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

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

  • $4.37 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Zynga Inc
Q1 2022 Filed on May 13, 2022
11,095
N/A
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on May 13, 2022
4,045
$33.58 - $51.3 $136K - $208K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
3,708
$63.11 - $82.31 $234K - $305K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q1 2022 Filed on May 13, 2022
15,359
$9.4 - $11.48 $144K - $176K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
4,903
$32.42 - $42.66 $159K - $209K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 13, 2022
5,502
$39.56 - $47.63 $218K - $262K
LII
Lennox International Inc

Industrials
Q1 2022 Filed on May 13, 2022
719
$249.15 - $315.17 $179K - $227K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2022 Filed on May 13, 2022
4,993
$45.79 - $50.57 $229K - $252K
TTC
Toro CO

Industrials
Q1 2022 Filed on May 13, 2022
4,087
$81.34 - $101.53 $332K - $415K
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 13, 2022
1,001
$391.52 - $523.85 $392K - $524K
UHAL
Amerco

Industrials
Q1 2022 Filed on May 13, 2022
409
$556.91 - $725.62 $228K - $297K
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 13, 2022
1,031
$164.78 - $208.13 $170K - $215K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2022 Filed on May 13, 2022
13,730
$19.94 - $24.13 $274K - $331K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2022 Filed on May 13, 2022
1,479
$361.12 - $512.21 $534K - $758K
NICE
Nice Ltd.

Technology
Q1 2022 Filed on May 13, 2022
660
$202.74 - $295.34 $134K - $195K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,074
$143.98 - $202.66 $155K - $218K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
8,996
$21.55 - $45.47 $194K - $409K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 13, 2022
849
$188.7 - $283.72 $160K - $241K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 13, 2022
922
$243.64 - $270.48 $225K - $249K
IXUS
Ishares Tr

ETFs
Q1 2022 Filed on May 13, 2022
3,226
$61.54 - $72.2 $199K - $233K
BFZ
Blackrock California Municipal Income Trust

Financial Services
Q1 2022 Filed on May 13, 2022
11,220
$12.19 - $14.56 $137K - $163K
CNA
Cna Financial Corp

Financial Services
Q1 2022 Filed on May 13, 2022
10,153
$43.53 - $49.22 $442K - $500K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
12,000
$15.02 - $18.86 $180K - $226K
CPT
Camden Property Trust

Real Estate
Q1 2022 Filed on May 13, 2022
1,206
$150.51 - $176.45 $182K - $213K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on May 13, 2022
3,218
$64.57 - $75.32 $208K - $242K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2022 Filed on May 13, 2022
3,505
$70.48 - $90.28 $247K - $316K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 13, 2022
337
$380.09 - $587.6 $128K - $198K
Cerner Corp
Q1 2022 Filed on May 13, 2022
2,654
N/A
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
1,030
$131.5 - $390.0 $135K - $402K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
2,778
$81.2 - $102.5 $226K - $285K
Western Asset Mtg Cap Corp
Q4 2021 Filed on Feb 14, 2022
83,660
N/A
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,762
$120.23 - $145.44 $212K - $256K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
7,108
$44.57 - $55.81 $317K - $397K
XLI
Industrial Sector Spdr

ETFs
Q4 2021 Filed on Feb 14, 2022
2,382
$98.64 - $107.12 $235K - $255K
BFIIW
Burgerfi International, Inc. W
Q4 2021 Filed on Feb 14, 2022
29,769
$0.64 - $1.65 $19.1K - $49.1K
Medallia Inc
Q4 2021 Filed on Feb 14, 2022
33,344
N/A
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
38,450
$1.27 - $2.42 $48.8K - $93K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
18,954
$4.84 - $5.27 $91.7K - $99.9K
ENDPQ
Endo Intl PLC Ord Shs (Irl)
Q4 2021 Filed on Feb 14, 2022
10,144
N/A
GLO
Clough Global Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
16,045
$10.64 - $13.08 $171K - $210K
CVM
Cel Sci Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
13,253
$7.1 - $12.82 $94.1K - $170K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
1,062
N/A
LNT
Alliant Energy Corp

Utilities
Q4 2021 Filed on Feb 14, 2022
6,145
$54.66 - $61.47 $336K - $378K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
23,657
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
101,296
N/A
Trident Acquisitions Corp
Q3 2021 Filed on Nov 02, 2021
11,527
N/A
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 02, 2021
4,635
$77.73 - $85.84 $360K - $398K
BREZW
Breeze Hldgs Acquisition Corp
Q3 2021 Filed on Nov 02, 2021
22,473
N/A
General Electric CO
Q3 2021 Filed on Nov 02, 2021
22,325
N/A
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