Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Latest statistics and disclosures from Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, NVDA, VTIP, MTUM, AAPL, and represent 23.23% of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$107M), QUAL (+$24M), VTIP (+$11M), OZ (+$10M), DFUV (+$7.2M), EFV (+$5.4M), MTUM (+$5.3M), IQLT (+$5.1M), VNQ, SCHC.
- Started 51 new stock positions in IDXX, HRL, IWV, CVCO, UBER, NOW, VTES, ORLY, JBT, AJG.
- Reduced shares in these 10 stocks: AVGO, BLK, stock, Guggenheim Bulletshrs 2023 Corp Bd Etf, JNJ, COR, PANW, TSLA, SPYV, SCHX.
- Sold out of its positions in BABA, ADI, ELV, FMC, PXH, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf, DBO, SLV, KBNT. MRVL, PXD, REGL, QS, RXRX, BIL, RBOT, VMware, Bunge.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management was a net buyer of stock by $235M.
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has $3.0B in assets under management (AUM), dropping by 17.92%.
- Central Index Key (CIK): 0001510434
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Portfolio Holdings for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds 494 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.1 | $153M | 2.0M | 77.37 |
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| NVIDIA Corporation (NVDA) | 5.0 | $149M | +251% | 302k | 495.22 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.9 | $146M | +7% | 3.1M | 47.49 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 4.3 | $129M | +4% | 820k | 156.89 |
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| Apple (AAPL) | 4.1 | $123M | +2% | 637k | 192.53 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.7 | $110M | +27% | 750k | 147.14 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.0 | $91M | 1.1M | 81.28 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 3.0 | $90M | +6% | 2.4M | 37.56 |
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| Ishares Core Msci Emkt (IEMG) | 2.6 | $79M | +3% | 1.6M | 50.58 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.6 | $77M | +7% | 1.5M | 52.10 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $77M | +10% | 2.1M | 37.22 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.1 | $64M | +4% | 2.5M | 25.14 |
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| Microsoft Corporation (MSFT) | 2.1 | $63M | 166k | 376.04 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.0 | $60M | 1.7M | 34.36 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $53M | +7% | 601k | 88.36 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.6 | $48M | +3% | 830k | 58.33 |
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| Vanguard Index Fds Value Etf (VTV) | 1.6 | $48M | -2% | 319k | 149.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $45M | 94k | 475.31 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.5 | $44M | 849k | 52.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $37M | +3% | 767k | 47.90 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $30M | +5% | 482k | 62.49 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $26M | 222k | 115.03 |
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| Amazon (AMZN) | 0.8 | $23M | +11% | 153k | 151.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $23M | +3% | 304k | 75.54 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $23M | 780k | 29.23 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $21M | -4% | 118k | 179.97 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.7 | $21M | +88% | 275k | 77.25 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $18M | -5% | 187k | 98.59 |
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| Costco Wholesale Corporation (COST) | 0.6 | $18M | 28k | 660.09 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $18M | 300k | 59.62 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $18M | +4% | 1.1M | 16.86 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $17M | +23% | 491k | 34.89 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.5 | $16M | +18% | 381k | 42.59 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $15M | -4% | 25k | 596.61 |
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| NVR (NVR) | 0.5 | $15M | +3% | 2.1k | 7000.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $14M | +2% | 101k | 139.69 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $14M | +27% | 154k | 89.80 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.5 | $14M | -3% | 615k | 22.13 |
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| Dell Technologies CL C (DELL) | 0.4 | $13M | +6% | 175k | 76.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $13M | +11% | 57k | 237.22 |
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| Arch Cap Group Ord (ACGL) | 0.4 | $13M | 178k | 74.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $13M | 61k | 218.15 |
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| Chevron Corporation (CVX) | 0.4 | $13M | 89k | 149.16 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $13M | 366k | 35.91 |
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| Cisco Systems (CSCO) | 0.4 | $13M | +5% | 258k | 50.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $13M | -9% | 225k | 56.40 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $13M | +7% | 125k | 99.98 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $12M | -9% | 490k | 25.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $12M | -6% | 58k | 213.33 |
