Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Closed Holding Positions

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

  • $3.55 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
1,450
$116.55 - $176.0 $169K - $255K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 02, 2022
2,508
$73.54 - $90.55 $184K - $227K
BCOR
Blucora, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
38,745
$15.9 - $21.02 $616K - $814K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,542
$168.06 - $275.16 $259K - $424K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2022 Filed on Aug 02, 2022
3,471
$68.15 - $92.25 $237K - $320K
PSB
Ps Business Parks, Inc.

Real Estate
Q2 2022 Filed on Aug 02, 2022
12,345
$163.21 - $188.49 $2.01M - $2.33M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q2 2022 Filed on Aug 02, 2022
50,066
$7.91 - $9.78 $396K - $490K
RCUS
Arcus Biosciences, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
6,396
$17.23 - $37.73 $110K - $241K
ES
Eversource Energy

Utilities
Q2 2022 Filed on Aug 02, 2022
3,200
$77.98 - $93.3 $250K - $299K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
24,534
$6.23 - $8.57 $153K - $210K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
1,703
$81.99 - $156.56 $140K - $267K
BKR
Baker Hughes CO

Energy
Q2 2022 Filed on Aug 02, 2022
6,163
$28.47 - $37.82 $175K - $233K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2022 Filed on Aug 02, 2022
3,353
$55.42 - $64.55 $186K - $216K
POOL
Pool Corp

Industrials
Q2 2022 Filed on Aug 02, 2022
493
$332.18 - $433.54 $164K - $214K
GRMN
Garmin LTD

Technology
Q2 2022 Filed on Aug 02, 2022
2,768
$92.78 - $118.75 $257K - $329K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
2,666
$147.45 - $198.19 $393K - $528K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
6,465
$34.83 - $46.96 $225K - $304K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2022 Filed on Aug 02, 2022
8,069
$65.79 - $90.02 $531K - $726K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Aug 02, 2022
1,683
$94.62 - $134.53 $159K - $226K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,328
$104.84 - $119.55 $454K - $517K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Aug 02, 2022
4,721
$61.24 - $72.68 $289K - $343K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
2,641
$142.09 - $183.58 $375K - $485K
GEN
Gen Digital Inc Com
Q2 2022 Filed on Aug 02, 2022
9,366
N/A
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2022 Filed on Aug 02, 2022
2,270
$74.38 - $89.47 $169K - $203K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 02, 2022
16,080
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Aug 02, 2022
2,330
$62.81 - $96.09 $146K - $224K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
6,593
$43.8 - $50.65 $289K - $334K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
1,222
$232.1 - $292.26 $284K - $357K
SF
Stifel Financial Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
6,001
$55.33 - $69.15 $332K - $415K
J
Jacobs Engineering Group Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
2,672
$118.69 - $148.16 $317K - $396K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,113
$45.68 - $55.36 $188K - $228K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
3,192
$51.03 - $67.01 $163K - $214K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 02, 2022
25,211
$12.02 - $14.11 $303K - $356K
FCN
Fti Consulting, Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
2,232
$155.09 - $180.85 $346K - $404K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
2,301
$415.35 - $562.4 $956K - $1.29M
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Aug 02, 2022
2,792
$72.8 - $90.06 $203K - $251K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
3,642
$71.24 - $108.1 $259K - $394K
Toughbuilt Inds Inc
Q2 2022 Filed on Aug 02, 2022
75,000
N/A
TFX
Teleflex Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
581
$244.93 - $354.82 $142K - $206K
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Aug 02, 2022
10,752
$19.94 - $24.21 $214K - $260K
ARMK
Aramark

Industrials
Q2 2022 Filed on Aug 02, 2022
5,324
$29.19 - $38.92 $155K - $207K
DTH
Wisdomtree Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
5,070
$34.57 - $40.19 $175K - $204K
MTZ
Mastec Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
3,444
$68.67 - $87.6 $236K - $302K
LSTR
Landstar System Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
1,739
$138.46 - $159.89 $241K - $278K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
1,315
$89.08 - $177.02 $117K - $233K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
3,332
$42.55 - $59.49 $142K - $198K
Zynga Inc
Q1 2022 Filed on May 13, 2022
11,095
N/A
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 13, 2022
922
$243.64 - $270.48 $225K - $249K
LOGI
Logitech International S.A.

Technology
Q1 2022 Filed on May 13, 2022
2,425
$69.35 - $85.95 $168K - $208K
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