.22 $3.03K - $3.76K
7.44K $500K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-142
- 0.49%
$35.35 - $42.68 $5.02K - $6.06K
28.6K $1.22M
IAU
Ishares Gold Trust

ETFs
-766
- 2.74%
$56.1 - $64.74 $43K - $49.6K
27.2K $1.69M
SNPS
Synopsys Inc

Technology
-33
- 4.16%
$380.9 - $517.66 $12.6K - $17.1K
760 $389K
FDN
First Tr Fd Dow Jones

ETFs
-117
- 6.84%
$200.29 - $269.33 $23.4K - $31.5K
1.59K $429K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-397
- 1.6%
$26.69 - $33.44 $10.6K - $13.3K
24.4K $803K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-16
- 0.94%
$139.8 - $197.22 $2.24K - $3.16K
1.68K $331K
SOXX
Ishares Semiconductor ETF

ETFs
-816
- 15.99%
$154.86 - $239.07 $126K - $195K
4.29K $1.02M
CEG
Constellation Energy Corp

Utilities
-351
- 22.46%
$170.96 - $322.76 $60K - $113K
1.21K $391K
NKE
Nike, Inc.

Consumer Cyclical
-1.02K
- 5.09%
$53.27 - $72.04 $54.4K - $73.6K
19.1K $1.35M
NUDM
Nuveen Esg International Devel

ETFs
-330
- 1.21%
$28.66 - $35.49 $9.46K - $11.7K
27K $957K
ROK
Rockwell Automation, Inc

Industrials
-37
- 2.71%
$218.97 - $332.17 $8.1K - $12.3K
1.33K $441K
IWM
Ishares Russell 2000 ETF

ETFs
-360
- 3.51%
$174.82 - $215.79 $62.9K - $77.7K
9.9K $2.14M
TWLO
Twilio Inc

Communication Services
-1.47K
- 14.11%
$81.34 - $124.36 $119K - $183K
8.94K $1.11M
MGV
Vanguard Mega Cap Value

ETFs
-1.01K
- 1.0%
$114.87 - $131.25 $116K - $133K
101K $13.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-45
- 0.84%
$79.8 - $112.34 $3.59K - $5.06K
5.31K $596K
OZ
Belpointe Prep, LLC

Real Estate
-443
- 0.18%
$58.56 - $71.01 $25.9K - $31.5K
251K $16.3M
EW
Edwards Lifesciences Corp

Healthcare
-217
- 0.88%
$67.07 - $78.22 $14.6K - $17K
24.5K $1.92M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-501
- 2.73%
$50.48 - $64.85 $25.3K - $32.5K
17.9K $1.16M
MCHP
Microchip Technology Inc

Technology
-1.8K
- 14.34%
$35.34 - $71.6 $63.8K - $129K
10.8K $758K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-31
- 0.43%
$113.67 - $150.4 $3.52K - $4.66K
7.22K $1.09M
XLK
Technology Sector Spdr

ETFs
-1.13K
- 11.2%
$179.73 - $253.23 $203K - $286K
8.95K $2.27M
KLAC
Kla Corp

Technology
-17
- 1.8%
$576.53 - $902.94 $9.8K - $15.3K
925 $828K
JBL
Jabil Inc

Technology
-3.06K
- 28.06%
$116.88 - $218.1 $357K - $667K
7.84K $1.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.08K
- 0.89%
$19.1 - $23.83 $20.7K - $25.8K
120K $2.86M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.59K
- 1.16%
$23.55 - $27.67 $108K - $127K
391K $10.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-191
- 7.16%
$321.63 - $509.31 $61.4K - $97.3K
2.48K $1.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-980
- 2.03%
$50.08 - $63.14 $49.1K - $61.9K
47.3K $2.98M
AMAT
Applied Materials Inc

Technology
-2.5K
- 11.4%
$126.95 - $183.52 $317K - $459K
19.4K $3.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-237
- 0.39%
$53.65 - $67.02 $12.7K - $15.9K
60.7K $4.07M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.14K
- 1.06%
$36.02 - $41.92 $149K - $174K
387K $16.2M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-593
- 0.23%
$30.28 - $36.05 $18K - $21.4K
256K $9.23M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-730
- 1.27%
$59.57 - $75.11 $43.5K - $54.8K
56.8K $4.26M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-8.79K
- 3.93%
$36.45 - $42.47 $320K - $373K
215K $9.06M
PANW
Palo Alto Networks Inc

Technology
-112
- 0.75%
$152.44 - $204.64 $17.1K - $22.9K
14.7K $3.01M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-13.3K
- 4.45%
$30.87 - $39.17 $410K - $520K
285K $11.2M
DELL
Dell Technologies Inc.

Technology
-6.76K
- 9.95%
$71.63 - $125.98 $484K - $851K
61.2K $7.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-8.08K
- 2.78%
$73.02 - $90.22 $590K - $729K
283K $25.2M
EMR
Emerson Electric CO

Industrials
-1.72K
- 2.22%
$94.15 - $133.33 $162K - $229K
75.6K $10.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-31.9K
- 1.15%
$36.25 - $42.28 $1.16M - $1.35M
2.73M $115M
ADI
Analog Devices Inc

Technology
-3.72K
- 5.29%
$164.6 - $238.02 $612K - $885K
66.5K $15.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-9.6K
- 1.31%
$29.12 - $35.84 $280K - $344K
725K $26M
GOOG
Alphabet Inc.

Communication Services
-6.32K
- 4.3%
$146.58 - $180.01 $926K - $1.14M
141K $24.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.27K
- 0.96%
$17.76 - $22.1 $165K - $205K
956K $21.1M
PM
Philip Morris International Inc.

Consumer Defensive
-1.43K
- 1.31%
$149.23 - $184.95 $214K - $265K
108K $19.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47.6K
- 4.77%
$152.42 - $182.82 $7.26M - $8.71M
950K $174M
ORCL
Oracle Corp

Technology
-7.63K
- 12.02%
$122.82 - $218.63 $937K - $1.67M
55.8K $12.2M
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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