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| Meta Platforms Cl A (META) | 0.4 | $12M | +11% | 34k | 353.96 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.4 | $12M | -9% | 102k | 116.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $12M | +5% | 84k | 140.93 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $11M | +6% | 346k | 32.06 |
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| Tesla Motors (TSLA) | 0.4 | $11M | -12% | 44k | 248.48 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $11M | +16% | 296k | 36.96 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $11M | +20% | 441k | 24.79 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $11M | +2% | 263k | 41.10 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.4 | $11M | 189k | 56.46 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $10M | -8% | 143k | 70.10 |
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| Abbvie (ABBV) | 0.3 | $10M | +9% | 65k | 154.97 |
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| Hp (HPQ) | 0.3 | $9.9M | -6% | 329k | 30.09 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $9.8M | -2% | 208k | 47.24 |
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| Builders FirstSource (BLDR) | 0.3 | $9.4M | +7% | 56k | 166.94 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $9.3M | +4% | 244k | 38.01 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $9.0M | -12% | 69k | 131.29 |
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| Johnson & Johnson (JNJ) | 0.3 | $8.8M | -18% | 56k | 156.74 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $8.7M | +13% | 80k | 109.37 |
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| Oracle Corporation (ORCL) | 0.3 | $8.6M | +4% | 81k | 105.43 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.3 | $8.5M | +10% | 268k | 31.54 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.4M | +7% | 76k | 111.63 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.3 | $8.4M | -11% | 175k | 47.79 |
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| Carrier Global Corporation (CARR) | 0.3 | $8.3M | +24% | 144k | 57.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $8.1M | +3% | 20k | 409.52 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.3 | $8.1M | 228k | 35.55 |
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| Gilead Sciences (GILD) | 0.3 | $8.1M | +7% | 100k | 81.01 |
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| Applied Materials (AMAT) | 0.3 | $8.0M | +11% | 49k | 162.07 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $8.0M | 236k | 33.73 |
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $7.9M | +17% | 47k | 169.28 |
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| United Parcel Service CL B (UPS) | 0.3 | $7.6M | 49k | 157.23 |
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| AutoZone (AZO) | 0.2 | $7.5M | +5% | 2.9k | 2585.61 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $7.3M | +28% | 223k | 32.83 |
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| Travelers Companies (TRV) | 0.2 | $7.3M | +6% | 38k | 190.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $7.2M | +5% | 15k | 477.64 |
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| Visa Com Cl A (V) | 0.2 | $7.2M | 28k | 260.35 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $7.0M | +26% | 27k | 259.51 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $6.8M | -5% | 230k | 29.78 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $6.7M | 146k | 46.07 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.7M | +35% | 70k | 96.85 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $6.7M | +2% | 98k | 68.80 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $6.6M | +42% | 128k | 51.63 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $6.5M | 62k | 104.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.5M | +18% | 60k | 108.25 |
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| Amdocs SHS (DOX) | 0.2 | $6.4M | 73k | 87.89 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $6.3M | +34% | 58k | 108.41 |
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| BlackRock (BLK) | 0.2 | $5.7M | -33% | 7.0k | 811.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.6M | +16% | 13k | 436.81 |
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| Snap Cl A (SNAP) | 0.2 | $5.5M | +10% | 328k | 16.93 |
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| AFLAC Incorporated (AFL) | 0.2 | $5.5M | +12% | 67k | 82.50 |
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| Cigna Corp (CI) | 0.2 | $5.1M | +13% | 17k | 299.46 |
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| Pulte (PHM) | 0.2 | $5.1M | +16% | 49k | 103.22 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $5.1M | -6% | 48k | 105.43 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $5.0M | +24% | 242k | 20.71 |
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| Home Depot (HD) | 0.2 | $4.9M | +19% | 14k | 346.56 |
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| Skyworks Solutions (SWKS) | 0.2 | $4.8M | +4% | 43k | 112.42 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $4.8M | -3% | 117k | 40.68 |
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| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.2 | $4.7M | +10% | 218k | 21.70 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.7M | 46k | 103.07 |
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| Lam Research Corporation (LRCX) | 0.2 | $4.7M | -4% | 6.0k | 783.27 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $4.7M | +8% | 85k | 55.28 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $4.4M | +6% | 136k | 32.17 |
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| Ishares Frontier And Sel (FM) | 0.1 | $4.2M | +4% | 162k | 26.30 |
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| Interpublic Group of Companies (IPG) | 0.1 | $4.0M | +4% | 123k | 32.64 |
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| Lennar Corp Cl A (LEN) | 0.1 | $4.0M | +11% | 27k | 149.04 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.0M | 85k | 46.62 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $3.8M | +12% | 14k | 279.68 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $3.8M | 59k | 63.85 |
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| Starbucks Corporation (SBUX) | 0.1 | $3.7M | 39k | 96.01 |
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| Intel Corporation (INTC) | 0.1 | $3.7M | -5% | 73k | 50.25 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.6M | +19% | 25k | 145.01 |
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| McDonald's Corporation (MCD) | 0.1 | $3.6M | -4% | 12k | 296.50 |
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| Omni (OMC) | 0.1 | $3.5M | +6% | 41k | 86.52 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $3.5M | -2% | 128k | 27.14 |
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| Microchip Technology (MCHP) | 0.1 | $3.5M | +5% | 38k | 90.18 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $3.3M | -31% | 70k | 46.63 |
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| Watsco, Incorporated (WSO) | 0.1 | $3.2M | +11% | 7.6k | 428.47 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $3.2M | +4% | 62k | 51.83 |
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| Hologic (HOLX) | 0.1 | $3.2M | +4% | 45k | 71.45 |
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| Wec Energy Group (WEC) | 0.1 | $3.2M | NEW | 38k | 84.17 |
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| Broadcom (AVGO) | 0.1 | $3.2M | -59% | 2.9k | 1116.37 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $3.1M | +8% | 18k | 170.10 |
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| Columbia Banking System (COLB) | 0.1 | $3.0M | 112k | 26.68 |
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| Procter & Gamble Company (PG) | 0.1 | $2.9M | 20k | 146.54 |
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| Expeditors International of Washington (EXPD) | 0.1 | $2.9M | +5% | 23k | 127.20 |
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| McKesson Corporation (MCK) | 0.1 | $2.9M | +10% | 6.2k | 462.95 |
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| Arista Networks (ANET) | 0.1 | $2.8M | -2% | 12k | 235.51 |
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| Southern Copper Corporation (SCCO) | 0.1 | $2.8M | +14% | 32k | 86.07 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.7M | -4% | 18k | 155.33 |
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| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.1 | $2.7M | -3% | 44k | 61.34 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.7M | -11% | 4.6k | 582.97 |
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| Pepsi (PEP) | 0.1 | $2.6M | +15% | 16k | 169.84 |
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| Jabil Circuit (JBL) | 0.1 | $2.6M | +7% | 21k | 127.40 |
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| UnitedHealth (UNH) | 0.1 | $2.6M | +18% | 4.9k | 526.47 |
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| Automatic Data Processing (ADP) | 0.1 | $2.6M | +12% | 11k | 232.98 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $2.5M | +5% | 132k | 19.30 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $2.5M | 121k | 20.89 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.5M | -26% | 17k | 147.41 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $2.5M | 123k | 20.45 |
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| Boeing Company (BA) | 0.1 | $2.5M | 9.5k | 260.67 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $2.4M | +16% | 120k | 20.28 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $2.4M | 125k | 19.46 |
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| Merck & Co (MRK) | 0.1 | $2.4M | 22k | 109.02 |
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| Hartford Financial Services (HIG) | 0.1 | $2.4M | +8% | 30k | 80.38 |
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| At&t (T) | 0.1 | $2.2M | +7% | 133k | 16.78 |
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| Samsara Com Cl A (IOT) | 0.1 | $2.2M | 66k | 33.38 |
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| Steel Dynamics (STLD) | 0.1 | $2.2M | +12% | 18k | 118.10 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.2M | +9% | 3.7k | 581.36 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $2.2M | +2% | 116k | 18.55 |
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| Kroger (KR) | 0.1 | $2.1M | -3% | 46k | 45.71 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.1M | +16% | 11k | 192.48 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.1M | +2% | 5.9k | 350.91 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | +26% | 3.9k | 530.74 |
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| Danaher Corporation (DHR) | 0.1 | $2.1M | +165% | 8.9k | 231.34 |
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| Philip Morris International (PM) | 0.1 | $2.0M | +5% | 22k | 94.08 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.0M | +3% | 36k | 55.41 |
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| Bank of America Corporation (BAC) | 0.1 | $2.0M | +29% | 59k | 33.67 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.0M | -5% | 36k | 55.67 |
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| Caterpillar (CAT) | 0.1 | $2.0M | -12% | 6.7k | 295.68 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.0M | 6.3k | 310.89 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.0M | +18% | 19k | 102.88 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.9M | +8% | 4.2k | 460.75 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.9M | +2% | 78k | 24.48 |
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| Palo Alto Networks (PANW) | 0.1 | $1.9M | -45% | 6.5k | 294.88 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.9M | -12% | 68k | 27.99 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $1.8M | +27% | 20k | 93.08 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.8M | +17% | 7.4k | 245.63 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $1.8M | -3% | 36k | 49.92 |
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| Netflix (NFLX) | 0.1 | $1.8M | -8% | 3.7k | 486.85 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $1.8M | -5% | 29k | 61.94 |
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| Moderna (MRNA) | 0.1 | $1.8M | -6% | 18k | 99.45 |
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| Nike CL B (NKE) | 0.1 | $1.8M | 16k | 108.57 |
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| Qualcomm (QCOM) | 0.1 | $1.7M | +4% | 12k | 144.63 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $1.7M | +3% | 66k | 26.11 |
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| Deere & Company (DE) | 0.1 | $1.7M | +13% | 4.3k | 399.88 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.7M | +16% | 8.6k | 200.70 |
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| Edwards Lifesciences (EW) | 0.1 | $1.7M | 23k | 76.25 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $1.7M | +16% | 30k | 57.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.7M | +44% | 7.2k | 232.63 |
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| salesforce (CRM) | 0.1 | $1.7M | +19% | 6.3k | 263.14 |
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| Amgen (AMGN) | 0.1 | $1.6M | +12% | 5.6k | 288.02 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.6M | +6% | 21k | 76.13 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $1.6M | NEW | 96k | 16.64 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +13% | 14k | 110.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | 9.1k | 170.39 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | +35% | 7.0k | 219.57 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $1.5M | 85k | 17.83 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.5M | +10% | 89k | 16.98 |
|
| Intuit (INTU) | 0.0 | $1.5M | +4% | 2.4k | 625.03 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.5M | 24k | 61.90 |
|
|
| Coca-Cola Company (KO) | 0.0 | $1.5M | 25k | 58.93 |
|
|
| Pfizer (PFE) | 0.0 | $1.5M | -5% | 51k | 28.79 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.5M | +13% | 1.7k | 878.29 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $1.4M | +6% | 20k | 72.22 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $1.4M | -2% | 11k | 124.97 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.4M | +24% | 18k | 77.02 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.4M | -31% | 17k | 82.04 |
|
| Altria (MO) | 0.0 | $1.4M | +9% | 34k | 40.34 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.4M | -5% | 8.7k | 157.65 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4M | +13% | 15k | 89.47 |
|
| Walt Disney Company (DIS) | 0.0 | $1.4M | -2% | 15k | 90.29 |
|
| Biogen Idec (BIIB) | 0.0 | $1.4M | NEW | 5.2k | 258.77 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.4M | +55% | 5.6k | 241.76 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 4.3k | 311.90 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.3M | -8% | 5.1k | 262.28 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.3M | -19% | 22k | 57.81 |
|
| Corning Incorporated (GLW) | 0.0 | $1.3M | +15% | 42k | 30.45 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.3M | +21% | 2.6k | 484.00 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.3M | +9% | 49k | 25.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2M | -7% | 7.9k | 157.81 |
|
| ConocoPhillips (COP) | 0.0 | $1.2M | +28% | 11k | 116.07 |
|
| Fiserv (FI) | 0.0 | $1.2M | 9.2k | 132.84 |
|
|
| Cardinal Health (CAH) | 0.0 | $1.2M | NEW | 12k | 100.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.2M | +21% | 16k | 75.35 |
|
| Confluent Class A Com (CFLT) | 0.0 | $1.2M | 50k | 23.40 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.2M | +17% | 14k | 84.14 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $1.1M | 39k | 29.42 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $1.1M | +31% | 24k | 47.03 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $1.1M | +3% | 27k | 42.18 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.1M | +7% | 4.3k | 261.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.1M | +51% | 25k | 43.85 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.1M | -4% | 3.5k | 313.09 |
|
| Paypal Holdings (PYPL) | 0.0 | $1.1M | +24% | 18k | 61.41 |
|
| Juniper Networks (JNPR) | 0.0 | $1.1M | 36k | 29.48 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $1.1M | NEW | 4.9k | 219.89 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $1.1M | -6% | 19k | 55.35 |
|
| Honeywell International (HON) | 0.0 | $1.1M | +30% | 5.0k | 209.72 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.1M | NEW | 11k | 100.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.0M | +2% | 8.0k | 130.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $989k | +19% | 2.3k | 426.56 |
|
| Nucor Corporation (NUE) | 0.0 | $985k | 5.7k | 174.04 |
|
|
| stock | 0.0 | $978k | -71% | 6.4k | 152.35 |
|
| Box Cl A (BOX) | 0.0 | $970k | +20% | 38k | 25.61 |
|
| Listed Fd Tr Wahed Dow Jones (UMMA) | 0.0 | $961k | 42k | 22.78 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $946k | +9% | 38k | 25.07 |
|
| Paccar (PCAR) | 0.0 | $936k | +13% | 9.6k | 97.65 |
|
| MGM Resorts International. (MGM) | 0.0 | $935k | +16% | 21k | 44.68 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $923k | 12k | 79.71 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $917k | +5% | 26k | 35.20 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $890k | -12% | 23k | 39.03 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $885k | 9.9k | 89.06 |
|
|
| Linde SHS (LIN) | 0.0 | $876k | -25% | 2.1k | 410.66 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $876k | -4% | 3.2k | 277.14 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $875k | -11% | 8.1k | 107.49 |
|
| Prologis (PLD) | 0.0 | $874k | +5% | 6.6k | 133.31 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $862k | +196% | 4.5k | 189.49 |
|
| S&p Global (SPGI) | 0.0 | $860k | +3% | 2.0k | 440.52 |
|
| International Business Machines (IBM) | 0.0 | $830k | 5.1k | 163.55 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $816k | +2% | 1.4k | 576.10 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $809k | 11k | 75.10 |
|
|
| American Express Company (AXP) | 0.0 | $802k | +4% | 4.3k | 187.33 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $790k | +27% | 11k | 70.35 |
|
| Morgan Stanley Com New (MS) | 0.0 | $771k | +2% | 8.3k | 93.25 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $771k | -8% | 4.7k | 165.23 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $771k | -27% | 33k | 23.27 |
|
| Rockwell Automation (ROK) | 0.0 | $767k | +2% | 2.5k | 310.43 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $766k | -14% | 9.2k | 82.96 |
|
| Twilio Cl A (TWLO) | 0.0 | $759k | -43% | 10k | 75.87 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $753k | -19% | 14k | 52.20 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $753k | 4.3k | 173.89 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $749k | -19% | 1.7k | 446.29 |
|
| Nextera Energy (NEE) | 0.0 | $736k | +2% | 12k | 60.74 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $710k | -26% | 14k | 51.31 |
|
| Alignment Healthcare (ALHC) | 0.0 | $707k | 82k | 8.61 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $706k | +7% | 4.1k | 170.45 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $699k | +18% | 3.1k | 225.54 |
|
| Txo Partners Com Unit (TXO) | 0.0 | $690k | NEW | 38k | 18.18 |
|
| C3 Ai Cl A (AI) | 0.0 | $686k | +9% | 24k | 28.71 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $683k | -14% | 16k | 43.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $682k | 11k | 62.66 |
|
|
| Uber Technologies (UBER) | 0.0 | $681k | NEW | 11k | 61.57 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $668k | +10% | 1.8k | 376.93 |
|
| CSX Corporation (CSX) | 0.0 | $659k | +15% | 19k | 34.67 |
|
| Shopify Cl A (SHOP) | 0.0 | $659k | -7% | 8.5k | 77.90 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $657k | +7% | 6.9k | 95.32 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $648k | 10k | 63.88 |
|
|
| McGrath Rent (MGRC) | 0.0 | $647k | 5.4k | 119.61 |
|
|
| MercadoLibre (MELI) | 0.0 | $641k | +10% | 408.00 | 1571.50 |
|
| Lowe's Companies (LOW) | 0.0 | $641k | +6% | 2.9k | 222.52 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $640k | -6% | 6.5k | 99.25 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $636k | 125k | 5.08 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $626k | 28k | 22.73 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $625k | 28k | 22.37 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $622k | 2.4k | 259.66 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $619k | 27k | 23.13 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $617k | +14% | 4.5k | 136.38 |
|
| D.R. Horton (DHI) | 0.0 | $616k | +12% | 4.1k | 151.98 |
|
| Ford Motor Company (F) | 0.0 | $616k | 51k | 12.19 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $610k | -2% | 27k | 22.71 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.0 | $605k | -3% | 28k | 21.66 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $600k | +55% | 6.2k | 97.04 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $591k | -47% | 7.2k | 82.18 |
|
| Principal Financial (PFG) | 0.0 | $591k | -4% | 7.5k | 78.67 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $573k | +15% | 5.6k | 101.77 |
|
| MetLife (MET) | 0.0 | $569k | 8.6k | 66.13 |
|
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $566k | 3.9k | 145.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $562k | 1.2k | 453.18 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $561k | 44k | 12.72 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $551k | -9% | 7.6k | 72.43 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.0 | $551k | NEW | 26k | 21.18 |
|
| Eaton Corp SHS (ETN) | 0.0 | $548k | -4% | 2.3k | 240.82 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $543k | +23% | 4.6k | 117.14 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $540k | +2% | 14k | 37.49 |
|
| Waste Management (WM) | 0.0 | $526k | 2.9k | 179.10 |
|
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $526k | NEW | 7.0k | 75.36 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $524k | 5.0k | 104.00 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $517k | -5% | 3.2k | 160.34 |
|
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.0 | $510k | NEW | 24k | 21.26 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $506k | 8.7k | 57.81 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $505k | +23% | 1.7k | 303.17 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $504k | +49% | 4.9k | 103.45 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $501k | +5% | 13k | 40.21 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $492k | +2% | 3.4k | 146.24 |
|
| Golden Ocean Group Shs New (GOGL) | 0.0 | $488k | NEW | 50k | 9.76 |
|
| Descartes Sys Grp (DSGX) | 0.0 | $484k | 5.8k | 84.03 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $482k | 13k | 37.04 |
|
|
| Goldman Sachs (GS) | 0.0 | $481k | -25% | 1.2k | 385.74 |
|
| eBay (EBAY) | 0.0 | $478k | 11k | 43.62 |
|
|
| Unity Software (U) | 0.0 | $477k | +6% | 12k | 40.89 |
|
| General Electric Com New (GE) | 0.0 | $476k | +61% | 3.7k | 127.61 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $474k | -10% | 6.3k | 75.32 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $469k | NEW | 4.8k | 98.04 |
|
| Medtronic SHS (MDT) | 0.0 | $466k | -37% | 5.7k | 82.38 |
|
| Five9 (FIVN) | 0.0 | $463k | 5.9k | 78.69 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $459k | -13% | 905.00 | 507.38 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $458k | -6% | 6.6k | 69.47 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $449k | -13% | 3.0k | 148.37 |
|
| Alaska Air (ALK) | 0.0 | $447k | 12k | 39.07 |
|
|
| Iron Mountain (IRM) | 0.0 | $447k | +13% | 6.4k | 69.98 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $446k | 13k | 35.41 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $440k | 3.8k | 116.53 |
|
|
| Northwest Natural Holdin (NWN) | 0.0 | $434k | -2% | 11k | 38.94 |
|
| Verizon Communications (VZ) | 0.0 | $430k | +12% | 11k | 37.70 |
|
| Ishares Tr Intl Devppty Etf (WPS) | 0.0 | $428k | -6% | 15k | 28.66 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $426k | +6% | 1.0k | 406.89 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $425k | +52% | 13k | 34.01 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $423k | NEW | 4.2k | 101.41 |
|
| Cummins (CMI) | 0.0 | $422k | 1.8k | 239.51 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $421k | 3.6k | 117.22 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $416k | +24% | 1.7k | 243.90 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $415k | NEW | 26k | 15.97 |
|
| Dorian Lpg Shs Usd (LPG) | 0.0 | $408k | +4% | 9.3k | 43.87 |
|
| Emerson Electric (EMR) | 0.0 | $407k | 4.2k | 97.32 |
|
|
| American Electric Power Company (AEP) | 0.0 | $404k | +9% | 5.0k | 81.23 |
|
| Phillips 66 (PSX) | 0.0 | $401k | -12% | 3.0k | 133.15 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $397k | +8% | 847.00 | 468.14 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $385k | +4% | 1.9k | 205.74 |
|
| Cathay General Ban (CATY) | 0.0 | $383k | -3% | 8.6k | 44.57 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $381k | -5% | 850.00 | 448.18 |
|
| American Water Works (AWK) | 0.0 | $379k | -2% | 2.9k | 131.97 |
|
| General Mills (GIS) | 0.0 | $377k | -7% | 5.8k | 65.14 |
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $373k | 14k | 27.29 |
|
|
| Ecolab (ECL) | 0.0 | $371k | +9% | 1.9k | 198.35 |
|
| Extra Space Storage (EXR) | 0.0 | $368k | -31% | 2.3k | 160.33 |
|
| Wells Fargo & Company (WFC) | 0.0 | $367k | +19% | 7.5k | 49.22 |
|
| Zoetis Cl A (ZTS) | 0.0 | $366k | +16% | 1.9k | 197.37 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $365k | +7% | 11k | 34.86 |
|
| Progressive Corporation (PGR) | 0.0 | $365k | +16% | 2.3k | 159.29 |
|
| Hershey Company (HSY) | 0.0 | $364k | -9% | 2.0k | 186.44 |
|
| Williams-Sonoma (WSM) | 0.0 | $358k | -8% | 1.8k | 201.83 |
|
| TJX Companies (TJX) | 0.0 | $355k | NEW | 3.8k | 93.81 |
|
| Hub Group Cl A (HUBG) | 0.0 | $353k | 3.8k | 91.94 |
|
|
| United Rentals (URI) | 0.0 | $353k | +10% | 615.00 | 573.43 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $348k | -9% | 8.0k | 43.71 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $343k | 5.9k | 57.96 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $339k | +26% | 7.2k | 47.39 |
|
| Mueller Industries (MLI) | 0.0 | $339k | +108% | 7.2k | 47.15 |
|
| Caredx (CDNA) | 0.0 | $338k | 28k | 12.00 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $337k | +3% | 2.4k | 139.02 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $336k | -59% | 575.00 | 584.75 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $333k | +14% | 1.9k | 178.82 |
|
| Citigroup Com New (C) | 0.0 | $329k | +25% | 6.4k | 51.44 |
|
| Clorox Company (CLX) | 0.0 | $327k | -9% | 2.3k | 142.59 |
|
| Metrocity Bankshares (MCBS) | 0.0 | $327k | +4% | 14k | 24.02 |
|
| Public Storage (PSA) | 0.0 | $326k | -2% | 1.1k | 305.06 |
|
| Encore Wire Corporation (WIRE) | 0.0 | $324k | +3% | 1.5k | 213.60 |
|
| Ufp Industries (UFPI) | 0.0 | $322k | +4% | 2.6k | 125.55 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $322k | +26% | 1.8k | 182.11 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $321k | +3% | 6.7k | 48.11 |
|
| Air Products & Chemicals (APD) | 0.0 | $321k | -2% | 1.2k | 273.80 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $313k | NEW | 414.00 | 756.92 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $313k | NEW | 1.1k | 273.74 |
|
| Dycom Industries (DY) | 0.0 | $311k | 2.7k | 115.09 |
|
|
| Republic Services (RSG) | 0.0 | $311k | -4% | 1.9k | 164.91 |
|
| Ethan Allen Interiors (ETD) | 0.0 | $307k | -2% | 9.6k | 31.92 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $307k | 1.6k | 191.75 |
|
|
| Tri Pointe Homes (TPH) | 0.0 | $303k | -2% | 8.6k | 35.40 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $302k | 1.6k | 192.52 |
|
|
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $297k | 2.5k | 117.72 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $297k | 4.9k | 61.10 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $296k | -3% | 3.6k | 83.32 |
|
| Allstate Corporation (ALL) | 0.0 | $296k | 2.1k | 139.98 |
|
|
| Axon Enterprise (AXON) | 0.0 | $291k | -16% | 1.1k | 258.33 |
|
| Washington Federal (WAFD) | 0.0 | $291k | 8.8k | 32.96 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $289k | 2.0k | 143.61 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $288k | -3% | 2.1k | 138.50 |
|
| Target Corporation (TGT) | 0.0 | $286k | -4% | 2.0k | 142.44 |
|
| Shell Spon Ads (SHEL) | 0.0 | $284k | +13% | 4.3k | 65.80 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $283k | +13% | 839.00 | 337.36 |
|
| W.W. Grainger (GWW) | 0.0 | $283k | -2% | 341.00 | 828.69 |
|
| Enterprise Products Partners (EPD) | 0.0 | $281k | -10% | 11k | 26.35 |
|
| Valero Energy Corporation (VLO) | 0.0 | $278k | 2.1k | 130.02 |
|
|
| Irhythm Technologies (IRTC) | 0.0 | $278k | 2.6k | 107.04 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $278k | 1.7k | 162.91 |
|
|
| Materion Corporation (MTRN) | 0.0 | $278k | +6% | 2.1k | 130.13 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $272k | +10% | 803.00 | 338.61 |
|
| Cavco Industries (CVCO) | 0.0 | $270k | NEW | 780.00 | 346.62 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $270k | NEW | 4.1k | 66.50 |
|
| John Bean Technologies Corporation (JBT) | 0.0 | $269k | NEW | 2.7k | 99.45 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $268k | 19k | 13.80 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $267k | -60% | 2.8k | 95.20 |
|
| RBB Motley Fool Gbl (TMFG) | 0.0 | $265k | 9.5k | 27.82 |
|
|
| Photronics (PLAB) | 0.0 | $265k | NEW | 8.4k | 31.37 |
|
| Block Cl A (SQ) | 0.0 | $263k | NEW | 3.4k | 77.35 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $262k | -14% | 5.7k | 46.06 |
|
| SEI Investments Company (SEIC) | 0.0 | $260k | 4.1k | 63.56 |
|
|
| Standard Motor Products (SMP) | 0.0 | $259k | +4% | 6.5k | 39.81 |
|
| Markel Corporation (MKL) | 0.0 | $258k | -22% | 182.00 | 1419.90 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $258k | NEW | 8.0k | 32.11 |
|
| Chubb (CB) | 0.0 | $257k | -33% | 1.1k | 226.00 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $257k | +3% | 2.6k | 99.02 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $256k | 4.3k | 59.25 |
|
|
| Boise Cascade (BCC) | 0.0 | $255k | NEW | 2.0k | 129.36 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $252k | 2.5k | 101.99 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $251k | NEW | 6.7k | 37.58 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $250k | -44% | 4.8k | 52.00 |
|
| Kinder Morgan (KMI) | 0.0 | $249k | -8% | 14k | 17.64 |
|
| Fortinet (FTNT) | 0.0 | $248k | -24% | 4.2k | 58.53 |
|
| Las Vegas Sands (LVS) | 0.0 | $246k | 5.0k | 49.21 |
|
|
| Ametek (AME) | 0.0 | $238k | NEW | 1.4k | 164.89 |
|
| Owens Corning (OC) | 0.0 | $237k | 1.6k | 148.23 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $235k | NEW | 578.00 | 405.64 |
|
| Sanmina (SANM) | 0.0 | $233k | +5% | 4.5k | 51.37 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $232k | 4.4k | 53.35 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $232k | -24% | 7.9k | 29.40 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $230k | NEW | 415.00 | 555.05 |
|
| 3M Company (MMM) | 0.0 | $228k | -11% | 2.1k | 109.33 |
|
| AmerisourceBergen (COR) | 0.0 | $228k | -88% | 1.1k | 205.38 |
|
| Diodes Incorporated (DIOD) | 0.0 | $227k | -3% | 2.8k | 80.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $225k | -8% | 6.9k | 32.64 |
|
| Stryker Corporation (SYK) | 0.0 | $224k | 747.00 | 299.54 |
|
|
| Micron Technology (MU) | 0.0 | $223k | NEW | 2.6k | 85.33 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $223k | -2% | 4.3k | 51.27 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $222k | -28% | 1.2k | 191.17 |
|
| Ameren Corporation (AEE) | 0.0 | $220k | 3.0k | 72.34 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $219k | NEW | 230.00 | 950.08 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $218k | NEW | 5.1k | 42.57 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $218k | -22% | 2.2k | 100.97 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $217k | -13% | 3.0k | 72.54 |
|
| Prudential Financial (PRU) | 0.0 | $216k | NEW | 2.1k | 103.71 |
|
| American Tower Reit (AMT) | 0.0 | $215k | NEW | 998.00 | 215.88 |
|
| Paychex (PAYX) | 0.0 | $215k | NEW | 1.8k | 119.14 |
|
| Cadence Design Systems (CDNS) | 0.0 | $214k | NEW | 787.00 | 272.37 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $214k | NEW | 2.7k | 78.95 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $213k | NEW | 3.3k | 65.06 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $213k | 2.3k | 92.45 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $208k | NEW | 6.4k | 32.48 |
|
| Consolidated Edison (ED) | 0.0 | $208k | NEW | 2.3k | 90.97 |
|
| Southern Company (SO) | 0.0 | $207k | NEW | 3.0k | 70.12 |
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.0 | $207k | -11% | 6.4k | 32.52 |
|
| Servicenow (NOW) | 0.0 | $203k | NEW | 287.00 | 706.49 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $202k | -47% | 2.9k | 70.83 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $202k | NEW | 3.8k | 53.08 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $202k | -32% | 1.9k | 104.77 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $202k | NEW | 897.00 | 224.88 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $202k | NEW | 2.2k | 90.17 |
|
| Resources Connection (RGP) | 0.0 | $202k | +3% | 14k | 14.17 |
|
| Domino's Pizza (DPZ) | 0.0 | $201k | NEW | 487.00 | 412.02 |
|
| Oneok (OKE) | 0.0 | $201k | NEW | 2.9k | 70.23 |
|
| Vector (VGR) | 0.0 | $200k | -3% | 18k | 11.28 |
|
| First Fndtn (FFWM) | 0.0 | $191k | 20k | 9.68 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $186k | 15k | 12.80 |
|
|
| Luther Burbank Corp. | 0.0 | $155k | +6% | 14k | 10.71 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $141k | -16% | 11k | 12.98 |
|
| Direxion Shs Etf Tr Daily Finl Bear (FAZ) | 0.0 | $137k | NEW | 10k | 13.67 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $121k | NEW | 15k | 8.33 |
|
| Nio Spon Ads (NIO) | 0.0 | $120k | -9% | 13k | 9.07 |
|
| DNP Select Income Fund (DNP) | 0.0 | $110k | NEW | 13k | 8.48 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $102k | NEW | 18k | 5.55 |
|
| Omeros Corporation (OMER) | 0.0 | $98k | +200% | 30k | 3.27 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $73k | +8% | 19k | 3.83 |
|
| Community Health Systems (CYH) | 0.0 | $46k | +11% | 15k | 3.13 |
|
| Churchill Capital Corp Iii-a (MPLN) | 0.0 | $39k | +8% | 27k | 1.44 |
|
| Opko Health (OPK) | 0.0 | $33k | 22k | 1.51 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $32k | 14k | 2.35 |
|
|
| Cbak Energy Technology (CBAT) | 0.0 | $11k | 10k | 1.05 |
|
Past Filings by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
SEC 13F filings are viewable for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management going back to 2011
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q4 filed Feb. 6, 2024
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q3 filed Nov. 3, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q2 filed Aug. 11, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2023 Q1 filed May 9, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q4 filed Feb. 8, 2023
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q3 filed Nov. 3, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q2 filed Aug. 2, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2022 Q1 filed May 13, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q4 filed Feb. 14, 2022
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q3 filed Nov. 2, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q2 filed Aug. 12, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2021 Q1 filed May 17, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q4 filed Feb. 12, 2021
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q3 filed Nov. 12, 2020
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q2 filed Aug. 12, 2020
- Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2020 Q1 filed May 11, 2020